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Clearwater Analytics Holdings, Inc. (NYSE:CWAN ) Analyst/Investor Day September 3, 2025 1:00 PM EDT Company Participants James Cox - Chief Financial Officer Alphonse Valbrune - Chief Legal Officer & Corporate Secretary Sandeep Sahai - CEO & Director Subi Sethi - Chief Operating Officer Souvik Das - Chief Technology Officer Kirat Singh - President of Risk & Alternative Assets Conference Call Participants Kevin McVeigh - UBS Investment Bank, Research Division Brian Schwartz - Oppenheimer & Co. Inc., Research Division Yun Suk Kim - Loop Capital Markets LLC, Research Division Michael Infante - Morgan Stanley, Research Division Isabella Camaj - JPMorgan Chase & Co, Research Division Peter Heckmann - D.A. Davidson & Co., Research Division Richard Poland - Wells Fargo Securities, LLC, Research Division Presentation James Cox Chief Financial Officer [Audio Gap] mention Cary Davis one of our board members, he is in the back, thank you, Cary, and lots and lots of people to thank, but I won't do
Clearwater Analytics Holdings delivered strong revenue growth, early synergy capture, and validated its front-to-back strategy, with major customer wins and a key Bloomberg partnership. Despite exceeding integration targets and achieving record profitability, core ARR growth decelerated and debt levels surged post-Enfusion acquisition. Elevated debt and slowing ARR growth weigh on financial flexibility and risk/reward, justifying a continued hold rating despite long-term potential.
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Clearwater Analytics Holdings CWAN shares climbed Tuesday as investors looked past recent acquisition concerns, betting on sustained double-digit growth and fresh product rollouts to drive long-term momentum.
Shares of Clearwater Analytics climbed 3% on Tuesday after Goldman Sachs upgraded the stock to buy from neutral, citing the company's robust free cash flow growth and upcoming investor conference. While the Wall Street bank maintained its $27 price target, the figure implies more than 46% upside from Monday's close.
Kratos Defense, Montrose Environmental, and Karman Holdings drove strong quarterly performance, benefiting from secular tailwinds and robust demand in defense and environmental sectors. We see Kratos and Karman as well positioned for multi-year growth, leveraging investments in hypersonics, missile defense, and space technologies amid rising defense budgets. Montrose Environmental rebounded as regulatory fears eased, organic growth accelerated, and debt reduction improved transparency, supporting our continued conviction in its long-term value.
Clearwater Analytics Holdings, Inc. (NYSE:CWAN ) Q2 2025 Earnings Conference Call August 6, 2025 5:00 PM ET Company Participants James S. Cox - Chief Financial Officer Mike Chen - Senior VP & Head of Corporate Development Sandeep Sahai - CEO & Director Conference Call Participants Alexei Mihaylovich Gogolev - JPMorgan Chase & Co Camden Edward Levy - Oppenheimer & Co. Inc. Dylan Tyler Becker - William Blair & Company L.L.C.
Clearwater Analytics (CWAN) came out with quarterly earnings of $0.12 per share, missing the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.1 per share a year ago.
BOISE, Idaho & CHICAGO & NEW YORK & LONDON & HONG KONG--(BUSINESS WIRE)--Clearwater Analytics Holdings, Inc. (NYSE: CWAN) (“Clearwater Analytics” or the “Company”), the most comprehensive technology platform for investment management, today announced its financial results for the quarter ended June 30, 2025. “Q2 was very successful, both for our standalone business and as an integrated company. Most encouraging were our meetings with clients across multiple countries, where we found near unanim.