RFG Advisory LLC Buys 15,604 Shares of CoreWeave Inc. $CRWV

Key Points

• Massive insider selling: CEO Michael Intrator sold 200,000 shares for $25.52M and director Brian Venturo sold 375,000 shares for $47.54M, and insiders have sold about 21,476,537 shares worth ~$2.34B in the last 90 days (many under Rule 10b5‑1 plans).
• Mixed financials and cautious guidance: CoreWeave showed very strong revenue growth and record bookings (Q1 revenue reported around $2.08B), but also a widened Q1 loss (~$740M) and issued Q2 revenue guidance ($2.5B–$2.6B) that missed street expectations, pressuring margins and the stock.
• Institutional activity: RFG Advisory boosted its stake by 83.9%, adding 15,604 shares to hold 34,204 shares worth about $2.45M, while analysts remain broadly positive with a consensus "Moderate Buy" and a $127.94 target.

RFG Advisory LLC grew its stake in shares of CoreWeave Inc. (NASDAQ:CRWV - Free Report) by 83.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 34,204 shares of the company's stock after buying an additional 15,604 shares during the period. RFG Advisory LLC's holdings in CoreWeave were worth $2,449,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently modified their holdings of CRWV. Cornerstone Planning Group LLC boosted its stake in CoreWeave by 272.8% during the 4th quarter. Cornerstone Planning Group LLC now owns 343 shares of the company's stock worth $25,000 after acquiring an additional 251 shares during the last quarter. KERR FINANCIAL PLANNING Corp acquired a new stake in CoreWeave in the third quarter worth $27,000. Aspect Partners LLC acquired a new stake in CoreWeave in the third quarter worth $28,000. Marshall & Sterling Wealth Advisors Inc. bought a new position in shares of CoreWeave during the third quarter worth $30,000. Finally, Rothschild Investment LLC boosted its position in shares of CoreWeave by 10,700.0% during the third quarter. Rothschild Investment LLC now owns 216 shares of the company's stock worth $30,000 after purchasing an additional 214 shares in the last quarter.

Insider Activity

In related news, CEO Michael N. Intrator sold 200,000 shares of CoreWeave stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $127.59, for a total transaction of $25,518,000.00. Following the completion of the transaction, the chief executive officer owned 4,666,501 shares in the company, valued at approximately $595,398,862.59. This trade represents a 4.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Brian M. Venturo sold 375,000 shares of the company's stock in a transaction on Monday, May 4th. The shares were sold at an average price of $126.78, for a total transaction of $47,542,500.00. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 21,476,537 shares of company stock worth $2,337,940,601.

CoreWeave Stock Performance

CRWV opened at $128.84 on Friday. The company has a market capitalization of $57.07 billion, a price-to-earnings ratio of -40.26 and a beta of 7.84. The business's 50-day moving average price is $94.19 and its two-hundred day moving average price is $92.34. CoreWeave Inc. has a 1 year low of $50.18 and a 1 year high of $187.00. The company has a debt-to-equity ratio of 4.46, a current ratio of 0.46 and a quick ratio of 0.46.

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). The firm had revenue of $1.57 billion for 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% compared to the same quarter last year. Equities analysts expect that CoreWeave Inc. will post -4.15 EPS for the current fiscal year.

CoreWeave News Summary

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Record bookings, large customer backlog and a $3.1 billion GPU‑backed loan highlight strong demand and capacity expansion potential. This underpins revenue growth expectations and long‑term TAM capture. CoreWeave Reports 'Strongest' Bookings
• Positive Sentiment: Product momentum — rollout/expansion of SUNK Anywhere and SUNK self‑service aims to simplify multi‑cloud/on‑prem AI training, which could boost customer stickiness and monetization over time. CoreWeave Expands SUNK Capabilities
• Neutral Sentiment: Revenue beat in Q1 ($2.08B) shows strong top‑line momentum, validating demand—but outcome now depends on margin commentary and future guidance details. Q1 Press Release / Slide Deck
• Negative Sentiment: Widening loss and cost pressure: CoreWeave reported a $740M Q1 loss as operating expenses rose (margin compression raises near‑term profitability concerns). WSJ: Widened Q1 Loss
• Negative Sentiment: Q2 revenue guidance was set at $2.5B–$2.6B versus street ~$2.7B, a near‑term miss that likely drove the selloff; FY revenue guide $12.0B–$13.0B brackets the $12.5B consensus but reads cautious. (Company guidance update disclosed 5/7/2026.)
• Negative Sentiment: Large insider/institutional selling into the earnings window: Magnetar executed multi‑hundred‑million dollar sales and company insiders/ARK trimmed positions, increasing share supply and short‑term downward pressure. Magnetar SEC filing Venturo Form 4

Wall Street Analysts Forecast Growth

A number of research firms recently commented on CRWV. Roth Mkm restated a "buy" rating on shares of CoreWeave in a research report on Monday, February 23rd. Macquarie Infrastructure reissued a "neutral" rating and issued a $115.00 target price on shares of CoreWeave in a research note on Tuesday, January 27th. HC Wainwright reaffirmed a "buy" rating and set a $180.00 price target on shares of CoreWeave in a research report on Monday, March 2nd. Mizuho lifted their price objective on CoreWeave from $95.00 to $105.00 and gave the company a "neutral" rating in a report on Tuesday, April 14th. Finally, Weiss Ratings reissued a "sell (e+)" rating on shares of CoreWeave in a research note on Monday. Twenty investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company's stock. According to MarketBeat, CoreWeave has a consensus rating of "Moderate Buy" and a consensus target price of $127.94.

CoreWeave 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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