Clearwater Analytics Holdings, Inc. (CWAN)

BOISE, Idaho & CHICAGO & NEW YORK & LONDON & HONG KONG--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN) today announced that T. Rowe Price Associates, Inc. has successfully implemented the CWAN platform to support its stable value operations, delivering advanced capabilities. Many asset managers in this market still rely on manual processes and legacy systems, creating fundamental industry challenges. T. Rowe Price's deployment has helped improve productivity while decreasing risks. With CWA.

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Clearwater Analytics Holdings, Inc. (NYSE:CWAN ) Q4 2023 Earnings Conference Call February 28, 2024 5:00 PM ET Company Participants Joon Park - Head, Investor Relations Sandeep Sahai - Chief Executive Officer Jim Cox - Chief Financial Officer Conference Call Participants Kevin McVeigh - UBS Michael Fontaine - Morgan Stanley Ella Smith - JPMorgan Peter Heckmann - D.A. Davidson Rishi Jaluria - RBC David Unger - Wells Fargo Gabriela Borges - Goldman Sachs Brian Schwartz - Oppenheimer Dylan Becker - William Blair Yun Kim - Loop Capital Markets Operator Good day, everyone.

BOISE, Idaho--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), a leading technology provider for investment management, today announced significant enhancements to its Alternative Assets Solution at its annual user conference, Connect '25, that directly address the scalability and compliance challenges facing the $2.5 trillion private credit market. The new capabilities automate bespoke loan structures, accelerate fund research with AI, synchronize data across asset owners and managers, and.

BOISE, Idaho--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced the winners of its Client Excellence Awards at its annual user conference Connect ‘25. The awards spotlight the industry pioneers who are setting new standards in investment management operations through transformational technology and operational breakthroughs. “These award winners exemplify what happens when innovation meets determination,” sa.

BOISE, Idaho & CHICAGO & NEW YORK & LONDON--(BUSINESS WIRE)--Clearwater Analytics (CWAN), the most comprehensive technology platform for investment management, today announced an expansion of its long-standing relationship with U.S. Bank. This collaboration will deliver CWAN's compliance solution as a standalone option, giving government clients a streamlined way to strengthen oversight, ensure reporting accuracy, and meet regulatory requirements with confidence. The solution leverages U.S. Ban.

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 that right now.

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 (CWAN) Q2 Revenue Soars 70%