Gabelli Funds LLC Acquires New Stake in CoreWeave Inc. $CRWV

Posted by George Bondi on May 23rd, 2026

Gabelli Funds LLC acquired a new stake in CoreWeave Inc. (NASDAQ:CRWV – Free Report) during the 4th quarter, Holdings Channel reports. The fund acquired 27,490 shares of the company’s stock, valued at approximately $1,969,000.

Several other institutional investors have also added to or reduced their stakes in the stock. L & S Advisors Inc bought a new stake in CoreWeave in the 4th quarter valued at $330,000. May Hill Capital LLC bought a new stake in CoreWeave in the 4th quarter valued at $1,568,000. Center for Financial Planning Inc. bought a new stake in CoreWeave in the 4th quarter valued at $34,000. DNB Asset Management AS bought a new stake in CoreWeave in the 4th quarter valued at $2,352,000. Finally, Littlejohn Financial Services Inc. bought a new stake in CoreWeave in the 4th quarter valued at $1,068,000.

Insider Transactions at CoreWeave

In related news, insider Brian M. Venturo sold 1,125,000 shares of the company’s stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $80.86, for a total value of $90,967,500.00. Following the transaction, the insider owned 285,327 shares in the company, valued at approximately $23,071,541.22. This represents a 79.77% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Magnetar Financial Llc sold 1,404,667 shares of the company’s stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $118.30, for a total transaction of $166,172,106.10. Following the completion of the transaction, the insider owned 282,570 shares in the company, valued at approximately $33,428,031. This trade represents a 83.25% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 25,217,073 shares of company stock worth $2,824,592,756.

Analyst Ratings Changes

Several research firms recently commented on CRWV. Wolfe Research began coverage on shares of CoreWeave in a research report on Thursday, April 16th. They issued an “outperform” rating and a $150.00 price objective on the stock. Roth Mkm reissued a “buy” rating and set a $150.00 price target on shares of CoreWeave in a research report on Friday, May 8th. Evercore reissued an “outperform” rating and set a $150.00 price target on shares of CoreWeave in a research report on Wednesday, April 15th. Needham & Company LLC reissued a “hold” rating on shares of CoreWeave in a research report on Friday, February 27th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $135.00 price target on shares of CoreWeave in a research report on Friday, May 8th. Nineteen research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $129.63.

Get Our Latest Stock Report on CRWV

Key Headlines Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

Positive Sentiment: CoreWeave announced that CFO Nitin Agrawal will present at the Jefferies Software, Internet, and AI Conference on May 27, which keeps the company visible to investors and may reinforce the bullish AI growth narrative. CoreWeave to Participate in the Jefferies Software, Internet, and AI Conference
Positive Sentiment: New coverage highlighted CoreWeave’s partnership with Pulumi, which ties its GPU cloud more tightly into AI developer workflows and could make the platform stickier for enterprise customers. CoreWeave Pulumi Deal Ties GPU Cloud To AI Developer Workflows
Positive Sentiment: Several bullish articles continue to frame CoreWeave as a major beneficiary of AI infrastructure spending, citing strong revenue growth, a large backlog, and a new expanded AI infrastructure agreement with Meta. CoreWeave Scores Big With Meta — We See 66% Upside
Neutral Sentiment: Market commentary comparing CoreWeave with Oracle and other AI infrastructure names may keep the stock in focus, but it does not add a clear new catalyst by itself. CoreWeave vs. Oracle: Which AI Infrastructure Stock is the Better Pick?
Negative Sentiment: Insider selling remains a headwind, with CEO Michael Intrator and insider Brian Venturo both selling shares this week, which can weigh on investor confidence despite the trades being under pre-arranged 10b5-1 plans. CoreWeave insider trading filing
Negative Sentiment: Recent analyst and media commentary has also been cautious, pointing to CoreWeave’s leverage, losses, and valuation risk, which helps explain why the stock has faced selling pressure despite strong AI demand. As AI infrastructure heats up, stay on the sidelines with CoreWeave stock

CoreWeave Stock Down 1.9%

CoreWeave stock opened at $105.49 on Friday. The firm has a market capitalization of $47.21 billion, a PE ratio of -33.92 and a beta of 7.84. The company’s 50-day moving average is $100.22 and its 200-day moving average is $90.88. CoreWeave Inc. has a fifty-two week low of $63.80 and a fifty-two week high of $187.00. The company has a debt-to-equity ratio of 3.68, a current ratio of 0.31 and a quick ratio of 0.31.

CoreWeave (NASDAQ:CRWV – Get Free Report) last released 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 43.07% and a negative net margin of 25.57%.The company’s revenue for the quarter was up 110.4% compared to the same quarter last year. Sell-side analysts anticipate that CoreWeave Inc. will post -4.58 earnings per share for the current year.

CoreWeave Company Profile

(Free Report)

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.