Clearwater Analytics Hldgs Inc Stock Price, News & Analysis

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.

Clearwater Analytics (NYSE: CWAN) announced that Agile Investment Management has selected CWAN's integrated risk and performance attribution solution. The implementation connects CWAN's real-time risk management and performance attribution capabilities with Agile's existing portfolio management system.

The integration provides Agile with institutional-grade risk capabilities, including multi-factor modeling and real-time exposure monitoring, all within a unified platform. This replaces the need for multiple standalone systems, reducing complexity and data fragmentation while enabling faster, more confident decision-making for Agile's flagship strategies.

Clearwater Analytics (NYSE: CWAN) has announced a significant $100 million share repurchase program authorized by its Board of Directors. Based on the closing price of $20.19, this program would enable the buyback of approximately 5 million shares, helping to offset recent share issuances and reduce the public float.

Chief Financial Officer Jim Cox emphasized the company's commitment to reducing its debt-to-EBITDA ratio below 3.0 by December 2026. The company expects to achieve both its deleveraging goals and complete the share repurchase program using excess free cash flows through 2025 and 2026.

The repurchase program will be executed through open market purchases of Class A common stock, with timing, price, and volume at CWAN's discretion. The program has no time limit and can be modified or suspended as needed.

Clearwater Analytics (NYSE: CWAN) announced it will host its Investor Day on September 3, 2025, at the New York Stock Exchange. The event will feature presentations from the company's executive team focusing on their comprehensive investment management technology platform.

The presentations will cover strategic updates on their front-to-back investment management platform, recent acquisitions, and global expansion efforts. Investors can access the event materials and live webcast through CWAN's investor relations website, with a replay available after the event.

Clearwater Analytics (NYSE: CWAN) reported strong Q2 2025 financial results with total revenue reaching $181.9 million, up 70.4% year-over-year. The company's core business revenue grew 22% to $130.6 million. Annualized Recurring Revenue (ARR) increased 83% to $783.5 million.

Key metrics include Adjusted EBITDA of $58.3 million (up 74.3%), non-GAAP gross margin of 77.4%, and net revenue retention rate of 110%. However, the company reported a net loss of $24.2 million. Notable client wins include Germany's Versicherungskammer Group and significant expansion in APAC.

For Q3 2025, Clearwater expects revenue of $203-204 million with ~32% Adjusted EBITDA margin. Full-year 2025 guidance projects revenue of $726-732 million with Adjusted EBITDA of $232-237 million.

Clearwater Analytics (NYSE: CWAN) has announced the appointment of two new independent board members to accelerate its global expansion and platform development. Dr. Mukesh Aghi, current CEO of the U.S.-India Strategic Partnership Forum, and Bas NieuweWeme, former Global CEO of Aegon Asset Management, bring significant expertise in cross-border investments and asset management.

Dr. Aghi, who has facilitated over $50 billion in investments into India, brings extensive M&A experience, including his role in the $26 billion DXC Technology merger. NieuweWeme previously managed $400+ billion in assets at Aegon Asset Management and brings 25 years of experience across U.S., European, and Asian markets.

Clearwater Analytics (NYSE: CWAN) has announced an expansion of its solutions for existing client Prosperity Life Group and Prosperity Asset Management. The enhanced platform will support Prosperity's growing mortgage portfolio, particularly complex residential tranche loans (RTLs).

The integrated solution provides a unified platform for end-to-end mortgage lifecycle management, including origination, deal management, analytics, accounting, and reporting. The platform will help Prosperity manage increased volume and complexity while optimizing tranche-specific drawdown schedules for their RTL portfolio.

This expansion builds upon Clearwater's existing relationship with Prosperity, providing their asset management and insurance teams with accurate, real-time data for informed decision-making and regulatory compliance.