
CWAN Stock Forecast & Price Target
CWAN Analyst Ratings
Bulls say
Clearwater Analytics is strategically expanding its capabilities beyond traditional back-office functions by enhancing its front-office and middle-office services through acquisitions, positioning itself as a comprehensive technology platform for the entire investment cycle. Pro forma for the Enfusion acquisition, approximately 76% of Clearwater's revenue is now generated in the U.S., which underscores its strong market presence and potential for growth in a key financial sector. Additionally, expectations of achieving long-term operating margins of over 30% and the potential upside in revenue from increased adoption of its Prism product further contribute to a favorable outlook for Clearwater Analytics' stock.
Bears say
Clearwater Analytics Holdings has experienced a substantial decline in share price, falling approximately 30% year-to-date, raising concerns about its competitive positioning and revenue potential. Despite its expansion into front-office and middle-office capabilities, the company's focus on back-office functions has diminished the urgency for investment managers to adopt its solutions, limiting its growth prospects. Additionally, multiple risks, including significant competition, a complex share structure, exposure to market downturns, regulatory challenges, and international revenue dependence, contribute to a fundamentally negative outlook for Clearwater's stock performance.
This aggregate rating is based on analysts' research of Clearwater Analytics Holdings and is not a guaranteed prediction by Public.com or investment advice.
CWAN Analyst Forecast & Price Prediction
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