Guidewire Software 過去の業績
過去 基準チェック /56
Guidewire Softwareは、平均年間65.3%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間30.7% 13.8%収益成長率で 成長しています。 Guidewire Softwareの自己資本利益率は11.7%であり、純利益率は9.4%です。
主要情報
65.26%
収益成長率
65.03%
EPS成長率
| Software 業界の成長 | 17.33% |
| 収益成長率 | 13.82% |
| 株主資本利益率 | 11.67% |
| ネット・マージン | 9.44% |
| 前回の決算情報 | 31 Jul 2026 |
最近の業績更新
Recent updates
ナラティブ更新 • 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
ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.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.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.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%).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収支内訳
収支内訳
Guidewire Software の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Jul 26 | 1,475 | 139 | 457 | 340 |
| 30 Apr 26 | 1,421 | 160 | 459 | 334 |
| 31 Jan 26 | 1,342 | 189 | 446 | 319 |
| 31 Oct 25 | 1,272 | 92 | 433 | 306 |
| 31 Jul 25 | 1,202 | 70 | 415 | 296 |
| 30 Apr 25 | 1,137 | 35 | 398 | 288 |
| 31 Jan 25 | 1,085 | -17 | 385 | 281 |
| 31 Oct 24 | 1,036 | 30 | 377 | 276 |
| 31 Jul 24 | 980 | -6 | 367 | 269 |
| 30 Apr 24 | 959 | -11 | 357 | 263 |
| 31 Jan 24 | 926 | -51 | 357 | 259 |
| 31 Oct 23 | 917 | -70 | 353 | 254 |
| 31 Jul 23 | 905 | -112 | 358 | 250 |
| 30 Apr 23 | 880 | -155 | 362 | 241 |
| 31 Jan 23 | 870 | -167 | 356 | 237 |
| 31 Oct 22 | 842 | -198 | 357 | 232 |
| 31 Jul 22 | 813 | -180 | 347 | 229 |
| 30 Apr 22 | 797 | -150 | 322 | 229 |
| 31 Jan 22 | 764 | -130 | 299 | 225 |
| 31 Oct 21 | 739 | -98 | 275 | 222 |
| 31 Jul 21 | 743 | -67 | 294 | 201 |
| 30 Apr 21 | 758 | -27 | 244 | 212 |
| 31 Jan 21 | 762 | -21 | 235 | 210 |
| 31 Oct 20 | 755 | -32 | 231 | 207 |
| 31 Jul 20 | 742 | -27 | 228 | 201 |
| 30 Apr 20 | 706 | -43 | 223 | 198 |
| 31 Jan 20 | 701 | -21 | 218 | 193 |
| 31 Oct 19 | 696 | -1 | 209 | 190 |
| 31 Jul 19 | 720 | 21 | 205 | 189 |
| 30 Apr 19 | 752 | 57 | 207 | 185 |
| 31 Jan 19 | 731 | 34 | 204 | 184 |
| 31 Oct 18 | 725 | -12 | 208 | 181 |
| 31 Jul 18 | 653 | -27 | 200 | 172 |
| 30 Apr 18 | 589 | -62 | 190 | 162 |
| 31 Jan 18 | 570 | -32 | 183 | 149 |
| 31 Oct 17 | 528 | 20 | 166 | 135 |
| 31 Jul 17 | 510 | 18 | 166 | 130 |
| 30 Apr 17 | 474 | 10 | 158 | 127 |
| 31 Jan 17 | 450 | 12 | 154 | 122 |
| 31 Oct 16 | 436 | 9 | 151 | 118 |
| 31 Jul 16 | 424 | 15 | 143 | 112 |
| 30 Apr 16 | 409 | 11 | 138 | 107 |
| 31 Jan 16 | 396 | 8 | 131 | 102 |
| 31 Oct 15 | 383 | 11 | 127 | 99 |
質の高い収益: GWREは 高品質の収益 を持っています。
利益率の向上: GWREの現在の純利益率 (9.4%)は、昨年(5.8%)よりも高くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: GWRE過去 5 年間で収益を上げており、収益は年間65.3%増加しています。
成長の加速: GWREの過去 1 年間の収益成長率 ( 99.5% ) は、5 年間の平均 ( 年間65.3%を上回っています。
収益対業界: GWREの過去 1 年間の収益成長率 ( 99.5% ) はSoftware業界27.2%を上回りました。
株主資本利益率
高いROE: GWREの 自己資本利益率 ( 11.7% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/09/20 01:03 |
| 終値 | 2026/09/18 00:00 |
| 収益 | 2026/07/31 |
| 年間収益 | 2026/07/31 |
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 |
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* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 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. 16 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。23
| アナリスト | 機関 |
|---|---|
| Joseph Vruwink | Baird |
| Michael Funk | BofA Global Research |
| Madeline Brooks | BofA Global Research |