Clearwater AnalyticsCWAN
CWAN
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
518% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 17
88% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 73
32% more funds holding
Funds holding: 262 [Q3] → 346 (+84) [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: $5.07B [Q3] → $6.14B (+$1.07B) [Q4]
11.98% less ownership
Funds ownership: 125.23% [Q3] → 113.25% (-11.98%) [Q4]
51% less call options, than puts
Call options by funds: $1.08M | Put options by funds: $2.22M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$32
23%
upside
Avg. target
$36
38%
upside
High target
$38
46%
upside
6 analyst ratings
6 positive
100%
0 neutral
0%
0 negative
0%
Morgan Stanley James Faucette 54% 1-year accuracy 13 / 24 met price target | 38%upside $36 | Overweight Reiterated | 21 Feb 2025 |
RBC Capital Rishi Jaluria 41% 1-year accuracy 30 / 74 met price target | 38%upside $36 | Outperform Maintained | 20 Feb 2025 |
UBS Kevin Mcveigh 29% 1-year accuracy 4 / 14 met price target | 46%upside $38 | Buy Maintained | 20 Feb 2025 |
Wells Fargo Michael Turrin 31% 1-year accuracy 26 / 85 met price target | 42%upside $37 | Overweight Maintained | 20 Feb 2025 |
Piper Sandler Arvind Ramnani 42% 1-year accuracy 28 / 66 met price target | 38%upside $36 | Overweight Upgraded | 20 Feb 2025 |
Financial journalist opinion
Neutral
Business Wire
2 weeks ago
Clearwater Analytics to Acquire Beacon and Blackstone's Bistro to Deliver Investment Intelligence Across Private Markets
BOISE, Idaho & NEW YORK--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN) (“Clearwater”) today announced two strategic acquisitions, marking a major step toward transforming investment management technology. Clearwater has entered into a definitive agreement to acquire Beacon, a next-generation leader for cross-asset class modeling and risk analytics for derivatives, private credit and debt, structured products and other alternative assets. Integrated with Wilshire's equities and fixed income.
Negative
Investors Business Daily
3 weeks ago
Clearwater Analytics Stock Offers Growth To Investors Amid Turbulent Market
Clearwater Analytics offers hedge funds new AI tools for portfolio management. And it's offering investors a new buy point.
Neutral
Business Wire
1 month ago
Clearwater Analytics and Enfusion Announce Expiration of Hart-Scott-Rodino Act Waiting Period For Proposed Acquisition of Enfusion
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, and Enfusion, Inc. (NYSE: ENFN) (“Enfusion”), a leader in software-as-a-service solutions for the investment management and hedge fund industry, today announced the expiration of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 (the “HSR A.
Positive
Investors Business Daily
1 month 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
1 month 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
1 month 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
1 month 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
1 month 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
1 month 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 month 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.
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