Bank of New York Mellon Corp Makes New Investment in CoreWeave Inc. $CRWV

Bank of New York Mellon Corp acquired a new stake in shares of CoreWeave Inc. (NASDAQ:CRWV - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 1,285,270 shares of the company's stock, valued at approximately $127,936,000. Bank of New York Mellon Corp owned about 0.29% of CoreWeave as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also made changes to their positions in the stock. Vanguard Group Inc. lifted its stake in shares of CoreWeave by 275.6% in the fourth quarter. Vanguard Group Inc. now owns 27,920,979 shares of the company's stock worth $1,999,421,000 after buying an additional 20,487,478 shares during the last quarter. Proficio Capital Partners LLC raised its holdings in 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 position in CoreWeave by 22,624.0% during the 4th quarter. Deutsche Bank AG now owns 3,812,856 shares of the company's stock worth $273,039,000 after acquiring an additional 3,796,077 shares during the last quarter. Altimeter Capital Management LP acquired a new position in CoreWeave during the 4th quarter worth $230,099,000. Finally, Alyeska Investment Group L.P. lifted its position in CoreWeave by 300.0% during the 4th quarter. Alyeska Investment Group L.P. now owns 4,000,000 shares of the company's stock worth $286,440,000 after acquiring an additional 3,000,000 shares during the last quarter.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on CRWV shares. Cantor Fitzgerald set a $176.00 price target on CoreWeave and gave the company an "overweight" rating in a research report on Wednesday, August 12th. UBS Group reissued an "underperform" rating on shares of CoreWeave in a research report on Wednesday, August 12th. Needham & Company LLC restated a "hold" rating on shares of CoreWeave in a research note on Thursday, August 13th. BNP Paribas Exane assumed coverage on CoreWeave in a report on Tuesday, June 2nd. They issued an "outperform" rating and a $192.00 target price on the stock. Finally, Roth Capital set a $145.00 price target on CoreWeave in a research report on Thursday, August 13th. Twenty-one analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $141.57.

Insider Buying and Selling at CoreWeave

In other CoreWeave news, COO Sachin Jain sold 6,339 shares of the firm's stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $91.88, for a total value of $582,427.32. Following the completion of the sale, the chief operating officer owned 157,091 shares in the company, valued at approximately $14,433,521.08. This trade represents a 3.88% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Brian M. Venturo sold 5,899 shares of CoreWeave stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $91.88, for a total value of $542,000.12. Following the sale, the insider directly owned 241,371 shares in the company, valued at $22,177,167.48. The trade was a 2.39% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 9,541,014 shares of company stock valued at $942,884,194 over the last quarter. Company insiders own 24.20% of the company's stock.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: CoreWeave announced a multiyear agreement with Hudson River Trading (HRT) to provide AI infrastructure for trading research and model development. The deal reportedly could be worth billions and will use NVIDIA’s next-generation Vera Rubin NVL72 platform and Spectrum-X networking, expanding CoreWeave’s exposure to financial-services customers and supporting demand visibility. Hudson River Trading agreement
• Positive Sentiment: Analysts continue to point to CoreWeave’s powerful growth: recent quarterly revenue rose 112.5% year over year to $2.58 billion, while its backlog reached more than $104 billion. A bullish research view cited improving margins, operating leverage and strong AI demand, although it acknowledged capital-intensity risks. CoreWeave growth and valuation analysis
• Neutral Sentiment: Short seller Martin Shkreli reportedly covered his CoreWeave position after holding it for roughly a week. The move removes one source of short-selling pressure but is not necessarily a bullish signal, particularly as the stock continued to face broader volatility. Martin Shkreli covers CoreWeave short
• Negative Sentiment: CEO Michael Intrator sold 307,692 shares for approximately $29.5 million at an average price of $95.72. The sales were made under a pre-arranged Rule 10b5-1 plan, and he still owns a significant stake, but the size of the transaction weighed on sentiment and raised concerns about insider selling. CoreWeave CEO share sale
• Negative Sentiment: Bearish commentary argues that CoreWeave’s highly leveraged business model could struggle if AI infrastructure spending slows, capacity becomes excessive or interest rates remain elevated. With a debt-to-equity ratio above 5 and negative earnings, investors remain sensitive to funding costs, dilution risk and the company’s path to profitability. CoreWeave leverage and market risks
• Negative Sentiment: Northland Securities’ estimates show continued losses through 2027, including projected fiscal 2026 EPS of negative $5.50 and fiscal 2027 EPS of negative $3.18, although the firm expects a return to quarterly profitability in the fourth quarter of 2027. CoreWeave analyst estimates

CoreWeave Stock Performance

NASDAQ CRWV opened at $87.85 on Monday. The company has a debt-to-equity ratio of 5.53, a current ratio of 0.46 and a quick ratio of 0.46. The firm has a market capitalization of $40.31 billion, a price-to-earnings ratio of -24.07 and a beta of 7.45. The company's fifty day moving average is $89.99 and its two-hundred day moving average is $94.79. CoreWeave Inc. has a 52-week low of $60.55 and a 52-week high of $153.20.

CoreWeave (NASDAQ:CRWV - Get Free Report) last announced its quarterly earnings data on Tuesday, August 11th. The company reported ($1.14) EPS for the quarter, beating analysts' consensus estimates of ($1.52) by $0.38. The business had revenue of $2.58 billion during the quarter. CoreWeave had a negative net margin of 25.41% and a negative return on equity of 47.95%. The firm's quarterly revenue was up 112.5% on a year-over-year basis. During the same period in the prior year, the company posted ($0.27) EPS. Equities research analysts forecast that CoreWeave Inc. will post -5.17 EPS for the current year.

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.

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