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Guidewire Software, Inc.

NYSE:GWRE Lagerbericht

Marktkapitalisierung: US$11.8b

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Guidewire Software Ausschüttungen und Rückkäufe

Zukünftiges Wachstum Kriterienprüfungen 0/6

Guidewire Software hat in der Vergangenheit keine Dividende gezahlt.

Wichtige Informationen

n/a

Dividendenausschüttung

4.9%

Rückkaufsrendite

Gesamte Aktionärsrendite4.9%
Zukünftige Dividendenrendite0%
Wachstum der Dividenden/a
Nächster Dividendenzahlungsterminn/a
Ex-Dividendendatumn/a
Dividende pro Aktien/a
Ausschüttungsquoten/a

Jüngste Updates zu Dividenden und Rückkäufen

Recent updates

User avatar
Narrative-Update • Sep 17

GWRE: Cloud And AI Adoption Will Support Recurring Revenue Resilience

Analysts lifted their fair value estimate for Guidewire Software to $171.67 from $141.12, reflecting updated views on expanding software multiples, stronger modeled revenue growth and margins, and ongoing confidence in the company’s recurring revenue trajectory despite varying price target moves across recent research. Analyst Commentary Recent research on Guidewire Software highlights a mix of optimism on product momentum and recurring revenue, and a more cautious tone around valuation, long term growth targets, and execution on newer offerings.
Seeking Alpha • Sep 04

Guidewire Software Q4: Fair Earnings, But A Justified Stock Decline

Summary Guidewire Software, Inc. stock reacted negatively to the company's fiscal Q4 results. Overall revenue growth slowed down significantly, but GWRE's cloud momentum remains similar underneath. PricingCenter and ProNavigator have attracted a number of new deals. GWRE's ARR and earnings momentum are guided to remain consistent in FY2027, albeit the Q1 ARR guidance is quite subdued. I estimate GWRE stock to have a fair value of $160. Read the full article on Seeking Alpha
User avatar
Narrative-Update • Sep 03

GWRE: AI Cloud Platform And ARR Trends Set Balanced Q4 Test

Analysts have raised the fair value estimate for Guidewire Software from $198.38 to $210.86, citing higher price targets across the Street, confidence in Q4 deal closures, recurring revenue trends, and ongoing AI and cloud product traction. Analyst Commentary Recent Street research on Guidewire Software points to a mixed but generally constructive view on the stock, with analysts weighing strong cloud and AI product traction against deal timing questions and revised long term targets.
User avatar
Narrative-Update • Aug 18

GWRE: Cloud And AI Adoption Will Support Future Margin Resilience

Guidewire Software's updated analyst price target of $258, down from a prior fair value estimate of about $278, reflects analysts balancing slightly softer projected revenue growth and profit margins with continued confidence in the company's vertical SaaS position, AI defensibility, and cloud driven opportunities highlighted in recent research. Analyst Commentary Recent research on Guidewire Software points to a mix of caution and ongoing optimism.
User avatar
Narrative-Update • Aug 04

GWRE: AI Cloud Platform And ARR Defensibility Will Drive Future Upside

Guidewire Software's fair value estimate has been reset from $234.14 to $198.38 as analysts update price targets and models to reflect a lower future P/E assumption, along with slightly higher revenue growth and margin expectations supported by recent research that highlights the company's defensibility and AI related opportunities. Analyst Commentary Recent research around Guidewire Software gives you a mixed but generally constructive picture.
User avatar
Narrative-Update • Jul 21

GWRE: Cloud And AI Adoption Will Balance Near Term Execution Risks

Guidewire Software's analyst fair value estimate has been revised from $137.00 to $141.12. This reflects updated assumptions around revenue growth, profit margins, discount rates, and a slightly higher future P/E, in light of recent price target resets that still highlight AI and cloud adoption as key parts of the long term story for the stock.
User avatar
Narrative-Update • Jul 07

GWRE: Cloud And AI Adoption Will Support Margins Despite Deal Volatility

Guidewire Software's updated analyst price target has moved lower in aggregate, with the model fair value shifting from $300.00 to about $278.40 as analysts weigh slightly slower revenue growth assumptions against firmer profit margin expectations and a lower future P/E multiple, while still highlighting the company's role as a market leading platform with a large addressable market, as well as potential benefits from AI and cloud products. Analyst Commentary Recent research on Guidewire Software points to a more cautious stance on valuation, even as many bullish analysts still highlight what they see as solid execution, a large market opportunity and growing demand for cloud and AI driven offerings.
User avatar
Narrative-Update • Jun 23

GWRE: Cloud And AI Execution Will Drive Confidence In Subscription Transition

Analysts have trimmed the fair value estimate for Guidewire Software to $137.00 from $138.49, reflecting lower price targets across the Street as they balance solid recent results and product momentum with questions around annualized recurring revenue trends and recent share price performance. Analyst Commentary Recent research updates on Guidewire Software show a cluster of price target cuts following the latest earnings and guidance.
Analyseartikel • Jun 17

Guidewire Software (GWRE) Stock Could Be 49.8% Undervalued After Earnings Beat And Higher Guidance

Guidewire Software (GWRE) is back in focus after third quarter revenue exceeded market expectations and management raised full year guidance, citing stronger demand for its cloud platform and AI driven insurance solutions. See our latest analysis for Guidewire Software. Despite the strong third quarter update and new wins like Peel Mutual Insurance adopting Guidewire Cloud and embedded AI, Guidewire Software’s 1 year total shareholder return is down 52.68%, while the 3 year total shareholder...
User avatar
Narrative-Update • Jun 05

GWRE: Cloud And AI Adoption Will Offset Deal Timing Volatility

Analysts have trimmed Guidewire Software's aggregate price target by about $40 to $225, reflecting recent quarters where annualized recurring revenue trends and lumpy deal timing raised near term questions. At the same time, they continue to cite solid cloud traction and a healthy long term model.
User avatar
Narrative-Update • May 22

GWRE: AI And Cloud Migration Tailwinds Will Drive Long-Term Upside

Analysts have trimmed Guidewire Software's average price target by $41, reflecting sector wide software multiple compression. They also highlight solid execution, a clean beat and raise quarter, and what they view as strong positioning for AI driven demand.
User avatar
Narrative-Update • Apr 28

GWRE: AI Overhang And Software Repricing Will Shape Cloud Transition Outlook

The analyst price target for Guidewire has been trimmed by about $4 to reflect a lower assumed future P/E multiple, even as analysts highlight solid results, resilient ARR trends and sector wide software multiple compression as the main drivers of recent target resets around $175 to $250. Analyst Commentary Recent research points to a split view on Guidewire Software, with several firms trimming price targets while still pointing to solid execution and resilient annual recurring revenue trends.
User avatar
Narrative-Update • Apr 14

GWRE: AI Overhang And Software Repricing Will Set Up Cloud Upside

Guidewire Software's updated analyst price target moves from about $160 to roughly $142, as analysts cite sector wide software multiple compression and mixed price target revisions despite solid results and ongoing AI positioning. Analyst Commentary Recent research notes show a mix of support for Guidewire's business performance and more cautious views on the stock, as analysts adjust price targets to reflect sector wide software multiple compression and shifting sentiment around AI and vertical SaaS.
User avatar
Narrative-Update • Mar 31

GWRE: AI Sentiment And Multiple Compression Will Shape Cloud And Buyback Upside

Analysts have adjusted their price targets on Guidewire Software across a wide range, roughly between $175 and $250. They are responding to software multiple compression and AI related sentiment, while still pointing to recent quarters as "clean beats" with solid results and raised estimates.
User avatar
Narrative-Update • Mar 17

GWRE: Cloud And AI Adoption Will Support Resilient ARR Story

Guidewire's updated analyst price target has moved lower by about $34 to reflect sector wide software multiple compression, even as analysts highlight solid recent results, resilient ARR trends, and the company's positioning around AI as ongoing supports for the story. Analyst Commentary Recent research updates on Guidewire cluster around the same core message, with analysts adjusting price targets to reflect broader software multiple compression while still pointing to solid execution and resilient annual recurring revenue, or ARR, trends.
User avatar
Narrative-Update • Mar 03

GWRE: AI Disruption Fears Will Temper Cloud And Buyback Upside Potential

Analysts have trimmed their Guidewire price targets, with our fair value estimate moving from $172.15 to $160.00. This reflects sector wide caution around AI disruption and softer software sentiment, even as underlying growth and margin assumptions remain relatively stable.
User avatar
Narrative-Update • Feb 16

GWRE: AI And Cloud Adoption Will Drive Upside Despite Near Term Seasonality

Narrative Update Analysts have trimmed their price targets on Guidewire, with recent cuts such as $275 to $250 and $267 to $242. These changes reflect a reset of expectations, while still highlighting ongoing AI potential and solid cloud traction with major insurers.
User avatar
Narrative-Update • Feb 02

GWRE: Cloud Momentum And 2026 AI Themes Will Drive Long-Term Upside

Narrative update: Guidewire Software Analysts have trimmed their average price targets for Guidewire into the low to mid US$200s, citing valuation and limited near term catalysts. At the same time, they point to ongoing cloud momentum and longer term AI themes as key parts of the story.
Analyseartikel • Jan 30

Guidewire Software, Inc. (NYSE:GWRE) Shares May Have Slumped 27% But Getting In Cheap Is Still Unlikely

To the annoyance of some shareholders, Guidewire Software, Inc. ( NYSE:GWRE ) shares are down a considerable 27% in the...
User avatar
Narrative-Update • Jan 19

GWRE: Cloud Adoption And AI Agents Will Shape Long-Term Upside

Analysts have trimmed their fair value estimate for Guidewire Software from US$305 to US$300 as price targets across the Street move lower. They cite valuation, seasonality around the upcoming fiscal Q1 report, and a preference for broader AI themes, even as cloud momentum with large insurers remains a key part of the story.
User avatar
Narrative-Update • Jan 05

GWRE: Cloud Momentum And Seasonality Will Shape A Balanced Near Term Outlook

Analysts have modestly lowered their price target on Guidewire Software, trimming fair value estimates by about $24 to approximately $242 per share. They cite solid cloud momentum but limited near term upside to consensus forecasts due to seasonality and valuation constraints.
Analyseartikel • Jan 02

These 4 Measures Indicate That Guidewire Software (NYSE:GWRE) Is Using Debt Safely

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
User avatar
Narrative-Update • Dec 14

GWRE: Cloud Adoption And AI Capabilities Will Drive Long-Term Upside

Analysts have modestly reduced their price target on Guidewire Software, trimming it by $25 to $242, as they balance evidence of solid cloud momentum with a more cautious stance on near term upside and valuation. Analyst Commentary Bullish analysts see the latest price target revision as a recalibration rather than a reversal of the long term thesis.
Analyseartikel • Dec 09

Here's Why Shareholders Will Not Be Complaining About Guidewire Software, Inc.'s (NYSE:GWRE) CEO Pay Packet

Key Insights Guidewire Software to hold its Annual General Meeting on 15th of December Total pay for CEO Mike Rosenbaum...
User avatar
Narrative-Update • Sep 21

Accelerating Cloud Adoption And AI Will Transform Future Of Insurance Industry

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.
User avatar
Narrative-Update • Sep 06

Accelerating Cloud Adoption And AI Will Transform Future Of Insurance Industry

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%).
Seeking Alpha • Apr 27

Guidewire: Can Outperform In A Bear Market

Summary Guidewire Software is crisis resilient, growing steadily with strong financials, but its high valuation and cautious gen AI strategy make it a hold for now. The company provides on-prem and cloud solutions for insurance operations, with sticky services and low churn rates, even during crises. Despite high R&D spending, Guidewire's slow gen AI adoption risks losing market share to faster-moving competitors like ServiceNow. Current valuation is high; while it's a good short-term buy due to market volatility, long-term prospects are less attractive. Read the full article on Seeking Alpha

Stabilität und Wachstum des Zahlungsverkehrs

Rufe Dividendendaten ab

Stabile Dividende: Es liegen keine ausreichenden Daten vor, um festzustellen, ob die Dividende je Aktie von GWRE in der Vergangenheit stabil war.

Wachsende Dividende: Unzureichende Daten, um festzustellen, ob die Dividendenzahlungen von GWRE gestiegen sind.


Dividendenrendite im Vergleich zum Markt

Guidewire Software Dividendenrendite im Vergleich zum Markt
Wie sieht die Dividendenrendite von GWRE im Vergleich zum Markt aus?
SegmentDividendenrendite
Unternehmen (GWRE)n/a
Untere 25 % des Marktes (US)1.4%
Markt Top 25 % (US)4.2%
Branchendurchschnitt (Software)0.8%
Analystenprognose (GWRE) (bis zu 3 Jahre)0%

Bemerkenswerte Dividende: Es ist nicht möglich, die Dividendenrendite von GWRE im Vergleich zu den unteren 25 % der Dividendenzahler zu bewerten, da das Unternehmen keine aktuellen Ausschüttungen gemeldet hat.

Hohe Dividende: Es ist nicht möglich, die Dividendenrendite von GWRE im Vergleich zu den besten 25 % der Dividendenzahler zu bewerten, da das Unternehmen keine aktuellen Ausschüttungen gemeldet hat.


Gewinnausschüttung an die Aktionäre

Abdeckung der Erträge: Unzureichende Daten zur Berechnung der Ausschüttungsquote von GWRE, um festzustellen, ob die Dividendenzahlungen durch die Gewinne gedeckt sind.


Barausschüttung an die Aktionäre

Cashflow-Deckung: Es ist nicht möglich, die Nachhaltigkeit der Dividende zu berechnen, da GWRE keine Ausschüttungen gemeldet hat.


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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/09/21 18:39
Aktienkurs zum Tagesende2026/09/18 00:00
Gewinne2026/07/31
Jährliche Einnahmen2026/07/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
  • SEC-Formular 10-K
  • SEC-Formular 10-Q
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
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  • Analysten Research Berichte
  • Blue Matrix
Marktpreise30 Jahre
  • Aktienkurse
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  • SEC-Formular S-1
Eigentümerschaft10 Jahre
  • Top-Aktionäre
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  • SEC-Formular 13D
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
  • SEC-Formular 10-K
  • SEC-Formular DEF 14A
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens
  • SEC-Formular 8-K

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Guidewire Software, Inc. wird von 23 Analysten beobachtet. 16 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Joseph VruwinkBaird
Michael FunkBofA Global Research
Madeline BrooksBofA Global Research

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Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
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