CWAN
Clearwater Analytics Holdings, Inc. NYSE Listed Sep 24, 2021$24.29
+0.12%
vs $24.26
Mkt Cap $6.6B
52w Low $15.89
98.5% of range
52w High $24.42
50d MA $24.26
200d MA $22.21
P/E (TTM)
-173.5x
EV/EBITDA
64.6x
P/B
3.2x
Debt/Equity
0.4x
ROE
-1.9%
P/FCF
40.1x
RSI (14)
44.40
ATR (14)
$0.06
Beta
0.64
50d MA
$24.26
200d MA
$22.21
Avg Volume
3.4M
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.
777 W. Main Street · Boise, ID 83702 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 7, 2026 | AMC | 0.16 | 0.16 | +0.0% | 24.30 | +0.0% | +0.2% | +0.1% | -0.2% | +0.0% | +0.1% | — |
| Feb 18, 2026 | AMC | 0.15 | 0.15 | +0.0% | 23.13 | +1.8% | +0.9% | -0.1% | -0.7% | +0.2% | +1.4% | — |
| Nov 5, 2025 | AMC | 0.15 | 0.14 | -6.7% | 17.31 | -3.5% | -8.2% | +1.8% | +3.2% | +10.2% | +7.6% | — |
| Aug 6, 2025 | AMC | 0.13 | 0.12 | -7.7% | 20.42 | -1.6% | -8.0% | +4.9% | -6.4% | +2.7% | +3.5% | — |
| Apr 30, 2025 | AMC | 0.12 | 0.13 | +8.3% | 22.74 | +0.6% | +0.7% | +1.0% | -1.8% | +0.6% | +0.1% | — |
| Feb 19, 2025 | AMC | 0.11 | 0.13 | +18.2% | 27.04 | +17.5% | +10.7% | +4.4% | -2.2% | +0.1% | -0.9% | — |
| Nov 6, 2024 | AMC | 0.11 | 0.12 | +9.1% | 28.58 | +15.0% | +14.7% | -2.7% | -2.8% | -4.0% | +1.5% | — |
| Jul 31, 2024 | AMC | 0.10 | 0.10 | +0.0% | 19.55 | +7.4% | +20.3% | +1.0% | -3.1% | -2.5% | +0.2% | — |
| May 1, 2024 | AMC | 0.09 | 0.10 | +11.1% | 15.82 | +4.3% | +8.6% | +2.9% | -1.1% | +1.0% | +2.3% | — |
| Feb 28, 2024 | AMC | 0.08 | 0.10 | +25.0% | 19.44 | -11.4% | -11.4% | -0.9% | +2.9% | -3.2% | +2.2% | — |
| Nov 1, 2023 | AMC | 0.08 | 0.09 | +12.5% | 17.93 | +1.5% | +3.8% | -0.4% | -2.0% | +3.2% | +2.5% | — |
| Aug 2, 2023 | AMC | 0.07 | 0.08 | +14.3% | 16.78 | +4.2% | +4.9% | -1.2% | -2.9% | -1.8% | -0.2% | — |
| May 4, 2023 | AMC | 0.06 | 0.07 | +16.7% | 14.62 | -6.2% | -1.8% | +2.1% | +1.8% | +2.2% | -1.4% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Feb 26 | RBC Capital | Downgrade | Outperform → Sector Perform | — | $23.50 | $23.47 | -0.1% | -0.2% | -0.3% | +0.6% | -0.1% | +0.2% |
| Feb 24 | DA Davidson | Maintains | Neutral → Neutral | — | $23.14 | $23.15 | +0.0% | +0.2% | +1.4% | -0.2% | -0.3% | +0.6% |
| Feb 19 | DA Davidson | Maintains | Neutral → Neutral | — | $23.13 | $23.55 | +1.8% | +0.9% | -0.1% | -0.7% | +0.2% | +1.4% |
| Jan 27 | Morgan Stanley | Downgrade | Overweight → Equal Weight | — | $24.13 | $24.13 | +0.0% | +0.0% | +0.0% | -0.2% | +0.0% | -0.0% |
| Jan 26 | UBS | Downgrade | Buy → Neutral | — | $24.18 | $24.15 | -0.1% | -0.2% | +0.0% | +0.0% | -0.2% | +0.0% |
| Jan 16 | DA Davidson | Downgrade | Buy → Neutral | — | $24.19 | $24.13 | -0.2% | +0.3% | +0.2% | +0.0% | -0.2% | -0.5% |
| Jan 8 | Wells Fargo | Downgrade | Overweight → Equal Weight | — | $24.11 | $24.09 | -0.1% | -0.1% | +0.2% | -0.2% | +0.1% | +0.1% |
| Dec 23 | Piper Sandler | Downgrade | Overweight → Neutral | — | $24.06 | $24.09 | +0.1% | +0.2% | +0.4% | -0.2% | -0.1% | +0.0% |
| Dec 22 | William Blair | Downgrade | Outperform → Market Perform | — | $22.25 | $24.13 | +8.4% | +8.1% | +0.2% | +0.4% | -0.2% | -0.1% |
| Dec 22 | RBC Capital | Maintains | Outperform → Outperform | — | $22.25 | $24.13 | +8.4% | +8.1% | +0.2% | +0.4% | -0.2% | -0.1% |
| Dec 22 | Oppenheimer | Downgrade | Outperform → Perform | — | $22.25 | $24.13 | +8.4% | +8.1% | +0.2% | +0.4% | -0.2% | -0.1% |
| Dec 22 | Loop Capital | Downgrade | Buy → Hold | — | $22.25 | $24.13 | +8.4% | +8.1% | +0.2% | +0.4% | -0.2% | -0.1% |
| Dec 10 | DA Davidson | Maintains | Buy → Buy | — | $20.90 | $20.86 | -0.2% | +3.6% | +0.8% | -0.1% | -2.4% | +1.0% |
| Nov 18 | DA Davidson | Maintains | Buy → Buy | — | $19.97 | $20.35 | +1.9% | +4.3% | -0.7% | +0.3% | +4.0% | +0.6% |
| Nov 13 | DA Davidson | Maintains | Buy → Buy | — | $19.79 | $19.58 | -1.1% | -3.6% | +0.9% | +3.7% | +4.3% | -0.7% |
| Nov 11 | DA Davidson | Maintains | Buy → Buy | — | $16.69 | $16.64 | -0.3% | +10.2% | +7.6% | -3.6% | +0.9% | +3.7% |
| Nov 6 | Wells Fargo | Maintains | Overweight → Overweight | — | $17.31 | $16.70 | -3.5% | -8.2% | +1.8% | +3.2% | +10.2% | +7.6% |
| Nov 6 | UBS | Maintains | Buy → Buy | — | $17.31 | $16.70 | -3.5% | -8.2% | +1.8% | +3.2% | +10.2% | +7.6% |
| Nov 6 | JP Morgan | Maintains | Overweight → Overweight | — | $17.31 | $16.70 | -3.5% | -8.2% | +1.8% | +3.2% | +10.2% | +7.6% |
| Nov 4 | DA Davidson | Maintains | Buy → Buy | — | $18.15 | $17.91 | -1.3% | -4.3% | -0.3% | -8.2% | +1.8% | +3.2% |
| Sep 17 | RBC Capital | Maintains | Outperform → Outperform | — | $19.19 | $19.33 | +0.7% | -0.1% | +0.7% | -5.6% | +1.9% | -2.0% |
| Aug 12 | DA Davidson | Maintains | Buy → Buy | — | $18.45 | $19.42 | +5.3% | +2.7% | +3.5% | -1.2% | -0.7% | +2.3% |
| Jun 11 | Oppenheimer | Maintains | Outperform → Outperform | — | $24.75 | $24.29 | -1.9% | -6.7% | -1.2% | -3.1% | +0.3% | -0.7% |
| May 1 | Piper Sandler | Maintains | Overweight → Overweight | — | $22.74 | $22.87 | +0.6% | +0.7% | +1.0% | -1.8% | +0.6% | +0.1% |
| Apr 22 | Wells Fargo | Maintains | Overweight → Overweight | — | $21.33 | $21.53 | +0.9% | +2.7% | +1.8% | +2.0% | -0.0% | +0.0% |
| Feb 21 | Morgan Stanley | Maintains | Overweight → Overweight | — | $29.94 | $30.15 | +0.7% | +4.4% | -2.2% | +0.1% | -0.9% | -1.7% |
| Feb 20 | Wells Fargo | Maintains | Overweight → Overweight | — | $27.04 | $31.77 | +17.5% | +10.7% | +4.4% | -2.2% | +0.1% | -0.9% |
| Feb 20 | UBS | Maintains | Buy → Buy | — | $27.04 | $31.77 | +17.5% | +10.7% | +4.4% | -2.2% | +0.1% | -0.9% |
| Feb 20 | RBC Capital | Maintains | Outperform → Outperform | — | $27.04 | $31.77 | +17.5% | +10.7% | +4.4% | -2.2% | +0.1% | -0.9% |
| Feb 20 | Piper Sandler | Upgrade | Neutral → Overweight | — | $27.04 | $31.77 | +17.5% | +10.7% | +4.4% | -2.2% | +0.1% | -0.9% |
| Jan 17 | Morgan Stanley | Upgrade | Equal Weight → Overweight | — | $27.09 | $28.37 | +4.7% | +3.3% | +3.6% | -1.8% | -0.5% | -0.3% |
| Jan 14 | DA Davidson | Upgrade | Neutral → Buy | — | $25.90 | $26.19 | +1.1% | +2.1% | +1.9% | +0.5% | +3.3% | +3.6% |
| Jan 14 | RBC Capital | Maintains | Outperform → Outperform | — | $25.90 | $26.19 | +1.1% | +2.1% | +1.9% | +0.5% | +3.3% | +3.6% |
| Dec 5 | Wells Fargo | Maintains | Overweight → Overweight | — | $29.99 | $29.85 | -0.5% | -0.2% | -0.6% | -3.1% | +0.7% | +2.0% |
| Dec 3 | Oppenheimer | Maintains | Outperform → Outperform | — | $31.08 | $29.75 | -4.3% | -4.7% | +1.2% | -0.2% | -0.6% | -3.1% |
| Nov 22 | RBC Capital | Maintains | Outperform → Outperform | — | $31.75 | $32.00 | +0.8% | +0.6% | +1.4% | -0.6% | -3.2% | -0.4% |
| Nov 8 | DA Davidson | Downgrade | Buy → Neutral | — | $32.79 | $32.16 | -1.9% | -2.7% | -2.8% | -4.0% | +1.5% | +0.7% |
| Nov 7 | Piper Sandler | Maintains | Neutral → Neutral | — | $28.58 | $32.86 | +15.0% | +14.7% | -2.7% | -2.8% | -4.0% | +1.5% |
| Nov 7 | JP Morgan | Upgrade | Neutral → Overweight | — | $28.58 | $32.86 | +15.0% | +14.7% | -2.7% | -2.8% | -4.0% | +1.5% |
| Nov 7 | Wells Fargo | Maintains | Overweight → Overweight | — | $28.58 | $32.86 | +15.0% | +14.7% | -2.7% | -2.8% | -4.0% | +1.5% |
| Nov 7 | Goldman Sachs | Maintains | Sell → Sell | — | $28.58 | $32.86 | +15.0% | +14.7% | -2.7% | -2.8% | -4.0% | +1.5% |
| Nov 7 | Oppenheimer | Maintains | Outperform → Outperform | — | $28.58 | $32.86 | +15.0% | +14.7% | -2.7% | -2.8% | -4.0% | +1.5% |
| Nov 7 | RBC Capital | Maintains | Outperform → Outperform | — | $28.58 | $32.86 | +15.0% | +14.7% | -2.7% | -2.8% | -4.0% | +1.5% |
| Oct 17 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $26.30 | $26.43 | +0.5% | +3.2% | +0.9% | -1.3% | -0.4% | -2.6% |
| Oct 7 | Oppenheimer | Maintains | Outperform → Outperform | — | $25.38 | $25.68 | +1.2% | -1.3% | +0.3% | +0.5% | +1.1% | +0.9% |
| Sep 18 | RBC Capital | Maintains | Outperform → Outperform | — | $24.72 | $24.75 | +0.1% | +1.7% | +1.7% | -1.1% | +1.5% | +0.7% |
| Sep 9 | Piper Sandler | Maintains | Neutral → Neutral | — | $23.81 | $23.86 | +0.2% | +1.4% | -2.3% | -0.1% | -0.8% | +2.8% |
| Aug 1 | Piper Sandler | Maintains | Neutral → Neutral | — | $19.55 | $21.00 | +7.4% | +20.3% | +1.0% | -3.1% | -2.5% | +0.2% |
| Aug 1 | Wells Fargo | Maintains | Overweight → Overweight | — | $19.55 | $21.00 | +7.4% | +20.3% | +1.0% | -3.1% | -2.5% | +0.2% |
| Jul 8 | Oppenheimer | Upgrade | Perform → Outperform | — | $19.02 | $19.56 | +2.8% | +0.4% | -1.8% | -4.9% | +4.1% | +1.9% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | MACKESY D SCOTT | — | Sell | 633,879 | $24.30 | $15.4M | — | +0.12% | — |
| Jun 8, 2026 | Das Souvik | Chief Technology Officer | Sell | 10,000 | $24.35 | $244K | 180,109 | -0.08% | -0.04% |
| May 8, 2026 | Das Souvik | Chief Technology Officer | Sell | 10,000 | $24.34 | $243K | 190,109 | -0.16% | +0.21% |
8-K
Clearwater Analytics Holdings, Inc. -- 8-K Filing
Clearwater Analytics Holdings maintains its dual-class share structure with Class A and Class B common stock, each carrying one vote per share, preserving existing shareholder voting rights and governance arrangements.
May 7
8-K · 2.02
!! High
Clearwater Analytics Holdings, Inc. -- 8-K 2.02: Earnings Results
Clearwater Analytics (CWAN) reported Q1 2026 earnings results, with detailed financial performance metrics available in their May 7 press release.
May 7
8-K
Clearwater Analytics Holdings, Inc. -- 8-K Filing
Clearwater Analytics delivered strong Q4 2025 results with revenue of $217.5 million, representing 72% year-over-year growth, signaling robust demand for its investment management platform.
Feb 18
8-K · 7.01
! Medium
Clearwater Analytics Holdings, Inc. -- 8-K 7.01: Regulation FD Disclosure
Clearwater Analytics' merger received HSR antitrust clearance with early termination effective February 13, 2026, removing a major regulatory hurdle toward deal completion.
Feb 17
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Vanguard Portfolio Management Llc | 18,293,833 | $433M | New | Mar 2026 |
| 2 | Morgan Stanley | 15,711,372 | $379M | Added | Dec 2025 |
| 3 | Ubs Group Ag | 14,735,354 | $348M | Added | Mar 2026 |
| 4 | Vanguard Capital Management Llc | 13,097,435 | $310M | New | Mar 2026 |
| 5 | Millennium Management | 9,294,096 | $220M | Added | Mar 2026 |
| 6 | Citadel Advisors Llc | 8,441,416 | $200M | Added | Mar 2026 |
| 7 | Glazer Capital, Llc | 7,819,776 | $185M | Added | Mar 2026 |
| 8 | Jpmorgan Chase & Co | 6,048,601 | $142M | Reduced | Mar 2026 |
| 9 | Starboard Value Lp | 5,459,031 | $129M | New | Mar 2026 |
| 10 | Kryger Capital Llc | 3,817,188 | $90M | New | Mar 2026 |
| 11 | Qube Research & Technologies Ltd | 3,625,230 | $86M | Added | Mar 2026 |
| 12 | Man Group Plc | 3,577,912 | $85M | Added | Mar 2026 |
| 13 | Soros Fund Management Llc | 2,941,405 | $70M | Added | Mar 2026 |
| 14 | Capula Management Ltd | 2,677,322 | $63M | Added | Mar 2026 |
| 15 | Westchester Capital Management, Llc | 2,617,694 | $62M | New | Mar 2026 |
| 16 | Principal Financial Group Inc | 2,532,274 | $61M | Added | Dec 2025 |
| 17 | Northern Trust Corp | 2,507,427 | $59M | Reduced | Mar 2026 |
| 18 | Melqart Asset Management (Uk) Ltd | 2,265,906 | $54M | Added | Mar 2026 |
| 19 | First Trust Capital Management L.p. | 2,154,188 | $51M | Added | Mar 2026 |
| 20 | Lead Edge Capital Management, Llc | 1,946,446 | $47M | — | Dec 2025 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$6.59B
Enterprise Value
$7.34B
P/E (TTM)
-173.50x
Forward P/E
34.60x
PEG Ratio
1.57x
P/B
3.24x
P/S
9.01x
P/FCF
40.10x
EV/EBITDA
64.57x
Shares Out
271.3M
Financials (TTM)
Revenue
$731.4M
Net Income
-$38.8M
EBITDA
$113.6M
Free Cash Flow
$164.3M
Op Cash Flow
$175.9M
EPS Basic
$-0.14
EPS Diluted
$-0.14
EPS Forward
$0.70
Gross Margin
67.3%
Op Margin
3.8%
Net Margin
-5.3%
Balance Sheet
Total Assets
$3.03B
Total Liab.
$1.00B
Total Equity
$2.03B
Cash
$91.2M
LT Debt
$837.2M
Book Value/Sh
$7.49
Debt/Equity
0.44x
Current Ratio
1.83
Quick Ratio
1.83
Returns & Growth
ROE
-1.9%
ROA
-1.3%
ROIC
0.8%
Rev Growth YoY
+61.9%
EPS Growth YoY
-107.2%
Price Returns
2W
-0.1%
1M
+0.5%
3M
+4.0%
6M
+10.3%
12M
+5.3%
Technicals
52W High
$24.42
52W Low
$15.89
50d MA
$24.26
200d MA
$22.21
RSI (14)
44.40
ATR (14)
$0.06
Beta
0.64
Avg Volume
3.4M
Dividends
Div Rate
$0.00
Div Yield
—
Frequency
—
Ex-Div Date
—
Analyst Price Targets
Consensus
$24.96
High
$27.00
Low
$24.55
Median
$24.55
Data updated apr 25, 2026 4:14am
· Source: financialmodelingprep.com