Oak Ridge Investments LLC Invests $2.44 Million in CoreWeave Inc. $CRWV

Oak Ridge Investments LLC purchased a new position in shares of CoreWeave Inc. (NASDAQ:CRWV) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 34,083 shares of the company’s stock, valued at approximately $2,441,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Family Legacy Financial Solutions LLC raised its position in shares of CoreWeave by 166.7% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock worth $27,000 after purchasing an additional 125 shares during the period. HighMark Wealth Management LLC acquired a new stake in shares of CoreWeave during the 3rd quarter worth approximately $27,000. OLD Second National Bank of Aurora acquired a new stake in shares of CoreWeave during the 3rd quarter worth approximately $27,000. KERR FINANCIAL PLANNING Corp acquired a new stake in shares of CoreWeave during the 3rd quarter worth approximately $27,000. Finally, Aspect Partners LLC acquired a new stake in shares of CoreWeave during the 3rd quarter worth approximately $28,000.

CoreWeave Stock Performance

Shares of CoreWeave stock opened at $110.24 on Tuesday. The stock has a market cap of $46.19 billion and a PE ratio of -34.45. The business has a fifty day simple moving average of $85.82 and a 200-day simple moving average of $94.27. The company has a quick ratio of 0.46, a current ratio of 0.46 and a debt-to-equity ratio of 4.46. CoreWeave Inc. has a 12 month low of $33.51 and a 12 month high of $187.00.

CoreWeave (NASDAQ:CRWV) last issued its earnings results on Thursday, February 26th. The company reported ($0.89) EPS for the quarter, missing the consensus estimate of ($0.61) by ($0.28). The business had revenue of $1.57 billion during the quarter. CoreWeave had a negative return on equity of 33.82% and a negative net margin of 22.75%.The firm’s revenue was up 110.4% on a year-over-year basis.

Insiders Place Their Bets

In related news, EVP Chen Goldberg sold 9,757 shares of the stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $92.00, for a total transaction of $897,644.00. Following the completion of the sale, the executive vice president directly owned 48,946 shares in the company, valued at approximately $4,503,032. This trade represents a 16.62% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Brian M. Venturo sold 61,747 shares of the stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $89.22, for a total value of $5,509,067.34. Following the sale, the insider owned 223,580 shares of the company’s stock, valued at approximately $19,947,807.60. This represents a 21.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 7,345,594 shares of company stock valued at $612,908,118 over the last quarter.

Key CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Landmark deals with Meta (an expanded, reported $21 billion agreement) and a multi-year partnership with Anthropic have materially de-risked long‑term revenue expectations and are the primary catalyst behind recent buying interest. Read More.
• Positive Sentiment: Several firms raised ratings/targets (DA Davidson lifted its price target from $125 to $175; other shops initiated/raised coverage), which supports further upside by validating growth projections. Analyst upgrades have amplified the rally. Read More.
• Positive Sentiment: Heavy institutional accumulation and unusually high trading volume (and call‑option activity) suggest conviction among large funds that CoreWeave will capture significant AI infra share—this momentum is attracting more buyers. Read More.
• Neutral Sentiment: Analyst and media pieces highlight a broader AI demand rebound (geopolitics and supply bottlenecks easing); this sector tailwind benefits CoreWeave but is not company‑specific. Read More.
• Neutral Sentiment: Coverage and bullish writeups (Seeking Alpha, The Motley Fool) point to a growing backlog and financing moves (senior notes / asset financing) that fund expansion; these lower near‑term cash risk but add execution dependence. Read More.
• Negative Sentiment: Significant insider selling has been reported (CEO and other insiders sold multi‑million dollar stakes), which can spook some investors even if sales are for diversification/liquidity. Read More.
• Negative Sentiment: Operational and profitability risks remain: recent EPS misses, negative margins and high leverage mean CoreWeave must execute large cap‑ex projects and convert contracts into profitable scale—misses or execution delays could reverse gains. Read More.
• Negative Sentiment: Despite upbeat research notes (e.g., Macquarie flagging upside), the stock has shown pre‑market weakness at times—suggesting some traders are taking profits after the run-up. Monitor flows and short‑term volume behavior. Read More.

Analysts Set New Price Targets

A number of analysts have recently weighed in on CRWV shares. Needham & Company LLC reiterated a “hold” rating on shares of CoreWeave in a research report on Friday, February 27th. Mizuho set a $105.00 price target on CoreWeave in a research report on Tuesday. Truist Financial increased their price target on CoreWeave from $84.00 to $85.00 and gave the stock a “hold” rating in a research report on Friday, February 27th. Sanford C. Bernstein restated an “underperform” rating on shares of CoreWeave in a research report on Tuesday. Finally, HC Wainwright restated a “buy” rating and issued a $180.00 target price on shares of CoreWeave in a research report on Monday, March 2nd. Nineteen research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $123.58.

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.