Fielder Capital Group LLC Purchases New Position in CoreWeave Inc. $CRWV

Fielder Capital Group LLC acquired a new position in CoreWeave Inc. (NASDAQ:CRWV) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 14,754 shares of the company’s stock, valued at approximately $2,019,000.

Other large investors have also bought and sold shares of the company. Family Legacy Financial Solutions LLC lifted its stake in shares of CoreWeave by 166.7% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock valued at $27,000 after purchasing an additional 125 shares during the period. HighMark Wealth Management LLC purchased a new stake in CoreWeave in the third quarter worth $27,000. OLD Second National Bank of Aurora bought a new position in CoreWeave in the third quarter worth $27,000. Princeton Global Asset Management LLC bought a new position in CoreWeave in the third quarter worth $28,000. Finally, Archer Investment Corp purchased a new position in CoreWeave during the second quarter valued at $34,000.

CoreWeave Stock Performance

Shares of CRWV opened at $89.95 on Friday. The company has a market cap of $34.76 billion and a price-to-earnings ratio of -62.03. The business’s fifty day simple moving average is $84.51 and its two-hundred day simple moving average is $102.10. CoreWeave Inc. has a 12 month low of $33.51 and a 12 month high of $187.00. The company has a current ratio of 0.49, a quick ratio of 0.49 and a debt-to-equity ratio of 2.66.

CoreWeave (NASDAQ:CRWV) last posted its quarterly earnings results on Monday, November 10th. The company reported ($0.22) earnings per share for the quarter, topping the consensus estimate of ($0.36) by $0.14. The business had revenue of $1.36 billion during the quarter, compared to analysts’ expectations of $1.28 billion. During the same quarter in the prior year, the firm earned ($1.82) EPS. The firm’s revenue for the quarter was up 133.7% compared to the same quarter last year.

Insider Activity

In other news, insider Jeff Baker sold 5,143 shares of CoreWeave stock in a transaction that occurred on Thursday, January 29th. The shares were sold at an average price of $103.78, for a total value of $533,740.54. Following the completion of the sale, the insider directly owned 39,304 shares in the company, valued at $4,078,969.12. The trade was a 11.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Michael N. Intrator sold 32,456 shares of the business’s stock in a transaction that occurred on Wednesday, January 28th. The shares were sold at an average price of $106.08, for a total transaction of $3,442,932.48. Following the transaction, the chief executive officer directly owned 5,796,323 shares of the company’s stock, valued at $614,873,943.84. The trade was a 0.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 4,512,893 shares of company stock worth $374,594,594.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on CRWV shares. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $174.00 target price on shares of CoreWeave in a research report on Wednesday, November 5th. Compass Point assumed coverage on CoreWeave in a research note on Thursday, November 13th. They issued a “buy” rating and a $150.00 price target on the stock. Weiss Ratings reiterated a “sell (d-)” rating on shares of CoreWeave in a research note on Monday, December 29th. The Goldman Sachs Group initiated coverage on CoreWeave in a report on Monday, January 12th. They issued a “neutral” rating and a $86.00 target price on the stock. Finally, Morgan Stanley increased their target price on CoreWeave from $91.00 to $99.00 and gave the stock an “equal weight” rating in a research note on Tuesday, November 11th. Eighteen equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $127.27.

Key CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave rolled out a major consumer-facing brand campaign, “Ready for Anything, Ready for AI,” increasing visibility during the Winter Olympics and reinforcing its positioning as a purpose-built AI cloud provider. This can help sentiment and customer awareness. CoreWeave Introduces a New Brand Vision
• Positive Sentiment: Product update: CoreWeave introduced “ARENA,” a lab for AI production‑readiness aimed at enterprise testing and deployment — a concrete product that supports revenue monetization and customer stickiness for production AI workloads. Introducing CoreWeave ARENA
• Neutral Sentiment: Sector context: Market commentary about bitcoin‑miner-to‑AI‑landlord pivots highlights infrastructure demand and validates the addressable market for providers like CoreWeave — background support for the stock but not a direct company announcement. The Great Pivot: Bitcoin Miners Are Becoming AI’s Landlords (CRWV)
• Neutral Sentiment: Administrative items: CoreWeave set its Q4 / FY2025 earnings date and conference call (investors should watch for guidance/metrics on capacity and revenue conversion). CoreWeave Announces Date of Fourth Quarter and Fiscal Year 2025 Financial Results
• Negative Sentiment: Multiple law firms filed or announced investigations/class actions alleging securities fraud and misrepresentations about CoreWeave’s ability to scale infrastructure and meet guidance — Hagens Berman specifically flagged alleged data‑center delays and concealed infrastructure risks. These actions create legal risk, potential distraction, and could pressure the stock if litigation progresses. Hagens Berman Investigating Claims Against CoreWeave
• Negative Sentiment: Significant insider selling disclosed: Brannin McBee sold large blocks of shares in early February (SEC filings), which investors often view as a negative signal about insider conviction even if sales are for diversification or tax reasons. Insider Sales by Brannin McBee

CoreWeave Company Profile

CoreWeave is a U.S.-based provider of GPU-accelerated cloud infrastructure designed to support compute-intensive workloads such as artificial intelligence, machine learning, visual effects rendering and other high-performance computing applications. The company supplies access to large fleets of modern GPUs and complementary infrastructure that enable customers to train and deploy large models, run inference at scale, and process graphics-heavy workloads with low latency and high throughput.

CoreWeave’s product offering includes on-demand and dedicated GPU instances, bare-metal servers, private clusters and managed services tailored for enterprise and developer use.