Key Points
- Insider selling: Subi Sethi sold 7,344 shares on Dec. 31 at $24.08 (~$176.8K) and another 25,646 shares on Jan. 1 at $24.09 (~$617.8K), part of a wider Dec. 31–Jan. 1 executive sell-off that totaled roughly $8.4M and may pressure sentiment.
- Fundamentals and analyst view: Clearwater reported revenue up ~77% year‑over‑year and very high net margins (61.3%) but missed quarterly EPS ($0.14 vs. $0.16); analysts have a "Moderate Buy" consensus with an average price target around $28.65.
Clearwater Analytics Holdings, Inc. (NYSE:CWAN - Get Free Report) CRO Scott Stanley Erickson sold 4,454 shares of the stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $24.08, for a total value of $107,252.32. Following the completion of the sale, the executive directly owned 23,379 shares of the company's stock, valued at $562,966.32. This represents a 16.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website.
Scott Stanley Erickson also recently made the following trade(s):
- On Thursday, January 1st, Scott Stanley Erickson sold 44,386 shares of Clearwater Analytics stock. The stock was sold at an average price of $24.09, for a total value of $1,069,258.74.
Clearwater Analytics Stock Performance
NYSE CWAN opened at $24.09 on Tuesday. Clearwater Analytics Holdings, Inc. has a twelve month low of $15.73 and a twelve month high of $32.00. The stock has a market cap of $7.05 billion, a P/E ratio of 15.74, a PEG ratio of 3.48 and a beta of 0.66. The company's 50-day simple moving average is $21.09 and its 200 day simple moving average is $20.39. The company has a quick ratio of 1.97, a current ratio of 1.97 and a debt-to-equity ratio of 0.42.
Clearwater Analytics (NYSE:CWAN - Get Free Report) last announced its earnings results on Wednesday, November 5th. The company reported $0.14 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.16 by ($0.02). Clearwater Analytics had a return on equity of 2.77% and a net margin of 61.28%.The firm had revenue of $205.11 million for the quarter, compared to analyst estimates of $203.66 million. During the same quarter last year, the business earned $0.14 EPS. The company's revenue for the quarter was up 77.1% compared to the same quarter last year. As a group, research analysts forecast that Clearwater Analytics Holdings, Inc. will post 0.18 earnings per share for the current fiscal year.
Analyst Upgrades and Downgrades
Several equities research analysts have recently commented on the company. Royal Bank Of Canada reissued an "outperform" rating and issued a $36.00 target price on shares of Clearwater Analytics in a research note on Monday, December 22nd. DA Davidson reiterated a "buy" rating and issued a $30.00 price objective on shares of Clearwater Analytics in a research report on Wednesday, December 10th. Oppenheimer cut Clearwater Analytics from an "outperform" rating to a "market perform" rating in a report on Monday, December 22nd. UBS Group reduced their target price on shares of Clearwater Analytics from $35.00 to $30.00 and set a "buy" rating on the stock in a research note on Thursday, November 6th. Finally, Warburg Research set a $24.55 price target on shares of Clearwater Analytics in a research note on Monday, December 22nd. Eight research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $28.65.
Check Out Our Latest Stock Report on CWAN
Hedge Funds Weigh In On Clearwater Analytics
Institutional investors have recently modified their holdings of the stock. First Horizon Advisors Inc. grew its holdings in Clearwater Analytics by 278.9% during the second quarter. First Horizon Advisors Inc. now owns 1,523 shares of the company's stock valued at $33,000 after purchasing an additional 1,121 shares during the period. Bessemer Group Inc. boosted its position in shares of Clearwater Analytics by 84.6% during the second quarter. Bessemer Group Inc. now owns 1,545 shares of the company's stock worth $35,000 after purchasing an additional 708 shares in the last quarter. Versant Capital Management Inc grew its holdings in shares of Clearwater Analytics by 189.3% in the 3rd quarter. Versant Capital Management Inc now owns 1,565 shares of the company's stock valued at $28,000 after buying an additional 1,024 shares during the period. GAMMA Investing LLC increased its position in shares of Clearwater Analytics by 241.6% in the 4th quarter. GAMMA Investing LLC now owns 1,578 shares of the company's stock valued at $38,000 after buying an additional 1,116 shares in the last quarter. Finally, Essex Investment Management Co. LLC raised its stake in Clearwater Analytics by 54.9% during the 3rd quarter. Essex Investment Management Co. LLC now owns 1,806 shares of the company's stock worth $33,000 after buying an additional 640 shares during the period. 50.10% of the stock is currently owned by institutional investors and hedge funds.
More Clearwater Analytics News
Here are the key news stories impacting Clearwater Analytics this week:
- Positive Sentiment: Recent fundamentals: the company reported strong revenue growth (revenue up ~77% year-over-year in its last reported quarter) and very high reported net margins, which supports longer‑term revenue momentum and profitability expectations.
- Neutral Sentiment: Technical/trading context: the stock is trading above both its 50‑day and 200‑day moving averages and volume is running slightly above average — this can amplify moves but does not change the underlying fundamentals.
- Negative Sentiment: Major Jan 1 insider sell-off: CEO Sandeep Sahai, CFO James Cox, CRO Scott Erickson, CTO Souvik Das and insider Subi Sethi executed large block sales on Jan 1 (CEO sale ~134,130 shares / $3.23M; other senior execs each sold tens of thousands of shares). These high‑profile sales (millions of dollars of shares) are likely pressuring sentiment. CEO Jan 1 Filing
- Negative Sentiment: Follow-on Dec 31 sales: several executives (CEO, CRO, CFO, CTO and Subi Sethi) also sold shares on Dec 31, adding to the impression of coordinated or concentrated liquidity from insiders. Aggregate insider dispositions across Dec 31–Jan 1 total roughly $8.4M. Representative SEC filings: CRO/CFO/CTO Dec 31 filings. CRO Dec 31 Filing
About Clearwater Analytics
(
Get Free Report)
Clearwater Analytics LLC is a global provider of web-based investment portfolio accounting, reporting, and analytics solutions. The company's software-as-a-service platform automates complex processes involved in investment data aggregation, reconciliation, valuation, and regulatory reporting. Serving institutional investors—including insurers, asset managers, corporations, government entities, and asset owners—Clearwater Analytics enables clients to optimize performance visibility, risk management, and operational efficiency.
Founded in 2004 and headquartered in Boise, Idaho, Clearwater Analytics has grown its global footprint with offices across North America, Europe, and the Asia-Pacific region.
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