Clearwater AnalyticsCWAN
CWAN
About: Clearwater Analytics describes its mission as aiming to be the world's most trusted and comprehensive technology platform for the entire investment cycle. Clearwater has historically focused on back-office functions such as investment accounting, but with acquisitions such Enfusion, Beacon, and Bistro, the firm has broadened its focus with front-office and middle-office capabilities. Clearwater primarily serves insurance companies, asset managers, hedge funds, and corporate treasuries. Pro forma for Enfusion, about 76% of Clearwater's revenue is generated in the US.
Employees: 1,915
0
Funds holding %
of 7,428 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
451% more call options, than puts
Call options by funds: $20M | Put options by funds: $3.62M
119% more repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 90
63% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 49
6% more funds holding
Funds holding: 365 [Q1] → 388 (+23) [Q2]
2.33% more ownership
Funds ownership: 107.88% [Q1] → 110.22% (+2.33%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 6 [Q1] → 6 (+0) [Q2]
2% less capital invested
Capital invested by funds: $6.3B [Q1] → $6.15B (-$150M) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$27
32%
upside
Avg. target
$32
57%
upside
High target
$36
75%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
DA Davidson Peter Heckmann | 66%upside $34 | Buy Maintained | 12 Aug 2025 |
Piper Sandler Patrick Moley | 32%upside $27 | Overweight Assumed | 24 Jun 2025 |
Oppenheimer Brian Schwartz | 75%upside $36 | Outperform Maintained | 11 Jun 2025 |
Financial journalist opinion
Based on 11 articles about CWAN published over the past 30 days
Neutral
Seeking Alpha
1 week ago
Clearwater Analytics Holdings: Near-Term Uncertainties Still Make Me Cautious
Clearwater Analytics Holdings delivered strong revenue growth, early synergy capture, and validated its front-to-back strategy, with major customer wins and a key Bloomberg partnership. Despite exceeding integration targets and achieving record profitability, core ARR growth decelerated and debt levels surged post-Enfusion acquisition. Elevated debt and slowing ARR growth weigh on financial flexibility and risk/reward, justifying a continued hold rating despite long-term potential.
Neutral
Market Watch
1 week ago
The old software investing playbook is dead. Here's where to put your money now.
Software companies are facing a reckoning as AI lowers barriers to entry. Experts share how to find winners in an evolving competitive landscape.
Positive
Benzinga
1 week ago
Clearwater Analytics Gains As Investors Eye Growth Beyond Acquisition Jitters
Clearwater Analytics Holdings CWAN shares climbed Tuesday as investors looked past recent acquisition concerns, betting on sustained double-digit growth and fresh product rollouts to drive long-term momentum.
Positive
Invezz
1 week ago
Clearwater Analytics shares jump 3% after Goldman Sachs upgrade
Shares of Clearwater Analytics climbed 3% on Tuesday after Goldman Sachs upgraded the stock to buy from neutral, citing the company's robust free cash flow growth and upcoming investor conference. While the Wall Street bank maintained its $27 price target, the figure implies more than 46% upside from Monday's close.
Positive
Seeking Alpha
2 weeks ago
Baron Discovery Fund Q2 2025: Winners And Setbacks Shaping The Portfolio
Kratos Defense, Montrose Environmental, and Karman Holdings drove strong quarterly performance, benefiting from secular tailwinds and robust demand in defense and environmental sectors. We see Kratos and Karman as well positioned for multi-year growth, leveraging investments in hypersonics, missile defense, and space technologies amid rising defense budgets. Montrose Environmental rebounded as regulatory fears eased, organic growth accelerated, and debt reduction improved transparency, supporting our continued conviction in its long-term value.
Neutral
Seeking Alpha
2 weeks ago
Clearwater Analytics Holdings, Inc. (CWAN) Q2 2025 Earnings Call Transcript
Clearwater Analytics Holdings, Inc. (NYSE:CWAN ) Q2 2025 Earnings Conference Call August 6, 2025 5:00 PM ET Company Participants James S. Cox - Chief Financial Officer Mike Chen - Senior VP & Head of Corporate Development Sandeep Sahai - CEO & Director Conference Call Participants Alexei Mihaylovich Gogolev - JPMorgan Chase & Co Camden Edward Levy - Oppenheimer & Co. Inc. Dylan Tyler Becker - William Blair & Company L.L.C.
Positive
The Motley Fool
2 weeks ago
Clearwater (CWAN) Q2 Revenue Soars 70%
Clearwater (CWAN) Q2 Revenue Soars 70%
Negative
Zacks Investment Research
2 weeks ago
Clearwater Analytics (CWAN) Misses Q2 Earnings Estimates
Clearwater Analytics (CWAN) came out with quarterly earnings of $0.12 per share, missing the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.1 per share a year ago.
Neutral
Business Wire
2 weeks ago
Clearwater Analytics Announces Second Quarter 2025 Financial Results
BOISE, Idaho & CHICAGO & NEW YORK & LONDON & HONG KONG--(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 June 30, 2025. “Q2 was very successful, both for our standalone business and as an integrated company. Most encouraging were our meetings with clients across multiple countries, where we found near unanim.
Neutral
Business Wire
2 weeks ago
Clearwater Analytics Announces New Board Members to Accelerate International Growth and Innovation
BOISE, Idaho & CHICAGO & NEW YORK & LONDON & HONG KONG--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced the appointment of two new independent board members: Dr. Mukesh Aghi, former CEO of several technology companies and the current CEO of the U.S.-India Strategic Partnership Forum, and Bas NieuweWeme, former Global CEO of Aegon Asset Management. The additions reflect Clearwater's focus on scaling its glo.
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