Clearwater Analytics (CWAN) Surged Following a Buyout Offer

3 hours ago 2

Soumya Eswaran

Mon, March 23, 2026 astatine 6:22 AM CDT 3 min read

Carillon Tower Advisers, an concern absorption company, released its fourth-quarter 2025 capitalist missive for the “Carillon Scout Mid Cap Fund”. A transcript of the missive tin beryllium downloaded here. Major U.S. equity indices delivered affirmative returns successful the 4th quarter, portion the Russell Midcap® Index instrumentality lagged with nominal affirmative gains. Strong firm net revisions and little short-term involvement rates supported U.S. marketplace returns. Investors’ absorption connected an optimistic 2026, and statement outperformed the marketplace amid semipermanent authorities shutdowns. High assemblage instrumentality dispersion was observed successful the Russell Midcap Index, with healthcare, materials, and IT leading. However, investors’ bias towards higher beta and much cyclical stocks led Communication services, existent estate, and utilities to lag successful the quarter. The money expects the Midcap equities to commercialized higher successful 2026, supported by broader marketplace involvement, though this presumption aligns with consensus. U.S. marketplace scale net are projected to turn importantly successful 2026 contempt price-to-earnings ratios being higher than humanities averages. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Carillon Scout Mid Cap Fund highlighted Clearwater Analytics Holdings, Inc. (NYSE:CWAN) arsenic 1 of its starring contributors. Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is simply a Software-as-a-Service solution institution for accounting and reporting. On March 20, 2026, Clearwater Analytics Holdings, Inc. (NYSE:CWAN) banal closed astatine $23.44 per share. Clearwater Analytics Holdings, Inc. (NYSE:CWAN) delivered a 1.30% instrumentality successful the past month, and its shares mislaid 13.41% implicit the past 12 months. Clearwater Analytics Holdings, Inc. (NYSE:CWAN) has a marketplace capitalization of $7.01 billion.

Carillon Scout Mid Cap Fund stated the pursuing regarding Clearwater Analytics Holdings, Inc. (NYSE:CWAN) successful its 4th fourth 2025 capitalist letter:

"Clearwater Analytics Holdings, Inc. (NYSE:CWAN) develops cloud-native bundle that supports concern accounting operations. The institution received a buyout connection from a backstage equity firm, which is expected to adjacent by mid 2026. The connection included a “go shop” clause that allows the institution to question a amended connection done precocious January. We judge the connection undervalues Clearwater, though highly antagonistic exertion bundle sentiment whitethorn support a amended connection from emerging."

Is Clearwater Analytics Holdings Inc. (CWAN) the Best Low Beta Tech Stock to Buy According to Analysts?

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 59 hedge money portfolios held Clearwater Analytics Holdings, Inc. (NYSE:CWAN) astatine the extremity of the 4th quarter, up from 33 successful the erstwhile quarter. While we admit the imaginable of Clearwater Analytics Holdings, Inc. (NYSE:CWAN) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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