Forecast

The analysts' average price target is +21,07€ (−2,59%). The median is +21,07€ (−2,59%).

Buy	3
Hold	9
Sell	1

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Clearwater Analytics shareholders approve merger with GT Silver BidCo

Shareholders of Clearwater Analytics voted in favor of the planned merger with GT Silver BidCo; 205,143,338 votes were for, 1,387,769 against and 4,235,339 abstentions. Completion of the transaction still depends on approval by the Australian Foreign Investment Review Board (FIRB) and other closing conditions, with closing expected in Q2 2026. Clearwater reported a Q4 result slightly above estimates, skipped a conference call because of the takeover and did not provide guidance for 2026. The stock has risen about 50% over the past six months to roughly $24.27, market capitalization is around $7.17 billion, and broker reactions ranged from downgrades to unchanged price targets. » More on de.investing.com
Clearwater reports strong Q3 with 77% revenue and ARR growth, margin expansion driven by GenAI and acquisitions

Clearwater delivered Q3 2025 revenue of $205.1m and ARR of $807.5m, both up 77% year‑over‑year, with adjusted EBITDA of $70.7m and an EBITDA margin of 34.5%. Integration of Enfusion, Beacon and Bistro contributed materially to growth while gross margin improved to 78.5% and steady‑state core clients reached 82%, aided by deployed Generative AI agents that reduced manual work and accelerated processes. Management highlighted broadened TAM (~$23bn), strong cross‑sell momentum across alternatives, risk and asset management, a record pipeline entering Q4, and plans to roll out unified platform components in H2 2026–early 2027. Guidance for Q4 2025 revenue is $216–217m and full‑year 2025 revenue is $730–731m, with continued focus on commercial model changes and ARR expansion in 2026. » More on finance.yahoo.com
Clearwater Analytics: go-shop period ends without competing bids

The go-shop period of Clearwater Analytics ended without alternative takeover offers, so the no‑shop clauses of the merger agreement now apply. During the explorations 44 interested parties were screened and six parties were given access to the data room, but no bids were received. The company has signed a takeover agreement with an investor consortium at $24.55 per share (enterprise value about $8.4 billion); shareholders will receive further information via the proxy statement. » More on de.investing.com

Financials

In the last quarter, Clearwater Analytics Holdings Inc Class A had revenue of 191.12m€ and net profit of −2.40m€

(EUR)	Mar 2026	YoY
Revenue	+191.12m	62,98%
Gross profit	+125.74m	46,36%
Net profit	−2.40m	139,85%
EBITDA	+33.34m	210,12%

Fundamentals

Metric	Value
Market capitalization	+6.27b€
Number of shares	297.38m
52-week high/low	+21,08€ - +13,50€
Dividends	No
Beta	0,6
P/E ratio	−143,54
PEG ratio	+1,37
P/B ratio	+3,53
P/S ratio	+8,84

Company profile

Clearwater Analytics Holdings, Inc. entwickelt und vertreibt eine Software-as-a-Service-Lösung für die automatisierte Aggregation von Anlagedaten, den Abgleich, die Buchhaltung und die Berichterstattung für Versicherer, Anlageverwalter, Unternehmen, institutionelle Anleger und staatliche Stellen. Das Unternehmen bietet Lösungen für die Investitionsrechnung und -berichterstattung, Leistungsmessung, Compliance-Überwachung und Risikoanalyse. Seine Clearwater Prism-Lösung ermöglicht den Selbstbedienungszugriff auf Datenfeeds aus Buchhaltungs-, Compliance-, Performance- und Risikosystemen, einschließlich derjenigen, die vom Unternehmen und anderen Softwareanbietern angeboten werden, sowie eine flexible Berichterstattung für verschiedene Benutzer. Das Unternehmen wurde im Jahr 2021 gegründet und hat seinen Hauptsitz in Boise, Idaho.

Name	Clearwater Analytics Holdings Inc Class A
CEO	Sandeep Sahai
Headquarters	Boise, id USA
Website	clearwateranalytics.com
Industry	Health Care Technology
IPO	09/24/2021
Employees	3.000