Ritholtz Wealth Management Buys 16,315 Shares of CoreWeave Inc. $CRWV

Ritholtz Wealth Management increased its stake in CoreWeave Inc. (NASDAQ:CRWV) by 711.2% in the 3rd quarter, Holdings Channel reports. The firm owned 18,609 shares of the company’s stock after purchasing an additional 16,315 shares during the period. Ritholtz Wealth Management’s holdings in CoreWeave were worth $2,547,000 as of its most recent filing with the SEC.

A number of other large investors have also recently added to or reduced their stakes in the stock. Family Legacy Financial Solutions LLC raised its position in shares of 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 purchasing an additional 125 shares during the period. HighMark Wealth Management LLC acquired a new position in CoreWeave in the 3rd quarter valued at $27,000. OLD Second National Bank of Aurora bought a new position in CoreWeave in the 3rd quarter worth $27,000. Princeton Global Asset Management LLC bought a new position in CoreWeave in the 3rd quarter worth $28,000. Finally, Chelsea Counsel Co. acquired a new position in CoreWeave during the 2nd quarter worth $33,000.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Sector tailwinds and analyst momentum — strong AI demand (sparked by TSMC’s blowout quarter) is lifting GPU‑infrastructure names including CoreWeave, helping buyers chase reopening momentum. Benzinga: TSMC blowout
• Positive Sentiment: Re‑rating stories on beaten‑down AI names — early‑2026 writeups highlight CoreWeave as a high‑growth AI/cloud play that has already delivered outsized moves, attracting momentum buyers and longer‑term bulls. Zacks: 3 beaten-down AI stocks
• Positive Sentiment: Management defense & investor PR — CEO Michael Intrator’s public pushback on criticisms has helped calm some sellers and restore short‑term confidence among retail and quant buyers. Yahoo Finance: CEO pushes back
• Neutral Sentiment: Industry positioning review — MarketBeat ranks CoreWeave among the top GPU‑as‑a‑service names but notes it’s relatively more dependent on third‑party data centers during its build‑out, a mixed operational signal until capacity is owned/secured. MarketBeat: 5 best GPU-as-a-Service
• Neutral Sentiment: Partnerships/supporting demand — coverage noting Galaxy Digital and other hyperscaler links underscores structural demand for CoreWeave’s capacity, but revenue timing depends on data‑center delivery. MarketBeat: Galaxy Digital piece
• Negative Sentiment: Major securities class actions — multiple firms (Hagens Berman and others) have filed or announced investigations alleging misleading statements about Denton (TX) data‑center timing/capacity; litigation risk is the primary driver of the recent selloff and higher volatility. BusinessWire: Hagens Berman
• Negative Sentiment: Widespread law‑firm notices increase legal/distraction risk — multiple plaintiff firms are soliciting lead‑plaintiff roles, raising the chance of costly settlements or prolonged litigation. BusinessWire: Glancy notice
• Negative Sentiment: Insider selling and balance‑sheet concerns — heavy insider dispositions and analyst notes flagging higher 2026 capex, debt and leverage add pressure on sentiment and heighten execution risk if demand or timing slips. InsiderTrades: insider sales Zacks: capex risk

Insiders Place Their Bets

In related news, insider Brian M. Venturo sold 281,250 shares of CoreWeave stock in a transaction dated Wednesday, October 29th. The shares were sold at an average price of $137.80, for a total transaction of $38,756,250.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, major shareholder Magnetar Financial Llc sold 804,514 shares of the business’s stock in a transaction dated Wednesday, October 29th. The shares were sold at an average price of $138.48, for a total transaction of $111,409,098.72. Following the completion of the transaction, the insider owned 302,294 shares in the company, valued at approximately $41,861,673.12. This trade represents a 72.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 7,884,486 shares of company stock valued at $886,347,824.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on CRWV. Melius raised CoreWeave from a “hold” rating to a “buy” rating and set a $165.00 price target on the stock in a research report on Tuesday, September 23rd. Melius Research set a $140.00 target price on CoreWeave in a research note on Tuesday, November 11th. UBS Group reaffirmed a “neutral” rating on shares of CoreWeave in a report on Friday. Jefferies Financial Group cut their price target on CoreWeave from $155.00 to $120.00 and set a “buy” rating for the company in a report on Monday, January 5th. Finally, Mizuho set a $92.00 price objective on CoreWeave in a research report on Tuesday, December 16th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, fifteen have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, CoreWeave presently has a consensus rating of “Hold” and a consensus target price of $123.81.

CoreWeave Stock Up 6.8%

NASDAQ CRWV opened at $101.43 on Friday. CoreWeave Inc. has a 1-year low of $33.51 and a 1-year high of $187.00. The company has a market capitalization of $39.19 billion and a price-to-earnings ratio of -69.95. The stock’s 50 day moving average is $79.72 and its two-hundred day moving average is $107.20. 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 earnings results on Monday, November 10th. The company reported ($0.22) EPS for the quarter, topping the consensus estimate of ($0.36) by $0.14. The company had revenue of $1.36 billion for the quarter, compared to the consensus estimate of $1.28 billion. CoreWeave’s quarterly revenue was up 133.7% compared to the same quarter last year. During the same quarter last year, the business earned ($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.