Clearwater Analytics Holdings, Inc. (NYSE:CWAN) Given Average Rating of “Hold” by Brokerages

Posted by on May 26th, 2026

Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Get Free Report) has been given a consensus recommendation of “Hold” by the fourteen research firms that are presently covering the firm, Marketbeat.com reports. One analyst has rated the stock with a sell recommendation, ten have assigned a hold recommendation and three have issued a buy recommendation on the company. The average twelve-month price target among analysts that have covered the stock in the last year is $26.1682.

CWAN has been the topic of a number of research analyst reports. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $24.55 target price (down from $36.00) on shares of Clearwater Analytics in a report on Wednesday, February 25th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Clearwater Analytics in a report on Friday. UBS Group cut shares of Clearwater Analytics from a “buy” rating to a “neutral” rating and lowered their price target for the company from $30.00 to $24.55 in a report on Monday, January 26th. Morgan Stanley reissued an “equal weight” rating and issued a $24.55 price target (down from $27.00) on shares of Clearwater Analytics in a report on Tuesday, January 27th. Finally, DA Davidson reissued a “neutral” rating and issued a $24.55 price target on shares of Clearwater Analytics in a report on Wednesday, May 20th.

Get Our Latest Analysis on Clearwater Analytics

Insider Transactions at Clearwater Analytics

In other Clearwater Analytics news, CTO Souvik Das sold 14,686 shares of the stock in a transaction dated Tuesday, March 31st. The shares were sold at an average price of $23.80, for a total value of $349,526.80. Following the transaction, the chief technology officer directly owned 210,109 shares of the company’s stock, valued at $5,000,594.20. This represents a 6.53% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CRO Scott Stanley Erickson sold 18,790 shares of the stock in a transaction dated Tuesday, March 31st. The shares were sold at an average price of $23.80, for a total transaction of $447,202.00. Following the completion of the transaction, the executive directly owned 155,119 shares in the company, valued at approximately $3,691,832.20. This represents a 10.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 194,332 shares of company stock worth $4,624,562. 3.31% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. EverSource Wealth Advisors LLC raised its holdings in Clearwater Analytics by 211.1% in the 4th quarter. EverSource Wealth Advisors LLC now owns 1,061 shares of the company’s stock valued at $26,000 after acquiring an additional 720 shares during the period. Los Angeles Capital Management LLC bought a new position in shares of Clearwater Analytics during the fourth quarter worth approximately $26,000. SBI Securities Co. Ltd. increased its holdings in shares of Clearwater Analytics by 627.5% during the fourth quarter. SBI Securities Co. Ltd. now owns 1,375 shares of the company’s stock worth $33,000 after purchasing an additional 1,186 shares during the period. Caitong International Asset Management Co. Ltd bought a new position in shares of Clearwater Analytics during the fourth quarter worth approximately $33,000. Finally, Private Trust Co. NA increased its holdings in shares of Clearwater Analytics by 643.3% during the fourth quarter. Private Trust Co. NA now owns 1,546 shares of the company’s stock worth $37,000 after purchasing an additional 1,338 shares during the period. 50.10% of the stock is owned by institutional investors.

Clearwater Analytics Stock Up 0.0%

Shares of CWAN stock opened at $24.33 on Thursday. The company has a debt-to-equity ratio of 0.39, a quick ratio of 2.26 and a current ratio of 2.26. The firm’s 50-day moving average is $23.96 and its 200-day moving average is $23.11. The stock has a market cap of $7.26 billion, a price-to-earnings ratio of -135.13, a PEG ratio of 3.51 and a beta of 0.61. Clearwater Analytics has a 52-week low of $15.73 and a 52-week high of $25.07.

Clearwater Analytics (NYSE:CWAN – Get Free Report) last issued its earnings results on Thursday, May 7th. The company reported $0.16 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.16. The company had revenue of $221.23 million for the quarter, compared to analysts’ expectations of $214.09 million. Clearwater Analytics had a negative net margin of 5.88% and a positive return on equity of 3.17%. Clearwater Analytics’s quarterly revenue was up 74.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.13 EPS. Sell-side analysts predict that Clearwater Analytics will post 0.35 EPS for the current year.

Clearwater Analytics Company Profile

(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.

Featured Articles

Analyst Recommendations for Clearwater Analytics (NYSE:CWAN)

Receive News & Ratings for Clearwater Analytics Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Clearwater Analytics and related companies with MarketBeat.com's FREE daily email newsletter.