Guidewire Software (GWRE) Panoramica del titolo
Guidewire Software, Inc. fornisce una piattaforma per gli assicuratori del ramo danni e infortuni (P&C) di tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 5/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
GWRE Community Fair Values
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Analyst Price Targets
Concorrenti di Guidewire Software, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$122.56 |
| Massimo di 52 settimane | US$272.60 |
| Minimo di 52 settimane | US$113.67 |
| Beta | 0.92 |
| Variazione di 1 mese | -5.82% |
| Variazione a 3 mesi | -24.86% |
| Variazione di 1 anno | -51.67% |
| Variazione a 3 anni | 68.54% |
| Variazione a 5 anni | 9.66% |
| Variazione dall'IPO | 615.89% |
Notizie e aggiornamenti recenti
Seeking Alpha • Jun 06
Guidewire Software: Good Earnings, But A Concern Arises
Summary Guidewire Software, Inc. reported another beat-and-raise quarter in Q3, showing continued growth momentum. The market took GWRE's report negatively. ARR growth decelerated, which caused more uncertain future growth expectations. I estimate GWRE stock to have 25% upside to $170 after the stock's post-earnings decline. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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.Recent updates
Seeking Alpha • Jun 06
Guidewire Software: Good Earnings, But A Concern Arises
Summary Guidewire Software, Inc. reported another beat-and-raise quarter in Q3, showing continued growth momentum. The market took GWRE's report negatively. ARR growth decelerated, which caused more uncertain future growth expectations. I estimate GWRE stock to have 25% upside to $170 after the stock's post-earnings decline. Read the full article on Seeking AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • Sep 08
Results: Guidewire Software, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
The investors in Guidewire Software, Inc. 's ( NYSE:GWRE ) will be rubbing their hands together with glee today, after...Aggiornamento della narrazione • 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%).Articolo di analisi • Jul 25
Does This Valuation Of Guidewire Software, Inc. (NYSE:GWRE) Imply Investors Are Overpaying?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Guidewire Software fair value estimate is US$177 Guidewire...Articolo di analisi • Jul 02
Guidewire Software, Inc.'s (NYSE:GWRE) Share Price Could Signal Some Risk
Guidewire Software, Inc.'s ( NYSE:GWRE ) price-to-sales (or "P/S") ratio of 17.1x might make it look like a strong sell...Articolo di analisi • Jun 16
We Think Guidewire Software's (NYSE:GWRE) Profit Is Only A Baseline For What They Can Achieve
When companies post strong earnings, the stock generally performs well, just like Guidewire Software, Inc.'s...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 AlphaSeeking Alpha • Mar 17
Guidewire: The Shift To Profitability
Summary Guidewire Software's profitability is improving, with a net margin nearing positive, driven by its dominance in the P&C insurance software market. The company's shift to subscription-based models is enhancing gross margins, projected to reach 82% by 2028 due to economies of scale. SG&A and R&D expenses are expected to decline as a percentage of revenue, boosting operating efficiency and margins to 29.9% and 25.3% by 2028. Read the full article on Seeking Alpha
Nuova narrazione • Jan 24
Demand From Tier 1 Insurers And Generative AI Will Elevate Future Market Position
Strong cloud platform demand and AI integration are driving significant revenue growth and enhancing competitive positioning in the insurance sector.Seeking Alpha • Jan 14
Guidewire Software Low Valuation And Resilient Growth
Summary I rate Guidewire a Buy due to its strong position in the insurance industry, low competition, and significant growth opportunities. Guidewire’s products are highly sticky, covering the entire insurance lifecycle, leading to low churn and high client dependency. Despite lower margins compared to ServiceNow, Guidewire shows positive trends and potential for improved operating performance as it grows. Risks include lack of investment in Gen AI, which could lead to loss of market share to more technologically advanced competitors. Read the full article on Seeking AlphaSeeking Alpha • Dec 06
Guidewire Software: Market Expectations Are Stretched Even After Great Q1
Summary Guidewire Software, Inc.'s Q1 earnings clearly beat Wall Street estimates, but the market's muted post-market reaction speaks to stretched market expectations. The growth is set to benefit from customer ramp-up, rapid onboardings, cloud upgrades, and expected strength in the P&C insurance industry in upcoming quarters and years. While Guidewire's long-term earnings growth prospects are great, the valuation also highlights too tight market expectations. I estimate a fair value of $145.65. Read the full article on Seeking AlphaRendimenti per gli azionisti
| GWRE | US Software | US Mercato | |
|---|---|---|---|
| 7D | -3.6% | -5.5% | 0.5% |
| 1Y | -51.7% | -16.9% | 23.5% |
Ritorno vs Industria: GWRE ha avuto una performance inferiore rispetto al US Software che ha registrato un rendimento -16.9 % nell'ultimo anno.
Rendimento vs Mercato: GWRE ha avuto una performance inferiore al mercato US che ha registrato un rendimento 23.5 % nell'ultimo anno.
Volatilità dei prezzi
| GWRE volatility | |
|---|---|
| GWRE Average Weekly Movement | 9.8% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: GWRE non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 10% ) di GWRE è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2001 | 4,049 | Mike Rosenbaum | www.guidewire.com |
Guidewire Software, Inc. fornisce una piattaforma per gli assicuratori del settore property and casualty (P&C) di tutto il mondo. Offre Guidewire InsuranceSuite, come le applicazioni PolicyCenter, ClaimCenter e BillingCenter. L'azienda fornisce anche Guidewire InsuranceNow, un'applicazione basata su cloud che offre funzionalità di amministrazione delle polizze, gestione dei sinistri e fatturazione, oltre a funzionalità pre-integrate di produzione di documenti, analisi e altro.
Guidewire Software, Inc. Riepilogo dei fondamenti
| GWRE statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$10.20b |
| Utili (TTM) | US$159.84m |
| Ricavi(TTM) | US$1.42b |
63.8x
Rapporto P/E7.2x
Rapporto P/SGWRE è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| GWRE Conto economico (TTM) | |
|---|---|
| Ricavi | US$1.42b |
| Costo del fatturato | US$511.35m |
| Profitto lordo | US$909.50m |
| Altre spese | US$749.66m |
| Utili | US$159.84m |
Ultimi utili riportati
Apr 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 1.92 |
| Margine lordo | 64.01% |
| Margine di profitto netto | 11.25% |
| Rapporto debito/patrimonio netto | 51.4% |
Come si è comportato GWRE nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/15 11:08 |
| Prezzo dell'azione a fine giornata | 2026/06/12 00:00 |
| Utili | 2026/04/30 |
| Utili annuali | 2025/07/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Guidewire Software, Inc. è coperta da 23 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Joseph Vruwink | Baird |
| Michael Funk | BofA Global Research |
| Madeline Brooks | BofA Global Research |