CWAN Earnings

CWAN reported its FY2025Q3 earnings on 2025-11-05, showcasing a revenue of 205.11M against an estimate of 203.60M, resulting in a 0.74% surprise. The EPS was 0.14, surpassing the expected 0.13 by 7.69%. The stock experienced a -8.2% price change on the earnings day and a 6.3% change over the next five days, reflecting market reactions to the results.

Following CWAN's FY2025Q3 earnings announcement on 2025-11-05, the stock price moved by -8.2% on the day of the release. Over the subsequent five days, it saw a 6.3% change. Historically, CWAN's stock price tends to shift by an average of 4.02% in the 10 days leading up to earnings and 7.19% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate CWAN's annual revenue to reach 218.77M, while the EPS is projected at 0.16. These estimates reflect recent revisions, with revenue estimates revised upward by 0.05% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between CWAN's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.05%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, CWAN's stock price typically moves by 4.02% in the 10 days before its earnings and 7.19% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.16 and revenue of 218.77M.

The earnings call reveals strong financial performance with a 75%-76% YoY revenue growth and a consistent EBITDA margin of 32%. The company is focusing on margin expansion, debt reduction, and integrated platform development. The Q&A highlights optimism about future growth, particularly in ARR and new pricing models. While there were some vague responses, the overall sentiment, including a robust market strategy and positive financial metrics, suggests a positive stock price movement. Given the market cap, the stock is likely to react positively, but not extremely, suggesting a 2%-8% increase.