DA Davidson maintains BUY on Clearwater stock, $36 target

Published 07/04/2025, 16:08
DA Davidson maintains BUY on Clearwater stock, $36 target

On Monday, DA Davidson reiterated its Buy rating and $36.00 price target for Clearwater Analytics Holdings (NYSE:CWAN), representing a significant upside from the current price of $22.76. The firm's analyst, Peter Heckmann, shared insights into the company's strategic moves, noting Clearwater's plans to invest between $2.1 billion and $2.2 billion in the acquisition of three companies within the next 60 days. According to InvestingPro data, five analysts have recently revised their earnings expectations upward for the upcoming period, suggesting growing confidence in the company's strategy. Despite acknowledging the increased integration risk and financial leverage these acquisitions may entail, Heckmann views the prospective deals in a positive light.

Heckmann's commentary highlighted the potential benefits of the acquisitions for Clearwater. "While the three deals clearly bring a higher level of integration risk as well as relatively high financial leverage, we view the combination positively," he stated. This strategic expansion could significantly reshape Clearwater's business landscape and market positioning.

In his analysis, Heckmann introduced forecasts for Clearwater up to the year 2027, considering the company's operations on a stand-alone basis. Additionally, he presented preliminary pro forma forecasts for the years 2025 to 2027, taking into account the impact of the combined entity post-acquisition. These projections are instrumental in understanding the potential long-term financial performance of Clearwater following its aggressive expansion strategy.

The endorsement of Clearwater's stock by DA Davidson remains steadfast, with the analyst maintaining a Buy rating and a $36 price target. This target reflects the firm's confidence in Clearwater's growth trajectory and the anticipated positive outcomes from its upcoming acquisitions.

Clearwater Analytics Holdings, specializing in investment accounting and analytics, is poised for a significant transformation should these acquisitions proceed as planned. The company has demonstrated strong operational performance with revenue growth of 22.72% over the last twelve months and maintains a robust gross profit margin of 72.78%. The company's stock performance and future financial health will be closely watched by investors as it embarks on this ambitious phase of growth and integration. For deeper insights into Clearwater's financial health and growth prospects, investors can access comprehensive analysis and additional ProTips through InvestingPro's detailed research reports.

In other recent news, Clearwater Analytics Holdings reported a strong financial performance in its fourth quarter, with a 28% year-over-year increase in total revenue and a 39% rise in adjusted EBITDA, surpassing expectations from DA Davidson. The company also provided optimistic financial guidance for 2025, which exceeded both DA Davidson's and consensus estimates at the lower end. Clearwater Analytics is actively expanding its capabilities through acquisitions, announcing plans to acquire Beacon Platform and Bistro for a combined $685 million, which will be funded through a mix of cash, stock, and credit facilities. These acquisitions aim to enhance Clearwater's investment management solutions by integrating comprehensive risk analytics and portfolio visualization features.

Oppenheimer maintains an Outperform rating on Clearwater Analytics, with a price target of $40.00, citing the company's competitive advantages and potential for sustained revenue growth. DA Davidson also reaffirmed its Buy rating, setting a price target of $36.00, and expressed confidence in Clearwater's strategic moves, including its definitive agreements to acquire Beacon and Bistro. The integration of these platforms is expected to create a unique offering in the investment management technology sector, providing a seamless experience across various asset classes. As Clearwater continues to execute its growth strategy, investors are closely monitoring its progress and the anticipated benefits from these strategic acquisitions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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