Clearwater Analytics stock soars 8% as Q1 guidance exceeds estimates

Published 19/02/2025, 22:45
Clearwater Analytics stock soars 8% as Q1 guidance exceeds estimates

BOISE, Idaho - Clearwater Analytics Holdings , Inc. (NYSE:CWAN) saw its shares surge 8.2% in after-hours trading on Wednesday after the investment management software provider reported fourth-quarter results that beat expectations and issued an optimistic outlook for 2025.

The company posted adjusted earnings per share of $0.13 for Q4, surpassing the analyst consensus of $0.11. Revenue jumped 27.7% YoY to $126.5 million, exceeding estimates of $120.39 million.

Clearwater’s annualized recurring revenue (ARR) grew 25.3% YoY to $474.9 million, while its net revenue retention rate improved to 116% from 107% a year ago.

"Q4 2024 has been nothing short of extraordinary for Clearwater Analytics, as we achieved record revenue of $126.5 million and a record net revenue retention rate of 116%," said CEO Sandeep Sahai.

Looking ahead, the company forecast Q1 2025 revenue of $125 million, above the $122.7 million consensus. For full-year 2025, Clearwater projects revenue of $535.5-542 million, also topping analyst expectations of $533.3 million.

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