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Posted by
Two Blokes Jun 24 -
Filed in
Stock
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3 views
Clearwater Analytics is undervalued, with strong revenue growth projections and a realistic path to a $30 share price by year-end. Recent acquisitions (Enfusion, Beacon, Bistro) raise integration concerns, but I see these as manageable and believe revenue retention worries are overblown. Blended pro forma retention remains robust, and potential revenue/cost synergies could further boost profitability and valuation.
