Clearwater Analytics' Takeover Deal 'Undervalues' Shares, RBC Says

MT Newswires Live2025-12-23

Clearwater Analytics' (CWAN) deal "undervalues" the company and the valuation represents a "meaningful discount" to vertical software peers, RBC Capital said in a Sunday note.

RBC believes the company, which has a compelling long-term artificial intelligence roadmap, could be better off staying public, as executing in the public markets, even if difficult, could have provided greater returns for public investors.

The company's shares had dropped roughly 46% from March highs to early November due to concerns over slowing growth and the pace of recent acquisitions, analysts said.

The company said it has agreed to be acquired by Permira and Warburg Pincus, with support from Francisco Partners and Temasek, in an $8.4 billion deal. Under the agreement, Clearwater shareholders will receive $24.55 per share in cash, a 9% premium to Friday's close and a 47% premium to the unaffected November share price, the report noted.

The firm maintained its outperform rating on the stock with a price target of $36.

Shares of Clearwater Analytics were up more than 8% in recent trading.

Price: 24.11, Change: +1.86, Percent Change: +8.34

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