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: 1,915
0
Funds holding %
of 7,419 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
518% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 17
92% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 72
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]
23% more capital invested
Capital invested by funds: $5B [Q3] → $6.14B (+$1.14B) [Q4]
10.1% less ownership
Funds ownership: 123.34% [Q3] → 113.25% (-10.1%) [Q4]
51% less call options, than puts
Call options by funds: $1.08M | Put options by funds: $2.22M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$32
43%
upside
Avg. target
$36
60%
upside
High target
$38
70%
upside
5 analyst ratings
5 positive
100%
0 neutral
0%
0 negative
0%
Wells Fargo Michael Turrin 27% 1-year accuracy 27 / 99 met price target | 44%upside $32 | Overweight Maintained | 22 Apr 2025 |
Morgan Stanley James Faucette 42% 1-year accuracy 10 / 24 met price target | 61%upside $36 | Overweight Reiterated | 21 Feb 2025 |
RBC Capital Rishi Jaluria 29% 1-year accuracy 21 / 72 met price target | 61%upside $36 | Outperform Maintained | 20 Feb 2025 |
UBS Kevin Mcveigh 14% 1-year accuracy 2 / 14 met price target | 70%upside $38 | Buy Maintained | 20 Feb 2025 |
Piper Sandler Arvind Ramnani 30% 1-year accuracy 20 / 67 met price target | 61%upside $36 | Overweight Upgraded | 20 Feb 2025 |
Financial journalist opinion
Based on 5 articles about CWAN published over the past 30 days
Neutral
Business Wire
2 days ago
Clearwater Analytics Finalizes Acquisition of Enfusion
BOISE, Idaho & NEW YORK & CHICAGO & LONDON & HONG KONG--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced the successful completion of its acquisition of Enfusion, Inc. (NYSE: ENFN), a leader in software-as-a-service (SaaS) solutions for the investment management and hedge fund sectors, in a deal valued at approximately $1.5 billion. This strategic combination positions Clearwater as the industry's first sin.
Neutral
Business Wire
6 days ago
Clearwater Analytics and Enfusion Announce Preliminary Results of Election by Enfusion Shareholders Regarding Form of Merger Consideration
BOISE, Idaho & CHICAGO--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN) (“Clearwater”) and Enfusion, Inc. (NYSE: ENFN) (“Enfusion”) today announced the preliminary results of the elections made by Enfusion shareholders of record regarding the form of merger consideration (the “Merger Consideration”) they wish to receive in connection with Clearwater's acquisition of Enfusion (the "Transaction"). As previously disclosed, the deadline to have made such an election was 5:00 p.m. Eastern Time on.
Neutral
Business Wire
1 week ago
Clearwater Analytics to Participate in Upcoming Investor Conferences in Second 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 second quarter of 2025. Clearwater Analytics Chief Executive Officer Sandeep Sahai will join a fireside chat and participate in one-.
Neutral
Business Wire
3 weeks ago
Clearwater Analytics and Enfusion Announce Election Deadline for Enfusion Shareholders to Elect Form of Merger Consideration
BOISE, Idaho & CHICAGO--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN) (“Clearwater”) and Enfusion, Inc. (NYSE: ENFN) (“Enfusion”) today announced that the deadline for Enfusion shareholders of record to elect the form of merger consideration (the “Merger Consideration”) they wish to receive in connection with Clearwater's acquisition of Enfusion (the "Transaction") is 5:00 p.m. Eastern Time on April 16, 2025 (such deadline, as it may be extended, the "Election Deadline"). Enfusion sharehol.
Neutral
Business Wire
3 weeks ago
ENFUSION INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Enfusion, Inc. - ENFN
NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Enfusion, Inc. (NYSE: ENFN) to Clearwater Analytics Holdings, Inc. (NYSE: CWAN). Under the terms of the proposed transaction, shareholders of Enfusion will receive $5.85 in cash and $5.40 in Clearwater Class A Common Stock for each share of Enfusion that they own. KSF is seeking to determine whether this consi.
Neutral
Business Wire
1 month 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
1 month 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.
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