Guidewire Software（GWRE）株式概要
Guidewire Software, Inc.は、世界中の損害保険会社にプラットフォームを提供している。 詳細
GWRE Community Fair Values
Create NarrativeSee what 16 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Guidewire Software, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$123.65 |
| 52週高値 | US$272.60 |
| 52週安値 | US$115.57 |
| ベータ | 0.91 |
| 1ヶ月の変化 | -1.15% |
| 3ヶ月変化 | -2.66% |
| 1年変化 | -42.53% |
| 3年間の変化 | 51.64% |
| 5年間の変化 | 27.43% |
| IPOからの変化 | 622.25% |
最新ニュース
ナラティブの更新 • 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.ナラティブの更新 • 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.Seeking Alpha • Apr 13
Guidewire Software: Growth Story Is Even More Durable Today
Summary Guidewire Software remains a buy as demand broadens, with cloud adoption and customer commitments expanding beyond a single large client. GWRE’s fully ramped ARR reached $1.42B in Q2, outpacing reported ARR growth and signaling a robust growth runway. Customers are signing longer contracts—average new deal duration exceeds six years—while RPO surged 63% y/y to $3.5B, indicating increased platform importance. AI is now a direct driver of modernization demand, with 25 Q2 deals including data/analytics products and strong initial uptake of ProNavigator. Read the full article on Seeking Alphaナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.Seeking Alpha • Apr 13
Guidewire Software: Growth Story Is Even More Durable Today
Summary Guidewire Software remains a buy as demand broadens, with cloud adoption and customer commitments expanding beyond a single large client. GWRE’s fully ramped ARR reached $1.42B in Q2, outpacing reported ARR growth and signaling a robust growth runway. Customers are signing longer contracts—average new deal duration exceeds six years—while RPO surged 63% y/y to $3.5B, indicating increased platform importance. AI is now a direct driver of modernization demand, with 25 Q2 deals including data/analytics products and strong initial uptake of ProNavigator. Read the full article on Seeking Alphaナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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%).分析記事 • 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...分析記事 • 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...分析記事 • 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
新しいナラティブ • 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 AlphaSeeking Alpha • Sep 19
Guidewire Software: Solid Demand Momentum For Its Cloud Platform
Summary I recommend a buy rating for Guidewire Software due to strong demand momentum for its cloud products and expected mid-teens growth over the next two years. GWRE's 4Q24 performance was solid, with subscription revenue growing by 37% and EPS surpassing estimates, instilling confidence in continued robust growth. The cloud platform's maturity and increasing client adoption suggest accelerating ARR growth in FY25/26, supporting management's revenue guidance of $1.14 billion. Read the full article on Seeking Alpha株主還元
| GWRE | US Software | US 市場 | |
|---|---|---|---|
| 7D | -11.4% | -1.3% | 1.1% |
| 1Y | -42.5% | -10.4% | 26.7% |
業界別リターン: GWRE過去 1 年間で-10.4 % の収益を上げたUS Software業界を下回りました。
リターン対市場: GWREは、過去 1 年間で26.7 % のリターンを上げたUS市場を下回りました。
価格変動
| GWRE volatility | |
|---|---|
| GWRE Average Weekly Movement | 8.2% |
| Software Industry Average Movement | 9.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: GWRE 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: GWREの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2001 | 3,961 | Mike Rosenbaum | www.guidewire.com |
Guidewire Software, Inc.は、世界中の損害保険会社向けにプラットフォームを提供している。PolicyCenter、ClaimCenter、BillingCenterなどのGuidewire InsuranceSuiteを提供している。また、クラウドベースのアプリケーションとして、保険契約管理、保険金請求管理、請求業務に加え、文書作成、分析などの機能を統合したGuidewire InsuranceNowを提供している。さらに、保険商品のプライシングを管理するGuidewire Rating Management、ルールベースのロジックを使用して引受・クレームプロセスを通じて再保険戦略を実行するGuidewire Reinsurance Management、損害保険会社の顧客情報の活用を支援するGuidewire Client Data Management、保険商品の設計・管理のためのクラウドネイティブアプリケーションであるGuidewire Advanced Product Designer、ソフトウェアツールと標準ベースのビジネスラインテンプレートを提供するGuidewire Product Content Managementも提供している。さらに、保険会社がデジタルエクスペリエンスを提供できるようにするGuidewire Digital Engagement Applications、損害保険に特化した機械学習プラットフォームであるGuidewire Predict、保険会社が財産リスクを理解、評価、価格設定、管理できるようにするGuidewire HazardHubを提供している；クラウドネイティブアプリケーションのGuidewire Canvas、Guidewire Compare、Guidewire Industry Intel、Guidewire Data Studio、Guidewire Explore、サイバーリスク経済モデリング製品のGuidewire Cyence、オペレーショナルデータストアのGuidewire DataHub、損害保険会社向けビジネスインテリジェンスウェアハウスのGuidewire InfoCenter。同社は2001年に設立され、カリフォルニア州サンマテオに本社を置いている。
Guidewire Software, Inc. 基礎のまとめ
| GWRE 基礎統計学 | |
|---|---|
| 時価総額 | US$10.63b |
| 収益（TTM） | US$189.36m |
| 売上高(TTM) | US$1.34b |
55.3x
PER（株価収益率7.8x
P/SレシオGWRE は割高か？
公正価値と評価分析を参照収益と収入
| GWRE 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.34b |
| 売上原価 | US$486.26m |
| 売上総利益 | US$855.55m |
| その他の費用 | US$666.19m |
| 収益 | US$189.36m |
直近の収益報告
Jan 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.24 |
| グロス・マージン | 63.76% |
| 純利益率 | 14.11% |
| 有利子負債／自己資本比率 | 44.8% |
GWRE の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/14 19:21 |
| 終値 | 2026/05/14 00:00 |
| 収益 | 2026/01/31 |
| 年間収益 | 2025/07/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Guidewire Software, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24
| アナリスト | 機関 |
|---|---|
| Joseph Vruwink | Baird |
| Michael Funk | BofA Global Research |
| Madeline Brooks | BofA Global Research |