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]

Core Insights - Clearwater Analytics announced enhancements to its Alternative Assets Solution to tackle scalability and compliance challenges in the $2.5 trillion private credit market [1] Group 1: Product Enhancements - The new capabilities include automation of bespoke loan structures [1] - The solution accelerates fund research using AI technology [1] - It synchronizes data across asset owners and managers [1]

Group 1 - The company has evolved from a regional player to a significant entity in the United States, successfully partnering with major clients such as JPMorgan, Morgan Stanley, Apple, and Cisco [2] - The architecture of the company's platform has remained largely unchanged, but it has been enhanced to meet modern standards, preparing it for broader market acceptance [3] - The company has recently acquired two other firms to expand its capabilities, although integration with older front-office systems remains a challenge [3] Group 2 - The company initially focused solely on investment accounting but has diversified its offerings over the years [2] - The unique multi-tenant architecture of the company's platform was inspired by earlier models like Salesforce and Siebel, which allowed for simultaneous updates across all clients [1]

Core Insights - Loomis Sayles Small/Mid Cap Growth Fund underperformed the Russell 2500 Growth Index in Q2 2025, returning 8.49% compared to the index's 11.31% [1] - The fund's underperformance was primarily due to security selection in the consumer discretionary and financials sectors [1] Company Performance - Clearwater Analytics Holdings, Inc. (NYSE:CWAN) was highlighted as a significant detractor from the fund's performance, with a one-month return of -0.36% and a 52-week loss of 19.99% [2][3] - As of September 12, 2025, Clearwater Analytics had a market capitalization of $6.386 billion, with shares closing at $19.61 [2] Financial Metrics - Clearwater Analytics reported revenue of $181.9 million in Q2 2025, marking a 70% year-over-year increase [4] - The company is currently integrating three acquisitions made earlier in the year, which has contributed to performance uncertainty [3] Market Sentiment - Clearwater Analytics is not among the 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 better upside potential and lower downside risk [4]

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]

Core Points - The presentation was led by James Cox, the Chief Financial Officer, who acknowledged the contributions of the team and introduced the new Head of Investor Relations, Kamil Mielczarek [1] Group 1 - The team responsible for the program was praised for their phenomenal work [1] - Cary Davis, a board member, was mentioned as part of the acknowledgment [1] - Alphonse Valbrune, the Chief Legal Officer, was introduced to briefly cover certain items [1]