Goldman Sachs upgrades this software provider ahead of September investor day

▤ Summary

Goldman Sachs upgraded Clearwater Analytics to buy ahead of its September investor day. The bank pointed to growing free cash flow, strong core business momentum, and a positive catalyst path from the upcoming Analyst Day. Analysts argued that concerns about Enfusion integration and acquired assets are already reflected in the stock price. Clearwater remains a cloud-native provider of investment portfolio accounting and related business tools, and the shares rose on the upgrade.

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