Clearwater Analytics Holdings

Operational Efficiencies And Global Demand Will Boost Prospects Amid Risks

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

07 Feb 25

Updated

09 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-26.8%

7D

1.7%

Loading

1Y

-26.8%

7D

1.7%

You can edit this narrative until Dec 10 1:05 PM. Then, changes will post as Updates.

Author's Valuation

US$28.5524.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 09 Dec 25

CWAN: Take-Private Bidding Interest Will Drive Shares Toward Higher Future Premium

Analysts have nudged their price target on Clearwater Analytics Holdings slightly higher to reflect a fair value of about $28.55 per share, citing a supportive backdrop of potential take private interest and reaffirmed confidence in the company’s long term growth and profitability profile. Analyst Commentary Bullish analysts argue that the prospect of a take private transaction underscores latent strategic value in Clearwater Analytics that is not fully reflected in the current share price, supporting higher valuation targets.

Shared on 25 Nov 25

Fair value Decreased 1.57%

CWAN: Takeover Interest Will Drive Shares Toward a Potential Premium

Narrative Update on Clearwater Analytics Holdings Analysts have slightly lowered their price target for Clearwater Analytics Holdings from $29.00 to $28.55 per share. They cite ongoing market sentiment and recent acquisition impacts as key factors behind this revision.

Shared on 07 Nov 25

Fair value Decreased 5.06%

CWAN: Core Business Strength and Integration Progress Will Drive Long-Term Upside

The analyst price target for Clearwater Analytics Holdings has been revised downward from $30.55 to $29.00. Analysts cite slower expected revenue growth but also acknowledge a resilient profit margin and optimism about the company's multi-year growth prospects, despite recent investor concerns.

Shared on 04 Sep 25

Clearwater Analytics’ unchanged price target reflects a balanced analyst view as integration risks and asset concerns offset attractive FCF-based valuation and strong platform expansion potential, keeping fair value steady at $30.55. Analyst Commentary Stock’s recent decline attributed to concerns over the quality of acquired assets and execution risks integrating multiple acquisitions simultaneously.

Shared on 01 May 25

Fair value Decreased 8.16%

Shared on 23 Apr 25

Fair value Decreased 4.67%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.1%.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 9.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 15%

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 1.52%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 13 Mar 25

Fair value Increased 13%

AnalystConsensusTarget has decreased profit margin from 22.6% to 19.7% and increased future PE multiple from 69.6x to 92.7x.

AnalystConsensusTarget Fair Value

US$28.55

24.1% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

19.79%

Software revenue growth rate

1.23%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.89%

Calculation

US$125.94m

Earnings '28

x

103.22x

PE Ratio '28

=

US$13.00b

Market Cap '28

US$13.00b

Market Cap '28

/

353.00m

No. shares '28

=

US$36.83

Share Price '28

US$36.83 Share Price '28

Discounted to 2025 @ 8.86% p.a.

=

US$28.55

Fair Value '25