CoreWeave Inc. $CRWV Shares Bought by NewEdge Advisors LLC

NewEdge Advisors LLC increased its position in CoreWeave Inc. (NASDAQ:CRWV) by 22.2% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 59,155 shares of the company’s stock after acquiring an additional 10,731 shares during the period. NewEdge Advisors LLC’s holdings in CoreWeave were worth $4,583,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of CRWV. Sivia Capital Partners LLC bought a new position in CoreWeave in the 2nd quarter worth about $39,824,000. Quantbot Technologies LP bought a new stake in shares of CoreWeave during the 2nd quarter worth about $311,000. Invesco Ltd. bought a new stake in CoreWeave during the second quarter worth approximately $882,000. First Trust Advisors LP bought a new stake in shares of CoreWeave in the 2nd quarter worth $20,260,000. Finally, Baird Financial Group Inc. bought a new stake in CoreWeave in the second quarter worth about $455,000.

CoreWeave News Roundup

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Revenue and earnings beat expectations: CoreWeave reported a quarterly loss that was better than consensus estimates and exceeded revenue forecasts, easing concerns about the company’s ability to convert AI demand into financial results. CoreWeave Reports Q2 Loss, Beats Revenue Estimates
• Positive Sentiment: AI demand remains robust: Management highlighted accelerating demand for computing capacity, including business with Anthropic and Meta. CoreWeave’s reported order backlog reached roughly $104 billion, supporting expectations for significant future growth. CoreWeave Reports New Revenue High of $2.6 Billion as Sales Backlog Grows
• Positive Sentiment: Near-term revenue guidance topped expectations: Third-quarter revenue guidance of $3.5 billion to $3.6 billion was above the approximately $3.4 billion analyst consensus, reinforcing the company’s strong growth outlook.
• Positive Sentiment: Storage access supports expansion: A deal with Solidigm provides priority access to SSDs, helping CoreWeave address storage requirements as it expands its AI cloud infrastructure. CoreWeave’s Solidigm Deal
• Neutral Sentiment: Analyst views remain mixed: JPMorgan raised its price target to $110 but maintained a Neutral rating, while Jefferies reiterated a Buy rating and a $150 target. Shares are also consolidating near technical resistance around $92.
• Negative Sentiment: Profitability and financing remain risks: CoreWeave continues to post substantial losses and negative margins while investing heavily in data centers. Analysts expect a meaningful profitability improvement to remain several months away, and the company’s high leverage increases execution and financing risks.
• Negative Sentiment: Full-year outlook was less decisive: Fiscal 2026 revenue guidance of $12.4 billion to $13.2 billion brackets consensus near $12.6 billion, but its midpoint is slightly below expectations. Investors will continue watching whether capacity additions and spending can keep pace with the large backlog.

CoreWeave Price Performance

Shares of CRWV opened at $90.32 on Wednesday. The company has a debt-to-equity ratio of 3.68, a quick ratio of 0.31 and a current ratio of 0.31. The firm has a market cap of $40.42 billion, a PE ratio of -29.04 and a beta of 7.44. The firm’s 50 day moving average price is $90.50 and its 200 day moving average price is $94.73. CoreWeave Inc. has a twelve month low of $60.55 and a twelve month high of $153.20.

Insider Transactions at CoreWeave

In other CoreWeave news, Director Jack D. Cogen sold 986,540 shares of the stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $107.80, for a total transaction of $106,349,012.00. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CEO Michael N. Intrator sold 278,560 shares of the firm’s stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $97.43, for a total value of $27,140,100.80. Following the transaction, the chief executive officer owned 3,138,612 shares in the company, valued at approximately $305,794,967.16. This trade represents a 8.15% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 8,972,789 shares of company stock worth $889,538,607 in the last 90 days. 24.20% of the stock is owned by insiders.

Wall Street Analyst Weigh In

CRWV has been the subject of a number of recent research reports. BNP Paribas Exane initiated coverage on CoreWeave in a research report on Tuesday, June 2nd. They set an “outperform” rating and a $192.00 price objective for the company. Weiss Ratings raised CoreWeave from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Wednesday, June 24th. Barclays dropped their price objective on shares of CoreWeave from $120.00 to $90.00 and set an “equal weight” rating on the stock in a research note on Tuesday, July 21st. Jefferies Financial Group cut shares of CoreWeave from a “buy” rating to a “hold” rating in a report on Wednesday, July 22nd. Finally, TD Cowen raised CoreWeave to a “buy” rating in a research report on Wednesday, July 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $136.82.

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.