Guidewire Software, Inc.

NYSE:GWRE 株式レポート

時価総額：US$11.7b

Guidewire Software 配当と自社株買い

配当金 基準チェック /06

Guidewire Software配当金を支払った記録がありません。

主要情報

n/a

配当利回り

1.1%

バイバック利回り

総株主利回り1.1%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

Recent updates

ナラティブ更新 • 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 Alpha
Seeking 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
User avatar
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 Alpha
Seeking 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 Alpha
Seeking 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

決済の安定と成長

配当データの取得

安定した配当: GWREの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: GWREの配当金が増加しているかどうかを判断するにはデータが不十分です。

配当利回り対市場

Guidewire Software 配当利回り対市場
GWRE 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (GWRE)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Software)0.9%
アナリスト予想 (GWRE) (最長3年)0%

注目すべき配当: GWREは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: GWREは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。

株主への利益配当

収益カバレッジ: GWREの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。

株主配当金

キャッシュフローカバレッジ: GWREが配当金を報告していないため、配当金の持続可能性を計算できません。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/11 14:49
終値2026/05/08 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 VruwinkBaird
Michael FunkBofA Global Research
Madeline BrooksBofA Global Research