William Blair Reiterates Market Perform Rating for Clearwater Analytics (NYSE:CWAN)

Clearwater Analytics (NYSE:CWAN)‘s stock had its “market perform” rating reaffirmed by analysts at William Blair in a research note issued on Monday, Marketbeat Ratings reports.

A number of other research firms have also recently commented on CWAN. JPMorgan Chase & Co. cut their price target on shares of Clearwater Analytics from $28.00 to $26.00 and set an “overweight” rating on the stock in a report on Thursday, November 6th. Oppenheimer downgraded Clearwater Analytics from an “outperform” rating to a “market perform” rating in a research note on Monday. DA Davidson reissued a “buy” rating and issued a $30.00 target price on shares of Clearwater Analytics in a report on Wednesday, December 10th. Wells Fargo & Company lowered their price target on Clearwater Analytics from $32.00 to $27.00 and set an “overweight” rating on the stock in a report on Thursday, November 6th. Finally, Zacks Research upgraded Clearwater Analytics from a “strong sell” rating to a “hold” rating in a report on Thursday, September 4th. Eight investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $28.65.

Clearwater Analytics Price Performance

Shares of NYSE:CWAN opened at $24.07 on Monday. The business has a fifty day moving average price of $20.12 and a 200-day moving average price of $20.30. The company has a debt-to-equity ratio of 0.42, a current ratio of 1.97 and a quick ratio of 1.97. The company has a market capitalization of $7.04 billion, a PE ratio of 15.73, a PEG ratio of 6.33 and a beta of 0.67. Clearwater Analytics has a 1-year low of $15.73 and a 1-year high of $32.00.

Clearwater Analytics (NYSE:CWAN) last announced its quarterly earnings results on Wednesday, November 5th. The company reported $0.14 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.16 by ($0.02). The firm had revenue of $205.11 million during the quarter, compared to the consensus estimate of $203.66 million. Clearwater Analytics had a return on equity of 2.77% and a net margin of 61.28%.The business’s revenue for the quarter was up 77.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.14 EPS. As a group, equities analysts expect that Clearwater Analytics will post 0.18 EPS for the current fiscal year.

Clearwater Analytics announced that its board has initiated a share buyback plan on Wednesday, September 3rd that permits the company to buyback $100.00 million in shares. This buyback authorization permits the company to repurchase up to 1.7% of its stock through open market purchases. Stock buyback plans are often an indication that the company’s leadership believes its stock is undervalued.

Insider Buying and Selling at Clearwater Analytics

In related news, CTO Souvik Das sold 10,000 shares of the business’s stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $21.59, for a total transaction of $215,900.00. Following the completion of the sale, the chief technology officer directly owned 96,186 shares in the company, valued at approximately $2,076,655.74. The trade was a 9.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO James S. Cox sold 29,700 shares of the company’s stock in a transaction that occurred on Tuesday, November 25th. The shares were sold at an average price of $22.00, for a total transaction of $653,400.00. Following the sale, the chief financial officer directly owned 333,983 shares of the company’s stock, valued at approximately $7,347,626. This represents a 8.17% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 120,727 shares of company stock worth $2,402,598 over the last quarter. Company insiders own 3.31% of the company’s stock.

Hedge Funds Weigh In On Clearwater Analytics

Institutional investors have recently bought and sold shares of the stock. Vanguard Group Inc. grew its holdings in Clearwater Analytics by 21.9% during the third quarter. Vanguard Group Inc. now owns 33,261,349 shares of the company’s stock valued at $599,370,000 after purchasing an additional 5,967,798 shares during the period. Wellington Management Group LLP lifted its position in shares of Clearwater Analytics by 108.7% during the 3rd quarter. Wellington Management Group LLP now owns 17,793,701 shares of the company’s stock valued at $320,642,000 after buying an additional 9,268,950 shares in the last quarter. Wasatch Advisors LP grew its stake in shares of Clearwater Analytics by 3.0% during the 2nd quarter. Wasatch Advisors LP now owns 9,567,391 shares of the company’s stock valued at $209,813,000 after acquiring an additional 274,664 shares during the period. Bamco Inc. NY increased its holdings in Clearwater Analytics by 25.9% in the 3rd quarter. Bamco Inc. NY now owns 7,675,038 shares of the company’s stock worth $138,304,000 after acquiring an additional 1,580,323 shares in the last quarter. Finally, Blair William & Co. IL raised its stake in Clearwater Analytics by 83.5% during the 3rd quarter. Blair William & Co. IL now owns 7,134,647 shares of the company’s stock worth $128,566,000 after acquiring an additional 3,245,986 shares during the period. 50.10% of the stock is owned by institutional investors.

Key Clearwater Analytics News

Here are the key news stories impacting Clearwater Analytics this week:

• Positive Sentiment: Clearwater agreed to be acquired for $8.4 billion with a cash offer of $24.55 per share, a roughly 47% premium to recent levels — a clear near‑term payoff for shareholders and the main catalyst for the stock’s jump. Article Title
• Positive Sentiment: Some market participants and analysts (including RBC) say the deal may undervalue Clearwater and assign a higher standalone target (RBC $36), which supports the view there could be interest in topping the bid during any go‑shop window. Article Title
• Neutral Sentiment: Unusual options activity was observed (large call buying), signaling elevated speculative interest/positioning around the deal and potential arbitrage or takeover speculation. This may increase intraday volume but doesn’t change deal terms. Article Title
• Neutral Sentiment: Some brokers reaffirmed ratings post‑deal (William Blair kept market‑perform), reflecting differing views on post‑announcement upside if no competing bid emerges. Article Title
• Negative Sentiment: Multiple investor‑rights firms (Halper Sadeh, The Ademi Firm, Wohl & Fruchter) have launched investigations into whether the $24.55 per‑share price is fair and whether fiduciary duties were met — litigation or challenges could delay closing, increase deal costs, or squeeze shareholder returns if outcomes reduce the offer. Article Title
• Negative Sentiment: Loop Capital downgraded Clearwater following the deal announcement — a sign that some sell‑side houses now view upside as limited (deal price caps public equity value) and that weaker ratings could weigh on any remaining free‑float or market sentiment if the transaction falters. Article Title

About Clearwater Analytics

Clearwater Analytics LLC is a global provider of web-based investment portfolio accounting, reporting, and analytics solutions. The company’s software-as-a-service platform automates complex processes involved in investment data aggregation, reconciliation, valuation, and regulatory reporting. Serving institutional investors—including insurers, asset managers, corporations, government entities, and asset owners—Clearwater Analytics enables clients to optimize performance visibility, risk management, and operational efficiency.

Founded in 2004 and headquartered in Boise, Idaho, Clearwater Analytics has grown its global footprint with offices across North America, Europe, and the Asia-Pacific region.