Gamco Investors INC. ET AL Purchases 24,321 Shares of CoreWeave Inc. $CRWV

Key Points

• Gamco Investors raised its CoreWeave stake by 191.9%, adding 24,321 shares to hold 36,996 shares worth about $5.06M, and other institutions (notably Munro Partners) also materially increased positions.
• Insider selling has been heavy—insiders sold 4,454,665 shares (~$381.5M) over the last 90 days, including recent sales by Brian Venturo and CEO Michael Intrator, who nonetheless still holds over 5.7M shares.
• CoreWeave shows strong demand with revenue up 110% and a $66.8B backlog (>4x YoY), but it reported a large Q4 loss (~$452M), faces large planned capex and litigation risks, leading to mixed analyst views and investor sentiment.

Gamco Investors INC. ET AL raised its position in CoreWeave Inc. (NASDAQ:CRWV - Free Report) by 191.9% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 36,996 shares of the company's stock after acquiring an additional 24,321 shares during the period. Gamco Investors INC. ET AL's holdings in CoreWeave were worth $5,063,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Renaissance Capital LLC raised its stake in shares of CoreWeave by 49.9% in the 3rd quarter. Renaissance Capital LLC now owns 47,162 shares of the company's stock valued at $6,454,000 after buying an additional 15,697 shares in the last quarter. Munro Partners boosted its position in shares of CoreWeave by 5,272.4% during the 3rd quarter. Munro Partners now owns 616,485 shares of the company's stock valued at $84,366,000 after acquiring an additional 605,010 shares in the last quarter. AE Wealth Management LLC acquired a new stake in shares of CoreWeave during the 3rd quarter valued at about $4,241,000. HWG Holdings LP bought a new stake in CoreWeave in the third quarter valued at about $1,863,000. Finally, Liontrust Investment Partners LLP bought a new stake in CoreWeave in the second quarter valued at about $5,692,000.

Insider Buying and Selling at CoreWeave

In other CoreWeave news, insider Brian M. Venturo sold 281,250 shares of the business's stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $79.33, for a total value of $22,311,562.50. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Michael N. Intrator sold 32,456 shares of the stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $99.95, for a total value of $3,243,977.20. Following the sale, the chief executive officer owned 5,731,412 shares in the company, valued at $572,854,629.40. The trade was a 0.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 4,454,665 shares of company stock worth $381,491,899 over the last 90 days.

Key Headlines Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Won a multi‑year agreement to power Perplexity’s AI inference workloads, validating CoreWeave’s performance positioning in the high‑margin inference market and supporting long‑term revenue growth. Read More.
• Positive Sentiment: Backlog surged to $66.8B (up >4x YoY), giving strong contract visibility that supports management’s aggressive expansion plan and future revenue conversion. Read More.
• Positive Sentiment: Oppenheimer initiated coverage with an “Outperform” and a $140 price target, signaling conviction in CRWV’s multi‑year growth runway despite current headwinds. Read More.
• Neutral Sentiment: Company presented at the Morgan Stanley TMT conference (analyst/transcript coverage) — useful for model/visibility but not an immediate catalyst. Read More.
• Negative Sentiment: Multiple class‑action filings and numerous law‑firm deadline notices following Q4 results — litigation risk, potential legal costs and management distraction that typically pressure share prices. Read More.
• Negative Sentiment: Large Q4 loss (~$452M), soft guidance and reports of a $30–$35B 2026 capex plan have sparked “capex shock” concerns — raises near‑term cash‑flow and profitability risk despite backlog. Read More. Read More.
• Negative Sentiment: Negative analyst moves (Sanford C. Bernstein “underperform/strong sell” coverage) and recent CFO share sales amplify downside sentiment and signal caution to some investors. Read More. Read More.

CoreWeave Price Performance

NASDAQ:CRWV opened at $72.99 on Monday. The company has a quick ratio of 0.46, a current ratio of 0.46 and a debt-to-equity ratio of 4.46. The firm has a market cap of $30.58 billion and a PE ratio of -22.81. CoreWeave Inc. has a 12 month low of $33.51 and a 12 month high of $187.00. The company's 50-day moving average price is $88.48 and its two-hundred day moving average price is $98.77.

CoreWeave (NASDAQ:CRWV - Get Free Report) last posted its quarterly earnings data on Thursday, February 26th. The company reported ($0.89) earnings per share for the quarter, missing the consensus estimate of ($0.61) by ($0.28). CoreWeave had a negative return on equity of 33.82% and a negative net margin of 22.75%.The firm had revenue of $1.57 billion for the quarter. CoreWeave's revenue for the quarter was up 110.4% on a year-over-year basis.

Wall Street Analyst Weigh In

CRWV has been the subject of a number of analyst reports. Weiss Ratings restated a "sell (d-)" rating on shares of CoreWeave in a research note on Monday, December 29th. Wells Fargo & Company lowered their price objective on CoreWeave from $150.00 to $125.00 and set an "overweight" rating on the stock in a research note on Thursday, January 8th. Roth Mkm reissued a "buy" rating on shares of CoreWeave in a report on Monday, February 23rd. Mizuho cut their target price on CoreWeave from $100.00 to $95.00 and set a "neutral" rating for the company in a research report on Friday, February 27th. Finally, Sanford C. Bernstein began coverage on CoreWeave in a research note on Thursday. They issued an "underperform" rating and a $56.00 price target on the stock. Eighteen equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, CoreWeave currently has a consensus rating of "Moderate Buy" and a consensus price target of $122.35.

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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