Clearwater Analytics (CWAN) Earnings Expected to Grow: Should You Buy?

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]