Clearwater Analytics Holdings Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 0/6
Clearwater Analytics Holdings yıllık ortalama 61.8% oranında kazançlarını artırırken, Software sektöründe kazançlar growing at 22.5% annual. Gelirler yılda ortalama 25.1% oranında büyüyor .
Anahtar bilgiler
61.75%
Kazanç büyüme oranı
62.57%
EPS büyüme oranı
| Software Sektör Büyümesi | 17.33% |
| Gelir büyüme oranı | 25.06% |
| Özkaynak getirisi | -2.43% |
| Net Marj | -5.82% |
| Son Kazanç Güncellemesi | 31 Mar 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
Anlatı Güncellemesi • Jun 15
CWAN: AI Risk Tools And Data Platform Strength Will Support Fair Value
Analysts have adjusted their price target on Clearwater Analytics Holdings to $24.55. This reflects updated assumptions around discount rate, revenue growth, profit margin, and future P/E, which together shape a slightly revised outlook for the stock.
Anlatı Güncellemesi • Jun 01
CWAN: Merger Vote And Steady Outlook Will Shape Balanced Risk Profile
Analysts have kept their price target for Clearwater Analytics Holdings broadly steady at about $24.47, reflecting slightly different assumptions around discount rate, revenue growth, profit margins, and future P/E that offset each other overall. What's in the News Clearwater Analytics has scheduled a special shareholders meeting for May 6, 2026 at 10:30 US Eastern Standard Time to vote on an Agreement and Plan of Merger with GT Silver BidCo and GT Silver Merger Sub.Anlatı Güncellemesi • May 16
CWAN: Cash Offer At US$24.55 Will Anchor AI Risk Outlook
Analysts have trimmed their price targets for Clearwater Analytics to $24.55 from $36, citing the agreed $24.55 per share cash acquisition and their view that this deal price fairly reflects the company as AI related concerns weigh on software stocks. Analyst Commentary Analysts see the agreed US$24.55 per share cash offer as a key reference point for Clearwater Analytics, with the transaction price now anchoring how they think about valuation and risk-reward.
Anlatı Güncellemesi • May 02
CWAN: Cash Offer And AI Skepticism Will Shape Balanced Risk Profile
Analysts have trimmed their price target for Clearwater Analytics Holdings to about $24, in line with the $24.55 per share cash offer from the Permira and Warburg Pincus led investor group. They view the agreed deal price as a fair reflection of value given current sector sentiment around AI driven software names.Anlatı Güncellemesi • Apr 16
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.Anlatı Güncellemesi • Apr 02
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.Anlatı Güncellemesi • Mar 19
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.Anlatı Güncellemesi • Mar 05
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.Anlatı Güncellemesi • Feb 18
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.Anlatı Güncellemesi • Feb 04
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.Anlatı Güncellemesi • Jan 21
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.Anlatı Güncellemesi • Jan 07
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.Anlatı Güncellemesi • Dec 23
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.Anlatı Güncellemesi • Dec 09
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.Analiz Makalesi • Dec 04
Investor Optimism Abounds Clearwater Analytics Holdings, Inc. (NYSE:CWAN) But Growth Is Lacking
You may think that with a price-to-sales (or "P/S") ratio of 9.6x Clearwater Analytics Holdings, Inc. ( NYSE:CWAN ) is...Anlatı Güncellemesi • Nov 25
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.Analiz Makalesi • Nov 13
Additional Considerations Required While Assessing Clearwater Analytics Holdings' (NYSE:CWAN) Strong Earnings
Despite posting some strong earnings, the market for Clearwater Analytics Holdings, Inc.'s ( NYSE:CWAN ) stock hasn't...Seeking Alpha • Nov 10
Clearwater Analytics: Pipeline Is Robust As Expansion Continues
Summary Clearwater Analytics Holdings, Inc. remains a Buy as integration of acquisitions strengthens its SaaS platform and expands its end-to-end investment management capabilities. CWAN's growth strategy focuses on international expansion, product cross-selling, and targeting complex, regulated segments with high barriers to entry. Despite a 47% stock price drop and analyst concerns over integration risk, CWAN maintains strong revenue growth and a robust pipeline. CWAN valuation remains at a premium to peers, but continued high growth, generative AI rollout, and geographic expansion support my patient bullish outlook. Read the full article on Seeking AlphaAnlatı Güncellemesi • Nov 07
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.Anlatı Güncellemesi • Sep 04
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.Analiz Makalesi • Jul 13
Clearwater Analytics Holdings (NYSE:CWAN) Has A Rock Solid Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Seeking Alpha • Apr 24
Clearwater Analytics: 3 Acquisitions That Make This A Strong Buy
Summary I am upgrading Clearwater Analytics to a 'Strong Buy' due to their strategic acquisitions and robust fundamentals, despite recent stock price fluctuations. Clearwater's acquisition of Enfusion, Beacon, and Bistro significantly enhances their product offerings and positions them as a comprehensive solution provider in the financial software industry. The Enfusion deal, valued at $1.5 billion, adds $200 million ARR and expands Clearwater's capabilities into front office functions, addressing a critical gap. Despite integration risks, particularly with Enfusion, these acquisitions are poised to accelerate Clearwater's growth and improve key valuation metrics, making it a compelling investment. Read the full article on Seeking AlphaSeeking Alpha • Feb 23
Clearwater Analytics Holdings: Growth Outlook Remains Very Robust
Summary Clearwater Analytics Holdings' 4Q24 performance shows strong revenue growth momentum, with a 27.7% y/y increase and ARR up 25.3% y/y, signaling robust demand. The pending $1.5 billion acquisition of Enfusion significantly broadens CWAN's TAM, enabling front-to-back investment management solutions and international expansion. CWAN's gross margin expanded to 78.8% in 4Q24, with management guiding for >80% margins, driven by AI-driven automation and operational efficiencies. Read the full article on Seeking Alpha
Yeni Anlatı • Feb 07
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.Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Clearwater Analytics Holdings nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 31 Mar 26 | 826 | -48 | 332 | 216 |
| 31 Dec 25 | 731 | -39 | 295 | 196 |
| 30 Sep 25 | 640 | 392 | 247 | 180 |
| 30 Jun 25 | 551 | 406 | 211 | 165 |
| 31 Mar 25 | 476 | 429 | 172 | 150 |
| 31 Dec 24 | 452 | 424 | 166 | 151 |
| 30 Sep 24 | 424 | 1 | 148 | 143 |
| 30 Jun 24 | 403 | -5 | 148 | 139 |
| 31 Mar 24 | 386 | -15 | 151 | 134 |
| 31 Dec 23 | 368 | -22 | 154 | 124 |
| 30 Sep 23 | 352 | -20 | 147 | 115 |
| 30 Jun 23 | 334 | -21 | 136 | 108 |
| 31 Mar 23 | 317 | -13 | 124 | 101 |
| 31 Dec 22 | 303 | -8 | 115 | 94 |
| 30 Sep 22 | 291 | -5 | 112 | 91 |
| 30 Jun 22 | 278 | -10 | 104 | 84 |
| 31 Mar 22 | 266 | -11 | 95 | 78 |
| 31 Dec 21 | 252 | -8 | 83 | 72 |
| 30 Sep 21 | 237 | -78 | 142 | 67 |
| 30 Jun 21 | 226 | -58 | 130 | 64 |
| 31 Mar 21 | 213 | -48 | 120 | 59 |
| 31 Dec 20 | 203 | -44 | 115 | 55 |
| 31 Dec 19 | 168 | 8 | 56 | 39 |
Kaliteli Kazançlar: CWAN şu anda kârlı değil.
Büyüyen Kar Marjı: CWAN şu anda kârlı değil.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: CWAN kârlı değildir, ancak son 5 yılda zararlarını yılda 61.8% oranında azaltmıştır.
Büyüme Hızlandırma: CWAN 'un son bir yıldaki kazanç büyümesinin 5 yıllık ortalamasıyla karşılaştırılması mümkün değil çünkü şu anda kârlı değil
Kazançlar vs. Sektör: CWAN kârlı olmadığından, geçmiş yıl kazanç büyümesinin Software sektörüyle ( 14.2% ) karşılaştırılması zorlaşıyor.
Özkaynak Getirisi
Yüksek ROE: CWAN hissesi şu anda kârlı olmadığından negatif Özsermaye Getirisi'ne ( -2.43% ) sahiptir.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/16 03:33 |
| Gün Sonu Hisse Fiyatı | 2026/06/16 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Clearwater Analytics Holdings, Inc. 13 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Andrew Schmidt | Citigroup Inc |
| Peter Heckmann | D.A. Davidson & Co. |
| Gabriela Borges | Goldman Sachs |