CWAN - NYSE
Clearwater Analytics Holdings, Inc.
$24.39
-0.041%Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities. The company offers investment accounting and reporting, performance measurement, compliance monitoring, and risk analytics solutions. Its Clearwater Prism solution enables self-service access to data feeds from accounting, compliance, performance, and risk systems, including those offered by the company and other third-party software vendors, as well as provides flexible reporting to various users. The company was incorporated in 2021 and is headquartered in Boise, Idaho.
At a Glance
Live SnapshotClearwater Analytics Holdings, Inc. Street Expectations Map
Wall Street analysts project that CWAN stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 24.55, with estimates ranging from a low of 24.55 to a high of 24.55.
The consensus 1-year price target stands at 24.55, with estimates ranging from a low of 24.55 to a high of 24.55.
Analyst Consensus Analysis
Upside Potential
Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.
Analyst Agreement
High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.
Analyst Conviction
Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.
Market Sentiment Insight
Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.
Clearwater Analytics Holdings, Inc. Forward Estimates of Revenue
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.
Clearwater Analytics Holdings, Inc. Forward Estimates of Net Income
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Reasonable estimate spread indicates general agreement with normal forecast variance.
Positive analyst consensus with strong growth expectations and forecast confidence.
Clearwater Analytics Holdings, Inc. Forward Estimates of EPS
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Limited coverage may indicate reduced institutional interest or information availability.
Reasonable estimate spread indicates general agreement with normal forecast variance.
Generally favorable outlook with reasonable growth prospects and analyst support.
Key Insight
Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.
Clearwater Analytics Holdings, Inc. Forward Estimates of EBIT
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Clearwater Analytics Holdings, Inc. Forward Estimates of EBITDA
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Clearwater Analytics Holdings, Inc. Forward Estimates of SG&A Expense
Forward Growth Analysis
Solid growth trajectory indicates healthy business performance and competitive positioning.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Clearwater Analytics Holdings, Inc. Insider Positioning
During the last 12 months, insiders have sold $350.30M worth of CWAN shares, with no buying activity reported.
3 Months
0
0.00
65.5K
1.56M
-1.6M
-$1.56M
3-6 Months
0
0.00
106.5K
2.49M
-2.5M
-$2.49M
6-9 Months
0
0.00
83.4K
1.68M
-1.7M
-$1.68M
9-12 Months
0
0.00
14.3M
344.58M
-344.6M
-$344.58M
Top Buyers
No buying activity
Top Sellers
Wcas Xiii Carbon Analytics Acquisition, L.P.
10 Percent Owner
$340.29M
Sahai Sandeep
Director, Officer: Chief Executive Officer
$3.46M
Das Souvik
Officer: Chief Technology Officer
$3.20M
Cox James S
Officer: Chief Financial Officer
$2.30M
Sethi Subi
Officer: Chief Client Officer
$645K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $350.30M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
Related Guides
Continue your CWAN research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.