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Clearwater Analytics Holdings, Inc.
CWAN
NYSE·Technology·Software - Application·Mkt cap $7.3B
$24.56
▲ 0.00%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$15.74 - $24.56
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 12.8% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Comprehensive multi-asset class data aggregation from diverse sources
- Unified platform reducing need for multiple vendor solutions
- Self-service reporting capabilities reducing client IT dependencies
- Deep domain expertise in investment accounting and regulatory compliance
Bear Case
2 risks
- Low volatility (beta 0.6).
- Growth premium of 1.8x vs Enterprise SaaS peers. Elevated but may be justified by growth trajectory.
Growth
Turning profitable
Increasing regulatory complexity driving demand for compliance solutions
Value
Growth premium of 1.8x vs Enterprise SaaS peers. Elevated but may be justified by growth trajectory.
Momentum
Stable
+3.2% over 3m
Quality
Excellent
Emerging growth company (74% revenue growth). Early stage with higher risk.
Dividend
None
No dividend
Smart-money signal
Who's buying CWAN right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Apr 29, 2026
MAY 7, 2026
Reported EPS of $0.16 vs $0.16 consensus (0.0% surprise). Revenue of $221.2M vs $214.1M expected (+3.3%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
0.0%
Next: Apr 29, 2026
Revenue trend · last 8Q
—
—
+28%
+24%
+70%
+77%
+72%
+74%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$106.8M
$115.8M
$126.5M
$126.9M
$181.9M
$205.1M
$217.5M
$221.2M
Margins · last 8Q
Gross
—
Operating
—
Profit
-1.3%
Wall Street consensus
4 analysts · 0% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
0%
Hold
100%
Sell
0%
Median Price Target
—
Latest: DA Davidson · May 20, 2026