CWAN Reports Q1 Revenue of $221.23M, Up 74% Year-over-Year
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy CWAN?
Reports Q1 revenue $221.23M, consensus $214.09M. "We delivered a strong start to 2026 with Q1 revenue of $221.2 million, up 74% year-over-year. GenAI tools are woven into the fabric of our organization, enabling both technical and non-technical employees to deliver internal automation and new products at unprecedented speeds," said Sandeep Sahai, CEO at CWAN. "This is enabling strong profitability with Non-GAAP Gross Profit growing 73% year-over-year to a record $172.7 million. Adjusted EBITDA grew 71.8% year-over-year to $77.4 million, reaching a near-record margin of 35%."
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Analyst Views on CWAN
Wall Street analysts forecast CWAN stock price to rise
10 Analyst Rating
5 Buy
5 Hold
0 Sell
Moderate Buy
Current: 24.300
Low
24.55
Averages
27.83
High
36.00
Current: 24.300
Low
24.55
Averages
27.83
High
36.00
About CWAN
Clearwater Analytics Holdings, Inc. is a provider of comprehensive cloud-native platforms for institutional investors across global public and private markets. The Company’s single-instance, multi-tenant architecture delivers real-time data and artificial intelligence (AI)-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. The Company serves insurers, asset managers, hedge funds, banks, corporations, and governments. The Company is also a provider of enterprise risk analytics and developer infrastructure. Its capabilities in complex portfolio management across both public and private markets include structured products, private credit, and derivatives.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Clearwater Analytics Q1 Earnings Exceed Expectations
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- Revenue Growth Drivers: The significant revenue increase is primarily attributed to the company's ongoing expansion in asset management, particularly through investments in AI-driven analytical tools, which help maintain its competitive edge in a crowded market.
- Attractive Return Rate: Clearwater Analytics achieved an annualized return of 17%, demonstrating the effectiveness of its asset management and investment strategies, which further bolsters investor confidence in its future growth potential.
- Optimistic Market Outlook: With the smooth progression of its go-private transaction, Clearwater Analytics is laying the groundwork for future growth, expected to attract more investor interest in its strategic position within the $10 trillion asset management market.
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- High-Frequency Trading Insight: Within Clearwater, the $20 strike put option has been particularly active, with 17,734 contracts traded today, representing around 1.8 million shares, reflecting investor expectations of potential price declines.
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- Bullish Call Option Trend: For Super Micro, the $25 strike call option saw trading of 33,405 contracts today, equating to approximately 3.3 million shares, indicating investor confidence in the company's potential for future price increases.
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- Technological Integration Benefits: By integrating Bloomberg's electronic markets and Clearwater's middle- and back-office management platform, the company has achieved a unified front-to-back investment management architecture that improves data accuracy and timeliness, reduces operational complexity, and allows teams to focus on higher-value investment decisions.
- Sustainable Investment Philosophy: BarmeniaGothaer systematically integrates sustainability criteria (ESG) into its investment processes, guided by its own ESG committees and international initiatives, ensuring that capital investments align with long-term climate neutrality goals, demonstrating its commitment to contributing to the transition towards a sustainable economy.
- Market Expansion Potential: This technological upgrade not only enhances the management efficiency of internal capital investments but also provides diverse investment solutions for private and institutional investors, which is expected to drive growth in the company's market share within the German insurance industry.
See More
M&A Deal Closures Present Opportunities: Target Janus Henderson and Other Stocks.
- Merger and Acquisition Activity: The year has seen significant merger and acquisition activity, with many deals nearing closure.
- Stock Performance: Stocks of companies being acquired are expected to rise upon the completion of these deals.
See More
Opportunities Arise from Finalizing M&A Deals: Target Janus Henderson and Other Stocks.
- Merger and Acquisition Activity: The year has seen significant merger and acquisition activity, with many deals nearing closure.
- Stock Performance: Stocks of companies involved in these acquisitions are expected to rise once the deals are finalized.
See More
Fort Baker Capital Management Increases Stake in Clearwater Analytics
- Increased Stake: Fort Baker Capital Management acquired 1,529,288 shares of Clearwater Analytics in Q4 2026, valued at $36.89 million, representing 5% of the fund's AUM and placing it among the top five holdings.
- Financial Performance: Clearwater Analytics reported quarterly revenue of approximately $217 million, reflecting a 72% year-over-year growth, with annual recurring revenue reaching $841 million, up 77%, indicating a robust return to high-growth form.
- Improving Profitability: The company's adjusted EBITDA is rising, with margins around 30%, showcasing Clearwater's ability to enhance profitability while expanding its business, thereby strengthening its competitive position in the market.
- Market Challenges: Despite Clearwater's growth, it faces challenges in integrating acquisitions and adding AI features, while the pending take-private deal at $24.55 per share may cap market expectations, necessitating careful evaluation by investors.
See More
Clearwater Analytics Q1 Earnings Exceed Expectations
- Strong Performance: Clearwater Analytics reported a Q1 non-GAAP EPS of $0.16, in line with expectations, while revenue reached $221.2 million, reflecting a 74.3% year-over-year increase and surpassing market expectations by $4.85 million, indicating robust growth momentum.
- Revenue Growth Drivers: The significant revenue increase is primarily attributed to the company's ongoing expansion in asset management, particularly through investments in AI-driven analytical tools, which help maintain its competitive edge in a crowded market.
- Attractive Return Rate: Clearwater Analytics achieved an annualized return of 17%, demonstrating the effectiveness of its asset management and investment strategies, which further bolsters investor confidence in its future growth potential.
- Optimistic Market Outlook: With the smooth progression of its go-private transaction, Clearwater Analytics is laying the groundwork for future growth, expected to attract more investor interest in its strategic position within the $10 trillion asset management market.
See More
Clearwater and Super Micro See Active Options Trading
- Clearwater Options Volume: Clearwater Analytics saw options trading volume of 35,505 contracts, equating to approximately 3.6 million shares, which is about 76% of its average daily trading volume of 4.7 million shares over the past month, indicating strong market interest in its future performance.
- High-Frequency Trading Insight: Within Clearwater, the $20 strike put option has been particularly active, with 17,734 contracts traded today, representing around 1.8 million shares, reflecting investor expectations of potential price declines.
- Super Micro Options Activity: Super Micro Computer experienced options trading volume of 343,082 contracts, representing approximately 34.3 million shares, or about 73.1% of its average daily trading volume of 46.9 million shares over the past month, showcasing significant market interest in its stock.
- Bullish Call Option Trend: For Super Micro, the $25 strike call option saw trading of 33,405 contracts today, equating to approximately 3.3 million shares, indicating investor confidence in the company's potential for future price increases.
See More
BarmeniaGothaer Asset Management Launches New Investment Platform
- Investment Management Transformation: BarmeniaGothaer Asset Management has successfully launched Bloomberg's buy-side solutions and Clearwater Analytics platform, managing over €50 billion in assets, significantly enhancing transparency in investment decision-making and risk management capabilities, thereby strengthening its competitive position in a dynamic capital market.
- Technological Integration Benefits: By integrating Bloomberg's electronic markets and Clearwater's middle- and back-office management platform, the company has achieved a unified front-to-back investment management architecture that improves data accuracy and timeliness, reduces operational complexity, and allows teams to focus on higher-value investment decisions.
- Sustainable Investment Philosophy: BarmeniaGothaer systematically integrates sustainability criteria (ESG) into its investment processes, guided by its own ESG committees and international initiatives, ensuring that capital investments align with long-term climate neutrality goals, demonstrating its commitment to contributing to the transition towards a sustainable economy.
- Market Expansion Potential: This technological upgrade not only enhances the management efficiency of internal capital investments but also provides diverse investment solutions for private and institutional investors, which is expected to drive growth in the company's market share within the German insurance industry.
See More
M&A Deal Closures Present Opportunities: Target Janus Henderson and Other Stocks.
- Merger and Acquisition Activity: The year has seen significant merger and acquisition activity, with many deals nearing closure.
- Stock Performance: Stocks of companies being acquired are expected to rise upon the completion of these deals.
See More
Opportunities Arise from Finalizing M&A Deals: Target Janus Henderson and Other Stocks.
- Merger and Acquisition Activity: The year has seen significant merger and acquisition activity, with many deals nearing closure.
- Stock Performance: Stocks of companies involved in these acquisitions are expected to rise once the deals are finalized.
See More
Fort Baker Capital Management Increases Stake in Clearwater Analytics
- Increased Stake: Fort Baker Capital Management acquired 1,529,288 shares of Clearwater Analytics in Q4 2026, valued at $36.89 million, representing 5% of the fund's AUM and placing it among the top five holdings.
- Financial Performance: Clearwater Analytics reported quarterly revenue of approximately $217 million, reflecting a 72% year-over-year growth, with annual recurring revenue reaching $841 million, up 77%, indicating a robust return to high-growth form.
- Improving Profitability: The company's adjusted EBITDA is rising, with margins around 30%, showcasing Clearwater's ability to enhance profitability while expanding its business, thereby strengthening its competitive position in the market.
- Market Challenges: Despite Clearwater's growth, it faces challenges in integrating acquisitions and adding AI features, while the pending take-private deal at $24.55 per share may cap market expectations, necessitating careful evaluation by investors.
See More
