Rakuten Investment Management Inc. Takes Position in CoreWeave Inc. $CRWV

Rakuten Investment Management Inc. bought a new stake in CoreWeave Inc. (NASDAQ:CRWV) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 50,960 shares of the company’s stock, valued at approximately $6,974,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Renaissance Capital LLC lifted its stake in CoreWeave by 49.9% in the third quarter. Renaissance Capital LLC now owns 47,162 shares of the company’s stock worth $6,454,000 after acquiring an additional 15,697 shares during the last quarter. Munro Partners increased its position in shares of CoreWeave by 5,272.4% in the 3rd quarter. Munro Partners now owns 616,485 shares of the company’s stock valued at $84,366,000 after purchasing an additional 605,010 shares during the last quarter. Apexium Financial LP acquired a new stake in shares of CoreWeave in the 2nd quarter valued at $1,044,000. Chung Wu Investment Group LLC acquired a new stake in shares of CoreWeave in the 2nd quarter valued at $755,000. Finally, HWG Holdings LP purchased a new stake in shares of CoreWeave during the 3rd quarter worth $1,863,000.

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: High‑profile bullish mentions and industry demand: Jim Cramer and other commentators have highlighted CoreWeave as a recovery candidate given strong AI cloud demand, supporting upside if execution improves. “CoreWeave (CRWV)’s Stock is Coming Back,” Says Jim Cramer
• Positive Sentiment: Large revenue backlog points to meaningful demand: Analysts note a multi‑billion backlog (reported ~ $55B by Q3 2025), which, if converted, supports long‑term revenue growth and justifies investor interest in capacity expansion. Can CoreWeave Convert Its $55B Backlog Into Profitable Growth?
• Neutral Sentiment: Operational/revenue upside is offset by insider selling and execution risk: commentary shows the stock is rebounding, but insiders hold ~25% and have been selling into gains — a potential cap on rallies until demonstrating reliable data‑center builds and cash‑flow progress. CoreWeave Is Rebounding, But Insider Selling Threatens Upside
• Negative Sentiment: Regulatory / litigation risk intensified: Hagens Berman has opened an investigation alleging CoreWeave misled investors about its ability to scale and meet guidance, flagging alleged Denton, TX completion failures — this kind of probe increases short‑term downside and volatility. CRWV Investor Alert: Hagens Berman Investigating Claims Against CoreWeave, Inc.
• Negative Sentiment: Multiple class‑action filings and law‑firm notices: Several firms (e.g., Pomerantz, Levi & Korsinsky, and others) have filed suits or issued deadline alerts for a lead‑plaintiff motion (March 13, 2026), amplifying legal uncertainty and potential settlement/defense costs. Expect continued headline risk and selling pressure until these matters are clarified. Pomerantz Law Firm Announces the Filing of a Class Action Against CoreWeave, Inc.

Insider Buying and Selling

In other CoreWeave news, insider Brian M. Venturo sold 154,479 shares of the firm’s stock in a transaction on Wednesday, January 7th. The shares were sold at an average price of $78.11, for a total transaction of $12,066,354.69. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CEO Michael N. Intrator sold 32,455 shares of CoreWeave stock in a transaction on Wednesday, January 14th. The shares were 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. This represents a 0.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 7,924,520 shares of company stock worth $886,411,926 in the last 90 days.

Analyst Ratings Changes

CRWV has been the topic of several recent analyst reports. Jefferies Financial Group dropped their target price on CoreWeave from $155.00 to $120.00 and set a “buy” rating on the stock in a report on Monday, January 5th. Truist Financial assumed coverage on CoreWeave in a research report on Tuesday, January 6th. They set a “hold” rating and a $84.00 price objective for the company. Stifel Nicolaus set a $120.00 target price on CoreWeave in a research report on Tuesday, November 11th. JPMorgan Chase & Co. restated a “neutral” rating and set a $110.00 target price on shares of CoreWeave in a research note on Tuesday, November 11th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and issued a $174.00 price target on shares of CoreWeave in a research note on Wednesday, November 5th. Sixteen 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. According to MarketBeat.com, the company has an average rating of “Hold” and an average price target of $122.43.

CoreWeave Trading Down 2.4%

NASDAQ:CRWV opened at $91.79 on Friday. The company has a market capitalization of $35.47 billion and a PE ratio of -63.30. CoreWeave Inc. has a 52-week low of $33.51 and a 52-week high of $187.00. The stock’s 50 day moving average price is $80.21 and its 200 day moving average price is $105.76. The company has a quick ratio of 0.49, a current ratio of 0.49 and a debt-to-equity ratio of 2.66.

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

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.