Clearwater Analytics Holdings, Inc.

NYSE:CWAN Rapport sur les actions

Capitalisation boursière : US$7.1b

Clearwater Analytics Holdings Gestion

Gestion contrôle des critères 2/4

Le PDG Clearwater Analytics Holdings est Sandeep Sahai, nommé en Jul2018, a un mandat de 7.75 ans. La rémunération annuelle totale est $ 20.99M, composée du salaire de 3.1% et des bonus 96.9%, y compris les actions et options de la société. détient directement 0.48% des actions de la société, d'une valeur de $ 34.29M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.6 ans et 5.3 ans.

Informations clés

Sandeep Sahai

Directeur général

US$21.0m

Rémunération totale

Pourcentage du salaire du PDG3.11%
Durée du mandat du directeur général7.8yrs
Propriété du PDG0.5%
Durée moyenne d'occupation des postes de direction2.6yrs
Durée moyenne du mandat des membres du conseil d'administration5.3yrs

Mises à jour récentes de la gestion

Recent updates

CWAN: Cash Buyout Terms And AI Caution Will Shape Future Risk Reward

Narrative update on Clearwater Analytics Holdings Analysts trimmed their price targets on Clearwater Analytics toward the $24.55 per share cash deal value. Updated assumptions reflect a fair value near $24.09, as they cite the agreed buyout price and growing AI-related caution in software as key reasons for the change.

CWAN: Takeover Cash Offer And Downgrades Will Shape Balanced Risk Profile

The analyst fair value estimate for Clearwater Analytics Holdings has shifted from $25.91 to $24.47, as analysts align their targets closer to the agreed $24.55 per share cash acquisition price and factor in more cautious assumptions around growth, profitability, and future P/E multiples. Analyst Commentary Recent research has shifted toward treating Clearwater Analytics Holdings more as a deal-driven story rather than a long term growth call.

CWAN: Take Private Cash Deal And AI Concerns Will Shape Risk Reward

The analyst price target for Clearwater Analytics Holdings is now set around $24.09, edging slightly above the prior $24.00 as analysts align their models with the $24.55 per share cash acquisition agreement and temper earlier growth and margin expectations amid broader AI related software concerns. Analyst Commentary Recent Street research has shifted toward a more cautious stance on Clearwater Analytics Holdings, with several bearish analysts trimming their ratings and aligning price targets more closely with the announced US$24.55 per share cash acquisition price.

CWAN: Cash Takeout At US$24.55 Will Define Deal Risk Balance

The analyst price target for Clearwater Analytics Holdings has been revised to $24.55 from about $33.55. This change reflects analysts' view that the agreed $24.55 per share cash acquisition, along with softer assumptions for revenue growth, profit margins, and future P/E, now better captures the company’s risk and return profile.

CWAN: Take Private Deal At US$24.55 Will Shape Future Upside

Analysts have trimmed their average price target on Clearwater Analytics Holdings to $33.55 from $34.74, reflecting more cautious views on valuation and margin assumptions following several recent downgrades, even though revenue growth expectations remain slightly higher. Analyst Commentary Recent downgrades have pulled the average price target on Clearwater Analytics Holdings slightly lower, but the underlying commentary is not uniformly negative.

CWAN: Take-Private Bid And Downgrades Will Shape Balanced Risk Reward Outlook

Analysts have trimmed their price targets on Clearwater Analytics Holdings, cutting fair value from about $27.89 to $25.91 per share as recent downgrades and questions around acquisition-driven sentiment feed into slightly lower P/E and profitability assumptions. Analyst Commentary Recent research has shifted toward a more cautious stance on Clearwater Analytics Holdings, with several downgrades offsetting earlier optimism around a potential take private scenario and higher takeover values.

CWAN: Take Private Deal At US$24.55 Will Drive Future Repricing

Analysts have trimmed their fair value estimate for Clearwater Analytics Holdings to about US$34.74 from US$36.00, reflecting updated assumptions for slower revenue growth, higher profit margins, and a lower future P/E multiple, following recent research that includes a downgrade and ongoing discussion of potential take private interest around at least US$26 per share. Analyst Commentary Recent research around Clearwater Analytics Holdings reflects a split view, with some cautious tones on execution and valuation but also a clear pocket of optimism tied to potential corporate actions and perceived mispricing.

CWAN: Take Private Deal And Fair Value Assumptions Will Define Risk Reward

Analysts have nudged their fair value estimate for Clearwater Analytics Holdings up from US$23.00 to US$24.00 per share. They point to recent Street research that highlights potential take private interest and a view that the shares could be worth at least US$26.00 in a buyout scenario as key supports for the higher price target.

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

Analysts have trimmed their fair value estimate for Clearwater Analytics Holdings slightly, reducing it from about $28.55 to $27.89 per share. They cited modestly slower projected revenue growth and a lower future price to earnings multiple, partly offset by improved profit margin assumptions and a marginally reduced discount rate.

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.

Investor Optimism Abounds Clearwater Analytics Holdings, Inc. (NYSE:CWAN) But Growth Is Lacking

Dec 04
Investor Optimism Abounds Clearwater Analytics Holdings, Inc. (NYSE:CWAN) But Growth Is Lacking

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.

Additional Considerations Required While Assessing Clearwater Analytics Holdings' (NYSE:CWAN) Strong Earnings

Nov 13
Additional Considerations Required While Assessing Clearwater Analytics Holdings' (NYSE:CWAN) Strong Earnings

Clearwater Analytics: Pipeline Is Robust As Expansion Continues

Nov 10

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.

Operational Efficiencies And Global Demand Will Boost Prospects Amid Risks

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.

Clearwater Analytics Holdings (NYSE:CWAN) Has A Rock Solid Balance Sheet

Jul 13
Clearwater Analytics Holdings (NYSE:CWAN) Has A Rock Solid Balance Sheet

Is There An Opportunity With Clearwater Analytics Holdings, Inc.'s (NYSE:CWAN) 43% Undervaluation?

May 20
Is There An Opportunity With Clearwater Analytics Holdings, Inc.'s (NYSE:CWAN) 43% Undervaluation?

Clearwater Analytics: 3 Acquisitions That Make This A Strong Buy

Apr 24

Clearwater Analytics Holdings: Growth Outlook Remains Very Robust

Feb 23
User avatar

Global Expansion, Generative AI, And Snowflake Partnership Will Drive Future Success

Strategic global expansion, upselling, and partnerships position the company for potential revenue growth and improved margins.

Clearwater Analytics Holdings: Positive On Growth Acceleration

Dec 04

Analyse de la rémunération des PDG

Comment la rémunération de Sandeep Sahai a-t-elle évolué par rapport aux bénéfices de Clearwater Analytics Holdings?
DateRémunération totaleSalaireBénéfices de l'entreprise
Dec 31 2025US$21mUS$653k

-US$39m

Sep 30 2025n/an/a

US$393m

Jun 30 2025n/an/a

US$406m

Mar 31 2025n/an/a

US$429m

Dec 31 2024US$11mUS$653k

US$424m

Sep 30 2024n/an/a

US$663k

Jun 30 2024n/an/a

-US$5m

Mar 31 2024n/an/a

-US$15m

Dec 31 2023US$32mUS$653k

-US$22m

Sep 30 2023n/an/a

-US$20m

Jun 30 2023n/an/a

-US$21m

Mar 31 2023n/an/a

-US$13m

Dec 31 2022US$2mUS$653k

-US$8m

Sep 30 2022n/an/a

-US$5m

Jun 30 2022n/an/a

-US$10m

Mar 31 2022n/an/a

-US$11m

Dec 31 2021US$22mUS$653k

-US$8m

Sep 30 2021n/an/a

-US$78m

Jun 30 2021n/an/a

-US$58m

Mar 31 2021n/an/a

-US$48m

Dec 31 2020US$39mUS$594k

-US$44m

Rémunération vs marché: La rémunération totale de Sandeep ($USD 20.99M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 8.56M ).

Rémunération et revenus: La rémunération de Sandeep a augmenté alors que l'entreprise n'est pas rentable.

PDG

Sandeep Sahai (62 yo)

7.8yrs
Titularisation
US$20,987,353
Compensation

Mr. Sandeep Sahai serves as the Chief Executive Officer and Board Member of Clearwater Analytics, LLC. He served as the Chief Executive Officer and General Partner at Solmark, Inc. He identifies a trend an...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Sandeep Sahai
CEO & Director7.8yrsUS$20.99m0.48%
$ 34.3m
James Cox
Chief Financial Officer7yrsUS$7.85m0.16%
$ 11.6m
Subi Sethi
Chief Operating Officer1yrUS$7.68m0.13%
$ 9.4m
Souvik Das
Chief Technology Officer4.7yrsUS$5.33m0.068%
$ 4.8m
Scott Erickson
Chief Revenue Officer3yrsUS$5.47m0.053%
$ 3.8m
Cindy Blendu
Chief Administrative Officer1yrpas de donnéespas de données
Kamil Mielczarek
Head of Investor Relationsno datapas de donnéespas de données
Alphonse Valbrune
Chief Legal Officer & Corporate Secretary5.7yrspas de donnéespas de données
Claudia Cahill
Head of Communications & PRno datapas de donnéespas de données
Ann-Sophie Bom
Director of Sales2.3yrspas de donnéespas de données
Mike Chen
Senior VP & Head of Corporate Development2.1yrspas de donnéespas de données
Fleur Sohtz
Chief Marketing Officer1.7yrspas de donnéespas de données
2.6yrs
Durée moyenne de l'emploi
53yo
Âge moyen

Gestion expérimentée: L'équipe de direction de CWAN est considérée comme expérimentée (ancienneté moyenne 2.6 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Sandeep Sahai
CEO & Director9.6yrsUS$20.99m0.48%
$ 34.3m
Cary Davis
Independent Director5.4yrspas de donnéespas de données
Dennis MacKesy
Independent Director3.3yrspas de données0.077%
$ 5.5m
Eric Lee
Independent Chairman of the Board9.6yrspas de données0.11%
$ 7.5m
Jacques Alfred Aigrain
Independent Director5.2yrsUS$543.04k0.0070%
$ 496.2k
Lisa Jones
Independent Director3.6yrsUS$437.21k0.0090%
$ 643.8k
Mukesh Aghi
Independent Directorless than a yearUS$281.53kpas de données
Christopher Hooper
Independent Director8.8yrspas de données0.046%
$ 3.3m
Andrew Young
Independent Director5.4yrspas de donnéespas de données
Bas NieuweWeme
Independent Directorless than a yearUS$283.83kpas de données
5.3yrs
Durée moyenne de l'emploi
59yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de CWAN sont considérés comme expérimentés (ancienneté moyenne 5.3 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/04/30 15:04
Cours de l'action en fin de journée2026/04/30 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Clearwater Analytics Holdings, Inc. est couverte par 15 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Andrew SchmidtCitigroup Inc
Peter HeckmannD.A. Davidson & Co.
Gabriela BorgesGoldman Sachs