Guidewire Software (GWRE) Aandelenoverzicht
Guidewire Software, Inc. biedt een platform voor schadeverzekeraars wereldwijd. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 3/6 |
| Toekomstige groei | 3/6 |
| Prestaties in het verleden | 3/6 |
| Financiële gezondheid | 5/6 |
| Dividenden | 0/6 |
GWRE Community Fair Values
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Analyst Price Targets
Guidewire Software, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$152.67 |
| 52 Week Hoogtepunt | US$272.60 |
| 52 Week Laag | US$115.57 |
| Bèta | 0.91 |
| 1 maand verandering | 9.65% |
| 3 maanden verandering | 5.06% |
| 1 Jaar Verandering | -29.00% |
| 3 jaar verandering | 115.36% |
| 5 jaar verandering | 46.40% |
| Verandering sinds IPO | 791.76% |
Recent nieuws en updates
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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 AlphaRecent updates
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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 AlphaNarratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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...Narratiefupdate • 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.Narratiefupdate • 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...Narratiefupdate • 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...Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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%).Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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
Nieuw narratief • 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 AlphaRendement voor aandeelhouders
| GWRE | US Software | US Markt | |
|---|---|---|---|
| 7D | 8.8% | 8.5% | 1.5% |
| 1Y | -29.0% | -0.7% | 28.6% |
Rendement versus industrie: GWRE presteerde slechter dan de US Software -sector, die het afgelopen jaar een rendement van -0.7 % opleverde.
Rendement versus markt: GWRE presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 28.6 % opleverde.
Prijsvolatiliteit
| GWRE volatility | |
|---|---|
| GWRE Average Weekly Movement | 8.3% |
| Software Industry Average Movement | 9.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
Stabiele aandelenkoers: GWRE heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 8% ) van GWRE is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2001 | 3,961 | Mike Rosenbaum | www.guidewire.com |
Guidewire Software, Inc. biedt een platform voor schadeverzekeraars wereldwijd. Het biedt Guidewire InsuranceSuite, zoals PolicyCenter, ClaimCenter en BillingCenter applicaties. Het bedrijf biedt ook Guidewire InsuranceNow, een cloud-gebaseerde toepassing die functionaliteit biedt voor polisadministratie, schadebeheer en facturering, plus vooraf geïntegreerde documentproductie, analyse en andere mogelijkheden.
Guidewire Software, Inc. Samenvatting
| GWRE fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$12.03b |
| Inkomsten(TTM) | US$189.36m |
| Inkomsten(TTM) | US$1.34b |
68.3x
Koers/Winstverhouding9.6x
P/S-verhoudingIs GWRE overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| GWRE resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$1.34b |
| Kosten van inkomsten | US$486.26m |
| Brutowinst | US$855.55m |
| Overige uitgaven | US$666.19m |
| Inkomsten | US$189.36m |
Laatst gerapporteerde inkomsten
Jan 31, 2026
Volgende inkomensdatum
Jun 04, 2026
| Winst per aandeel (EPS) | 2.24 |
| Brutomarge | 63.76% |
| Nettowinstmarge | 14.11% |
| Schuld/Eigen Vermogen Verhouding | 44.8% |
Hoe presteerde GWRE op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/29 17:54 |
| Aandelenkoers aan het einde van de dag | 2026/05/29 00:00 |
| Inkomsten | 2026/01/31 |
| Jaarlijkse inkomsten | 2025/07/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Guidewire Software, Inc. wordt gevolgd door 24 analisten. 15 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Joseph Vruwink | Baird |
| Michael Funk | BofA Global Research |
| Madeline Brooks | BofA Global Research |