Clearwater Analytics (CWAN) reported $217.46 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 72%. EPS of $0.15 for the same period compares to $0.13 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $216.66 million, representing a surprise of +0.37%. The company delivered an EPS surprise of +2.74%, with the consensus EPS estimate being $0.15.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Clearwater Analytics performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Number of Clients: 2,500 compared to the 1,562 average estimate based on four analysts.
- Net revenue retention rate: 109% compared to the 111.5% average estimate based on three analysts.
- Total ARR: $841 million versus the two-analyst average estimate of $838.42 million.
View all Key Company Metrics for Clearwater Analytics here>>>
Shares of Clearwater Analytics have returned -4.9% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Clearwater Analytics Holdings, Inc. (CWAN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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