CWAN

Clearwater Analytics Holdings Inc

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Advanced Chart

19.720

+0.93(4.949%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

19.750

Open

18.780

VWAP

19.46

Vol

10.16M

Mkt Cap

5.77B

Low

18.660

Amount

197.70M

EV/EBITDA(TTM)

107.32

Total Shares

218.51M

6.32B

EV/OCF(TTM)

68.76

P/S(TTM)

9.41

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.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q1

FY2025Q4

FY2025Q3

213.59M

+68.36%

0.165

+26.71%

215.68M

+70.54%

0.155

+19.2%

204.10M

+76.21%

0.152

+27.08%

Estimates Revision

The market is revising Upward the revenue expectations for Clearwater Analytics Holdings, Inc. (CWAN) for FY2025, with the revenue forecasts being adjusted by 0.08% over the past three months. During the same period, the stock price has changed by -16.41%.

Revenue Estimates for FY2025

Revise Upward

+0.08%

In Past 3 Month

EPS Estimates for FY2025

Revise Downward

-0.64%

In Past 3 Month

Stock Price

Go Down

-16.41%

In Past 3 Month

11 Analyst Rating

61.26% Upside

Wall Street analysts forecast CWAN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CWAN is 31.80 USD with a low forecast of 26.00 USD and a high forecast of 36.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

9 Buy

2 Hold

0 Sell

Strong Buy

61.26% Upside

Current: 19.720

Low

26.00

Averages

31.80

High

36.00

61.26% Upside

Current: 19.720

Low

26.00

Averages

31.80

High

36.00

Loop Capital

Yun Kim

Buy

downgrade

$35 -> $31

2025-08-07

New

Reason

Loop Capital

Yun Kim

Price Target

$35 -> $31

2025-08-07

New

downgrade

Buy

Reason

Loop Capital analyst Yun Kim lowered the firm's price target on Clearwater Analytics to $31 from $35 and keeps a Buy rating on the shares. The company reported a strong first quarter post-Enfusion and Beacon acquisitions, and the firm continues to have high confidence that management team can accelerate these acquired businesses from 13% revenue growth to 20% in 2 years and also drive further cost synergies, the analyst tells investors in a research note.

Piper Sandler

Patrick Moley

Overweight

initiated

$27

2025-06-24

Reason

Piper Sandler

Patrick Moley

Price Target

$27

2025-06-24

initiated

Overweight

Reason

Piper Sandler analyst Patrick Moley assumed coverage of Clearwater Analytics with an Overweight rating and $27 price target. Clearwater Analytics is in the midst of integrating three key acquisitions that will significantly expand its total addressable market and create a full end-to-end platform for its clients, the analyst tells investors in a research note. Piper believes the integrated platform will provide upsell and cross-sell opportunities that will expand wallet share among existing customers and drive higher win rates.

Oppenheimer

Brian Schwartz

Outperform

downgrade

$40 -> $36

2025-06-11

Reason

Oppenheimer

Brian Schwartz

Price Target

$40 -> $36

2025-06-11

downgrade

Outperform

Reason

Oppenheimer analyst Brian Schwartz lowered the firm's price target on Clearwater Analytics to $36 from $40 on group multiples compression, while keeping an Outperform rating on the shares. The firm notes it recently met with Clearwater's CFO, Jim Cox at Oppenheimer's Annual Software Bus Tour, and management's tone was upbeat about demand and activity, the acquired companies' integration plans, early deal synergies, and strategy to sustain top-tier industry growth. Oppenheimer left the meeting incrementally positive on Clearwater's profitable growth strategy, leading technology vision, deep moat, and opportunity to become a utility software supplier by disrupting its category's front, middle and back offices.

Goldman Sachs

Neutral

maintain

$26

2025-05-19

Reason

Goldman Sachs

Price Target

$26

2025-05-19

maintain

Neutral

Reason

Goldman Sachs reinstated coverage of Clearwater Analytics with a Neutral rating and $26 price target post the acquisition of Enfusion. The firm is constructive on Clearwater's core accounting platform and sees "clear competitive differentiators" versus mostly legacy competitors that positions the company for "durable" 20% growth in this segment. However, Goldman says its positive view is balanced by risks with Clearwater's next phase of scaling into a multi-product company.

JPMorgan

Overweight -> Buy

downgrade

$33 -> $28

2025-04-25

Reason

JPMorgan

Price Target

$33 -> $28

2025-04-25

downgrade

Overweight -> Buy

Reason

JPMorgan reinstated coverage of Clearwater Analytics with an Overweight rating and price target of $28, down from $33. The company's acquisition of Enfn should strengthen its positioning among asset managers and hedge funds, the analyst tells investors in a research note. The firm recognizes 2025 is likely to be a transition year for Clearwater, but thinks asset integration "should be seamless" given the compatible cloud-native architectures. It believes the company's acquisition strategy should result in a "comprehensive" end-to-end solution and geographic expansion, facilitating sustainable 20% revenue growth.

Wells Fargo

Michael Turrin

Buy

Maintains

$35 → $32

2025-04-22

Reason

Wells Fargo

Michael Turrin

Price Target

$35 → $32

2025-04-22

Maintains

Buy

Reason

See All Ratings

Valuation Metrics

The current forward P/E ratio for Clearwater Analytics Holdings Inc (CWAN.N) is 28.63, compared to its 5-year average forward P/E of 58.05. For a more detailed relative valuation and DCF analysis to assess Clearwater Analytics Holdings Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Undervalued

5Y Average PE

58.05

Current PE

28.63

Overvalued PE

75.75

Undervalued PE

40.35

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

N/A

5Y Average EV/EBITDA

32.85

Current EV/EBITDA

0.00

Overvalued EV/EBITDA

41.02

Undervalued EV/EBITDA

24.68

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

N/A

5Y Average PS

9.90

Current PS

0.00

Overvalued PS

11.97

Undervalued PS

7.83

Financials

Annual

Quarterly

FY2025Q2

YoY :

+70.37%

181.94M

Total Revenue

FY2025Q2

YoY :

-187.88%

-4.15M

Operating Profit

FY2025Q2

YoY :

-8850.36%

-24.15M

Net Income after Tax

FY2025Q2

-0.09

EPS - Diluted

FY2025Q2

YoY :

+3.52%

43.91M

Free Cash Flow

FY2025Q2

YoY :

-9.54%

65.14

Gross Profit Margin - %

FY2025Q2

YoY :

-40.35%

15.42

FCF Margin - %

FY2025Q2

YoY :

-5203.85%

-13.27

Net Margin - %

Trading Trends

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

344.2M

USD

3-6

Months

9.0M

USD

6-9

Months

457.1M

USD

0-12

Months

636.2M

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

Hedge Fund

Hedge Funds areBuying! The buying amount has increased 495.69% over the last quarter.

Sold

0-3

Months

0.0

Volume

3-6

Months

0.0

Volume

6-9

Months

0.0

Volume

0-12

Months

9.0M

Volume

Bought

0-3

0.0

Volume

Months

3-6

4.1M

Volume

Months

6-9

692.9K

Volume

Months

0-12

0.0

Volume

Months

Congress Trading

Congress are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

0.0

USD

3-6

Months

0.0

USD

6-9

Months

0.0

USD

0-12

Months

0.0

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

344.2M

USD

3-6

Months

9.0M

USD

6-9

Months

457.1M

USD

0-12

Months

636.2M

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

CWAN News & Events

Events Timeline

2025-06-11 (ET)

2025-06-11

08:11:31

Clearwater Analytics 14.1M share Block Trade priced at $24.30

2025-06-10 (ET)

2025-06-10

08:10:44

Clearwater Analytics selected by Pool Re to modernize investment operations

2025-05-07 (ET)

2025-05-07

09:12:14

Clearwater Analytics expands partnership with Wayne Cooperative

News

2.0

08-07NASDAQ.COM

Clearwater Analytics Holdings is Now Oversold (CWAN)

9.5

08-07NASDAQ.COM

Clearwater Analytics (CWAN) Misses Q2 Earnings Estimates

5.0

08-05Newsfilter

Clearwater Analytics Announces New Board Members to Accelerate International Growth and Innovation

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USD

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FAQ

What is Clearwater Analytics Holdings Inc (CWAN) stock price today?

The current price of CWAN is 19.72 USD — it has increased 4.95 % in the last trading day.

CWAN

Market Estimates

Valuation Metrics

Forward PE

Forward EV/EBITDA

Forward PS

Financials

Trading Trends

CWAN News & Events

Events Timeline

News

People Also Watch

FAQ

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What is Clearwater Analytics Holdings Inc (CWAN)'s business?

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What is Clearwater Analytics Holdings Inc (CWAN)'s earnings per share (EPS) for the last quarter?

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