We recently published 10 Best SaaS Stocks Trading at a Discount.  Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is one of the best Saas stocks trading at a discount. Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is a SaaS company that caters to the needs of the finance industry. Investment firm DA Davidson is one of the most ardent followers of the firm and its latest coverage came on December 10th. It saw DA Davidson reiterate a Buy rating and a $30 share price target for Clearwater Analytics Holding ...

Company Overview - Cellebrite DI Ltd. is a global provider of digital intelligence solutions, enabling legally sanctioned investigations across law enforcement and enterprise sectors [5] - The company utilizes proprietary technology to assist clients in collecting, analyzing, and managing digital evidence from a wide range of devices and sources [5] - Cellebrite's market position is supported by a comprehensive product suite and a broad international presence, serving critical investigative needs in both public and private sectors [6] Financial Performance - As of December 9, 2025, Cellebrite's share price was $18.34, with a market capitalization of $4.48 billion [4] - The company reported revenue of $455.9 million and net income of $76.3 million for the trailing twelve months (TTM) [4] - Cellebrite experienced an 18% revenue growth in its latest quarter, with most sales being sticky and recurring [11] Market Position and Competitive Advantage - Cellebrite is the leading end-to-end digital forensics platform, utilized by public safety departments across all 50 states, all 15 U.S. Cabinet-level executive departments, and 72 Fortune 100 companies [10] - The platform addresses a significant need, as 68% of investigative teams admit they cannot review and analyze all their data on time, offering significant time-saving benefits through its emerging AI capabilities [10] Investment Activity - Norwood Investment Partners initiated a new equity position in Cellebrite, acquiring 230,671 shares valued at $4.27 million as of September 30, 2025 [2] - This new position accounts for 3.7% of Norwood's reportable assets under management, which total $116.27 million across 15 positions [2][3]

We came across a bullish thesis on Clearwater Analytics Holdings, Inc. on Valueinvestorsclub.com by xxxOTK87. In this article, we will summarize the bulls’ thesis on CWAN. Clearwater Analytics Holdings, Inc.'s share was trading at $21.29 as of December 1st. CWAN’s trailing and forward P/E were 14.14 and 31.06 respectively according to Yahoo Finance. Computer with charts Clearwater Analytics (CWAN) offers a leading cloud-based investment accounting and analytics platform, generating $475 million ARR and ...

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is one of the best mid cap stocks to buy according to hedge funds. On November 13, DA Davidson kept its Buy rating on Clearwater Analytics Holdings, Inc. (NYSE:CWAN) and maintained a $30 per share price target for the stock. The decision came after reports emerged that Clearwater was the subject of a takeover interest. DA Davidson Keeps Buy Rating on Clearwater Analytics (CWAN) Amid Takeover Interest Source: Pixabay According to the analysts, any credible ...

Core Insights - Artisan Partners' "Artisan Small Cap Fund" reported strong performance in Q3 2025, with major US indices reaching record highs and the fund's Investor Class returning 8.69% [1] - Clearwater Analytics Holdings, Inc. (NYSE:CWAN) was highlighted as a key stock, experiencing a one-month return of 4.88% but a significant 35.20% decline over the past year [2][4] - The fund exited its investment in Clearwater Analytics due to a strategic shift towards M&A, which diverged from the original investment thesis, but the company remains on the watchlist for future evaluation [3] Fund Performance - The Artisan Small Cap Fund's Investor Class fund ARTSX returned 8.69%, Advisor Class fund APDSX returned 8.75%, and Institutional Class fund APHSX returned 8.73% in Q3 2025 [1] - The Russell 2000 Growth Index outperformed the fund with a return of 12.19% during the same period [1] Clearwater Analytics Holdings, Inc. - Clearwater Analytics reported Q3 2025 revenue of $205.1 million, marking a 77% year-over-year increase [4] - The company's market capitalization was noted at $6.503 billion, with shares closing at $19.97 on November 17, 2025 [2] - The company is shifting its focus from organic growth to larger-scale M&A, which led to the fund's decision to exit its investment [3]

Market Overview - U.S. equity markets closed sharply lower, with the S&P 500 falling by 0.98% to 6,668.20, the Nasdaq Composite dropping 0.91% to 22,691.35, and the Dow Jones Industrial Average declining 1.01% to 46,675.00, marking a significant shift as both the S&P 500 and Nasdaq closed below their 50-day moving averages for the first time since April 30 [2][8] - Concerns about AI-driven valuations are rising, exemplified by Nvidia shares declining by 2.6% ahead of its earnings report [3][8] Federal Reserve Insights - Federal Reserve Governor Christopher Waller advocates for a 25 basis point interest rate cut at the December FOMC meeting, citing a weakening labor market and stable inflation expectations [4][5][8] - Waller emphasizes the need to focus on labor market conditions over inflation, noting a decline in labor demand and reduced job openings [5] Cryptocurrency and Gold Market - Bitcoin has entered a "free fall," dropping below $93,000 and down over 25% from its October peak of $126,000, resulting in an estimated $1 trillion loss from the crypto market [6][8] - In contrast, China's central bank added an estimated 1.24 to 1.5 tons of gold to its reserves in September, continuing a trend of accumulation for 11 consecutive months [7][8] Corporate Developments - ITC Holdings Corp. announced Krista Tanner as its new President and CEO, effective March 23, 2026, succeeding Linda Apsey [9] - Thoma Bravo has reportedly made an offer to acquire Clearwater Analytics, which would take the company private, leading to an uptick in Clearwater's shares [10] Geopolitical Context - Tensions on the Korean Peninsula have escalated as North Korea responds to U.S. and South Korea's joint agreements, indicating potential military escalations [11]

1. 11月17日(周一)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.12%，标普500指数期货涨0.33%，纳指期货涨 0.58%。 | = US 30 | 47,203.50 | 47,311.30 | 47,027.50 | +56.00 | +0.12% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,756.40 | 6,780.90 | 6,721.10 | +22.30 | +0.33% | | 트 US Tech 100 | 25,153.80 | 25,273.90 | 24,940.10 | +145.60 | +0.58% | 盘前市场动向 2. 截至发稿，德国DAX指数跌0.49%，英国富时100指数涨0.00%，法国CAC40指数跌0.28%，欧洲斯托克50指数跌0.57%。 | 德国DAX30 | 23,769.43 | 23,941.69 | 23,724.62 | -117.64 | -0.49% | | --- | --- | --- | --- | --- | --- | | 英国富时100 | 9, ...

Market Movements - US stock index futures are all up ahead of the market opening on November 17, with Dow futures up 0.12%, S&P 500 futures up 0.33%, and Nasdaq futures up 0.58% [1] - European indices show mixed results, with Germany's DAX down 0.49%, UK's FTSE 100 unchanged, France's CAC40 down 0.28%, and Europe's Stoxx 50 down 0.57% [1] Oil Prices - WTI crude oil is down 0.07% at $59.91 per barrel, while Brent crude oil is down 0.12% at $64.31 per barrel [2] Market News - The upcoming earnings reports from Nvidia and Walmart, along with the delayed September employment report, are expected to set the tone for the market in the last weeks of the year [3] - Nvidia is set to report earnings on Wednesday, and Walmart will follow on Thursday, providing insights into AI trading and consumer conditions [3] - The US government will release the September employment report on Thursday, which is the first official update since September [3] Analyst Predictions - Morgan Stanley's chief US equity strategist predicts a 16% increase in the S&P 500 index to 7,800 points by the end of 2026, supported by strong corporate earnings [4] - The strategist expects S&P 500 companies' earnings per share to grow by 17% and 12% over the next two years, driven by stronger pricing power and AI efficiency [4] AI Market Sentiment - Wall Street strategists suggest that recent volatility in tech stocks, particularly AI-related stocks, is more about profit-taking than a fundamental shift in the AI narrative [5] - Long-term AI investors are encouraged to remain steadfast, as the AI trend is seen as a genuine and sustainable theme [5] Oil Supply Outlook - A survey indicates that nearly two-thirds of analysts believe OPEC and its allies will not cut production next year, despite expectations of a global oil supply surplus [6] Individual Company News - Peter Thiel's fund has completely sold its stake in Nvidia, following similar actions by other major investment firms [7] - SoftBank has also exited its position in Nvidia, cashing out $5.83 billion [8] - Apple plans to change its iPhone release schedule to twice a year starting in 2026, aiming to alleviate pressure on its engineering and marketing teams [8] - Sohu reported Q3 revenue of $180 million, a 19% year-over-year increase, with a net profit of $9 million [9] - XPeng Motors achieved a gross margin of 20.1% in Q3, with total revenue of RMB 20.38 billion, marking a 101.8% year-over-year increase [10] - Warburg Pincus and Permira are in talks to acquire Clearwater Analytics, with the stock rising nearly 12% in pre-market trading [11]

Group 1: Quantum Computing Inc. Performance - Quantum Computing Inc. reported better-than-expected third-quarter financial results, with earnings of 1 cent per share compared to market estimates of a loss of 6 cents per share [1] - The company's quarterly sales reached $384,000, significantly exceeding expectations of $116,667 [1] - Following the positive earnings report, Quantum Computing shares surged 23.5% to $13.09 in pre-market trading [1] Group 2: Other Notable Stock Movements - WeShop Holdings Limited experienced a significant increase of 98.6%, reaching $60.00 in pre-market trading after gaining over 50% on the previous Friday [4] - MSP Recovery, Inc. rose by 38.6% to $0.6230 in pre-market trading after a 5% decline on Friday [4] - Genius Group Limited's shares increased by 36.7% to $1.18, following the filing of a Federal Securities Class Action Lawsuit against Citadel Securities and Virtu Financial for alleged market manipulation [4] - Repare Therapeutics Inc. saw a surge of 27.8% to $2.11 after reporting upbeat third-quarter results [4] - Twin Vee Powercats Co. rose 22.3% to $2.15 after a 5% drop on Friday [4] - Orangekloud Technology Inc. gained 18% to $1.29 after a decline of around 6% on Friday [4] - Dragonfly Energy Holdings Corp. increased by 17.6% to $0.9528 after posting a narrower-than-expected quarterly loss [4] - Sigma Lithium Corporation's shares rose 14.8% to $6.96, with an EPS loss of 10 cents compared to a loss of 23 cents in the prior year quarter [4] - Clearwater Analytics Holdings, Inc. gained 14.6% to $22.07 following reports of acquisition talks involving Warburg Pincus and Permira [4]

Core Insights - Clearwater Analytics Holdings Inc. (NYSE:CWAN) has seen a significant stock price increase of 18.97% week-on-week due to investor interest following reports of a potential sale [1][2] - The company is currently working with advisers to explore options and gauge interest from prospective buyers, specifically Warburg Pincus and Permira [2] - Despite a record low stock price prior to the recent surge, the company's revenue increased by 77% year-on-year, reaching $205 million, surpassing its guidance [3] Financial Performance - Clearwater reported a net loss of $10.3 million for the recent quarter, a decline from a net income of $3.6 million in the same period last year [3] - The company expects full-year revenues to be between $730 million and $731 million, indicating a year-on-year growth of 62% [4] - For the fourth quarter, Clearwater anticipates revenues in the range of $216 million to $217 million, reflecting a year-on-year growth of 71% to 72% [4]