Major Acquisition News: Recent buzz on social media has centered around Clearwater Analytics’ announcement of an $8.4 billion acquisition by a group led by Permira and Warburg Pincus. Many users are highlighting the deal’s 47% premium over the stock’s recent price, sparking discussions on the company’s future. The cash offer of $24.55 per share has drawn significant attention.
Market Reactions: Conversations online reflect excitement about the potential for growth as the company moves to a private structure. Some are speculating on whether the go-shop period until January 2026 might bring competing offers. The focus remains on how this deal could reshape the company’s trajectory.
Note: This discussion summary was generated from an AI condensation of post data.
Clearwater Analytics Insider Trading Activity
Clearwater Analytics insiders have traded $CWAN stock on the open market 45 times in the past 6 months. Of those trades, 0 have been purchases and 45 have been sales.
Here’s a breakdown of recent trading of $CWAN stock by insiders over the last 6 months:
- SANDEEP SAHAI (Chief Executive Officer) has made 0 purchases and 7 sales selling 133,016 shares for an estimated $2,762,593.
- JAMES S COX (Chief Financial Officer) has made 0 purchases and 21 sales selling 123,977 shares for an estimated $2,574,546.
- SOUVIK DAS (Chief Technology Officer) has made 0 purchases and 9 sales selling 60,600 shares for an estimated $1,234,273.
- SUBI SETHI (Chief Client Officer) has made 0 purchases and 4 sales selling 14,792 shares for an estimated $290,883.
- SCOTT STANLEY ERICKSON (Chief Revenue Officer) has made 0 purchases and 4 sales selling 8,965 shares for an estimated $176,298.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Clearwater Analytics Revenue
Clearwater Analytics had revenues of $205.1M in Q3 2025. This is an increase of 77.08% from the same period in the prior year.
You can track CWAN financials on Quiver Quantitative's CWAN stock page.
Clearwater Analytics Hedge Fund Activity
We have seen 190 institutional investors add shares of Clearwater Analytics stock to their portfolio, and 267 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 9,760,340 shares (-99.9%) from their portfolio in Q3 2025, for an estimated $175,881,326
- PRICE T ROWE ASSOCIATES INC /MD/ added 9,585,788 shares (+358.9%) to their portfolio in Q3 2025, for an estimated $172,735,899
- WELLINGTON MANAGEMENT GROUP LLP added 9,268,950 shares (+108.7%) to their portfolio in Q3 2025, for an estimated $167,026,479
- PERMIRA HOLDINGS LTD removed 7,983,533 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $175,078,878
- CITADEL ADVISORS LLC removed 6,281,127 shares (-96.5%) from their portfolio in Q3 2025, for an estimated $113,185,908
- VANGUARD GROUP INC added 5,967,798 shares (+21.9%) to their portfolio in Q3 2025, for an estimated $107,539,719
- ALLIANCEBERNSTEIN L.P. removed 5,734,014 shares (-95.2%) from their portfolio in Q3 2025, for an estimated $103,326,932
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Clearwater Analytics Analyst Ratings
Wall Street analysts have issued reports on $CWAN in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- RBC Capital issued a "Outperform" rating on 12/22/2025
- DA Davidson issued a "Buy" rating on 11/18/2025
- JP Morgan issued a "Overweight" rating on 11/06/2025
- UBS issued a "Buy" rating on 11/06/2025
To track analyst ratings and price targets for Clearwater Analytics, check out Quiver Quantitative's $CWAN forecast page.
Clearwater Analytics Price Targets
Multiple analysts have issued price targets for $CWAN recently. We have seen 6 analysts offer price targets for $CWAN in the last 6 months, with a median target of $28.5.
Here are some recent targets:
- Yun Kim from Loop Capital set a target price of $24.55 on 12/22/2025
- Rishi Jaluria from RBC Capital set a target price of $36.0 on 12/22/2025
- Peter Heckmann from DA Davidson set a target price of $30.0 on 12/10/2025
- Kevin Mcveigh from UBS set a target price of $30.0 on 11/06/2025
- Alexei Gogolev from JP Morgan set a target price of $26.0 on 11/06/2025
- Michael Turrin from Wells Fargo set a target price of $27.0 on 11/06/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
