Clearwater Analytics (CWAN) News Today

Clearwater Analytics Holdings, Inc. (CWAN) shares have pulled back after mixed Q2 results. While the company raised its full-year revenue outlook and analysts reaffirmed buy ratings, earnings fell short and Q3 guidance missed consensus, weighing on the stock.

• Positive Sentiment: Raised FY2025 revenue guidance to $726–732 million, above the $724 million consensus estimate.
• Positive Sentiment: RBC Capital maintains a Buy rating with a $36 price target, signaling confidence in CWAN’s long-term growth. MSN Article
• Positive Sentiment: D.A. Davidson reiterates a Buy rating and $36 target, underscoring upbeat analyst outlooks. MSN Article
• Neutral Sentiment: Q2 2025 earnings call transcript outlines management’s discussion on profitability and product rollouts. Seeking Alpha Transcript
• Neutral Sentiment: Presentation slides from the Q2 earnings call break down key metrics and segment performance. Seeking Alpha Presentation
• Neutral Sentiment: Analyst report reviews CWAN stock forecasts, providing updated models and price targets. Yahoo Finance Report
• Neutral Sentiment: Q2 earnings preview highlights metrics to watch, such as net revenue retention and subscription growth. Yahoo Preview
• Negative Sentiment: Q2 earnings missed estimates, pushing the stock to a new one-year low on disappointing results. MarketBeat Article
• Negative Sentiment: Issued Q3 revenue guidance of $203–204 million, below the $206 million consensus, raising near-term growth concerns.