Analyst’s Disclosure: I/we have a beneficial long position in the shares of CWAN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Nothing contained in this message is an offer or solicitation to buy or sell any security/investment, and is for informational purposes only. ...

Core Viewpoint - Carillon Scout Mid Cap Fund's fourth-quarter 2025 investor letter indicates a positive outlook for mid-cap equities in 2026, driven by strong corporate earnings and lower interest rates, despite a lagging performance in the Russell Midcap Index [1] Group 1: Market Performance - Major U.S. equity indices showed positive returns in Q4 2025, while the Russell Midcap® Index had nominal positive gains [1] - Strong corporate earnings revisions and lower short-term interest rates supported U.S. market returns [1] - High sector return dispersion was noted in the Russell Midcap Index, with healthcare, materials, and IT sectors leading [1] Group 2: Clearwater Analytics Holdings, Inc. - Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is highlighted as a leading contributor to the fund, with a market capitalization of $7.01 billion [2] - The stock closed at $23.44 per share on March 20, 2026, delivering a 1.30% return in the past month but losing 13.41% over the past twelve months [2] - The company develops cloud-native software for investment accounting operations and has received a buyout offer from a private equity firm, expected to close by mid-2026 [3] Group 3: Investment Sentiment - The buyout offer for Clearwater Analytics includes a "go shop" clause, allowing the company to seek better offers until late January [3] - Despite the potential of Clearwater Analytics as an investment, the fund believes certain AI stocks present greater upside potential and less downside risk [4] - Clearwater Analytics is not among the 40 most popular stocks among hedge funds heading into 2026, with 59 hedge fund portfolios holding the stock at the end of Q4, up from 33 in the previous quarter [4]

Some companies quietly build powerful businesses while the market focuses somewhere else. The three stocks below stand out to me because they combine growth, durable business models, and real long-term opportunity.Each of these tickers operates in a different industry, but all three share two things in common: They are considered tech stocks, and they look undervalued compared to the scale of what they're building. 1. Clearwater AnalyticsClearwater Analytics (CWAN +1.08%) provides a cloud-native platform fo ...

Core Viewpoint - Kaskela Law LLC is investigating the adequacy of Clearwater Analytics Holdings, Inc.'s shareholder buyout proposal, aiming to determine if shareholders can secure a higher price for their shares [1][3]. Background - On December 21, 2025, Clearwater announced an agreement to be acquired by a group of private equity funds at a price of $24.55 per share, which will result in shareholders being cashed out and the company's shares ceasing to be publicly traded [2]. The Investigation - The investigation has revealed significant conflicts of interest in the transaction, suggesting that the sales process and consideration may be unfair to shareholders. Analysts had set price targets exceeding $35.00 per share for Clearwater, indicating a potential undervaluation of 40% compared to the buyout price [3].

Core Viewpoint - Kaskela Law LLC is investigating the fairness of the shareholder buyout offer for Clearwater Analytics Holdings, Inc. to determine if the proposed price adequately compensates shareholders [1][3]. Background - On December 21, 2025, Clearwater announced an agreement to be acquired by a group of private equity funds at a price of $24.55 per share, after which Clearwater shares will cease to be publicly traded [2]. The Investigation - The investigation has revealed potential conflicts of interest in the transaction, suggesting that the sales process and the buyout consideration may be unfair to shareholders. Analysts had set price targets for Clearwater shares at over $35.00, indicating a 40% premium over the proposed buyout price [3].

Core Viewpoint - Clearwater Analytics Holdings, Inc. is considered one of the promising AI stocks to invest in, with a consensus Hold rating and an average price target suggesting an upside potential of approximately 11.7% from its trading level as of late February 2026 [1]. Group 1: Analyst Ratings and Price Targets - Analysts covering Clearwater Analytics have a consensus Hold rating, with an average price target of about $26.17, a high target of $36.00, and a low target of $24.55 [1]. - D.A. Davidson reiterated its Neutral rating on Clearwater Analytics, maintaining a price target of $24.55, noting that fourth-quarter results exceeded both its forecast and street expectations [2]. Group 2: Financial Performance and Forecasts - D.A. Davidson made limited adjustments to its 2026 and 2027 forecasts, highlighting that management did not hold an earnings call or provide 2026 guidance due to a pending take-private transaction [2]. - The firm expects the merger proxy to be filed soon and anticipates the deal to close in April or May [2]. Group 3: Acquisition Context - Clearwater Analytics is set to be acquired by a private equity group led by Permira and Warburg Pincus for approximately $8.4 billion, a deal announced in late December 2025 [3]. Group 4: Company Overview - Clearwater Analytics provides a cloud-native investment management platform for institutional investors, utilizing a single-instance, multi-tenant architecture to deliver real-time data and AI-driven insights across the investment lifecycle [4].

Core Viewpoint - Kaskela Law LLC is investigating the buyout of Clearwater Analytics Holdings, Inc. to assess whether the offered price of $24.55 per share is adequate for shareholders [1] Group 1: Buyout Details - Clearwater Analytics announced on December 21, 2025, that it would be acquired by a group of private equity funds at a cash price of $24.55 per share [1] - Following the transaction's closure, Clearwater's shares will no longer be publicly traded, and shareholders will be cashed out [1] Group 2: Shareholder Concerns - The investigation aims to determine if the financial consideration provided to investors is sufficient, especially since some analysts had price targets exceeding $35.00 per share, indicating a potential undervaluation of 40% compared to the buyout price [1] - Clearwater investors are encouraged to explore their legal rights and options regarding the buyout [1]

Core Viewpoint - Clearwater Analytics is currently an acquisition target with a consortium of investors proposing an $8.4 billion take-private deal, set to close in Q2 2026, offering shareholders $24.55 per share, although shares are trading slightly below this level indicating uncertainty about the deal's completion [7]. Company Overview - Clearwater Analytics Holdings, Inc. is a leading provider of SaaS-based investment data management and analytics solutions, headquartered in Boise, Idaho, serving a global client base [2]. - The company operates a Software-as-a-Service (SaaS) business model, generating revenue primarily through subscriptions and usage fees for its analytics and reporting platforms, focusing on investment accounting, performance measurement, compliance monitoring, and risk analytics [3]. Recent Financial Activity - Tensile Capital Management disclosed the sale of 160,000 shares of Clearwater Analytics stock, valued at approximately $3.2 million, with a significant reduction in their stake during the fourth quarter [5][6]. - The estimated transaction value of the shares sold by Tensile Capital Management was based on the average closing price for the period, and the quarter-end value of their position rose by $11.54 million due to share sales and price appreciation [5]. Stock Performance - As of February 17, 2026, Clearwater Analytics shares were priced at $22.93, reflecting a 17.0% decline over the past year and underperforming the S&P 500 by 26.71 percentage points [4].

Core Insights - Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is being acquired by an investor group led by Permira and Warburg Pincus for $24.55 per share in cash, leading to a downgrade by RBC Capital from Outperform to Sector Perform with a lowered price target of $24.55 from $36 [2][7] - The company reported Q4 adjusted EPS of 15 cents, aligning with consensus estimates, and Q4 revenue of $217.5 million, surpassing the consensus estimate of $216.71 million, with a year-over-year revenue increase of 72% [3] - CEO Sandeep Sahai highlighted that investments in GenAI contributed to internal efficiencies, resulting in a record Non-GAAP gross margin of 79.2% and a 77.7% year-over-year increase in adjusted EBITDA to $74.1 million [3] Company Overview - Clearwater Analytics Holdings, Inc. provides a software-as-a-service solution for automated investment data aggregation, reconciliation, accounting, and reporting services both in the United States and internationally [4]

Core Viewpoint - Kaskela Law LLC is investigating the fairness of the $24.55 per share buyout offer for Clearwater Analytics Holdings, Inc. to determine if it undervalues the company's shares [1][3]. Group 1: Buyout Details - Clearwater Analytics announced on December 21, 2025, that it agreed to be acquired by a group of private equity funds at a price of $24.55 per share in cash [2]. - Following the completion of the buyout transaction, Clearwater's shares will no longer be publicly traded [2]. Group 2: Investor Considerations - The investigation aims to assess whether Clearwater investors are receiving adequate financial consideration for their shares, given that some analysts had price targets exceeding $35.00 per share, which is 40% higher than the proposed buyout price [3].