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Accelerating Cloud Adoption And AI Will Transform Future Of Insurance Industry

Published
24 Jan 25
Updated
21 Sep 25
AnalystConsensusTarget's Fair Value
US$268.38
9.8% undervalued intrinsic discount
21 Sep
US$241.95
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1Y
37.4%
7D
-1.8%

Author's Valuation

US$268.38

9.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on21 Sep 25
Fair value Increased 1.54%

Guidewire Software’s analyst price target was raised to $268.38 as strong Q4 results, accelerating cloud deals, landmark client wins, and above-consensus long-term guidance reinforce market leadership and visibility. Analyst Commentary Multiple bullish analysts highlight Guidewire's strong Q4 results, with broad-based beats driven by a record number of cloud deals (19), accelerating bookings, and subscription revenue up 33% year-over-year.

Shared on06 Sep 25
Fair value Increased 5.81%

Guidewire Software’s robust Q4 results—including accelerating subscription growth, margin expansion, and a major cloud migration deal—have driven analysts to raise conviction in its growth trajectory, resulting in a consensus price target increase from $249.79 to $264.31. Analyst Commentary Significant Q4 outperformance with broad-based beats, highlighted by accelerating bookings, strong subscription revenue growth (up 33% YoY), and expanding subscription gross margins (reaching 70%).

Shared on01 May 25
Fair value Increased 19%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.096%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 2.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 2.36%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 14%

AnalystConsensusTarget has increased profit margin from 8.9% to 10.5%.