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Clearwater Analytics Holdings, Inc. (CWAN) Targets $2.5 Trillion Private Credit Market
Yahoo Finance· 2025-10-03 08:47
Clearwater Analytics Holdings Inc. (NYSE:CWAN) is one of the best beaten-down technology stocks to buy, according to analysts. On September 17, the company confirmed its push for opportunities in the $2.5 trillion private credit market. Consequently, it has unveiled enhancements to its Alternative Assets Solutions. Clearwater Analytics Holdings, Inc. (CWAN) Targets $2.5 Trillion Private Credit Market The enhancements are designed to address challenges in the private credit market by automating loan struc ...
EGHT or CWAN: Which Is the Better Value Stock Right Now?
ZACKS· 2025-10-02 16:41
Core Viewpoint - Investors in the Internet - Software sector should consider 8x8 (EGHT) and Clearwater Analytics (CWAN) as potential value opportunities, with EGHT currently presenting a stronger case for investment [1]. Group 1: Zacks Rank and Earnings Outlook - 8x8 has a Zacks Rank of 2 (Buy), indicating a favorable outlook, while Clearwater Analytics has a Zacks Rank of 3 (Hold), suggesting a less favorable position [3]. - The earnings outlook for 8x8 has likely improved more significantly than that of Clearwater Analytics recently, which is a key consideration for value investors [3]. Group 2: Valuation Metrics - 8x8 has a forward P/E ratio of 6.69, significantly lower than Clearwater Analytics' forward P/E of 31.43, indicating that 8x8 may be undervalued [5]. - The PEG ratio for 8x8 is 0.77, while Clearwater Analytics has a PEG ratio of 1.57, further suggesting that 8x8 offers better value based on expected earnings growth [5]. - 8x8's P/B ratio is 2.22 compared to Clearwater Analytics' P/B of 2.61, reinforcing the notion that 8x8 is more attractively priced relative to its book value [6]. Group 3: Overall Value Grades - Based on various valuation metrics, 8x8 holds a Value grade of A, while Clearwater Analytics has a Value grade of F, indicating a significant disparity in perceived value between the two stocks [6]. - The combination of Zacks Rank and Style Scores suggests that value investors are likely to favor 8x8 over Clearwater Analytics at this time [6].
William Blair Remains Bullish on Clearwater Analytics Holdings (CWAN)
Yahoo Finance· 2025-09-30 08:01
Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is one of the best strong buy stocks to invest in according to Wall Street. On September 16, William Blair analyst Dylan Becker reiterated a bullish stance on Clearwater Analytics Holdings, Inc. (NYSE:CWAN), giving it a Buy rating without assigning a price target. Is Clearwater Analytics Holdings Inc. (CWAN) the Best Low Beta Tech Stock to Buy According to Analysts? The analyst based the optimistic rating on the company’s future potential and strategic posi ...
Riverbridge Joins Bullish Outlook on Clearwater Analytics Holdings, Inc. (CWAN)
Yahoo Finance· 2025-09-29 22:53
Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is among the best low-priced growth stocks to buy now. During the second quarter, Riverbridge Partners LLC acquired a new position in Clearwater Analytics Holdings, Inc. (NYSE:CWAN) through the purchase of 1,610,240 shares of the company’s stock. Translating to an investment of $35,313,000, the investment manager firm now owns about 0.57% of the company. The bullish case for Clearwater Analytics Holdings, Inc. (NYSE:CWAN) becomes even stronger when we consid ...
Morgan Stanley Maintains Buy Rating on Clearwater Analytics Holdings (CWAN) Stock
Yahoo Finance· 2025-09-26 15:09
Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is one of the Oversold Software Stocks to Buy Now. On September 19, Morgan Stanley analyst Michael Infante maintained a “Buy” rating on the company’s stock, setting a price objective of $27.00. The analyst’s rating is backed by a combination of factors demonstrating Clearwater Analytics Holdings, Inc. (NYSE:CWAN)’s growth potential and market differentiation. The company’s core platform stands out in the industry, mainly with the integration capabilities, whi ...
RBC Reiterates Outperform on Clearwater Analytics (CWAN) Amid Platform Expansion
Yahoo Finance· 2025-09-19 19:55
Clearwater Analytics Holdings Inc. (NYSE:CWAN) is one of the best low-priced technology stocks to buy right now. Clearwater Analytics Holdings (NYSE:CWAN) is sharpening its focus on the fast-growing private credit market. At its annual user conference, Connect ’25, on September 17, the company unveiled major enhancements to its Alternative Assets Solution, designed to streamline scalability and compliance in a $2.5 trillion sector. RBC Reiterates Outperform on Clearwater Analytics (CWAN) Amid Platform Exp ...
CWAN Enhances Alternative Assets Solution to Tackle $2.5 Trillion Private Credit Market
Businesswire· 2025-09-17 20:30
BOISE, Idaho--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), a leading technology provider for investment management, today announced significant enhancements to its Alternative Assets Solution at its annual user conference, Connect '25, that directly address the scalability and compliance challenges facing the $2.5 trillion private credit market. The new capabilities automate bespoke loan structures, accelerate fund research with AI, synchronize data across asset owners and managers, and. ...
Clearwater Analytics Holdings, Inc. (CWAN) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference (Transcript)
Seeking Alpha· 2025-09-15 13:01
PresentationSandeep SahaiCEO & Director [Audio Gap] bond, that data was used for all clients. And if they made any changes, all the clients saw it right away. So that was unique in those days, and it's not unique anymore. Where did they get an idea from, from Salesforce. If you remember, those are the days, Siebel was a very big deal. And you had to install Siebel everywhere, wherever you went. And they came up with the idea about want to have a single instance multi-tenant which everybody can use. And that ...
Here’s What Weighed on Clearwater Analytics Holdings (CWAN) Stock
Yahoo Finance· 2025-09-15 12:30
Loomis Sayles, an investment management company, released its “Small/Mid Cap Growth Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The quarter started with an extreme level of policy uncertainty but concluded with an all-time high for the S&P 500. In this environment, the fund lagged the Russell 2500 Growth Index benchmark in the quarter, returning 8.49% vs. 11.31% for the index. Security selection within the consumer discretionary and financials sectors led the unde ...
Clearwater Analytics Holdings (CWAN) Slid in Q2 Despite Strong Results
Yahoo Finance· 2025-09-12 14:07
Core Insights - TimesSquare Capital Management reported a gross return of 11.28% and a net return of 11.02% for its "U.S. Small Cap Growth Strategy" in Q2 2025, underperforming the Russell 2000 Growth Index which returned 11.97% [1] - Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is highlighted as a key stock, with a one-month return of 3.43% but a 52-week decline of 17.12%, closing at $19.90 per share with a market cap of $6.48 billion [2][4] Company Performance - Clearwater Analytics reported revenue of $181.9 million in Q2 2025, marking a 70% year-over-year increase [4] - The company has made acquisitions of Enfusion, Beacon, and Bistro assets to enhance its product offerings, although this has led to a short-term dilutive impact on its financial profile, contributing to an 18% drop in share value [3] Investment Sentiment - Clearwater Analytics is not among the top 30 most popular stocks among hedge funds, with 51 hedge fund portfolios holding the stock at the end of Q2 2025, up from 41 in the previous quarter [4] - Analysts suggest that while Clearwater Analytics has potential, certain AI stocks may offer greater upside potential with less downside risk [4]