CoreWeave Inc. $CRWV Shares Acquired by Altshuler Shaham Ltd

Altshuler Shaham Ltd increased its position in CoreWeave Inc. (NASDAQ:CRWV) by 9,369.1% during the fourth quarter, HoldingsChannel.com reports. The fund owned 2,010,676 shares of the company’s stock after acquiring an additional 1,989,442 shares during the quarter. CoreWeave accounts for approximately 2.1% of Altshuler Shaham Ltd’s holdings, making the stock its 19th largest holding. Altshuler Shaham Ltd’s holdings in CoreWeave were worth $143,985,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also modified their holdings of CRWV. Vanguard Group Inc. grew its holdings in shares of CoreWeave by 275.6% in the 4th quarter. Vanguard Group Inc. now owns 27,920,979 shares of the company’s stock worth $1,999,421,000 after acquiring an additional 20,487,478 shares during the period. Proficio Capital Partners LLC grew its holdings in shares of CoreWeave by 446,194.0% in the 3rd quarter. Proficio Capital Partners LLC now owns 17,851,760 shares of the company’s stock worth $2,443,013,000 after acquiring an additional 17,847,760 shares during the period. Deutsche Bank AG lifted its stake in CoreWeave by 22,624.0% in the 4th quarter. Deutsche Bank AG now owns 3,812,856 shares of the company’s stock valued at $273,039,000 after buying an additional 3,796,077 shares in the last quarter. Alyeska Investment Group L.P. lifted its stake in CoreWeave by 300.0% in the 4th quarter. Alyeska Investment Group L.P. now owns 4,000,000 shares of the company’s stock valued at $286,440,000 after buying an additional 3,000,000 shares in the last quarter. Finally, Invesco Ltd. lifted its stake in CoreWeave by 55,329.7% in the 3rd quarter. Invesco Ltd. now owns 2,999,300 shares of the company’s stock valued at $410,454,000 after buying an additional 2,993,889 shares in the last quarter.

CoreWeave Trading Down 1.6%

Shares of CoreWeave stock opened at $115.21 on Thursday. CoreWeave Inc. has a fifty-two week low of $63.80 and a fifty-two week high of $187.00. The firm has a market cap of $51.56 billion, a PE ratio of -37.04 and a beta of 7.14. The business’s fifty day moving average is $109.72 and its two-hundred day moving average is $93.38. The company has a quick ratio of 0.31, a current ratio of 0.31 and a debt-to-equity ratio of 3.68.

CoreWeave (NASDAQ:CRWV) last issued its quarterly earnings results on Thursday, May 7th. The company reported ($1.40) earnings per share for the quarter, missing analysts’ consensus estimates of ($1.17) by ($0.23). CoreWeave had a negative return on equity of 43.07% and a negative net margin of 25.57%.The business had revenue of $2.08 billion for the quarter. During the same quarter in the previous year, the company posted ($0.60) earnings per share. The firm’s revenue for the quarter was up 111.6% on a year-over-year basis. Analysts anticipate that CoreWeave Inc. will post -4.57 earnings per share for the current year.

Analyst Upgrades and Downgrades

CRWV has been the topic of a number of recent research reports. Jefferies Financial Group upped their target price on CoreWeave from $120.00 to $160.00 and gave the company a “buy” rating in a research note on Monday, May 4th. Oppenheimer upped their target price on CoreWeave from $140.00 to $150.00 and gave the company an “outperform” rating in a research note on Wednesday, April 29th. Citizens Jmp reaffirmed a “market outperform” rating and issued a $180.00 target price on shares of CoreWeave in a research note on Friday, February 27th. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of CoreWeave in a research note on Monday, May 4th. Finally, Evercore reaffirmed an “outperform” rating and issued a $150.00 target price on shares of CoreWeave in a research note on Wednesday, April 15th. Twenty analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $131.52.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave’s inclusion in the Nasdaq-100 is expected to drive passive fund buying and has reinforced bullish momentum in the stock. CoreWeave (CRWV) to Join Nasdaq-100, Soars 9.67%
• Positive Sentiment: Analysts and commentary from Cantor Fitzgerald suggest CoreWeave could beat expectations on second-quarter backlog, supporting the view that demand for its AI infrastructure remains strong. CoreWeave Insider Sales Look Big, But Should Investors Worry?
• Positive Sentiment: CoreWeave also announced record MLPerf training results, including very fast DeepSeek-V3 training on its infrastructure, which may bolster its credibility as a leading AI cloud provider. CoreWeave Sets New AI Training Records in MLPerf® Training v6.0, Training DeepSeek-V3 in Approximately Two Minutes
• Neutral Sentiment: Some coverage argues the stock is already richly valued and points to heavy capex and operating expenses, which could limit upside if growth slows. CoreWeave: Pressured By Both Opex And Capex
• Negative Sentiment: Recent short-seller warnings and articles comparing today’s AI spending boom to past bubbles have raised caution across the AI infrastructure group, including CoreWeave. Legendary Short Seller Jim Chanos Issues Dire Prediction: “We Have the Same Setup” As the Dot-Com Crash. Here’s How the AI Bull Market Ends
• Negative Sentiment: Insider selling has also drawn attention, especially the large dollar value of founder and executive sales, even though they were made under prearranged 10b5-1 plans. CoreWeave Insider Sales Look Big, But Should Investors Worry?

Insiders Place Their Bets

In other CoreWeave news, Director Jack D. Cogen sold 986,540 shares of the stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $107.80, for a total transaction of $106,349,012.00. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, major shareholder Magnetar Financial Llc sold 1,404,667 shares of the stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $118.30, for a total value of $166,172,106.10. Following the transaction, the insider directly owned 282,570 shares in the company, valued at approximately $33,428,031. This represents a 83.25% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 27,628,694 shares of company stock valued at $3,125,766,052 in the last quarter.

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.