Clearwater Analytics Holdings Inc. (NYSE:CWAN) is one of the best beaten-down technology stocks to buy, according to analysts. On September 17, the company confirmed its push for opportunities in the $2.5 trillion private credit market. Consequently, it has unveiled enhancements to its Alternative Assets Solutions. Clearwater Analytics Holdings, Inc. (CWAN) Targets $2.5 Trillion Private Credit Market The enhancements are designed to address challenges in the private credit market by automating loan struc ...

Investors looking for stocks in the Internet - Software sector might want to consider either 8x8 (EGHT) or Clearwater Analytics (CWAN) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven strategy that ta ...

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is one of the best strong buy stocks to invest in according to Wall Street. On September 16, William Blair analyst Dylan Becker reiterated a bullish stance on Clearwater Analytics Holdings, Inc. (NYSE:CWAN), giving it a Buy rating without assigning a price target. Is Clearwater Analytics Holdings Inc. (CWAN) the Best Low Beta Tech Stock to Buy According to Analysts? The analyst based the optimistic rating on the company’s future potential and strategic posi ...

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is among the best low-priced growth stocks to buy now. During the second quarter, Riverbridge Partners LLC acquired a new position in Clearwater Analytics Holdings, Inc. (NYSE:CWAN) through the purchase of 1,610,240 shares of the company’s stock. Translating to an investment of $35,313,000, the investment manager firm now owns about 0.57% of the company. The bullish case for Clearwater Analytics Holdings, Inc. (NYSE:CWAN) becomes even stronger when we consid ...

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is one of the Oversold Software Stocks to Buy Now. On September 19, Morgan Stanley analyst Michael Infante maintained a “Buy” rating on the company’s stock, setting a price objective of $27.00. The analyst’s rating is backed by a combination of factors demonstrating Clearwater Analytics Holdings, Inc. (NYSE:CWAN)’s growth potential and market differentiation. The company’s core platform stands out in the industry, mainly with the integration capabilities, whi ...

Clearwater Analytics Holdings Inc. (NYSE:CWAN) is one of the best low-priced technology stocks to buy right now. Clearwater Analytics Holdings (NYSE:CWAN) is sharpening its focus on the fast-growing private credit market. At its annual user conference, Connect ’25, on September 17, the company unveiled major enhancements to its Alternative Assets Solution, designed to streamline scalability and compliance in a $2.5 trillion sector. RBC Reiterates Outperform on Clearwater Analytics (CWAN) Amid Platform Exp ...

BOISE, Idaho--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), a leading technology provider for investment management, today announced significant enhancements to its Alternative Assets Solution at its annual user conference, Connect '25, that directly address the scalability and compliance challenges facing the $2.5 trillion private credit market. The new capabilities automate bespoke loan structures, accelerate fund research with AI, synchronize data across asset owners and managers, and. ...

公司业务发展历程 - 公司最初专注于投资会计业务并运营多年 [2] - 将业务从区域性扩展至全美市场并实现规模化发展 [2] - 成功拓展大型客户群体包括摩根大通、摩根士丹利等顶级投行 大型资产管理公司 大型保险公司及苹果、思科等科技巨头 [2] 技术架构演进 - 采用单实例多租户架构实现数据实时同步 所有客户可即时获取更新数据 [1] - 技术理念借鉴Salesforce模式 突破传统Siebel式本地化部署局限 [1] - 在保持原有架构基础上进行优化升级 使系统达到商业化成熟标准 [3] 战略转型与挑战 - 本年度收购两家公司推动业务扩张 [3] - 面临与大量前端办公系统整合的挑战 这些系统存在严重老化问题 [3]

基金表现 - Loomis Sayles小型/中型成长基金在2025年第二季度回报率为8.49%，低于罗素2500成长指数11.31%的基准回报率[1] - 基金表现不佳主要由于非必需消费品和金融板块的个股选择问题[1] - 基金当季前五大持仓包含其2025年最佳选股[1] Clearwater Analytics个股表现 - 该公司股价在2025年9月12日收盘报19.61美元，市值达63.86亿美元[2] - 近一个月股价回报率为-0.36%，过去52周累计下跌19.99%[2] - 该股被列为基金当季最大拖累表现的个股之一[3] 公司业务发展 - Clearwater Analytics为保险和资产管理行业提供云端原生投资生命周期管理软件(SaaS)[3] - 2025年上半年完成三项收购交易，目前正处于整合阶段[3] - 2025年第二季度营收达1.819亿美元，同比增长70%[4] 机构持仓情况 - 2025年第二季度末共有51家对冲基金持有该股，较前一季度的41家有所增加[4] - 该公司未入选对冲基金最受欢迎的30支股票榜单[4] - 利率政策不确定性在选举后对股价形成压力[3]

基金业绩 - TimesSquare Capital Management美国小盘成长策略基金2025年第二季度总回报率为11.28%（毛）和11.02%（净）[1] - 同期罗素2000成长指数回报率为11.97% 基金表现略低于基准指数[1] - 全球经济活动指标改善推动股票在第二季度实现两位数回报[1] 公司业务 - Clearwater Analytics Holdings Inc 是一家提供投资分析和报告解决方案的SaaS技术公司[2] - 公司通过自动化投资数据聚合、对账、会计和报告服务为客户提升生产效率[3] - 近期收购Enfusion、Beacon和Bistro资产以扩展产品线 致力于构建前端到后端的资产管理平台[3] 财务表现 - 2025年第二季度营收达1.819亿美元 同比增长70%[4] - 收购活动对短期财务表现产生稀释效应 导致股价下跌18%[3] - 公司市值达64.8亿美元 截至2025年9月11日收盘价为19.9美元/股[2] 股价表现 - 近一个月股价回报率为3.43%[2] - 过去52周股价下跌17.12%[2] - 对冲基金持仓数量从第一季度的41家增至第二季度的51家[4] 行业定位 - 公司被归类为低贝塔科技股 但未入选对冲基金最受欢迎的30只股票名单[4] - 属于信息技术行业中关键系统提供商和专业化组件设计商类别[3] - 通过提升客户IT预算份额实现业务增长[3]