Core Insights - Scalar Gauge Management has completely exited its position in Clearwater Analytics Holdings, selling 524,244 shares for an estimated transaction value of $11.5 million in the third quarter [1][2][6] Company Overview - Clearwater Analytics Holdings reported a total revenue of $551.1 million and a net income of $406.4 million for the trailing twelve months (TTM) [4] - The company's shares closed at $18.41, reflecting a one-year price change of approximately -19% [4] Performance Context - Clearwater Analytics has experienced a significant decline in share price, down 29% over the past year, contrasting sharply with the S&P 500's gain of nearly 17% during the same period [3][7] - The company reported second-quarter revenue of $181.9 million but incurred a net loss of $24.2 million, missing analyst expectations [7] Market Sentiment - Scalar Gauge Management's exit from Clearwater Analytics is indicative of a broader trend of pulling back from software companies that have struggled with earnings momentum, particularly in the SaaS sector [6][7] - The firm noted that small- and mid-cap software valuations have compressed below 2022 levels, despite improvements in profitability, suggesting a cautious approach until market sentiment stabilizes [7]

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is one of the Stocks to Buy with Exponential Growth Heading into 2026. On October 16, analyst Michael Infante from Morgan Stanley maintained a “Buy” rating on the company’s stock and has a $27.00 price target. The analyst’s rating is backed by a combination of factors demonstrating that Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is well-placed for growth. As per the analyst, the company is expected to witness a rise in organic net new ARR as large deals ...

Core Viewpoint - Clearwater Analytics (CWAN) is expected to report a year-over-year increase in earnings and revenues for the quarter ended September 2025, with the consensus outlook being crucial for assessing the company's earnings picture [1] Earnings Expectations - The consensus EPS estimate for Clearwater Analytics is $0.15 per share, reflecting a year-over-year increase of +25% [3] - Revenues are anticipated to reach $203.84 million, which is a 76% increase from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised down by 10.35% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4] - Clearwater Analytics has an Earnings ESP of -14.47%, suggesting that the Most Accurate Estimate is lower than the Zacks Consensus Estimate [12] Historical Performance - In the last reported quarter, Clearwater Analytics was expected to post earnings of $0.13 per share but actually reported $0.12, resulting in a surprise of -7.69% [13] - Over the past four quarters, the company has beaten consensus EPS estimates three times [14] Comparison with Industry Peers - Flywire (FLYW), another player in the Zacks Internet - Software industry, is expected to report EPS of $0.19 for the same quarter, indicating a year-over-year decline of -36.7% [18] - Flywire's revenues are projected to be $179.54 million, up 18.6% from the previous year, with a significant revision of the consensus EPS estimate down by 500% over the last 30 days [19] - Flywire has a positive Earnings ESP of +29.23%, indicating a higher likelihood of beating the consensus EPS estimate [19]

Group 1 - Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is recognized as one of the 12 best fintech stocks to buy according to analysts [1] - T. Rowe Price Associates, Inc. has successfully implemented the CWAN platform, which supports their stable value operations [1] - T. Rowe Price manages $1.73 trillion in client assets as of August 31, 2025 [1] Group 2 - The CWAN platform is designed to create an integrated investment management technology solution for clients [2] - T. Rowe Price has experienced significant improvements in participant service and operations through the CWAN platform, enhancing productivity and reducing risks [2] Group 3 - Clearwater Analytics is a software and financial technology company providing a cloud-native platform for institutional investors across global public and private markets [3]

Core Insights - Clearwater Analytics Holdings Inc. (NYSE:CWAN) is recognized as a promising investment opportunity in the technology sector, particularly due to its recent focus on the $2.5 trillion private credit market [1][2]. Group 1: Company Developments - The company has introduced enhancements to its Alternative Assets Solutions aimed at addressing challenges in the private credit market, including automating loan structures and accelerating fund research through AI [2][3]. - The Private Credit Management enhancement will integrate accounting workflows to eliminate manual processes, while the Fund Research feature will utilize AI to reduce document review cycles, ensuring real-time data accuracy through Asset Sync [3]. Group 2: Market Context - The private credit market is becoming increasingly central to institutional portfolios, indicating a shift from a niche allocation to a mainstream investment strategy [3]. - Clearwater Analytics provides a cloud-based Software-as-a-Service (SaaS) platform that supports institutional investors in managing their entire investment lifecycle, including data aggregation, accounting, compliance, performance, risk analytics, and trading [4].

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].

Group 1 - Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is considered a strong buy stock by Wall Street, with a bullish rating reiterated by analyst Dylan Becker from William Blair [1][2] - The optimistic rating is based on the company's future potential and strategic positioning, particularly highlighted during the Clearwater Connect 2025 conference, which showcased the vision for an end-to-end platform for investment management [2] - Clearwater Analytics provides web-based investment portfolio accounting, reporting, and reconciliation services, with operations divided into the United States and the Rest of the World [3] Group 2 - The company is positioned to address the increasing complexity in asset management, which is a key factor in its positive outlook [2] - While Clearwater Analytics shows potential, some analysts suggest that certain AI stocks may offer greater upside potential and less downside risk [4]

Core Insights - Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is identified as one of the best low-priced growth stocks currently available for investment [1][2] - The company has demonstrated robust revenue growth, particularly in its cloud-native SaaS segment, which achieved a 22% year-over-year organic growth rate [3] - Recent strategic acquisitions, including Enfusion and Beacon, are expected to enhance the company's market position and overall performance [2] Group 1 - Riverbridge Partners LLC acquired 1,610,240 shares of Clearwater Analytics, amounting to an investment of $35,313,000, representing approximately 0.57% ownership in the company [1] - The cloud-native SaaS segment generated $130.6 million in revenue, surpassing an 80% gross margin milestone ahead of schedule [3] - Clearwater Analytics is recognized for its Software-as-a-Service platform that provides investment data aggregation, reconciliation, accounting, and reporting services [4] Group 2 - The company's strategic initiatives and early synergy capture are contributing to its bullish outlook despite facing near-term uncertainties [2] - Clearwater Analytics was founded in 2004 and is based in Idaho, focusing on delivering exceptional value through its services [4]

Core Viewpoint - Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is identified as an oversold software stock with significant growth potential, supported by a "Buy" rating from Morgan Stanley analyst Michael Infante, who set a price target of $27.00 [1][2]. Group 1: Company Performance and Innovations - Clearwater Analytics has been actively innovating and releasing new products, showcasing a strong pipeline for future adoption [2]. - The company has made three acquisitions earlier this year and is currently integrating these assets, which is expected to enhance its market position [3]. - Recent developments include an expansion deal with a US bank for a compliance solution aimed at government clients and new modules for private credit operations [2]. Group 2: Market Position and Valuation - The integration capabilities of Clearwater Analytics' core platform are highlighted as a key differentiator in the industry, which is not yet fully reflected in the current stock valuation [1]. - Despite the potential, the stock has faced challenges, including being one of the largest detractors from performance according to Loomis Sayles' Q2 2025 investor letter [3]. Group 3: Market Sentiment and Comparisons - There is a sentiment that while Clearwater Analytics has investment potential, certain AI stocks may offer greater upside potential with less downside risk [3].

Group 1 - Clearwater Analytics Holdings Inc. is focusing on the growing private credit market, unveiling enhancements to its Alternative Assets Solution at the Connect '25 conference [1][2] - The private credit market has seen rapid growth since 2018, with institutional allocations expected to increase by 40% over the next three years, indicating a strong demand for Clearwater's solutions [2] - Clearwater's platform is already providing efficiency gains for early users, addressing challenges in due diligence, fragmented systems, and compliance demands faced by firms in the private credit sector [2][3] Group 2 - RBC Capital analyst Rishi Jaluria has reiterated an Outperform rating for Clearwater Analytics with a price target of $36, citing a positive outlook following the conference [3] - The current valuation of Clearwater at approximately $19 per share represents a significant disconnect from its fundamentals, with an implied multiple closer to 34 times reflecting its growth potential [3] - Clearwater Analytics provides SaaS-based investment accounting, reporting, and analytics solutions for institutional investors, positioning itself well in the market [4]