Pacific Point Advisors LLC Makes New Investment in CoreWeave Inc. $CRWV

Pacific Point Advisors LLC acquired a new position in shares of CoreWeave Inc. (NASDAQ:CRWV) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 8,000 shares of the company’s stock, valued at approximately $573,000.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Family Legacy Financial Solutions LLC grew its position in shares of CoreWeave by 166.7% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock worth $27,000 after buying an additional 125 shares during the period. HighMark Wealth Management LLC bought a new stake in shares of CoreWeave during the third quarter worth approximately $27,000. OLD Second National Bank of Aurora bought a new stake in shares of CoreWeave during the third quarter worth approximately $27,000. KERR FINANCIAL PLANNING Corp bought a new stake in shares of CoreWeave during the third quarter worth approximately $27,000. Finally, Aspect Partners LLC bought a new stake in shares of CoreWeave during the third quarter worth approximately $28,000.

CoreWeave Stock Performance

Shares of NASDAQ:CRWV opened at $85.24 on Wednesday. The company has a market capitalization of $35.72 billion and a price-to-earnings ratio of -26.64. The firm’s 50 day simple moving average is $85.71 and its 200 day simple moving average is $95.20. The company has a debt-to-equity ratio of 4.46, a current ratio of 0.46 and a quick ratio of 0.46. CoreWeave Inc. has a fifty-two week low of $33.51 and a fifty-two week high of $187.00.

CoreWeave (NASDAQ:CRWV) last announced its quarterly earnings results on Thursday, February 26th. The company reported ($0.89) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.61) by ($0.28). The firm had revenue of $1.57 billion during the quarter. CoreWeave had a negative net margin of 22.75% and a negative return on equity of 33.82%. The business’s quarterly revenue was up 110.4% compared to the same quarter last year.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on CRWV. HC Wainwright reissued a “buy” rating and set a $180.00 price target on shares of CoreWeave in a research note on Monday, March 2nd. The Goldman Sachs Group began coverage on shares of CoreWeave in a research note on Monday, January 12th. They set a “neutral” rating and a $86.00 price target for the company. Oppenheimer began coverage on shares of CoreWeave in a research note on Friday, March 6th. They set an “outperform” rating and a $140.00 price target for the company. Needham & Company LLC reissued a “hold” rating on shares of CoreWeave in a research note on Friday, February 27th. Finally, UBS Group reissued a “neutral” rating on shares of CoreWeave in a research note on Friday, January 16th. Nineteen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $121.06.

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Brokerages have issued an average rating of “Moderate Buy,” which supports demand from institutional and retail investors and helps justify upward price momentum. Read More.
• Positive Sentiment: ARK Invest’s Cathie Wood added roughly $5.8M of CoreWeave stock, a high-profile purchase that can boost investor confidence and attract momentum buying. Read More.
• Neutral Sentiment: Valuation debate: a recent piece examines whether CoreWeave’s strong one-year gain (~62%) leaves it fully priced. The article highlights short-term gains and longer-term growth expectations — useful for investors weighing repositioning vs. hold. Read More.
• Neutral Sentiment: Sector-level risk: a CNBC report flags that the AI data-center boom is pushing hyperscalers toward private credit and off-balance financing, creating potential financing and insurance stress for the industry. This is a higher-level risk that could affect CoreWeave’s cost of capital or partner stability but is not company-specific. Read More.
• Negative Sentiment: Profitability concerns: analysis shows CoreWeave is spending heavily — roughly $2.6 for every $1 of revenue in 2026 — which raises execution and margin risk if revenue growth slows. Read More.
• Negative Sentiment: Insider selling: filings show large insider sales totaling roughly $111.6M (separate disclosures of ~$72.2M and ~$39.4M), which can create short-term selling pressure or signal executives taking profits. Read More. Read More.

Insider Activity at CoreWeave

In related news, CEO Michael N. Intrator sold 200,000 shares of the stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $78.77, for a total value of $15,754,000.00. Following the sale, the chief executive officer directly owned 5,528,900 shares in the company, valued at $435,511,453. This trade represents a 3.49% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Brannin Mcbee sold 56,031 shares of the firm’s stock in a transaction that occurred on Tuesday, March 31st. The stock was sold at an average price of $74.05, for a total transaction of $4,149,095.55. Following the sale, the insider owned 313,732 shares in the company, valued at $23,231,854.60. This trade represents a 15.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 6,056,729 shares of company stock worth $508,548,027 in the last ninety days.

About CoreWeave

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.