Latest news with #ClearwaterAnalytics
Yahoo
2 days ago
- Business
- Yahoo
RBC Capital Maintains a Buy Rating on Clearwater Analytics Holdings (CWAN) With a $36 PT
Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is one of the top oversold NYSE stocks to buy now. On July 20, RBC Capital analyst Rishi Jaluria maintained a Buy rating on Clearwater Analytics Holdings, Inc. (NYSE:CWAN) and set a price target of $36.00. A wide shot of a large financial data center. Clearwater Analytics Holdings, Inc. (NYSE:CWAN) reported record quarterly revenue of $126.9 million in fiscal Q1 2025, up 24% year-over-year. Annualized recurring revenue for the quarter also rose 23% year-over-year to $493.9 million, while net income reached $6.9 million. Management reported a gross revenue retention rate of 98%, while the net revenue retention rate for fiscal Q1 2025 was 114%. Clearwater Analytics Holdings, Inc. (NYSE:CWAN) also announced a 40% year-over-year increase in adjusted EBITDA for the quarter, reaching $45.1 million. Clearwater Analytics Holdings, Inc. (NYSE:CWAN) provides web-based investment portfolio accounting, reporting, and reconciliation services. The company's operations are divided into the United States and the Rest of the World geographical segments. While we acknowledge the potential of CWAN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
4 days ago
- Business
- Yahoo
Wasatch Small Cap Growth Strategy Lowered Clearwater Analytics Holdings' (CWAN) Weight
Wasatch Global Investors, an asset management company, released its 'Wasatch Small Cap Growth Strategy' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. small-cap stocks experienced significant gains this quarter, despite volatility. They initially dipped after President Trump announced unexpectedly high tariff rates, but quickly rebounded as his economic team showed signs of softening their stance. Against this backdrop, the Strategy performed in line with the Russell 2000® Growth Index's 11.97% return. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second-quarter 2025 investor letter, Wasatch Small Cap Growth Strategy highlighted stocks such as Clearwater Analytics Holdings, Inc. (NYSE:CWAN). Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is a technology company that develops and provides a Software-as-a-Service (SaaS) for investment analytics and reporting solutions. The one-month return of Clearwater Analytics Holdings, Inc. (NYSE:CWAN) was -7.64%, and its shares lost 8.50% of their value over the last 52 weeks. On August 4, 2025, Clearwater Analytics Holdings, Inc. (NYSE:CWAN) stock closed at $20.55 per share, with a market capitalization of $5.824 billion. Wasatch Small Cap Growth Strategy stated the following regarding Clearwater Analytics Holdings, Inc. (NYSE:CWAN) in its second quarter 2025 investor letter: "Clearwater Analytics Holdings, Inc. (NYSE:CWAN) was another detractor. Clearwater Analytics offers a software platform for investment accounting, compliance, risk management and reporting that gives asset managers and insurers daily insights into portfolio holdings. During the quarter, the stock reacted negatively as the company completed its acquisition of a software provider for the investment management and hedge fund industry. We continue to like Clearwater but lowered the stock's weight in the strategy as we assess what the acquisition might mean for Clearwater's business." A wide shot of a large financial data center. Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 41 hedge fund portfolios held Clearwater Analytics Holdings, Inc. (NYSE:CWAN) at the end of the first quarter, which was 48 in the previous quarter. In the first quarter of 2025, Clearwater Analytics Holdings, Inc. (NYSE:CWAN) reported revenue of $126.9 million, representing an increase of 23.5% year-on-year. While we acknowledge the potential of Clearwater Analytics Holdings, Inc. (NYSE:CWAN) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Clearwater Analytics Holdings, Inc. (NYSE:CWAN) and shared Baron Discovery Fund's views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
30-07-2025
- Business
- Yahoo
Clearwater Analytics Holdings (CWAN) Fell in Q2 Despite Strong Earnings and Solid Fundamentals
Baron Funds, an investment management company, released its 'Baron Discovery Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund was up 14.76% (Institutional Shares), outperforming the 11.97% return for the Russell 2000 Growth Index. The fund was up 7.68% year-to-date, well ahead of the Index's -0.48% return. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second-quarter 2025 investor letter, Baron Discovery Fund highlighted stocks such as Clearwater Analytics Holdings, Inc. (NYSE:CWAN). Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is a technology company that develops and provides a Software-as-a-Service (SaaS) for investment analytics and reporting solutions. The one-month return of Clearwater Analytics Holdings, Inc. (NYSE:CWAN) was -3.12%, and its shares gained 7.88% of their value over the last 52 weeks. On July 29, 2025, Clearwater Analytics Holdings, Inc. (NYSE:CWAN) stock closed at $21.09 per share, with a market capitalization of $5.977 billion. Baron Discovery Fund stated the following regarding Clearwater Analytics Holdings, Inc. (NYSE:CWAN) in its second quarter 2025 investor letter: "Clearwater Analytics Holdings, Inc. (NYSE:CWAN) provides portfolio accounting and reporting software. While the company reported strong quarterly earnings and its business fundamentals remain solid, shares fell as investors sought evidence that management can successfully integrate its three recent acquisitions without disrupting the core business. Insider selling also weighed on sentiment, though that overhang now appears largely resolved. We retain conviction. We believe Clearwater has meaningful competitive advantages and the potential to compound revenue at a high teens to 20% rate for several years. And the company has an efficient business model that should drive 40%-plus adjusted EBITDA margins over time." A wide shot of a large financial data center. Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 41 hedge fund portfolios held Clearwater Analytics Holdings, Inc. (NYSE:CWAN) at the end of the first quarter, which was 48 in the previous quarter. In the first quarter of 2025, Clearwater Analytics Holdings, Inc. (NYSE:CWAN) reported revenue of $126.9 million, representing an increase of 23.5% year-on-year. While we acknowledge the potential of Clearwater Analytics Holdings, Inc. (NYSE:CWAN) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Clearwater Analytics Holdings, Inc. (NYSE:CWAN) and shared Conestoga Capital Advisors' views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
29-07-2025
- Business
- Yahoo
Clearwater Analytics Expands Solutions for Prosperity to Support Growing Mortgage Portfolio
BOISE, Idaho & CHICAGO & NEW YORK & LONDON, July 29, 2025--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced the expansion of its solutions for existing client Prosperity Life Group and its insurance-focused asset manager, Prosperity Asset Management (collectively "Prosperity"), to support their continued growth in mortgage assets, particularly complex residential tranche loans (RTLs). The additional solution, which has been seamlessly integrated with Prosperity's existing Clearwater platform, streamlines mortgage loan operations by providing a single platform for managing the entire mortgage lifecycle—from origination and deal management to analytics, accounting, and reporting. The solution enhances transparency and control, allowing Prosperity to manage the increased volume and complexity of its mortgage portfolio, as well as the optimization of tranche-specific drawdown schedules for the RTL portfolio. The accuracy and timeliness of the data on the Clearwater platform will help Prosperity access an up-to-date view of its mortgage book and receive a complete portfolio overview. "As we continue to strategically scale our mortgage portfolio, expanding our partnership with Clearwater will help to streamline and enhance our operational capabilities," said Richard Gordon, Controller at Prosperity Asset Management. "This solution provides our asset management and insurance teams with clean and accurate data that will help them make informed decisions and meet regulatory requirements." "Prosperity is taking a strategic step forward by ensuring its mortgage investments are backed by scalable, transparent, and automated infrastructure," said Kirat Singh, President of Risk and Alternative Assets at Clearwater Analytics. "The demands on insurance companies with mortgage books are increasing, and leading firms respond by modernizing their approach. With Clearwater, Prosperity is positioning itself for long-term growth with the agility and insights needed to navigate an evolving market." Contact an expert today for more information about Clearwater Analytics and how our solutions can support your organization. About Prosperity Life Group Prosperity Life Group is an innovative insurance, reinsurance, and asset management organization. Collectively, its underwriting companies have been helping individuals and their families for over 100 years by providing life insurance, asset accumulation, and supplemental health products to help them achieve their goals. Prosperity's asset management business is conducted through Prosperity Asset Management, an insurance-focused asset manager specializing in private and public credit opportunities and origination platforms. For more information about Prosperity Life Group, visit For more information about Prosperity Asset Management, visit About Clearwater Analytics Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry's most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater's single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at View source version on Contacts Media Contact: Claudia Cahill, Head of Communications and PR | +1 208-433-1200 | press@ Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Forbes
27-07-2025
- Politics
- Forbes
Supporters Of Appointment To Lead The US Forest Service Say He's The Right Man To Reshape The Agency
Idaho's Michael Boren faces questions during his hearing to become Undersecretary of Agriculture ... More overseeing the U.S. Forest Service. Little confirms that you're the right choice for the Trump Administration quite like an attack piece by the New York Times. For Idahoan Michael Boren, an appointment to serve as Undersecretary of Agriculture for Natural Resources and Environment, a job that would put him atop the US Forest Service, has come with scrutiny over previous dust-ups with the agency that he may soon oversee. While some view his previous encounters with the agency as disqualifying, others see them as proof that he's exactly the right man for the job to course-correct an agency that has been widely criticized in recent years for mission drift from its traditional role of active forest management to one of forest preservation. Boren at home on the range in Idaho clearing forest trails. The policy shift has been blamed for myriad problems for the agency that oversees more than 200 million acres of federal land, not the least of which is a decline in biodiversity and a rise in catastrophic wildfires across the West. 'Active management of our forests is essential for wildlife, healthy habitat, and wildfire mitigation' says Kyle Weaver, CEO of the Rocky Mountain Elk Foundation. 'Eventually you come to the conclusion that we're not managing our forests and that has to change—for the sake of people and wildlife.' For Boren, one of the founders of Clearwater Analytics, a Boise-based investment and accounting software company, also owning ranch properties in the West has brought him firsthand experience dealing with what some see as cumbersome and sometimes oppressive federal agencies like the Forest Service and Bureau of Land Management (BLM). 'Reflecting President Trump's outsider-driven, disruptive leadership style,' says Chris Cox of Cap6 Advisors, a Washington D.C. based conservative strategy and public policy firm, 'changing agency culture isn't likely to come from within, but from outsiders who've experienced these agencies as the citizens they're meant to serve.' Boren with his wife Joan. The couple have owned multiple ranches in Idaho for many years. With a headline, 'He Built an Airstrip on Protected Land. Now He's in Line to Lead the Forest Service,' the Gray Lady didn't waste time questioning Boren's appointment. Never mind, however, that the grass airstrip was on Boren's own ranch property which he made available for Forest Service use as an emergency landing site for aircraft in distress and for search and rescue efforts. 'Mike's strip was not illegal,' says long-time friend and lawyer Jon Christianson. 'There is nothing in the law nor in the easement covering his property that prevented him from using it both as a pasture and a grass airstrip. In fact, he did not need to get approval from the county under the zoning ordinance. Ultimately, the county planning and zoning commission and the county commissioners both approved the use of the pasture as an airstrip. And for the record, I have seen far more herds of elk and antelope on that 'airstrip' than I have airplanes.' The Times even sent a photographer to capture an aerial view of the airstrip which looks remarkably like the pasture surrounding it. Had they wanted to photograph mule deer or elk grazing on the strip, there's little doubt they could have. 'I've known Mike Boren for 10 years,' says Charles Potter, President and CEO of the Chicago-based Max McGraw Wildlife Foundation. 'He's been a strong advocate for improving public access and has granted it to the BLM on his Idaho ranch properties. As a pilot, he's also flown countless missions at his own expense to aid in firefighting and backcountry search and rescue missions.' The Trump Administration wants the Forest Service to return to active forest management as part of ... More an effort to reduce the impact of forest fires. Boren is being tapped for the post largely because of the Administration's belief that the Forest Service needs reforming to better manage our forests, minimize catastrophic wildfires, drive forest products investments to improve rural economies and provide better fish and wildlife habitat along with recreational opportunities that all stem from active forest management—not forest preservation that has become the agency's direction in recent years. 'The notion that cutting trees is bad for the environment is simply false,' says Potter. 'The reality is that without active forest management we will continue to see many species of wildlife decline—especially many woodland bird species including ruffed grouse and woodcock, very popular game birds for hunters in the eastern US. Timber harvest creates jobs, revitalizes ecosystems, and improves air and water quality. It's truly a win-win-win.' As for the Times' report regarding Boren's brushes with the Forest Service, Potter says it misses the fact that Boren has consistently worked with the agency. Keystone, South Dakota, USA - April 2, 2013: The emblem of the US Forest Service, part of the ... More Department of Agriculture outside of Keystone, South Dakota. 'He has a long track record of working with the Forest Service on his ranches. You cannot ranch in the West without working with agencies like BLM or the Forest Service. His properties are considered models for sustainable ag practices,' says Potter. 'He maintains lower livestock levels to provide for abundant wildlife—particularly elk and deer—which also improves water quality in mountain trout streams.' 'Unfortunately, those who oppose him are doing so mostly down political lines because they see a successful businessman and Trump supporter rather than a problem solver with vast experience managing and improving land in the West,' says Potter. 'He's just what the Forest Service needs at exactly the right time.' 'The Forest Service is broken and needs an outside businessperson to execute a turnaround,' says Christianson. 'There are few successful business professionals that know both forests and the Forest Service as well as Mike does. The nation is lucky that someone as capable as he is would be willing to take on this difficult but important task.'
