CWAN Share Price Performance
US$23.39
-7.71 (-24.79%)
9.7% undervalued intrinsic discount
US$25.91
Fair Value
Price US$23.39
AnalystConsensusTarget US$25.91
AnalystLowTarget US$24.00
AnalystHighTarget US$33.55
Fair ValueUS$25.91
Share Pricen/a
Clearwater Analytics Holdings, Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 51 Fair Values set on narratives written by author
CWAN Community Narratives
AN
Fair Value US$25.91 9.7% undervalued intrinsic discount
Operational Efficiencies And Global Demand Will Boost Prospects Amid Risks
1users have liked this narrative
0users have commented on this narrative
18users have followed this narrative
AN
Fair Value US$24 2.5% undervalued intrinsic discount
Integration Hurdles And Higher Costs Will Squeeze Margins Yet Ease
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
Fair Value US$33.55 30.3% undervalued intrinsic discount
Digital Transformation Will Expand Asset Management Amid Regulatory Pressure
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
Digital Transformation Will Expand Asset Management Amid Regulatory Pressure
Key Takeaways Rapid synergy realization and scalable SaaS architecture position Clearwater for higher margins, accelerated earnings, and outsized revenue growth beyond current market expectations. Advanced analytics and unified platforms uniquely suit Clearwater to capture new market share as clients shift from legacy systems, paving the way for deeper, stickier relationships.Read more
31
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
US$33.55
30.3% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
27.06% p.a.
Profit Margin
13.26%
Future PE
85.98x
Price in 2029
US$43.1
Operational Efficiencies And Global Demand Will Boost Prospects Amid Risks
Key Takeaways Operational efficiencies from integrations, automation, and AI are expected to enhance margins and profitability over time. International expansion, product innovation, and strategic partnerships are driving revenue growth and strengthening the company's market position.Read more
451
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
18users have followed this narrative
AN
US$25.91
9.7% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
24.94% p.a.
Profit Margin
11.96%
Future PE
78.79x
Price in 2029
US$33.89
Integration Hurdles And Higher Costs Will Squeeze Margins Yet Ease
Key Takeaways Integration challenges, stricter compliance requirements, and execution risks could delay growth, limit margin improvement, and suppress new business expansion internationally. AI investments and industry shifts create future opportunities, but competitive pressures and uncertain monetization may restrict market share and long-term profitability.Read more
22
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
US$24
2.5% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
26.4% p.a.
Profit Margin
13.32%
Future PE
63.3x
Price in 2029
US$31.4
Trending Discussion
Recently Updated Narratives
AN
CWAN: Take Private Deal At US$24.55 Will Shape Future Upside
Fair Value: US$33.55 30.3% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
CWAN: Take-Private Bid And Downgrades Will Shape Balanced Risk Reward Outlook
Fair Value: US$25.91 9.7% undervalued intrinsic discount
18 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
CWAN: Take Private Deal And Fair Value Assumptions Will Define Risk Reward
Fair Value: US$24 2.5% undervalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Clearwater Analytics Holdings, Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -0.13
- 67.29%
- -5.31%
- 40.5%
About CWAN
- Founded
- 2004
- Employees
- 3000
- CEO
- WebsiteView website
Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services in the United States and internationally. It offers portfolio management, order and execution management systems (OEMS), investment accounting, reconciliation, regulatory reporting, performance measurement, compliance monitoring, and risk analytics. The company offers a single instance, multi-tenant technology platform that automates data aggregation, reconciliation, validation, and trade management. It serves insurers, asset managers, hedge funds, banks, corporations, and government entities. The company was founded in 2004 and is headquartered in Boise, Idaho.
