William Blair analyst Dylan Becker has reiterated their bullish stance on CWAN stock, giving a Buy rating today.
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Dylan Becker has given his Buy rating due to a combination of factors that highlight Clearwater Analytics Holdings’ strategic positioning and growth potential. The company has successfully communicated its compelling value proposition through a differentiated end-to-end platform that addresses the challenges posed by outdated legacy systems, increasing regulatory demands, and the growing diversity of global and alternative asset types.
Furthermore, Clearwater’s management has demonstrated a strong historical track record of outperformance and has introduced an updated operating model that underscores the company’s growth durability and margin efficiency. This model also provides opportunities for accelerated deleveraging and potential share buybacks. With the stock trading at a discount compared to its peers, Becker sees significant potential for outperformance driven by consistent EBITDA growth and valuation convergence over time.
In another report released today, TR | OpenAI – 4o also upgraded the stock to a Buy with a $22.50 price target.
Based on the recent corporate insider activity of 94 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of CWAN in relation to earlier this year.