Morgan Stanley Maintains a Buy Rating on Clearwater Analytics Holdings (CWAN) Stock

Group 1 - Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is identified as a stock with exponential growth potential heading into 2026, with a "Buy" rating and a price target of $27.00 from Morgan Stanley analyst Michael Infante [1] - The company is expected to see an increase in organic net new Annual Recurring Revenue (ARR) due to large deals and improved sales efficiency post-integration [1] - Clearwater Analytics continues to trade at an attractive valuation compared to competitors, benefiting from faster revenue growth and margin expansion [2] Group 2 - T. Rowe Price Associates, Inc. has successfully implemented the CWAN platform for stable value operations, enhancing its capabilities [3] - Clearwater Analytics provides software-as-a-service solutions for automated investment data aggregation, reconciliation, accounting, and reporting, and has recently acquired Enfusion, Beacon, and Bistro assets to broaden its product offerings [3] - The integration of these new assets is a key focus for Clearwater, although it is expected to have a dilutive impact on the company's financial profile, which led to an 18% drop in share price [3]