Clearwater Analytics’ (CWAN) “Neutral” Rating Reiterated at DA Davidson

Clearwater Analytics (NYSE:CWAN)‘s stock had its “neutral” rating reaffirmed by equities research analysts at DA Davidson in a research note issued on Thursday,Benzinga reports. They currently have a $24.55 target price on the stock. DA Davidson’s price objective suggests a potential upside of 4.80% from the company’s current price.

Other research analysts have also recently issued reports about the stock. Wells Fargo & Company cut shares of Clearwater Analytics from an “overweight” rating to an “equal weight” rating and reduced their price objective for the company from $27.00 to $24.55 in a report on Thursday, January 8th. Weiss Ratings reiterated a “hold (c)” rating on shares of Clearwater Analytics in a research note on Monday, December 29th. Loop Capital downgraded Clearwater Analytics from a “buy” rating to a “hold” rating and lowered their price objective for the stock from $25.00 to $24.55 in a research note on Monday, December 22nd. Warburg Research set a $24.55 price objective on shares of Clearwater Analytics in a research report on Monday, December 22nd. Finally, Oppenheimer cut Clearwater Analytics from an “outperform” rating to a “market perform” rating in a research note on Monday, December 22nd. Four equities research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat, Clearwater Analytics has an average rating of “Hold” and a consensus target price of $27.21.

Clearwater Analytics Stock Up 1.3%

Shares of Clearwater Analytics stock traded up $0.30 during trading hours on Thursday, reaching $23.43. 7,530,910 shares of the company’s stock were exchanged, compared to its average volume of 14,561,152. The company has a current ratio of 1.97, a quick ratio of 1.97 and a debt-to-equity ratio of 0.42. The company has a 50 day moving average of $23.65 and a two-hundred day moving average of $20.89. The stock has a market cap of $6.86 billion, a P/E ratio of 15.30, a P/E/G ratio of 3.31 and a beta of 0.66. Clearwater Analytics has a fifty-two week low of $15.73 and a fifty-two week high of $32.00.

Insider Buying and Selling

In other Clearwater Analytics news, insider Subi Sethi sold 25,646 shares of the company’s stock in a transaction that occurred on Thursday, January 1st. The stock was sold at an average price of $24.09, for a total transaction of $617,812.14. Following the completion of the sale, the insider directly owned 277,189 shares of the company’s stock, valued at $6,677,483.01. This represents a 8.47% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO James S. Cox sold 63,709 shares of the business’s stock in a transaction dated Thursday, January 1st. The stock was sold at an average price of $24.09, for a total transaction of $1,534,749.81. Following the transaction, the chief financial officer owned 400,691 shares in the company, valued at approximately $9,652,646.19. This trade represents a 13.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 464,589 shares of company stock valued at $11,036,452 over the last ninety days. Company insiders own 3.31% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. AQR Capital Management LLC raised its holdings in shares of Clearwater Analytics by 1,027.1% in the 1st quarter. AQR Capital Management LLC now owns 132,828 shares of the company’s stock worth $3,560,000 after purchasing an additional 121,043 shares during the period. Integrated Wealth Concepts LLC acquired a new position in shares of Clearwater Analytics during the first quarter worth about $208,000. Woodline Partners LP raised its stake in shares of Clearwater Analytics by 75.2% during the first quarter. Woodline Partners LP now owns 20,066 shares of the company’s stock valued at $538,000 after purchasing an additional 8,613 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of Clearwater Analytics by 1.5% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 459,292 shares of the company’s stock worth $12,309,000 after purchasing an additional 6,826 shares in the last quarter. Finally, Envestnet Portfolio Solutions Inc. lifted its position in shares of Clearwater Analytics by 144.3% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 19,399 shares of the company’s stock worth $425,000 after purchasing an additional 11,458 shares in the last quarter. Institutional investors and hedge funds own 50.10% of the company’s stock.

Key Stories Impacting Clearwater Analytics

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

• Positive Sentiment: Q4 results: Clearwater reported EPS of $0.15 (in line with consensus) and revenue of $217.5M, up ~72% year-over-year — a strong top-line print that confirms accelerating sales growth and likely supports valuation improvements. Clearwater Analytics (CWAN) Meets Q4 Earnings Estimates
• Positive Sentiment: Valuation note: a recent analysis estimates CWAN may be ~11.5% undervalued amid mixed momentum, which can attract buyers looking for a gap between fundamentals and current price. A Look At Clearwater Analytics Holdings (CWAN) Valuation As Mixed Momentum Meets 11.5% Undervaluation Estimate
• Neutral Sentiment: Deeper metric review: analysts and outlets are digging into quarter details (growth mix, margins, ARR trends) to determine sustainability of the revenue surge — this analysis will influence medium-term sentiment but did not materially change today’s reaction. Clearwater Analytics (CWAN) Reports Q4 Earnings: What Key Metrics Have to Say
• Negative Sentiment: Insider selling: CFO James Cox sold 18,700 shares (~$429k), reducing his stake by ~4.6% — insider sales can be perceived negatively by investors even when proceeds are routine. Clearwater Analytics (NYSE:CWAN) CFO Sells $429,352.00 in Stock
• Negative Sentiment: Analyst positioning: several firms have trimmed price targets and shifted to neutral/hold in recent months (consensus remains a “Hold”), which may cap upside until growth visibility is clearer. Clearwater Analytics stock page (analyst notes & ratings)

Clearwater Analytics Company Profile

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.