Clearwater Analytics Holdings Inc. (CWAN)
NYSE NYSE Primary 
This Software Stock Is Down 20% in a Year and Just Became One Fund's $6 Million Bet
Massachusetts-based TFJ Management added 357,043 shares of Clearwater Analytics in the third quarter. The move represented a 4.3% change in reportable U.S. equity assets under management.
Clearwater Analytics Holdings, Inc. (CWAN) Discussion of Economic Outlook and Market Forces Influencing Institutional Portfolio Strategies Transcript
Clearwater Analytics Holdings, Inc. (CWAN) Discussion of Economic Outlook and Market Forces Influencing Institutional Portfolio Strategies Transcript
Exclusive: Buyout firm Thoma Bravo has offered to buy Clearwater Analytics, sources say
Private equity firm Thoma Bravo has made an offer to acquire Clearwater Analytics , people familiar with the matter said on Monday.
Clearwater Analytics: Core Business Needs Re-Acceleration To Make Equity Story Clearer
Clearwater Analytics is rated Hold due to strong integration progress but concerns over slowing core business growth. CWAN's Q3 2025 revenue rose 77% year-over-year, driven by acquisitions, with core business growing ~21% and Enfusion outperforming expectations. Positive factors include robust cross-sell momentum and stabilizing Enfusion growth, but NRR decline and organic ARR deceleration remain key risks.
Clearwater Analytics: Pipeline Is Robust As Expansion Continues
Clearwater Analytics Holdings, Inc. remains a Buy as integration of acquisitions strengthens its SaaS platform and expands its end-to-end investment management capabilities. CWAN's growth strategy focuses on international expansion, product cross-selling, and targeting complex, regulated segments with high barriers to entry. Despite a 47% stock price drop and analyst concerns over integration risk, CWAN maintains strong revenue growth and a robust pipeline.
Clearwater Analytics (CWAN) Q3 Earnings Lag Estimates
Clearwater Analytics (CWAN) came out with quarterly earnings of $0.14 per share, missing the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.12 per share a year ago.
Clearwater Analytics (CWAN) Earnings Expected to Grow: Should You Buy?
Clearwater Analytics (CWAN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Clearwater Analytics Holdings, Inc. (CWAN) Analyst/Investor Day Transcript
Clearwater Analytics Holdings, Inc. (NYSE:CWAN ) Analyst/Investor Day September 3, 2025 1:00 PM EDT Company Participants James Cox - Chief Financial Officer Alphonse Valbrune - Chief Legal Officer & Corporate Secretary Sandeep Sahai - CEO & Director Subi Sethi - Chief Operating Officer Souvik Das - Chief Technology Officer Kirat Singh - President of Risk & Alternative Assets Conference Call Participants Kevin McVeigh - UBS Investment Bank, Research Division Brian Schwartz - Oppenheimer & Co. Inc., Research Division Yun Suk Kim - Loop Capital Markets LLC, Research Division Michael Infante - Morgan Stanley, Research Division Isabella Camaj - JPMorgan Chase & Co, Research Division Peter Heckmann - D.A. Davidson & Co., Research Division Richard Poland - Wells Fargo Securities, LLC, Research Division Presentation James Cox Chief Financial Officer [Audio Gap] mention Cary Davis one of our board members, he is in the back, thank you, Cary, and lots and lots of people to thank, but I won't do that right now.
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.
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.
Clearwater Analytics (CWAN) to Report Q2 Results: Wall Street Expects Earnings Growth
Clearwater Analytics (CWAN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Clearwater Analytics Holdings: Clear Case Of Undervaluation Despite Integration Concerns
Clearwater Analytics is undervalued, with strong revenue growth projections and a realistic path to a $30 share price by year-end. Recent acquisitions (Enfusion, Beacon, Bistro) raise integration concerns, but I see these as manageable and believe revenue retention worries are overblown. Blended pro forma retention remains robust, and potential revenue/cost synergies could further boost profitability and valuation.
