Clearwater Analytics Holdings Inc Class A

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. » Więcej na de.investing.com

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. » Więcej na finance.yahoo.com

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. » Więcej na de.investing.com