D.A. Davidson analyst Peter Heckmann downgrades $Clearwater Analytics (CWAN.US)$ to a hold rating.
According to TipRanks data, the analyst has a success rate of 62.1% and a total average return of 15.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Clearwater Analytics (CWAN.US)$'s main analysts recently are as follows:
After a 'strong' Q3 report, there was an unexpected surge in recurring revenue to 114%, spurred by new product contributions and minimal customer turnover. The demand at the top of the funnel seems increasingly robust and was unanticipatedly widespread across various customer types and regions. It's believed that the 'significant valuation premium to peers' is warranted due to a compelling mix of high sales growth, enhanced profitability, and market share expansion.
Clearwater Analytics exhibited a remarkable third quarter, characterized by substantial bookings, a significant beat on EBITDA projections, the highest free cash flow to date, and a resurgence in business expansion. The positive stance on Clearwater is underpinned by the expectation of sustained strong bookings, both from new customers and expansion of existing accounts, which is attributed to effective sales productivity and the success of several new product cycles, as evidenced by the Q3 outcomes, along with continued operational leverage.
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戴維森信託分析師Peter Heckmann下調$Clearwater Analytics (CWAN.US)$至持有評級。
根據TipRanks數據顯示，該分析師近一年總勝率為62.1%，總平均回報率為15.8%。
此外，綜合報道，$Clearwater Analytics (CWAN.US)$近期主要分析師觀點如下：
在發佈了 「強勁」 的第三季度報告之後，在新產品貢獻和最低客戶流失率的推動下，經常性收入出人意料地激增至114％。渠道頂端的需求似乎越來越強勁，並且在各種客戶類型和地區的需求出人意料地廣泛存在。據信，由於高銷售增長、盈利能力提高和市場份額擴張等令人信服的組合，「對同行大幅估值溢價」 是有道理的。
Clearwater Analytics的第三季度表現出色，其特點是預訂量巨大，息稅折舊攤銷前利潤大幅超出預期，自由現金流達到迄今爲止最高水平，業務擴張復甦。Clearwater的積極立場是由新客戶和現有客戶的持續強勁預訂的預期支撐的，這要歸因於有效的銷售生產率和多個新產品週期的成功，第三季度業績以及持續的運營槓桿作用也證明了這一點。
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