Clearwater Analytics Holdings, Inc. (NYSE:CWAN) Receives $26.17 Average Target Price from Analysts

04 Apr 2026, 03:12 by Teresa Graham · The Cerbat Gem

Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Get Free Report) has earned a consensus rating of “Hold” from the fourteen research firms that are currently covering the stock, Marketbeat reports. One equities research analyst has rated the stock with a sell rating, ten have issued a hold rating and three have assigned a buy rating to the company. The average twelve-month price target among brokerages that have updated their coverage on the stock in the last year is $26.1682.

Several research analysts have weighed in on CWAN shares. DA Davidson reiterated a “neutral” rating and set a $24.55 target price on shares of Clearwater Analytics in a report on Thursday, February 19th. Loop Capital lowered Clearwater Analytics from a “buy” rating to a “hold” rating and dropped their price target for the stock from $25.00 to $24.55 in a research report on Monday, December 22nd. Wells Fargo & Company cut Clearwater Analytics from an “overweight” rating to an “equal weight” rating and cut their price objective for the company from $27.00 to $24.55 in a report on Thursday, January 8th. Warburg Research set a $24.55 price objective on Clearwater Analytics in a research report on Monday, December 22nd. Finally, Morgan Stanley reissued an “equal weight” rating and set a $24.55 target price (down from $27.00) on shares of Clearwater Analytics in a research note on Tuesday, January 27th.

Get Our Latest Stock Report on Clearwater Analytics

Insider Buying and Selling

In related news, CEO Sandeep Sahai sold 233,813 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $23.44, for a total value of $5,480,576.72. Following the sale, the chief executive officer directly owned 1,357,138 shares of the company’s stock, valued at approximately $31,811,314.72. The trade was a 14.70% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Subi Sethi sold 76,689 shares of the company’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $23.44, for a total transaction of $1,797,590.16. Following the completion of the transaction, the insider directly owned 365,490 shares of the company’s stock, valued at approximately $8,567,085.60. The trade was a 17.34% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 780,842 shares of company stock valued at $18,360,889. 3.31% of the stock is owned by corporate insiders.

Institutional Trading of Clearwater Analytics

A number of institutional investors have recently modified their holdings of the company. EverSource Wealth Advisors LLC lifted its holdings in Clearwater Analytics by 211.1% during the 4th quarter. EverSource Wealth Advisors LLC now owns 1,061 shares of the company’s stock valued at $26,000 after purchasing an additional 720 shares during the last quarter. Los Angeles Capital Management LLC acquired a new position in Clearwater Analytics in the 4th quarter valued at about $26,000. Versant Capital Management Inc grew its stake in Clearwater Analytics by 189.3% in the 3rd quarter. Versant Capital Management Inc now owns 1,565 shares of the company’s stock valued at $28,000 after buying an additional 1,024 shares during the last quarter. Essex Investment Management Co. LLC raised its holdings in Clearwater Analytics by 54.9% in the 3rd quarter. Essex Investment Management Co. LLC now owns 1,806 shares of the company’s stock valued at $33,000 after acquiring an additional 640 shares during the period. Finally, SBI Securities Co. Ltd. lifted its position in Clearwater Analytics by 627.5% during the fourth quarter. SBI Securities Co. Ltd. now owns 1,375 shares of the company’s stock worth $33,000 after acquiring an additional 1,186 shares during the last quarter. 50.10% of the stock is currently owned by institutional investors.

Clearwater Analytics Stock Performance

Shares of CWAN stock opened at $23.80 on Wednesday. The stock has a market cap of $7.03 billion, a PE ratio of -169.95, a price-to-earnings-growth ratio of 3.31 and a beta of 0.64. The stock has a 50-day moving average of $23.52 and a 200-day moving average of $21.65. The company has a debt-to-equity ratio of 0.40, a current ratio of 1.83 and a quick ratio of 1.83. Clearwater Analytics has a one year low of $15.73 and a one year high of $26.94.

Key Stories Impacting Clearwater Analytics

Here are the key news stories impacting Clearwater Analytics this week:

Positive Sentiment: Institutional buying: Several large funds have recently increased positions (AQR, UBS, Woodline), signaling continued institutional interest that can stabilize the share base. Institutional Holdings Report
Neutral Sentiment: Analyst stance is largely muted (consensus “Hold”) and several brokers have price targets clustered near the mid-$20s; that suggests limited near-term upside from analyst revisions.
Neutral Sentiment: Insiders still retain large stakes (CEO Sandeep Sahai remains a >1.4M-share holder), which reduces—but does not eliminate—concerns that executives are exiting entirely. CEO SEC Filing
Negative Sentiment: Clustered insider selling: Multiple senior officers sold shares the same day (CEO, CFO, CTO, CRO and another insider — ~127k shares total, ~ $3M at reported prices). Clustered top-executive sales often weigh on sentiment because they look like officers taking money off the table. Insider Trades
Negative Sentiment: Options flow indicates downside positioning: unusually large put buying (~17,402 puts, ~+71% vs. average daily put volume), which can increase short-term selling pressure and volatility.
Negative Sentiment: Shareholder litigation/investigation: Plaintiffs’ firm Scott+Scott launched an investigation into whether Clearwater’s directors breached fiduciary duties tied to the proposed buyout by Warburg Pincus and Permira — legal scrutiny can delay the transaction, add uncertainty to deal terms, and create potential liability. Investor Alert

About Clearwater Analytics

(Get Free Report)

Clearwater Analytics LLC is a global provider of web-based investment portfolio accounting, reporting, and analytics solutions. The company’s software-as-a-service platform automates complex processes involved in investment data aggregation, reconciliation, valuation, and regulatory reporting. Serving institutional investors—including insurers, asset managers, corporations, government entities, and asset owners—Clearwater Analytics enables clients to optimize performance visibility, risk management, and operational efficiency.