Sumitomo Mitsui Trust Group Inc. Has $34.44 Million Holdings in CoreWeave Inc. $CRWV

Sumitomo Mitsui Trust Group Inc. raised its position in CoreWeave Inc. (NASDAQ:CRWV) by 19.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 251,650 shares of the company’s stock after purchasing an additional 41,396 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned 0.05% of CoreWeave worth $34,438,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Family Legacy Financial Solutions LLC raised its position in CoreWeave by 166.7% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock valued at $27,000 after buying an additional 125 shares during the last quarter. HighMark Wealth Management LLC acquired a new position in CoreWeave during the 3rd quarter worth approximately $27,000. OLD Second National Bank of Aurora bought a new position in shares of CoreWeave during the 3rd quarter worth approximately $27,000. Princeton Global Asset Management LLC acquired a new stake in shares of CoreWeave in the third quarter valued at approximately $28,000. Finally, Chelsea Counsel Co. bought a new stake in shares of CoreWeave in the second quarter worth $33,000.

Analysts Set New Price Targets

CRWV has been the topic of several recent research reports. Barclays lowered their price target on shares of CoreWeave from $120.00 to $90.00 and set an “equal weight” rating on the stock in a research note on Monday. DA Davidson set a $68.00 target price on CoreWeave and gave the company a “neutral” rating in a research report on Monday, January 5th. Loop Capital dropped their target price on CoreWeave from $165.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, November 12th. Evercore ISI decreased their price target on CoreWeave from $175.00 to $160.00 and set an “outperform” rating for the company in a research note on Tuesday, November 11th. Finally, Stifel Nicolaus set a $120.00 price objective on CoreWeave in a research note on Tuesday, November 11th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, fifteen have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $123.81.

CoreWeave Price Performance

Shares of NASDAQ CRWV opened at $101.43 on Friday. The company has a quick ratio of 0.49, a current ratio of 0.49 and a debt-to-equity ratio of 2.66. The business’s 50 day moving average price is $79.72 and its two-hundred day moving average price is $107.54. The company has a market cap of $39.19 billion and a PE ratio of -69.95. CoreWeave Inc. has a twelve month low of $33.51 and a twelve month high of $187.00.

CoreWeave (NASDAQ:CRWV) last released its quarterly earnings data on Monday, November 10th. The company reported ($0.22) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.36) by $0.14. The business had revenue of $1.36 billion during the quarter, compared to analyst estimates of $1.28 billion. The business’s quarterly revenue was up 133.7% on a year-over-year basis. During the same period in the previous year, the business earned ($1.82) earnings per share.

Insider Buying and Selling at CoreWeave

In other news, major shareholder Magnetar Financial Llc sold 804,514 shares of the stock in a transaction dated Wednesday, October 29th. The shares were sold at an average price of $138.48, for a total value of $111,409,098.72. Following the transaction, the insider directly owned 302,294 shares of the company’s stock, valued at $41,861,673.12. This represents a 72.69% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Brian M. Venturo sold 281,250 shares of the firm’s stock in a transaction dated Wednesday, October 29th. The stock was sold at an average price of $137.80, for a total transaction of $38,756,250.00. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 7,884,486 shares of company stock worth $886,347,824.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: Sector tailwinds and analyst momentum — strong AI demand (sparked by TSMC’s blowout quarter) is lifting GPU‑infrastructure names including CoreWeave, helping buyers chase reopening momentum. Benzinga: TSMC blowout
• Positive Sentiment: Re‑rating stories on beaten‑down AI names — early‑2026 writeups highlight CoreWeave as a high‑growth AI/cloud play that has already delivered outsized moves, attracting momentum buyers and longer‑term bulls. Zacks: 3 beaten-down AI stocks
• Positive Sentiment: Management defense & investor PR — CEO Michael Intrator’s public pushback on criticisms has helped calm some sellers and restore short‑term confidence among retail and quant buyers. Yahoo Finance: CEO pushes back
• Neutral Sentiment: Industry positioning review — MarketBeat ranks CoreWeave among the top GPU‑as‑a‑service names but notes it’s relatively more dependent on third‑party data centers during its build‑out, a mixed operational signal until capacity is owned/secured. MarketBeat: 5 best GPU-as-a-Service
• Neutral Sentiment: Partnerships/supporting demand — coverage noting Galaxy Digital and other hyperscaler links underscores structural demand for CoreWeave’s capacity, but revenue timing depends on data‑center delivery. MarketBeat: Galaxy Digital piece
• Negative Sentiment: Major securities class actions — multiple firms (Hagens Berman and others) have filed or announced investigations alleging misleading statements about Denton (TX) data‑center timing/capacity; litigation risk is the primary driver of the recent selloff and higher volatility. BusinessWire: Hagens Berman
• Negative Sentiment: Widespread law‑firm notices increase legal/distraction risk — multiple plaintiff firms are soliciting lead‑plaintiff roles, raising the chance of costly settlements or prolonged litigation. BusinessWire: Glancy notice
• Negative Sentiment: Insider selling and balance‑sheet concerns — heavy insider dispositions and analyst notes flagging higher 2026 capex, debt and leverage add pressure on sentiment and heighten execution risk if demand or timing slips. InsiderTrades: insider sales Zacks: capex risk

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.