PFG Investments LLC raised its stake in CoreWeave Inc. (NASDAQ:CRWV – Free Report) by 314.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 26,317 shares of the company’s stock after buying an additional 19,965 shares during the period. PFG Investments LLC’s holdings in CoreWeave were worth $3,601,000 as of its most recent SEC filing.
Other institutional investors have also added to or reduced their stakes in the company. Chelsea Counsel Co. acquired a new position in CoreWeave in the second quarter valued at $33,000. Family Legacy Financial Solutions LLC lifted its stake in CoreWeave by 166.7% in the third quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock valued at $27,000 after buying an additional 125 shares during the period. HighMark Wealth Management LLC bought a new position in shares of CoreWeave during the 3rd quarter worth approximately $27,000. OLD Second National Bank of Aurora acquired a new position in shares of CoreWeave during the 3rd quarter valued at $27,000. Finally, Princeton Global Asset Management LLC bought a new stake in CoreWeave in the third quarter valued at $28,000.
CoreWeave News Roundup
Here are the key news stories impacting CoreWeave this week:
- Positive Sentiment: High‑profile media/analyst attention highlights demand for CoreWeave’s AI compute and a possible rebound in 2026 — a bullish narrative that can support upside if execution continues. Can Coreweave Stock Soar to $200 in 2026?
- Positive Sentiment: Televised and online commentary (e.g., Jim Cramer coverage) and articles highlight rebound momentum and institutional accumulation, which can underpin a near‑term trading floor. “CoreWeave (CRWV)’s Stock is Coming Back,” Says Jim Cramer
- Neutral Sentiment: Analyst/education pieces note a rebound but flag material execution and capital‑intensity risks (delayed data centers, negative cash flow) and warn insider selling could cap gains — mixed implications for investors. CoreWeave Is Rebounding, But Insider Selling Threatens Upside
- Negative Sentiment: Multiple law firms have filed or announced investigations and class actions alleging securities fraud tied to disclosures about scaling infrastructure and revenue guidance for the period Mar 28–Dec 15, 2025 — lead plaintiff deadline March 13, 2026. This legal wave is a significant near‑term overhang and could increase litigation risk, costs, and uncertainty. Pomerantz class action filing
- Negative Sentiment: Large insider sales: Director/executive Brian M. Venturo sold 281,250 shares (~$25.8M at ~$91.77 avg) and Brannin McBee sold sizable blocks (~166,670 shares across filings at ~ $95.29 avg). Heavy insider selling can signal profit‑taking and weigh on sentiment, especially alongside litigation headlines. Venturo sale filing
CoreWeave Trading Up 1.3%
CoreWeave (NASDAQ:CRWV – Get Free Report) last announced its quarterly earnings data on Monday, November 10th. The company reported ($0.22) EPS for the quarter, beating the consensus estimate of ($0.36) by $0.14. The firm had revenue of $1.36 billion for the quarter, compared to analysts’ expectations of $1.28 billion. The business’s quarterly revenue was up 133.7% compared to the same quarter last year. During the same period in the prior year, the business posted ($1.82) EPS.
Insiders Place Their Bets
In other news, insider Brannin Mcbee sold 35,335 shares of the firm’s stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $95.29, for a total transaction of $3,367,072.15. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Michael N. Intrator sold 32,455 shares of the company’s stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $89.39, for a total transaction of $2,901,152.45. Following the completion of the transaction, the chief executive officer owned 5,828,779 shares in the company, valued at approximately $521,034,554.81. The trade was a 0.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 8,205,770 shares of company stock valued at $912,222,239.
Analyst Ratings Changes
A number of equities analysts have recently weighed in on the company. Roth Mkm began coverage on CoreWeave in a research report on Thursday, December 4th. They set a “buy” rating and a $110.00 target price on the stock. Loop Capital dropped their price objective on CoreWeave from $165.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday, November 12th. Citigroup reiterated a “buy” rating and issued a $135.00 price objective (down previously from $192.00) on shares of CoreWeave in a research note on Friday, December 19th. UBS Group reissued a “neutral” rating on shares of CoreWeave in a research report on Friday, January 16th. Finally, Compass Point began coverage on shares of CoreWeave in a report on Thursday, November 13th. They issued a “buy” rating and a $150.00 price target on the stock. Sixteen investment analysts have rated the stock with a Buy rating, fourteen have issued 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 “Hold” and a consensus price target of $122.43.
CoreWeave 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.
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