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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戴维森信托分析师Peter Heckmann下调$Clearwater Analytics (CWAN.US)$至持有评级。
根据TipRanks数据显示，该分析师近一年总胜率为62.1%，总平均回报率为15.8%。
此外，综合报道，$Clearwater Analytics (CWAN.US)$近期主要分析师观点如下：
在发布了 “强劲” 的第三季度报告之后，在新产品贡献和最低客户流失率的推动下，经常性收入出人意料地激增至114％。渠道顶端的需求似乎越来越强劲，并且在各种客户类型和地区的需求出人意料地广泛存在。据信，由于高销售增长、盈利能力提高和市场份额扩张等令人信服的组合，“对同行大幅估值溢价” 是有道理的。
Clearwater Analytics的第三季度表现出色，其特点是预订量巨大，息税折旧摊销前利润大幅超出预期，自由现金流达到迄今为止最高水平，业务扩张复苏。Clearwater的积极立场是由新客户和现有客户的持续强劲预订的预期支撑的，这要归因于有效的销售生产率和多个新产品周期的成功，第三季度业绩以及持续的运营杠杆作用也证明了这一点。
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