IPO Year: 2021
Exchange: NYSE
| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 1/26/2026 | $24.55 | Buy → Neutral | UBS |
| 1/16/2026 | $24.55 | Buy → Neutral | DA Davidson |
| 12/22/2025 | Outperform → Perform | Oppenheimer | |
| 12/22/2025 | Outperform → Mkt Perform | William Blair | |
| 8/12/2025 | $27.00 | Neutral → Buy | Goldman |
| 6/24/2025 | $27.00 | Overweight | Piper Sandler |
| 5/19/2025 | $26.00 | Neutral | Goldman |
| 4/25/2025 | $28.00 | Overweight | Analyst |
| 2/20/2025 | $28.00 → $36.00 | Neutral → Overweight | Piper Sandler |
| 1/17/2025 | $30.00 → $34.00 | Equal-Weight → Overweight | Morgan Stanley |
Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.
4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)
4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)
4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)
4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)
4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)
4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)
4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)
4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)
4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)
4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)
Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.
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UBS downgraded Clearwater Analytics from Buy to Neutral and set a new price target of $24.55
DA Davidson downgraded Clearwater Analytics from Buy to Neutral and set a new price target of $24.55
Oppenheimer downgraded Clearwater Analytics from Outperform to Perform
William Blair downgraded Clearwater Analytics from Outperform to Mkt Perform
Goldman upgraded Clearwater Analytics from Neutral to Buy and set a new price target of $27.00
Piper Sandler resumed coverage of Clearwater Analytics with a rating of Overweight and set a new price target of $27.00
Goldman resumed coverage of Clearwater Analytics with a rating of Neutral and set a new price target of $26.00
Analyst resumed coverage of Clearwater Analytics with a rating of Overweight and set a new price target of $28.00
Piper Sandler upgraded Clearwater Analytics from Neutral to Overweight and set a new price target of $36.00 from $28.00 previously
Morgan Stanley upgraded Clearwater Analytics from Equal-Weight to Overweight and set a new price target of $34.00 from $30.00 previously
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8-K - Clearwater Analytics Holdings, Inc. (0001866368) (Filer)
8-K - Clearwater Analytics Holdings, Inc. (0001866368) (Filer)
Clearwater Analytics (NYSE:CWAN) today released Credit Where It’s Due: The Persistent Rise of Private Credit, its first comprehensive study of how private credit has reshaped institutional portfolios. The report draws on holdings and transactions data from the Clearwater platform, which spans $10 trillion in institutional assets across 60 asset classes. It documents private credit exposure, examines how the asset class has contributed to returns, and identifies where investment risks concentrate. The findings challenged a narrative centered on systemic contagion. Instead it found the systemic risks were idiosyncratic, concentrated on specific balance sheets that are largely hidden from in
New product delivers performance benchmarks, portfolio insights, and liquidity forecasts built on validated private markets data Clearwater Analytics (NYSE:CWAN) today launched Fund Analytics, a private markets intelligence product built on the same validated investment data foundation that powers institutional accounting and books of record across more than $10 trillion in global assets. Private markets have become a core allocation for institutional investors, but the infrastructure supporting them remains fragmented and highly manual. Investment teams still extract, validate, and reconcile information from GP reports before they can answer basic questions about performance, exposures
New Capabilities Bring Pre-Trade Risk Analysis to Portfolio Managers and On-Demand Portfolio Risk Insights to Investment Leadership Clearwater Analytics (NYSE:CWAN) today announced new factor risk capabilities for hedge funds and asset managers, helping investment teams make faster decisions with greater visibility into portfolio risk. For many firms, factor risk remains disconnected from the investment process. Portfolio managers often wait hours or until the next day to understand the risk implications of a trade, while Chief Investment Officers (CIOs) and risk teams depend on separate systems, service requests, and static reports to answer basic portfolio risk questions. Clearwater
AI built on Clearwater's trusted investment data connects operations, risk, and private markets intelligence on one foundation Clearwater Analytics (NYSE:CWAN) today introduced new AI-enabled products built on the same trusted investment data foundation supporting more than $10 trillion in global assets. The new products extend Clearwater's platform across operations, risk, and private markets workflows, helping institutional investors move faster without sacrificing transparency, control, or auditability. "Every firm in this industry wants AI that works," said Sandeep Sahai, Chief Executive Officer at Clearwater Analytics. "What firms are discovering is that AI is only as good as the
IIOR Shows Record Outsourced Insurance AUM, Private Assets Near $1 Trillion, and Europe Emerging as a Global Growth Engine Clearwater Analytics (NYSE:CWAN) today released the 2026 Insurance Investment Outsourcing Report (IIOR), produced in partnership with DCS Financial Consulting. The report captures $5.5 trillion in third-party general account insurance assets under management across 96 asset managers, a 23% increase year-over-year and a 65% increase since 2021, alongside $1.8 trillion in assets under advisement across 12 investment consultants. The findings point to an outsourcing market that has become larger, more global, and materially more complex. This press release features mult
Quarterly Revenue of $221.2 Million, Up 74% Year-Over-Year Annualized Recurring Revenue of $872 Million, Up 77% Year-Over-Year Adjusted EBITDA of $77.4 Million, Up 72% Year-Over-Year Clearwater Analytics Holdings, Inc. (NYSE:CWAN) ("CWAN" or the "Company"), the most comprehensive technology platform for investment management, today announced its financial results for the quarter ended March 31, 2026. "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 Sandee
Clearwater Analytics Holdings, Inc. (NYSE:CWAN), ("CWAN" or the "Company"), the most comprehensive technology platform for investment management, will release financial results for the first quarter ended March 31, 2026 after the U.S. financial markets close on Thursday, May 7, 2026. As a result of the execution of a definitive agreement (the "Merger Agreement") pursuant to which an investor group led by Permira and Warburg Pincus will acquire all of the outstanding shares of the Company's common stock in an all-cash transaction (the "Proposed Transaction"), as announced on December 21, 2025, the Company will not host an earnings conference call or webcast to discuss its first quarter 202
Clearwater Analytics survey of 150 executives managing $3.8 trillion finds private market allocations set to grow by two-thirds in five years, even as the systems underpinning them fall further behind Insurance executives across Asia Pacific are accelerating into private markets. Within five years, the 150 executives surveyed by Clearwater Analytics (NYSE:CWAN) expect to allocate a third of their combined $3.8 trillion in assets to private debt, private equity, infrastructure and other alternatives up from 20% today. The infrastructure supporting these ambitions, however, is not keeping pace. Ninety-three percent of those same executives acknowledge that legacy technology is already c
Unified data and a total portfolio view across public and private assets improves transparency, risk oversight, and investment decision-making Bloomberg and Clearwater Analytics (NYSE:CWAN) today announced that BarmeniaGothaer Asset Management AG, one of Germany's top 10 insurance asset managers managing more than 50 billion euros in assets, has gone live on Bloomberg's buy-side solutions and has selected Clearwater Analytics as its middle- and back-office management platform, including accounting and data management, completing its front-to-back investment transformation across the organization. The merger of Barmenia and Gothaer in 2024 has created the opportunity to successfully unit
Enfusion by CWAN delivers unified portfolio management, order management, and execution capabilities across structured credit Clearwater Analytics (NYSE:CWAN), the most comprehensive technology platform for investment management, today announced at InvestOps 2026 that Orange Investment Advisors, a credit-focused investment manager, has successfully implemented Enfusion by CWAN (Enfusion) to modernize its front-to-back investment operations across its structured credit portfolio. The implementation comes at a time when asset managers are under increasing pressure to unify fragmented operating models, improve transparency, and scale across complex asset classes. By deploying Enfusion, Ora
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Live finance-specific insights
Quarterly Revenue of $221.2 Million, Up 74% Year-Over-Year Annualized Recurring Revenue of $872 Million, Up 77% Year-Over-Year Adjusted EBITDA of $77.4 Million, Up 72% Year-Over-Year Clearwater Analytics Holdings, Inc. (NYSE:CWAN) ("CWAN" or the "Company"), the most comprehensive technology platform for investment management, today announced its financial results for the quarter ended March 31, 2026. "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 Sandee
Clearwater Analytics Holdings, Inc. (NYSE:CWAN), ("CWAN" or the "Company"), the most comprehensive technology platform for investment management, will release financial results for the first quarter ended March 31, 2026 after the U.S. financial markets close on Thursday, May 7, 2026. As a result of the execution of a definitive agreement (the "Merger Agreement") pursuant to which an investor group led by Permira and Warburg Pincus will acquire all of the outstanding shares of the Company's common stock in an all-cash transaction (the "Proposed Transaction"), as announced on December 21, 2025, the Company will not host an earnings conference call or webcast to discuss its first quarter 202
Quarterly Revenue of $217.5 Million, Up 72% Year-Over-Year Annualized Recurring Revenue of $841 Million, Up 77% Year-Over-Year Adjusted EBITDA of $74.1 Million, Up 78% Year-Over-Year Operating Cash Flows of $55.3 Million Enabled Repayment of $17 Million of Debt Clearwater Analytics Holdings, Inc. (NYSE:CWAN) ("CWAN" or the "Company"), the most comprehensive technology platform for investment management, today announced its financial results for the quarter ended December 31, 2025. "We delivered a strong end to 2025 with Q4 revenue of $217.5 million, up 72% year-over-year. Our GenAI investments are producing meaningful internal efficiencies, driving Non-GAAP gross margin to a recor
Clearwater Analytics Holdings, Inc. (NYSE:CWAN), ("CWAN" or the "Company"), the most comprehensive technology platform for investment management, will release financial results for the fourth quarter and full year ended December 31, 2025 after the U.S. financial markets close on Wednesday, February 18, 2026. As a result of the execution of a definitive agreement under which an investor group led by Permira and Warburg Pincus will acquire all of the outstanding shares of the Company's common stock in an all-cash transaction, as announced on December 21, 2025, the Company will not host an earnings conference call or webcast to discuss its fourth quarter and full year 2025 financial results
Stockholders will receive $24.55 per share Clearwater Analytics (NYSE:CWAN) ("CWAN" or the "Company"), announced that it has entered into a definitive agreement to be acquired in a transaction valued at approximately $8.4 billion by a Permira and Warburg Pincus-led Investor Group (the "Investor Group"), with participation from Temasek. The Investor Group has key support from Francisco Partners. After a thorough process including engaging with certain strategics and financial sponsors, the Special Committee of the CWAN Board of Directors, composed entirely of independent and disinterested directors, upon the advice of its independent outside legal counsel and financial advisor, unanimous
Quarterly Revenue of $205.1 Million, Up 77% Year-Over-Year Adjusted EBITDA of $70.7 Million, Up 84% Year-Over-Year Operating Cash Flows of $49.0 Million Enabled Repayment of $40 Million of Debt Clearwater Analytics Holdings, Inc. (NYSE:CWAN) ("CWAN" or the "Company"), the most comprehensive technology platform for investment management, today announced its financial results for the quarter ended September 30, 2025. "Q3 was our first quarter as an integrated company and we demonstrated strong execution and financial performance, with quarterly revenue of $205.1 million, up 77% year-over-year. Our single instance, single security master architecture allows Gen AI models and agents to lear
Clearwater Analytics Holdings, Inc. (NYSE:CWAN), ("CWAN" or the "Company"), the most comprehensive technology platform for investment management, will release financial results for the third quarter ended September 30, 2025 after the U.S. financial markets close on Wednesday, November 5, 2025. In conjunction with this announcement, CWAN will host a conference call on November 5, 2025, at 5:00 p.m. ET through a live webcast available on the Company's investor relations website. Participants must visit investors.cwan.com in advance to register, download, and install any necessary audio software. A replay of the webcast will be available on the Company's investor relations website, in additi
Quarterly Revenue of $181.9 Million, Up 70% Year-Over-Year Annualized Recurring Revenue of $783.5 Million, Up 83% Year-Over-Year Adjusted EBITDA of $58.3 Million, Up 74% Year-Over-Year 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 unanimous excitement and support for what we are building and how it could help transfo
Clearwater Analytics Holdings, Inc. (NYSE:CWAN), ("Clearwater Analytics" or the "Company"), the most comprehensive technology platform for investment management, will release financial results for the second quarter ended June 30, 2025 after the U.S. financial markets close on Wednesday, August 6, 2025. In conjunction with this announcement, Clearwater Analytics will host a conference call on August 6, 2025, at 5:00 p.m. ET through a live webcast available on the Company's investor relations website. Participants must visit investors.clearwateranalytics.com in advance to register, download, and install any necessary audio software. A replay of the webcast will be available on the Company'
Record Quarterly Revenue of $126.9 Million, Up 24% Year-Over-Year Annualized Recurring Revenue of $493.9 Million, Up 23% Year-Over-Year Gross Revenue Retention Rate of 98%; Net Revenue Retention Rate of 114% Net Income of $6.9 Million Adjusted EBITDA of $45.1 Million, Up 40% Year-Over-Year 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 March 31, 2025. "In Clearwater's final quarter prior to its acquisitions of Enfusion, Beacon and Bistro, I'm incredibly proud to report both exceptional results and milestone achiev
Live Leadership Updates
Clearwater Analytics Holdings, Inc. (NYSE:CWAN) ("Company"), the most comprehensive technology platform for investment management, will host its Investor Day tomorrow at the New York Stock Exchange in New York City. The event will feature presentations by the CWAN executive team and provide a strategic update on how our front-to-back investment management platform, recent acquisitions, and expanding global presence are driving performance and positioning the Company for long-term growth. Materials to be discussed at Investor Day relating to these and other topics will be available on CWAN's investor relations website at investors.cwan.com following the presentation. Virtual attendees ar
Mukesh Aghi and Bas NieuweWeme Bring Decades of Leadership in Asset Management, M&A, and Platform Expansion 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 global presence and deepening its platform expertise across public and private markets. With track records spanning institutional asset management, cross-border M&A,
Seasoned Marketing Executive to Accelerate Brand Evolution and Client Success BOISE, Idaho, Aug. 19, 2024 /PRNewswire/ -- Clearwater Analytics (NYSE:CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the appointment of Fleur Sohtz as its new Chief Marketing Officer. Fleur joins Clearwater Analytics with 25 years' experience scaling high-growth companies, achieving double-digit revenue growth, and creating integrated marketing programs at global companies such as Collibra, Markit (now part of S&P), and Thomson Reuters.
With more than two decades of in-depth experience leading high-tech marketing and CX management strategies, Susan Ganeshan will oversee Emplifi's marketing and growth initiatives Emplifi, a leading customer engagement platform provider, today announced the appointment of Susan Ganeshan as its Chief Marketing Officer. Ganeshan will lead Emplifi's marketing and growth initiatives while working cross-functionally within the organization to help global brands deliver a seamless experience throughout the customer journey. She will be actively involved with Emplifi's clients to support their CX efforts ensuring they drive brand growth through mature social media marketing, social commerce, and
M&A Veteran to Steer Corporate Development Strategy and Global Expansion BOISE, Idaho, March 1, 2024 /PRNewswire/ -- Clearwater Analytics (NYSE:CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the appointment of Mike Chen as its new Senior Vice President, Head of Corporate Development. Mike Chen brings more than 20 years of expertise in M&A and corporate business development to the role, having previously served as Head of Corporate Development and Ventures at Guidewire Software as well as Vice Presi
New Managing Director to Drive Clearwater Growth in Europe & APAC BOISE, Idaho and LONDON, Feb. 7, 2024 /PRNewswire/ -- Clearwater Analytics (NYSE:CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the appointment of Keith Viverito as Managing Director, EMEA. With over 20 years of experience in high-growth companies serving financial markets, Viverito brings a strong track record of delivering exceptional results and a passion for people and customer success to Clearwater. Prior to joining Clearwater,
Welcomes Shane Akeroyd as New Chief Strategy Officer and Ann-Sophie Skjoldager Bom to Lead Relationship with Strategic Asset Management Clients BOISE, Idaho, Jan. 9, 2024 /PRNewswire/ -- Clearwater Analytics (NYSE:CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the appointment of Shane Akeroyd as its Chief Strategy Officer (CSO) and Ann-Sophie Skjoldager Bom as the Sales Director responsible for Strategic Asset Management clients. As Clearwater transitions to a multi-product company across the entir
Industry Veteran to Drive Product Innovation and Multi-Product Strategy BOISE, Idaho, July 26, 2023 /PRNewswire/ -- Clearwater Analytics (NYSE:CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the appointment of Sunil Dixit as its new Chief Product Officer. Dixit brings with him a wealth of expertise driving product innovation, which will speed the development of client-centric solutions to meet current market demands while anticipating future trends. "With an increasingly robust multi-product offeri
Asset Management Veteran Brings Significant Industry Experience BOISE, Idaho, Sept. 20, 2022 /PRNewswire/ -- Clearwater Analytics (NYSE:CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, today announced that Lisa Jones, asset management veteran and Head of the Americas, President and Chief Executive Officer of Amundi US, Inc., has been appointed to the company's Board of Directors and will serve as a member of its Audit Committee. Lisa Jones holds over 30 years of experience developing and building asset management businesses in
Princeton Computer Science Professor & SaaS Technology Pioneer JP Singh Brings Track Record of Innovation to Clearwater Analytics BOISE, Idaho, Aug. 3, 2022 /PRNewswire/ -- Clearwater Analytics (NYSE:CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, today announced that tech industry veteran Dr. JP Singh, Professor of Computer Science at Princeton University, Co-founder of CaaStle and Trust Machines, Chairman of 8x8 and Director at Hiro Systems, has been appointed to the company's Board of Directors. Dr. Singh is a tenured full