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News  ›  The Motley Fool

Why One Investor Just Doubled Down on Clearwater Analytics Stock with a $45 Million Position

The Motley Fool Logo The Motley Fool By Jonathan Ponciano
Why One Investor Just Doubled Down on Clearwater Analytics Stock with a $45 Million Position

Tensile Capital Management increased its Clearwater Analytics stake by 1.2 million shares in Q3, bringing its total position to 2.5 million shares valued at $45.5 million, despite the stock's 27.5% decline over the past year.

Insights
CWAN   positive

Strong fundamentals with 77% revenue growth, 84% adjusted EBITDA increase, 98% revenue retention, and $49 million operational cash flow suggest potential future growth despite current stock price challenges