Clearwater AnalyticsCWAN
CWAN
About: Clearwater Analytics Holdings Inc provides a SaaS solution for automated investment data aggregation, reconciliation, accounting and reporting services to insurers, investment managers, corporations, institutional investors and government entities. It earns revenue from providing access to its SaaS platform to customers, services that support the implementation on the SaaS platform, selling perpetual and term-based software licenses and providing maintenance and support and professional services under contracts with customers. The majority of the revenue is earned in the United States.
Employees: 1,756
0
Funds holding %
of 7,290 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
512% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 17
86% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 73
31% more funds holding
Funds holding: 263 [Q3] → 344 (+81) [Q4]
25% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 5 (+1) [Q4]
21% more capital invested
Capital invested by funds: $5.08B [Q3] → $6.13B (+$1.05B) [Q4]
12.26% less ownership
Funds ownership: 125.32% [Q3] → 113.06% (-12.26%) [Q4]
51% less call options, than puts
Call options by funds: $1.08M | Put options by funds: $2.22M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$32
5%
upside
Avg. target
$36
19%
upside
High target
$40
31%
upside
7 analyst ratings
7 positive
100%
0 neutral
0%
0 negative
0%
Morgan Stanley James Faucette 79% 1-year accuracy 22 / 28 met price target | 18%upside $36 | Overweight Reiterated | 21 Feb 2025 |
RBC Capital Rishi Jaluria 47% 1-year accuracy 36 / 76 met price target | 18%upside $36 | Outperform Maintained | 20 Feb 2025 |
UBS Kevin Mcveigh 69% 1-year accuracy 11 / 16 met price target | 25%upside $38 | Buy Maintained | 20 Feb 2025 |
Wells Fargo Michael Turrin 62% 1-year accuracy 52 / 84 met price target | 21%upside $37 | Overweight Maintained | 20 Feb 2025 |
Piper Sandler Arvind Ramnani 73% 1-year accuracy 47 / 64 met price target | 18%upside $36 | Overweight Upgraded | 20 Feb 2025 |
Financial journalist opinion
Based on 11 articles about CWAN published over the past 30 days
Positive
Investors Business Daily
22 hours ago
Software Stock Hits All-Time High Amid Generative AI Transformer Push, Eyes New Buy Point
Clearwater Analytics hit an all-time high and has formed a base amid fourth-quarter earnings. The stock leads the software-finance group.
Positive
Seeking Alpha
2 days ago
Clearwater Analytics Holdings: Growth Outlook Remains Very Robust
CWAN's 4Q24 performance shows strong revenue growth momentum, with a 27.7% y/y increase and ARR up 25.3% y/y, signaling robust demand. The pending $1.5 billion acquisition of Enfusion significantly broadens CWAN's TAM, enabling front-to-back investment management solutions and international expansion. CWAN's gross margin expanded to 78.8% in 4Q24, with management guiding for >80% margins, driven by AI-driven automation and operational efficiencies.
Positive
Benzinga
4 days ago
Clearwater Analytics' Enfusion Infusion Offers Compelling Value Proposition, Analyst Upgrades Stock
Piper Sandler analyst Arvind Ramnani upgraded the shares of Clearwater Analytics Holdings Inc CWAN from Neutral to Overweight and raised the price forecast from $28.00 to $36.00.
Neutral
Seeking Alpha
5 days ago
Clearwater Analytics Holdings, Inc. (CWAN) Q4 2024 Earnings Call Transcript
Clearwater Analytics Holdings, Inc. (NYSE:CWAN ) Q4 2024 Earnings Conference Call February 19, 2025 5:00 PM ET Corporate Participants Joon Park - Head of Investor Relations Sandeep Sahai - Chief Executive Officer Jim Cox - Chief Financial Officer Conference Call Participants Rishi Jaluria - RBC Capital Markets Brian Schwartz - Oppenheimer Kevin McVeigh - UBS Michael Infante - Morgan Stanley Alexei Gogolev - JPMorgan Michael Turrin - Wells Fargo Andrew Schmidt - Citigroup Gabriela Borges - Goldman Sachs Faith Brunner - William Blair Arvind Ramnani - Piper Sandler Yun Kim - Loop Capital Markets Operator Ladies and gentlemen, thank you for standing by and welcome to the Clearwater Analytics Fourth Quarter and Full Year 2024 Financial Results Conference Call. At this time, all participants are in a listen-only mode.
Positive
Zacks Investment Research
5 days ago
Clearwater Analytics (CWAN) Q4 Earnings and Revenues Surpass Estimates
Clearwater Analytics (CWAN) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.10 per share a year ago.
Neutral
Business Wire
5 days ago
Clearwater Analytics Announces Fourth Quarter and Full Year 2024 Financial Results
BOISE, Idaho--(BUSINESS WIRE)--Clearwater Analytics Holdings, Inc. (NYSE: CWAN) (“Clearwater Analytics” or the “Company”), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced its financial results for the quarter ended December 31, 2024. Fourth Quarter 2024 Full Year 2024 Revenue $126.5 million $451.8 million Year-over-Year Revenue Growth % 27.7% 22.7% Annualized Recurring Revenue (ARR)1 $474.9 million Yea.
Positive
Zacks Investment Research
1 week ago
Unlocking Q4 Potential of Clearwater Analytics (CWAN): Exploring Wall Street Estimates for Key Metrics
Besides Wall Street's top -and-bottom-line estimates for Clearwater Analytics (CWAN), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2024.
Neutral
Business Wire
2 weeks ago
Clearwater Analytics to Participate in Upcoming Investor Conferences in First Quarter 2025
BOISE, Idaho--(BUSINESS WIRE)--Clearwater Analytics Holdings, Inc. (NYSE: CWAN), (“Clearwater Analytics” or the “Company”), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced that members of its executive leadership team will be participating in the following investor conferences in the first quarter of 2025. Clearwater Analytics Chief Financial Officer Jim Cox will participate in one-on-one meetings at the Bernstein.
Neutral
Business Wire
2 weeks ago
Clearwater Analytics to Announce Fourth Quarter and Full Year 2024 Financial Results on February 19, 2025
BOISE, Idaho--(BUSINESS WIRE)--Clearwater Analytics Holdings, Inc. (NYSE: CWAN), (“Clearwater Analytics” or the “Company”), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, will release financial results for the fourth quarter and full year ended December 31, 2024 after the U.S. financial markets close on Wednesday, February 19, 2025. In conjunction with this announcement, Clearwater Analytics will host a conference call on Februa.
Neutral
Business Wire
3 weeks ago
Clearwater Analytics Announces Launch of $800 Million Term Loan B
BOISE, Idaho--(BUSINESS WIRE)--Clearwater Analytics Holdings, Inc. (NYSE: CWAN), (“Clearwater” or the “Company”), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced that it is launching a proposed senior secured Term Loan B Facility due 2033 in an aggregate principal amount of $800.0 million (the “Term Loan”). Clearwater intends to use proceeds from the Term Loan, together with the issuance of equity, to fund the pre.
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