Q2 EPS Forecast for Clearwater Analytics Boosted by Analyst

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) – Research analysts at William Blair increased their Q2 2025 earnings per share estimates for Clearwater Analytics in a report issued on Thursday, February 20th. William Blair analyst D. Becker now anticipates that the company will post earnings per share of $0.04 for the quarter, up from their previous forecast of $0.03. The consensus estimate for Clearwater Analytics’ current full-year earnings is $0.18 per share. William Blair also issued estimates for Clearwater Analytics’ Q3 2025 earnings at $0.06 EPS, Q4 2025 earnings at $0.06 EPS, FY2025 earnings at $0.19 EPS, Q2 2026 earnings at $0.07 EPS and Q4 2026 earnings at $0.09 EPS.

Clearwater Analytics (NYSE:CWAN) last announced its earnings results on Wednesday, February 19th. The company reported $0.04 earnings per share for the quarter, missing the consensus estimate of $0.11 by ($0.07). Clearwater Analytics had a net margin of 93.97% and a return on equity of 7.11%. The firm had revenue of $126.47 million for the quarter, compared to the consensus estimate of $120.34 million.

Several other brokerages also recently commented on CWAN. UBS Group upped their target price on Clearwater Analytics from $36.00 to $38.00 and gave the company a “buy” rating in a report on Thursday. The Goldman Sachs Group upped their target price on Clearwater Analytics from $20.00 to $22.00 and gave the company a “sell” rating in a report on Thursday, November 7th. Morgan Stanley reaffirmed an “overweight” rating and set a $36.00 target price (up from $34.00) on shares of Clearwater Analytics in a report on Friday. DA Davidson raised Clearwater Analytics from a “neutral” rating to a “buy” rating and reduced their target price for the company from $35.00 to $32.00 in a report on Tuesday, January 14th. Finally, Wells Fargo & Company upped their target price on Clearwater Analytics from $35.00 to $37.00 and gave the company an “overweight” rating in a report on Thursday. One equities research analyst has rated the stock with a sell rating and nine have assigned a buy rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $33.80.

Clearwater Analytics Trading Up 4.7 %

Shares of CWAN stock opened at $31.35 on Monday. Clearwater Analytics has a fifty-two week low of $15.62 and a fifty-two week high of $35.71. The stock has a market capitalization of $7.74 billion, a P/E ratio of 18.88, a P/E/G ratio of 8.23 and a beta of 0.72. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.10. The stock has a 50-day simple moving average of $28.03 and a 200 day simple moving average of $27.18.

Insider Buying and Selling

In other news, CRO Scott Stanley Erickson sold 3,890 shares of the firm’s stock in a transaction dated Tuesday, December 10th. The stock was sold at an average price of $29.07, for a total transaction of $113,082.30. Following the completion of the sale, the executive now directly owns 6,373 shares of the company’s stock, valued at $185,263.11. This trade represents a 37.90 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Sandeep Sahai sold 139,172 shares of the firm’s stock in a transaction dated Monday, December 9th. The stock was sold at an average price of $28.94, for a total value of $4,027,637.68. Following the sale, the chief executive officer now directly owns 441,724 shares of the company’s stock, valued at $12,783,492.56. This trade represents a 23.96 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 733,431 shares of company stock valued at $21,444,493. Corporate insiders own 4.60% of the company’s stock.

Institutional Investors Weigh In On Clearwater Analytics

Hedge funds and other institutional investors have recently made changes to their positions in the company. Creative Planning acquired a new position in shares of Clearwater Analytics during the 3rd quarter valued at about $505,000. Raymond James & Associates increased its holdings in shares of Clearwater Analytics by 1.5% during the 3rd quarter. Raymond James & Associates now owns 658,579 shares of the company’s stock valued at $16,629,000 after acquiring an additional 9,976 shares during the last quarter. Financial Management Professionals Inc. acquired a new position in shares of Clearwater Analytics during the 3rd quarter valued at about $58,000. US Bancorp DE increased its holdings in shares of Clearwater Analytics by 418.5% during the 3rd quarter. US Bancorp DE now owns 25,153 shares of the company’s stock valued at $635,000 after acquiring an additional 20,302 shares during the last quarter. Finally, Stephens Investment Management Group LLC acquired a new position in shares of Clearwater Analytics during the 3rd quarter valued at about $11,071,000. 50.10% of the stock is owned by hedge funds and other institutional investors.

About Clearwater Analytics

Clearwater Analytics Holdings, Inc develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities in the United States and internationally.