Analyst Michael Infante of Morgan Stanley maintained a Buy rating on Clearwater Analytics Holdings, retaining the price target of $27.00.
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Michael Infante has given his Buy rating due to a combination of factors that highlight the strategic value of Clearwater Analytics Holdings. A theoretical leveraged buyout (LBO) analysis suggests a potential internal rate of return (IRR) of approximately 20% at a price target of $27, even with a projected slowdown in revenue growth. This analysis underscores the potential for increased shareholder value through higher leverage.
Furthermore, recent reports indicate that Clearwater Analytics Holdings has attracted significant takeover interest, with potential buyers considering acquisition offers. Although the company has not officially commented on these rumors, the management’s engagement in discussions at industry conferences suggests a strong financial profile that garners considerable attention. These elements combined make Clearwater Analytics Holdings an attractive investment opportunity, justifying the Buy rating.
According to TipRanks, Infante is ranked #5633 out of 10052 analysts.
In another report released on November 22, TR | OpenAI – 4o also reiterated a Buy rating on the stock with a $24.50 price target.