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 7,425 funds
0
Analysts bullish %
of 6 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
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$28
23%
upside
Avg. target
$34
51%
upside
High target
$38
67%
upside
6 analyst ratings
6 positive
100%
0 neutral
0%
0 negative
0%
JP Morgan Alexei Gogolev 48% 1-year accuracy 12 / 25 met price target | 23%upside $28 | Overweight Reinstated | 25 Apr 2025 |
Wells Fargo Michael Turrin 48% 1-year accuracy 47 / 98 met price target | 41%upside $32 | Overweight Maintained | 22 Apr 2025 |
Morgan Stanley James Faucette 54% 1-year accuracy 13 / 24 met price target | 58%upside $36 | Overweight Reiterated | 21 Feb 2025 |
RBC Capital Rishi Jaluria 44% 1-year accuracy 32 / 73 met price target | 58%upside $36 | Outperform Maintained | 20 Feb 2025 |
UBS Kevin Mcveigh 27% 1-year accuracy 4 / 15 met price target | 67%upside $38 | Buy Maintained | 20 Feb 2025 |
Financial journalist opinion
Based on 11 articles about CWAN published over the past 30 days
Neutral
Seeking Alpha
6 hours ago
Clearwater Analytics Holdings, Inc. (CWAN) Q1 2025 Earnings Call Transcript
Clearwater Analytics Holdings, Inc. (NYSE:CWAN ) Q1 2025 Earnings Conference Call April 30, 2025 5:00 PM ET Company Participants Joon Park - Head of Investor Relations Sandeep Sahai - Chief Executive Officer Jim Cox - Chief Financial Officer Conference Call Participants Kevin McVeigh - UBS Brian Schwartz - Oppenheimer Michael Infante - Morgan Stanley Rishi Jaluria - RBC Capital Markets Andrew Schmidt - Citi Dylan Becker - William Blair Yun Kim - Loop Capital Markets Operator Ladies and gentlemen, thank you for standing by and welcome to the Clearwater Analytics First Quarter 2025 Financial Results Conference Call. At this time, all participants are in a listen-only mode.
Positive
Zacks Investment Research
8 hours ago
Clearwater Analytics (CWAN) Q1 Earnings and Revenues Surpass Estimates
Clearwater Analytics (CWAN) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.10 per share a year ago.
Neutral
Business Wire
11 hours ago
Clearwater Analytics Completes Acquisition of Beacon, Deepening Risk and Modeling Capabilities
BOISE, Idaho & NEW YORK & CHICAGO & LONDON & HONG KONG--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN) (“Clearwater”), the most comprehensive technology platform for investment management, today announced it has completed its acquisition of Beacon Platform Inc. (Beacon), a provider of enterprise risk analytics and developer infrastructure. The acquisition strengthens Clearwater's capabilities in complex portfolio management across both public and private markets, including structured produc.
Neutral
Business Wire
11 hours ago
Clearwater Analytics Announces First Quarter 2025 Financial Results
BOISE, Idaho--(BUSINESS WIRE)--Clearwater Analytics Holdings, Inc. (NYSE: CWAN) (“Clearwater Analytics” or the “Company”), the most comprehensive technology platform for investment management, today announced its financial results for the quarter ended March 31, 2025. “In Clearwater's final quarter prior to its acquisitions of Enfusion, Beacon and Bistro, I'm incredibly proud to report both exceptional results and milestone achievements. Since our first Investor Day in 2023, our execution has c.
Neutral
Business Wire
1 day ago
Clearwater Analytics Promotes Key Executives to Accelerate Growth and Operational Excellence
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 promotion of Subi Sethi to Chief Operating Officer and Cindy Blendu to Chief Administrative Officer. These expanded leadership roles strengthen Clearwater's ability to scale globally, integrate its expanded platform, and deliver even greater value to clients following its recent acquisitions. During.
Positive
Seeking Alpha
1 week ago
Clearwater Analytics: 3 Acquisitions That Make This A Strong Buy
I am upgrading Clearwater Analytics to a 'Strong Buy' due to their strategic acquisitions and robust fundamentals, despite recent stock price fluctuations. Clearwater's acquisition of Enfusion, Beacon, and Bistro significantly enhances their product offerings and positions them as a comprehensive solution provider in the financial software industry. The Enfusion deal, valued at $1.5 billion, adds $200 million ARR and expands Clearwater's capabilities into front office functions, addressing a critical gap.
Neutral
Business Wire
1 week 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
1 week 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
2 weeks 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
4 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.
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