Clearwater Analytics Holdings, Inc. CWAN
24.56 USD 0.00 (+0.00%)
Jun 29, 2026, 9:30 AM EDT
24.56 Day range 24.56
15.74 52-week range 24.56
- YTD
- +1.82%
- 1 year
- +9.89%
- Market cap
- 7.33B
- Revenue (ttm)
- 825.73M
- Profit margin
- -5.82%
- EPS (ttm)
- -0.18
- Shares out
- 297.38M
- P/E ratio
- 67.47
- Forward P/E
- 28.47
- YTD return
- +1.82%
- 1-year return
- +9.89%
- Avg volume
- 4.38M
- Open
- 24.56
- Previous close
- 24.56
- Day's range
- 24.56 – 24.56
- 52-week range
- 15.74 – 24.56
- Beta
- 0.60
- Analysts
- Hold
- Price target
- 24.44 (-0.5%)
- Earnings date
- Aug 5, 2026
No chart data for this range yet.
Key statistics
- Enterprise value
- 8.09B
- PEG ratio
- 1.78
- Price / sales
- 8.88
- Price / book
- 3.56
- Dividend yield
- 0.00%
- Payout ratio
- 0.00%
- Revenue growth
- 74.40%
- Free cash flow
- 160.31M
- Total cash
- 81.51M
- Total debt
- 860.84M
- Return on equity
- -3.13%
- Short % of float
- 7.48%
- 50-day average
- 24.34
- 200-day average
- 22.38
Analyst view
Consensus: hold
Hold
Price target (mean) 24.44 -0.5% downside
Now 24.56
- Target (low)
- 24.00
- Target (mean)
- 24.44
- Target (high)
- 24.55
Ratings (0m) 6 0 buy · 6 hold · 0 sell
- Strong buy0
- Buy0
- Hold6
- Sell0
- Strong sell0
Next earnings
Aug 5, 2026
Expected Aug 5, 2026. Consensus EPS estimate 0.16867.
Financials — quick view
CWAN Revenue — quarterly 221.23M
CWAN Net income — quarterly -2.78M
CWAN EPS — quarterly -0.01
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Aug 5, 2026 | Jun 30, 2026 | 0.17 | — | — | — |
| May 7, 2026 | Mar 31, 2026 | 0.16 | 0.16 | 0.00 | 0.00% |
| Feb 18, 2026 | Dec 31, 2025 | 0.15 | 0.15 | 0.00 | 0.00% |
| Nov 5, 2025 | Sep 30, 2025 | 0.15 | 0.14 | -0.01 | -6.67% |
| Aug 6, 2025 | Jun 30, 2025 | 0.13 | 0.12 | -0.01 | -7.69% |
| Apr 30, 2025 | Mar 31, 2025 | 0.12 | 0.13 | +0.01 | +8.33% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| May 20, 2026 | DA Davidson | main | Neutral | Neutral |
| Feb 26, 2026 | RBC Capital | down | Outperform | Sector Perform |
| Feb 24, 2026 | DA Davidson | main | Neutral | Neutral |
| Feb 19, 2026 | DA Davidson | main | Neutral | Neutral |
| Jan 27, 2026 | Morgan Stanley | down | Overweight | Equal-Weight |
| Jan 26, 2026 | UBS | down | Buy | Neutral |
About Clearwater Analytics Holdings, Inc.
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.
- Sector
- Technology
- Industry
- Software - Application
- Country
- United States
- Website
- cwan.com
News
Clearwater Analytics Honors Investment Management Leaders with 2026 Excellence Awards 
Clearwater Analytics Reports Agentic AI Now Running in Production Across Nearly 900 Clients 
MSIG Europe Selects Clearwater Analytics to Modernize Investment Operations 
Clearwater Analytics Completes $8.4 Billion Take-Private Acquisition by Permira and Warburg Pincus 
Clearwater Analytics Benchmarks Private Credit Strategy, Performance, and Risk Across Institutional Portfolios 
Clearwater Analytics Benchmarks Private Credit Strategy, Performance, and Risk Across Institutional Portfolios 
Clearwater Analytics (CWAN) is an Incredible Growth Stock: 3 Reasons Why 
Clearwater Analytics Launches Fund Analytics, Bringing Verified Intelligence to Private Markets 
Clearwater Analytics Unifies Factor Risk Across Portfolio Management and Risk Oversight 
Baron Discovery Fund Q1 2026: Who Moved The Needle
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| AIGRAIN JACQUES | Director | Conversion of Exercise of derivative security | Jun 22, 2025 | 20,481 |
| CORBET KATHLEEN A. | Director | Conversion of Exercise of derivative security | Jun 22, 2025 | 22,351 |
| COX JAMES SAMUEL JR. | Chief Financial Officer | Sale | Apr 14, 2026 | 480,419 |
| DAS SOUVIK | Chief Technology Officer | Sale | Jun 7, 2026 | 180,109 |
| ERICKSON SCOTT STANLEY | Officer | Sale | Mar 30, 2026 | 155,119 |
| JONES LISA M. | Director | Conversion of Exercise of derivative security | Jun 22, 2025 | 26,584 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 9.51% | 28,270,108 | 694.31M | Mar 30, 2026 |
| Vanguard Portfolio Management LLC | 6.15% | 18,293,833 | 449.30M | Mar 30, 2026 |
| UBS Group AG | 4.96% | 14,735,354 | 361.90M | Mar 30, 2026 |
| HBK Investments L P | 4.67% | 13,875,000 | 340.77M | Mar 30, 2026 |
| Vanguard Capital Management LLC | 4.40% | 13,097,435 | 321.67M | Mar 30, 2026 |
| FIL LTD | 3.96% | 11,774,123 | 289.17M | Mar 30, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.14% | 9,345,476 | 229.52M | Mar 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.28% | 6,787,076 | 166.69M | Mar 30, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.21% | 6,557,909 | 161.06M | Apr 29, 2026 |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | 2.17% | 6,443,046 | 158.24M | Feb 27, 2026 |
| NexPoint Funds I-NexPoint Merger Arbitrage Fund | 1.34% | 3,978,350 | 97.71M | Mar 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 1.28% | 3,793,758 | 93.17M | Mar 30, 2026 |