Clearwater Analytics Holdings Inc. (CWAN)
NYSE NYSE Primary 
Clearwater Analytics Holdings: Positive On Growth Acceleration
I maintain a buy rating for Clearwater Analytics Holdings with an upgraded price target of $38, driven by robust growth prospects and strong demand. Key growth drivers include successful cross-selling of new products and revenue tailwinds from interest rate reductions, supporting mid-20s% revenue growth in the coming years. High incremental margins from these growth drivers suggest CWAN could exceed its FY24 adj EBITDA guidance, especially with continued Fed rate cuts.
Are Computer and Technology Stocks Lagging Clearwater Analytics Holdings (CWAN) This Year?
Here is how Clearwater Analytics (CWAN) and AST SpaceMobile, Inc. (ASTS) have performed compared to their sector so far this year.
Is Clearwater Analytics Holdings (CWAN) Stock Outpacing Its Computer and Technology Peers This Year?
Here is how Clearwater Analytics (CWAN) and Monday.com (MNDY) have performed compared to their sector so far this year.
Compared to Estimates, Clearwater Analytics (CWAN) Q3 Earnings: A Look at Key Metrics
Although the revenue and EPS for Clearwater Analytics (CWAN) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Clearwater Analytics (CWAN) Surpasses Q3 Earnings and Revenue Estimates
Clearwater Analytics (CWAN) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.09 per share a year ago.
Clearwater Analytics: Turning Into A Bona Fide Cash Cow
Clearwater's Q2 earnings show strong revenue growth, with Q2 revenue increasing by 18.8% year-over-year, and impressive cash flow generation, more than doubling to $43.9M. The company maintains high revenue retention rates, with 99% gross retention and 110% net retention, aiming for 115% net retention by Q1 2026. Clearwater's already strong margin profile is improving even more, with a 32.1% levered free cash flow margin.
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Now that stock investors are beginning to realize that a recession isn't on the way, the U.S. market will get back to doing what is up to before the August swoon: showing strength beyond the Magnificent Seven.
Clearwater Analytics Holdings: Reiterate Buy Rating On Good Growth Outlook
CWAN reported strong 2Q24 results with revenue growth of 19% and adj. EBITDA margin of 31.3%, beating consensus estimates. ARR growth inflected back to >20% in 2Q24, indicating potential for revenue growth to accelerate. Strong demand for new products and improved cash generation support a positive growth outlook.
Clearwater Analytics (CWAN) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Clearwater Analytics (CWAN) give insight into how the company performed in the quarter ended June 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Clearwater Analytics Holdings, Inc. (CWAN) Q2 2024 Earnings Call Transcript
Clearwater Analytics Holdings, Inc. (NYSE:CWAN ) Q2 2024 Earnings Conference Call July 31, 2024 5:00 PM ET Company Participants Joon Park - Head of Investor Relations Sandeep Sahai - Chief Executive Officer and Board Member Jim Cox - Chief Financial Officer Conference Call Participants Brian Schwartz - Oppenheimer Chris Fountain - RBC Capital Markets Alexei Gogolev - JPMorgan David Unger - Wells Fargo Michael Infante - Morgan Stanley Gabriela Borges - Goldman Sachs Dylan Becker - William Blair Yun Kim - Loop Capital Markets Operator Ladies and gentlemen, thank you for standing by, and welcome to the Clearwater Analytics Second Quarter 2024 Financial Results Conference Call. At this time, all participants are in a listen-only mode.
Clearwater Analytics (CWAN) Q2 Earnings Match Estimates
Clearwater Analytics (CWAN) came out with quarterly earnings of $0.10 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.08 per share a year ago.
