Clearwater Analytics Holdings Framtida tillväxt
Future kriterier kontrolleras 4/6
Clearwater Analytics Holdings förväntas öka intäkter och intäkter med 50.3% respektive 15.3% per år. EPS förväntas tillväxt med 50.4% per år. Avkastningen på eget kapital förväntas bli 11.2% om 3 år.
Viktig information
50.3%
Tillväxttakt i vinsten
50.43%
Tillväxttakt för EPS
| Software vinsttillväxt | 18.6% |
| Intäkternas tillväxttakt | 15.3% |
| Framtida avkastning på eget kapital | 11.24% |
| Bevakning av analytiker | Good |
| Senast uppdaterad | 10 Mar 2026 |
Senaste uppdateringarna om framtida tillväxt
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
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 13Clearwater Analytics: Pipeline Is Robust As Expansion Continues
Nov 10CWAN: 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 13Is There An Opportunity With Clearwater Analytics Holdings, Inc.'s (NYSE:CWAN) 43% Undervaluation?
May 20Clearwater Analytics: 3 Acquisitions That Make This A Strong Buy
Apr 24Clearwater Analytics Holdings: Growth Outlook Remains Very Robust
Feb 23
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 04Prognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 12/31/2028 | 1,288 | 146 | 315 | N/A | 3 |
| 12/31/2027 | 1,116 | 78 | 294 | 327 | 9 |
| 12/31/2026 | 946 | 21 | 226 | 238 | 11 |
| 12/31/2025 | 731 | -39 | 154 | 176 | N/A |
| 9/30/2025 | 640 | 393 | 82 | 91 | N/A |
| 6/30/2025 | 551 | 406 | 85 | 92 | N/A |
| 3/31/2025 | 476 | 429 | 83 | 89 | N/A |
| 12/31/2024 | 452 | 424 | 69 | 74 | N/A |
| 9/30/2024 | 424 | 1 | 122 | 128 | N/A |
| 6/30/2024 | 403 | -5 | 104 | 109 | N/A |
| 3/31/2024 | 386 | -15 | 81 | 87 | N/A |
| 12/31/2023 | 368 | -22 | 79 | 85 | N/A |
| 9/30/2023 | 352 | -20 | 73 | 79 | N/A |
| 6/30/2023 | 334 | -21 | 55 | 62 | N/A |
| 3/31/2023 | 317 | -13 | 52 | 59 | N/A |
| 12/31/2022 | 303 | -8 | 50 | 58 | N/A |
| 9/30/2022 | 291 | -5 | 45 | 52 | N/A |
| 6/30/2022 | 278 | -10 | 38 | 45 | N/A |
| 3/31/2022 | 266 | -11 | 23 | 29 | N/A |
| 12/31/2021 | 252 | -8 | -2 | 3 | N/A |
| 9/30/2021 | 237 | -78 | -46 | -42 | N/A |
| 6/30/2021 | 226 | -58 | -38 | -34 | N/A |
| 3/31/2021 | 213 | -48 | -35 | -31 | N/A |
| 12/31/2020 | 203 | -44 | -10 | -6 | N/A |
| 12/31/2019 | 168 | 8 | -233 | -230 | N/A |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: CWAN förväntas bli lönsam under de kommande 3 åren, vilket anses vara snabbare än sparkvoten ( 3.4% ).
Resultat vs marknad: CWAN förväntas bli lönsam under de kommande 3 åren, vilket anses överstiga genomsnittet på marknaden.
Höga tillväxtresultat: CWAN förväntas bli lönsam under de kommande 3 åren.
Intäkt vs marknad: CWAN s intäkter ( 15.3% per år) förväntas växa snabbare än US marknaden ( 11% per år).
Hög tillväxtintäkter: CWAN s intäkter ( 15.3% per år) förväntas växa långsammare än 20% per år.
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: CWAN s avkastning på eget kapital förväntas bli låg om 3 år ( 11.2 %).
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/04/29 19:37 |
| Aktiekurs vid dagens slut | 2026/04/29 00:00 |
| Intäkter | 2025/12/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Clearwater Analytics Holdings, Inc. bevakas av 15 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Andrew Schmidt | Citigroup Inc |
| Peter Heckmann | D.A. Davidson & Co. |
| Gabriela Borges | Goldman Sachs |