Clearwater Analytics Holdings: Reiterate Buy Rating On Good Growth Outlook

Images By Tang Ming Tung Summary Following my coverage of Clearwater Analytics Holdings (NYSE:CWAN) in June 2023, for which I recommended a buy rating due to my expectation that CWAN can continue to win market share, which will put it in a more competitive position in the next upcycle, this post is to provide an update on my thoughts on the business and stock. A little over a year has passed since my last coverage, and with the share price now near my previous price target of ~$26, I think an update is appr ...