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Oppenheimer Maintains a Buy Rating on Clearwater Analytics Holdings (CWAN)
Yahoo Finance· 2025-11-04 14:36
Core Insights - Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is identified as a stock with over 50% upside potential, receiving a Buy rating from Oppenheimer analyst Brian Schwartz with a price target set at $36 [1] - The company announced an integration with J.P. Morgan Asset Management that transforms cash management for hedge funds, enhancing operational efficiency [2][3] Company Overview - Clearwater Analytics Holdings, Inc. provides web-based investment portfolio accounting, reporting, and reconciliation services, with operations segmented into the United States and the Rest of the World [4] Recent Developments - The integration with J.P. Morgan's trading platform allows clients to manage investments and monitor idle cash through a single automated workflow, offering multiple currency and fund provider options [3]
William Blair Remains Bullish on Clearwater Analytics Holdings (CWAN)
Yahoo Finance· 2025-09-30 08:01
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]