Voya Investment Management LLC Takes Position in CoreWeave Inc. $CRWV

Voya Investment Management LLC acquired a new position in shares of CoreWeave Inc. (NASDAQ:CRWV) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 807,904 shares of the company’s stock, valued at approximately $110,562,000. Voya Investment Management LLC owned 0.17% of CoreWeave at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Family Legacy Financial Solutions LLC increased its stake in 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 buying an additional 125 shares during the period. Chelsea Counsel Co. acquired a new position in shares of CoreWeave in the second quarter worth $33,000. Archer Investment Corp purchased a new stake in shares of CoreWeave during the second quarter worth $34,000. Chilton Capital Management LLC acquired a new stake in CoreWeave during the second quarter valued at $39,000. Finally, TD Waterhouse Canada Inc. purchased a new position in CoreWeave in the second quarter valued at about $47,000.

CoreWeave News Roundup

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave announced it will join the Department of Energy’s Genesis Mission — a high‑profile government program pairing AI and supercomputing for national research and energy innovation. That contract/partnership news is the primary catalyst cited across outlets for the rally. BusinessWire: CoreWeave Joins DOE Genesis
• Positive Sentiment: Citi reaffirmed a Buy on CRWV (new $135 price target), and other brokerage/independent upgrades (including bullish writeups and “Strong Buy” pieces) amplified demand by framing CoreWeave as a beneficiary of surging AI compute demand and large contract backlog. Analyst optimism likely fed short‑covering and fresh buying. Yahoo Finance: Citi Buy
• Positive Sentiment: Fundamental bulls point to very strong revenue/backlog growth (Q3 revenue +~134% YoY; reported backlog cited at ~$55.6B) and long‑dated take‑or‑pay contracts that raise revenue visibility — arguments repeated in upgrade coverage. That narrative supports re-rating despite past volatility. Seeking Alpha: Screaming Buy
• Neutral Sentiment: Technical and options commentary is intensifying: chart analysts are highlighting new support/resistance levels and volume nodes — this elevates short‑term momentum trading and may increase intraday volatility (technical videos and options corner pieces noted). YouTube: Options Corner: CRWV Technical Trends
• Neutral Sentiment: Heavy media attention (TV commentators and social buzz) is driving FOMO; that amplifies flows but doesn’t change core fundamentals — good for momentum, ambiguous for long‑term valuation. YouTube: DOE Partnership Powers CRWV Comeback Rally
• Negative Sentiment: Insider selling: CFO Nitin Agrawal disclosed a sale of 36,317 shares (~$2.5M) and other insiders have reduced holdings recently — investors often view clustered insider sales as a caution signal even when the company posts strong growth. SEC Form 4
• Negative Sentiment: Balance‑sheet and execution risks remain a meaningful counterweight: analysts and pieces warning about high leverage, heavy CapEx and supply‑chain pressure (and a ~50% pullback from recent highs cited by some outlets) argue the stock remains vulnerable if growth or margins slip. These concerns limit how far and how fast multiple expansion can run. Zacks: CRWV Crash Analysis Fool: Growth vs Leverage Risk

CoreWeave Stock Performance

Shares of NASDAQ:CRWV opened at $83.00 on Friday. The business has a fifty day moving average of $98.57 and a 200-day moving average of $118.44. The company has a debt-to-equity ratio of 2.66, a quick ratio of 0.49 and a current ratio of 0.49. CoreWeave Inc. has a twelve month low of $33.51 and a twelve month high of $187.00. The firm has a market cap of $32.07 billion and a PE ratio of -57.24.

CoreWeave (NASDAQ:CRWV) last issued its quarterly earnings data on Monday, November 10th. The company reported ($0.22) EPS for the quarter, topping analysts’ consensus estimates 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. During the same period in the prior year, the company earned ($1.82) EPS. The firm’s revenue was up 133.7% compared to the same quarter last year.

Analysts Set New Price Targets

Several brokerages have recently issued reports on CRWV. Melius Research set a $140.00 price target on CoreWeave in a report on Tuesday, November 11th. Roth Capital assumed coverage on shares of CoreWeave in a research note on Thursday, December 4th. They set a “buy” rating and a $110.00 price target on the stock. HC Wainwright restated a “buy” rating and set a $180.00 price target on shares of CoreWeave in a report on Wednesday, November 12th. Jefferies Financial Group decreased their price objective on shares of CoreWeave from $180.00 to $155.00 and set a “buy” rating for the company in a report on Tuesday, November 11th. Finally, Morgan Stanley raised their target price on CoreWeave from $91.00 to $99.00 and gave the company an “equal weight” rating in a report on Tuesday, November 11th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, twelve have given a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $127.70.

Insider Buying and Selling

In other news, major shareholder Magnetar Financial Llc sold 1,149,406 shares of CoreWeave stock in a transaction on Friday, October 3rd. The stock was sold at an average price of $139.37, for a total value of $160,192,714.22. Following the completion of the sale, the insider directly owned 341,592 shares of the company’s stock, valued at approximately $47,607,677.04. This trade represents a 77.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. In the last 90 days, insiders sold 21,438,483 shares of company stock valued at $2,867,073,366.

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.