Three Technology Stocks Rated 'Strong Buy' by Leading Analysts, 11/12/25
Technology Sector Growth: The technology sector is rapidly evolving, driven by advancements in AI, cloud computing, semiconductors, and cybersecurity, presenting growth opportunities for investors despite concerns about high valuations and an "AI bubble."
Bitdeer Technologies (BTDR): Bitdeer Technologies, specializing in blockchain and high-performance computing, has received a Buy rating with a price target raised to $30, indicating a potential upside of 99.7% after exceeding Q3 revenue expectations.
Core Scientific (CORZ): Core Scientific, which operates cryptocurrency mining data centers, has been rated a Buy by analysts following the rejection of a merger proposal, with an average price target suggesting a 62% upside.
Clearwater Analytics Holdings (CWAN): Clearwater Analytics, providing investment software, has a Buy rating and a price target of $30, reflecting a 63% upside potential, bolstered by strong Q3 results and interest from potential buyers.
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- New Investment Position: Keenan Capital initiated a new position by purchasing 3,660,973 shares of Clearwater Analytics Holdings for approximately $88.30 million in Q4 2026, indicating strong confidence in the company despite its recent underperformance.
- Portfolio Allocation Shift: This acquisition elevates Clearwater Analytics Holdings to 16.08% of Keenan Capital's reportable U.S. equity AUM, highlighting its significance in the investment portfolio and potentially influencing future investment strategies.
- Significant Performance Growth: Clearwater reported a 77% year-over-year revenue increase to $205.1 million and an 84% rise in adjusted EBITDA to $70.7 million, showcasing the strong operational leverage of its SaaS platform, which is likely to attract further investor interest.
- Complex Acquisition Context: Clearwater agreed to an $8.4 billion acquisition in December, making the timing of Keenan Capital's stake acquisition noteworthy, prompting discussions about investment strategies as investors await the upcoming earnings release and integration execution.

- Merger Investigation: Halper Sadeh LLC is investigating the merger between Contango ORE, Inc. and Dolly Varden Silver Corporation, where Contango shareholders are expected to own approximately 50% of the combined entity, potentially impacting shareholder rights and future returns.
- FONAR Shareholder Rights: FONAR Corporation is being sold to its CEO and certain executives at $19.00 per share for Class B common stock and $6.34 per share for Class C common stock, raising concerns about potential conflicts of interest among management.
- Clearwater Acquisition Details: Clearwater Analytics Holdings, Inc. is being sold to Permira and Warburg Pincus for $24.55 per share in cash, with terms that may affect shareholder rights, prompting Halper Sadeh LLC to seek increased consideration.
- Legal Rights Consultation: Halper Sadeh LLC encourages shareholders to contact them to discuss their rights and options at no cost, indicating the firm's commitment to protecting investor interests and potentially advocating for higher transaction compensation.
- New Investment Position: Chase Investment Counsel reported a new position in Clearwater Analytics, acquiring 237,532 shares valued at $5.7 million, which represents 1.6% of its reportable assets as of December 31, 2025, indicating confidence in the company.
- Holding Status: This acquisition marks a new position for Chase, which did not previously hold shares in Clearwater, highlighting its strategy to diversify investments despite not being among the top five holdings.
- Market Performance: Clearwater's stock closed at $23.46 on February 4, with a market capitalization of $6.8 billion; however, the stock has declined by 17.4% over the past year, underperforming compared to the Nasdaq and S&P 500 indices, reflecting market caution regarding its future.
- Acquisition Dynamics: Private equity firms Permira and Warburg Pincus have agreed to acquire Clearwater for $8.4 billion, or $24.55 per share, suggesting that if Chase's purchase timing is favorable, it could yield significant gains, but investors should be wary of potential risks if the deal does not materialize.
- Cash Management Optimization: The integration of Clearwater Analytics with TreasurySpring enables institutional clients to optimize surplus cash returns by accessing over 1,000 cash investment products, ensuring alignment with fixed-term investments that have specific maturity dates, thereby enhancing capital efficiency.
- Diversified Counterparty Risk: Clients can diversify counterparty exposure across more than 120 highly rated global banks, governments, and corporate issuers through TreasurySpring, which not only enhances the security of investment portfolios but also increases overall return potential.
- Operational Efficiency Improvement: The integration allows clients to achieve automated settlement and real-time reporting within Clearwater's investment accounting framework, enhancing integrated position reporting across multiple currencies and counterparties, thus streamlining operations and improving transparency.
- Strategic Collaboration Benefits: This partnership not only provides clients with flexible cash management solutions but also ensures that they can seamlessly meet immediate liquidity needs and optimize surplus cash returns within a single environment by integrating fixed-term investment capabilities with liquidity solutions.
- Strategic Partnership: Generali Deutschland AG has selected CWAN's investment management platform to manage its €40 billion unit-linked fund, aiming to unify processes across four subsidiaries and prepare for accelerated growth in Europe's rapidly expanding market.
- Market Potential: The global unit-linked insurance market reached $906.9 billion in 2023 and is projected to grow at an annual rate of 10.9% to $2.3 trillion by 2032, creating competitive separation between insurers capable of scaling operations and those constrained by fragmented systems.
- Technology Integration: Under a multi-year agreement, Generali will consolidate portfolio management, order execution, and reconciliation on CWAN's platform, providing real-time data and standardized processes, thereby replacing historical fragmentation with an agile and transparent operating model.
- Compliance Capability: CWAN's platform supports multiple accounting standards and effectively addresses evolving European regulatory frameworks, including the Digital Operational Resilience Act (DORA), enabling insurers to efficiently manage capital inflows and process higher transaction volumes, enhancing their market competitiveness.

- Shareholder Rights Investigation: Halper Sadeh LLC is investigating Stellar Bancorp, Inc.'s sale involving 0.3803 shares of Prosperity common stock and $11.36 in cash per share, potentially indicating breaches of fiduciary duties to shareholders.
- Merger Scrutiny: The merger of Bakkt Holdings, Inc. with Distributed Technologies Research Ltd. is under review, with Halper Sadeh LLC potentially seeking increased compensation and additional disclosures for shareholders.
- Executive Transaction Investigation: The sale of FONAR Corporation to CEO Timothy Damadian and other executives, involving $19.00 per share for Class B common stock and $6.34 per share for Class C common stock, raises concerns about potential conflicts of interest.
- Cash Acquisition Review: Clearwater Analytics Holdings, Inc.'s sale to Permira and Warburg Pincus for $24.55 per share in cash is being evaluated by Halper Sadeh LLC for potential violations of shareholder rights.






