William Blair Issues Optimistic Outlook for CWAN Earnings

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) – Equities researchers at William Blair raised their Q2 2025 earnings per share estimates for Clearwater Analytics in a report issued on Thursday, February 20th. William Blair analyst D. Becker now anticipates that the company will post earnings of $0.04 per share for the quarter, up from their prior estimate of $0.03. The consensus estimate for Clearwater Analytics’ current full-year earnings is $0.18 per share. William Blair also issued estimates for Clearwater Analytics’ Q3 2025 earnings at $0.06 EPS, Q4 2025 earnings at $0.06 EPS, FY2025 earnings at $0.19 EPS, Q2 2026 earnings at $0.07 EPS and Q4 2026 earnings at $0.09 EPS.

Clearwater Analytics (NYSE:CWAN) last announced its quarterly earnings data on Wednesday, February 19th. The company reported $0.04 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.11 by ($0.07). Clearwater Analytics had a net margin of 93.97% and a return on equity of 7.11%. The firm had revenue of $126.47 million during the quarter, compared to analyst estimates of $120.34 million.

CWAN has been the subject of a number of other reports. Morgan Stanley reissued an “overweight” rating and set a $36.00 target price (up from $34.00) on shares of Clearwater Analytics in a research note on Friday. DA Davidson upgraded shares of Clearwater Analytics from a “neutral” rating to a “buy” rating and reduced their price objective for the company from $35.00 to $32.00 in a research note on Tuesday, January 14th. Oppenheimer increased their target price on shares of Clearwater Analytics from $35.00 to $40.00 and gave the company an “outperform” rating in a report on Tuesday, December 3rd. UBS Group boosted their price target on Clearwater Analytics from $36.00 to $38.00 and gave the stock a “buy” rating in a research note on Thursday, February 20th. Finally, Piper Sandler raised Clearwater Analytics from a “neutral” rating to an “overweight” rating and raised their price objective for the company from $28.00 to $36.00 in a research note on Thursday, February 20th. One analyst has rated the stock with a sell rating and nine have issued a buy rating to the company. Based on data from MarketBeat, Clearwater Analytics currently has an average rating of “Moderate Buy” and a consensus price target of $33.80.

Clearwater Analytics Trading Down 2.0 %

Shares of Clearwater Analytics stock opened at $30.63 on Monday. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.10. The firm has a market cap of $7.57 billion, a price-to-earnings ratio of 18.45, a price-to-earnings-growth ratio of 8.23 and a beta of 0.72. Clearwater Analytics has a 52-week low of $15.62 and a 52-week high of $35.71. The company’s 50-day simple moving average is $28.05 and its 200-day simple moving average is $27.23.

Insider Activity

In other news, CRO Scott Stanley Erickson sold 3,890 shares of the business’s stock in a transaction that occurred on Tuesday, December 10th. The shares were sold at an average price of $29.07, for a total value of $113,082.30. Following the completion of the transaction, the executive now owns 6,373 shares of the company’s stock, valued at $185,263.11. The trade was a 37.90 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO James S. Cox sold 18,700 shares of the firm’s stock in a transaction that occurred on Monday, December 16th. The stock was sold at an average price of $29.65, for a total transaction of $554,455.00. Following the sale, the chief financial officer now owns 214,044 shares in the company, valued at approximately $6,346,404.60. This trade represents a 8.03 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 733,431 shares of company stock worth $21,444,493 over the last three months. 4.60% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Clearwater Analytics

Institutional investors and hedge funds have recently bought and sold shares of the stock. Vanguard Group Inc. grew its stake in shares of Clearwater Analytics by 13.3% during the 4th quarter. Vanguard Group Inc. now owns 20,879,597 shares of the company’s stock valued at $574,607,000 after buying an additional 2,455,844 shares during the period. Wasatch Advisors LP grew its position in Clearwater Analytics by 3.2% during the third quarter. Wasatch Advisors LP now owns 18,135,026 shares of the company’s stock valued at $457,909,000 after acquiring an additional 559,564 shares during the period. Alliancebernstein L.P. increased its stake in Clearwater Analytics by 66.0% during the fourth quarter. Alliancebernstein L.P. now owns 7,373,942 shares of the company’s stock worth $202,931,000 after acquiring an additional 2,931,445 shares during the last quarter. Conestoga Capital Advisors LLC raised its holdings in shares of Clearwater Analytics by 1.6% in the 3rd quarter. Conestoga Capital Advisors LLC now owns 6,778,457 shares of the company’s stock worth $171,156,000 after purchasing an additional 107,210 shares during the period. Finally, Wellington Management Group LLP raised its holdings in shares of Clearwater Analytics by 98.2% in the 4th quarter. Wellington Management Group LLP now owns 5,954,485 shares of the company’s stock worth $163,867,000 after purchasing an additional 2,950,555 shares during the period. Institutional investors and hedge funds own 50.10% of the company’s stock.

Clearwater Analytics Company Profile

Clearwater Analytics Holdings, Inc develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities in the United States and internationally.