EP Wealth Advisors LLC Grows Stake in CoreWeave Inc. $CRWV

EP Wealth Advisors LLC lifted its holdings in shares of CoreWeave Inc. (NASDAQ:CRWV - Free Report) by 898.9% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 26,091 shares of the company's stock after acquiring an additional 23,479 shares during the period. EP Wealth Advisors LLC's holdings in CoreWeave were worth $2,597,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in CRWV. Ieq Capital LLC raised its holdings in CoreWeave by 1,248.0% during the second quarter. Ieq Capital LLC now owns 59,313 shares of the company's stock worth $5,904,000 after purchasing an additional 54,913 shares in the last quarter. Burnham & Co LLC purchased a new position in shares of CoreWeave in the 2nd quarter valued at $32,000. Laidlaw Wealth Management LLC acquired a new stake in CoreWeave during the 2nd quarter worth $244,000. Thoroughbred Financial Services LLC lifted its position in CoreWeave by 8.0% in the second quarter. Thoroughbred Financial Services LLC now owns 25,675 shares of the company's stock valued at $2,555,000 after acquiring an additional 1,910 shares during the last quarter. Finally, OneAscent Financial Services LLC purchased a new stake in CoreWeave in the second quarter valued at $225,000.

Key Stories Impacting CoreWeave

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

Insider Buying and Selling

In other CoreWeave news, Director Jack D. Cogen sold 986,540 shares of the stock in a transaction that occurred 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, major shareholder Magnetar Financial Llc sold 307,131 shares of the stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $108.75, for a total value of $33,400,496.25. Following the sale, the insider directly owned 220,810 shares of the company's stock, valued at $24,013,087.50. The trade was a 58.18% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 9,541,014 shares of company stock valued at $942,884,194 over the last quarter. 24.20% of the stock is currently owned by insiders.

CoreWeave Trading Down 2.1%

Shares of CoreWeave stock opened at $87.85 on Friday. CoreWeave Inc. has a 1 year low of $60.55 and a 1 year high of $153.20. The company has a debt-to-equity ratio of 5.53, a quick ratio of 0.46 and a current ratio of 0.46. The company has a market capitalization of $40.31 billion, a P/E ratio of -24.07 and a beta of 7.44. The company's fifty day moving average is $89.99 and its two-hundred day moving average is $94.74.

CoreWeave (NASDAQ:CRWV - Get Free Report) last posted 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. CoreWeave had a negative net margin of 25.41% and a negative return on equity of 47.95%. The company had revenue of $2.58 billion for the quarter. During the same quarter in the prior year, the firm posted ($0.27) earnings per share. The company's revenue for the quarter was up 112.5% compared to the same quarter last year. Analysts forecast that CoreWeave Inc. will post -5.17 earnings per share for the current year.

Analysts Set New Price Targets

Several equities analysts have issued reports on CRWV shares. Raymond James Financial lowered CoreWeave from a "moderate buy" rating to a "hold" rating in a report on Wednesday, July 22nd. Barclays boosted their target price on CoreWeave from $90.00 to $105.00 and gave the company an "equal weight" rating in a report on Thursday, August 13th. Piper Sandler reissued an "overweight" rating and issued a $153.00 target price (up from $151.00) on shares of CoreWeave in a research report on Wednesday, August 12th. JPMorgan Chase & Co. raised their price target on CoreWeave from $105.00 to $110.00 and gave the stock a "neutral" rating in a research note on Tuesday, August 11th. Finally, BNP Paribas Exane started coverage on CoreWeave in a research note on Tuesday, June 2nd. They set an "outperform" rating and a $192.00 price target on the stock. Twenty-one investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have assigned 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 price target of $141.57.

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.

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