Clearwater Analytics Hldgs Inc Stock Price, News & Analysis

Clearwater Analytics (NYSE: CWAN) announced on November 5, 2025 the global deployment of CWAN GenAI, an embedded generative-AI platform now operating across more than $10 trillion in institutional assets.

The platform supports 800+ client-created AI agents and 20 domain-specific agents, runs on AWS, and claims production-grade integration with front-to-back workflows. Reported performance metrics include a 90% reduction in manual reconciliation effort, 80% faster regulatory/accounting report generation, and 50% faster financial close cycles. CWAN says data cycles compress from 30 days to 24 hours, enabling real-time portfolio operations and automated exception handling.

CWAN (NYSE: CWAN) reported third quarter 2025 results with revenue $205.1M (+77.1% YoY) and adjusted EBITDA $70.7M (+84.5% YoY). Non-GAAP gross margin reached 78.5%. GAAP gross margin was 65.6% and net loss was $10.5M while non-GAAP net income was $40.6M. Operating cash flow was $49.0M and free cash flow $44.9M. ARR reached $807.5M (+77% YoY) with 98% gross revenue retention and 108% net revenue retention. Company announced a $100M buyback, repurchased $8.9M in the quarter, and issued Q4 and full‑year 2025 guidance with FY revenue $730M–$731M and adjusted EBITDA $247M.

Clearwater Analytics (NYSE:CWAN) and J.P. Morgan Asset Management (JPM) launched an automated cash management integration on October 23, 2025 that links Enfusion by CWAN with the Morgan Money® trading platform.

The solution offers hedge funds a single automated workflow to invest and monitor idle cash, enabling automated investments into diversified money market funds, reduced concentration risk across managers/custodians/currencies, real-time liquidity visibility, and automated withdrawals and deposits to replace manual treasury tasks.

Clearwater Analytics (NYSE:CWAN) will release its third-quarter 2025 financial results for the period ended September 30, 2025 after U.S. markets close on Wednesday, November 5, 2025. The company will host a conference call and live webcast the same day at 5:00 p.m. ET. Participants should register in advance and install any required audio software at investors.cwan.com. A replay, the press release, related financial tables, and the call transcript will be posted on the company investor relations website after the event.

Clearwater Analytics (NYSE: CWAN) said members of its executive team will attend investor conferences in Q4 2025. CEO Sandeep Sahai will appear at the RBC TIMT Conference in New York on November 18, 2025. CFO Jim Cox will appear at Wells Fargo TMT Summit in Rancho Palos Verdes on November 19, 2025 and at the UBS Global Technology and AI Conference in Scottsdale on December 2, 2025. Webcasts of the Investor Day and fireside chats will be available at investors.cwan.com.

Clearwater Analytics (NYSE: CWAN) announced on October 6, 2025 that T. Rowe Price has implemented the CWAN platform to modernize its stable value operations. The deployment delivered enhanced reporting, real-time daily book and market value visibility, improved risk monitoring, flexible fund-structure customization, automated crediting-rate calculations, streamlined wrap contract management, and an integrated trade solution. Clearwater and T. Rowe Price say the unified platform reduced manual processes, improved productivity, and freed stable value teams to focus on new retirement products and services.

Clearwater Analytics (NYSE: CWAN) has unveiled major enhancements to its Alternative Assets Solution to address challenges in the $2.5 trillion private credit market. The announcement, made at Connect '25, introduces four key capabilities: Private Credit Management, AI-powered Fund Research, Asset Sync for real-time accuracy, and a comprehensive Mortgage Module.

The solution aims to help institutional investors automate complex processes, accelerate due diligence, and strengthen regulatory compliance. With private credit allocations having tripled since 2018 and projected to grow 40% in the next three years, CWAN's enhanced platform positions the company to capitalize on this expanding market opportunity.

Clearwater Analytics (NYSE: CWAN) announced the winners of its Client Excellence Awards at Connect '25 conference, recognizing leaders in investment management operations. The awards, presented across seven categories, highlight firms and individuals driving operational excellence through technological innovation.

Key winners include Welton Investment Partners for Front Office Performance, Nationwide's leadership team for Operational Leadership, Midwest Holding for Growth and Scale, Prosperity Asset Management for Risk Analytics Excellence, U.S. Bank for Partner Impact, ERAC for Platform Integration, and Arch Capital Group leaders for Strategic Leadership.

Clearwater Analytics (NYSE:CWAN) has expanded its partnership with U.S. Bank to offer a standalone compliance solution specifically designed for government clients. The collaboration combines U.S. Bank's custodial expertise with CWAN's automated analytics platform to enhance regulatory oversight and reporting accuracy.

The solution features automated compliance testing, direct integration with U.S. Bank custody data, audit-ready dashboards, and flexible pricing for government institutions. This expansion builds on their 17-year relationship, where U.S. Bank currently transmits over $600 billion in assets to CWAN daily.