Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$7.3B
297M shares
52-week range
$15.74 – $24.56
100% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NYSE
CS
Borrow rate
0.41%
Easy to borrow
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| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|
| Revenue | $168.0M | $203.2M | $252.0M | $303.4M | $368.2M | $451.8M | $731.4M |
| Cost of revenue | $47.1M | $53.3M | $67.9M | $87.8M | $107.1M | $123.0M | $239.2M |
| Gross profit | $120.9M | $150.0M | $184.2M | $215.6M | $261.0M | $328.8M | $492.1M |
| Gross margin | 71.9% | 73.8% | 73.1% | 71.1% | 70.9% | 72.8% | 67.3% |
| R&D | $39.3M | $55.3M | $72.7M | $94.1M | $123.9M | $150.6M | $196.2M |
| Operating income | $25.7M | −$20.4M | $28.5M | $5.1M | −$16.7M | $12.2M | −$7.7M |
| EBITDA | $27.6M | −$18.1M | $21.6M | −$196.0K | −$12.9M | −$17.9M | $81.5M |
| Net income | $7.7M | −$44.2M | −$8.2M | −$8.0M | −$21.6M | $424.4M | −$38.8M |
| Net margin | 4.6% | -21.8% | -3.3% | -2.6% | -5.9% | 93.9% | -5.3% |
| EPS (diluted) | 0.03 | -0.19 | -0.05 | -0.04 | -0.11 | 1.68 | -0.14 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $948M | $0.68 | $0.65–$0.71 | 4 |
| 2027 | $1.1B | $0.83 | $0.76–$0.88 | 2 |
| 2028 | $1.3B | $0.93 | $0.91–$0.94 | 1 |
| 2029 | $1.5B | $1.21 | $1.19–$1.23 | 1 |
Forward consensus · source: Financial Modeling Prep
Clearwater Analytics describes its mission as aiming to be the world's most trusted and comprehensive technology platform for the entire investment cycle. Clearwater has historically focused on back-office functions such as investment accounting, but with acquisitions such Enfusion, Beacon, and Bistro, the firm has broadened its focus with front-office and middle-office capabilities. Clearwater primarily serves insurance companies, asset managers, hedge funds, and corporate treasuries. Pro forma for Enfusion, about 76% of Clearwater's revenue is generated in the US.
www.clearwateranalytics.comNo one on the platform currently holds CWAN.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-09-30 | 81,499 | $1.5M |
No one on the platform has traded CWAN yet.
| -0.73% |
| $3.6B |
| — |
| DGNXDiginex Limited | $1.41 | +59.65% | $41M | — |
| FROGJFrog Ltd. | $90.08 | +2.85% | $10.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 11.3× sales vs its 10.2× historical median P/S.
Fair value ≈ $22.23 · price $24.56 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Live Account Update Up 0.54% today. $CWAN got bought out this morning to my surprise. Picked up $CZR and $FHN from the free channel. Back to finish the week tomorrow. I beat the market today, did you?
View on StockTwits ↗$CWAN GT Silver BidCo, Inc. is a special-purpose Delaware corporation formed by a consortium of private equity firms (including Permira, Warburg Pincus, Francisco Partners, and Temasek). It was established specifically to facilitate the multi-billion dollar acquisition and privatization of the financial software company Clearwater Analytics Holdings, Inc. (NYSE: CWAN). Under the definitive Merger Agreement the transaction was structured as follows: Acquisition Terms: Stockholders of Clearwater Analytics receive $24.55 per share in cash, representing a total deal value estimated in the billions. Current Status: Clearwater Analytics shareholders approved the merger. After clearing the final regulatory approvals (including clearance from the Australian Treasurer), the transaction is expected to officially close in Q2 2026, making Clearwater a wholly-owned private subsidiary of GT Silver Bidco.
View on StockTwits ↗Live Account Update Down 0.43% today. Sold $BCS for minimal loss and sold $FHN for minimal gain to pick up $ASX for a nice after hours up swing and sell. Still holding $CWAN which seems to only move outside of market hours. Back again tomorrow. I didn't beat the market today, did you?
View on StockTwits ↗Live Account Update Down 0.59%. Red today due only to my $VOO position. $FHN $BCS and $CWAN are all green. Minimal amounts, but green. Back again tomorrow. I beat the market today, did you?
View on StockTwits ↗New 52-week highs printing across multiple sectors today $BE - energy transition name catching strong institutional bid $ALAB -AI infrastructure momentum continuing to build $AAL - surprising breakout in travel/airlines rotation $APGE - biotech strength showing selective risk appetite $CWAN -cloud/networking demand still quietly accelerating This is broad participation-not just one theme leading anymore. When you see growth, industrials, energy transition, and AI infrastructure all tagging highs together, it’s usually a sign of expanding risk appetite across the market.
View on StockTwits ↗Live Account Update No idea. Totally unacceptable from Robinhood. My chart hasn't moved since around 11 this morning. I sold $HBM for a loss and picked up $CWAN which hasn't budged, maybe? Back again tomorrow, we'll see if $HOOD can as well. I think I beat the market today, did you?
View on StockTwits ↗$CWAN Brilliant piece that captures CWAN's situation perfectly. So if you want to update your understanding of CWAN or get to know CWAN better, this is essential reading. https://everyticker.com/quote/CWAN/analysis/clearwater-analytics-the-8-4b-question-did-management-sell-the-transformation-too-cheap-nyse-cwan
View on StockTwits ↗$CWAN Enter at your own risk, no movement for a year
View on StockTwits ↗$CWAN enter at your own risk the deal is already made
View on StockTwits ↗$CWAN Share Price: $24.15 Contract Selected: May 22, 2026 $25 Calls Buy Zone: $0.04 – $0.05 Target Zone: $0.06 – $0.08 Potential Upside: 58% ROI Time to Expiration: 22 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$CWAN Company is being stolen in broad daylight.
View on StockTwits ↗$CWAN Price: $23.75 (-0.15%) Trend: Bullish Market Bias (7D): Sideways ⚖️ Expected Range: ±1.05% RSI: 71.0 | Momentum: Moderate Volume: -48.1% vs avg Volatility: 0.51% Support: $23.08 | Resistance: $23.87 Tools used: https://www.trade-ideas.com Code: INTERSTOCK25
View on StockTwits ↗RECAP 2/24 Unusual Puts: $MU Feb27 355 P $CWAN Apr 20 P $JBLU Mar 5 P $SOFI Apr 18 P Live Breaking trading news www.openoutcrier.com
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.