Guidewire Software Yönetim
Yönetim kriter kontrolleri 4/4
Guidewire Software CEO'su Mike Rosenbaum, Aug2019 tarihinde atandı, in görev süresi 6.75 yıldır. in toplam yıllık tazminatı $ 14.01M olup, şirket hissesi ve opsiyonları dahil olmak üzere 5.4% maaş ve 94.6% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.25% ine doğrudan sahiptir ve bu hisseler $ 30.72M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 6.2 yıl ve 5.8 yıldır.
Anahtar bilgiler
Mike Rosenbaum
İcra Kurulu Başkanı
US$14.0m
Toplam tazminat
| CEO maaş yüzdesi | 5.35% |
| CEO görev süresi | 6.8yrs |
| CEO sahipliği | 0.3% |
| Yönetim ortalama görev süresi | 6.2yrs |
| Yönetim Kurulu ortalama görev süresi | 5.8yrs |
Son yönetim güncellemeleri
Recent updates
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.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.Guidewire Software: Growth Story Is Even More Durable Today
Apr 13GWRE: 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.
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.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.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.
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.Guidewire Software, Inc. (NYSE:GWRE) Shares May Have Slumped 27% But Getting In Cheap Is Still Unlikely
Jan 30
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.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.These 4 Measures Indicate That Guidewire Software (NYSE:GWRE) Is Using Debt Safely
Jan 02GWRE: 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.Here's Why Shareholders Will Not Be Complaining About Guidewire Software, Inc.'s (NYSE:GWRE) CEO Pay Packet
Dec 09Accelerating 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.Results: Guidewire Software, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
Sep 08Accelerating 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%).Does This Valuation Of Guidewire Software, Inc. (NYSE:GWRE) Imply Investors Are Overpaying?
Jul 25Guidewire Software, Inc.'s (NYSE:GWRE) Share Price Could Signal Some Risk
Jul 02We Think Guidewire Software's (NYSE:GWRE) Profit Is Only A Baseline For What They Can Achieve
Jun 16Guidewire: Can Outperform In A Bear Market
Apr 27Guidewire: The Shift To Profitability
Mar 17
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.Guidewire Software Low Valuation And Resilient Growth
Jan 14Guidewire Software: Market Expectations Are Stretched Even After Great Q1
Dec 06Guidewire Software: Solid Demand Momentum For Its Cloud Platform
Sep 19CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Jan 31 2026 | n/a | n/a | US$189m |
| Oct 31 2025 | n/a | n/a | US$92m |
| Jul 31 2025 | US$14m | US$750k | US$70m |
| Apr 30 2025 | n/a | n/a | US$35m |
| Jan 31 2025 | n/a | n/a | -US$17m |
| Oct 31 2024 | n/a | n/a | US$30m |
| Jul 31 2024 | US$11m | US$750k | -US$6m |
| Apr 30 2024 | n/a | n/a | -US$11m |
| Jan 31 2024 | n/a | n/a | -US$51m |
| Oct 31 2023 | n/a | n/a | -US$70m |
| Jul 31 2023 | US$10m | US$750k | -US$112m |
| Apr 30 2023 | n/a | n/a | -US$155m |
| Jan 31 2023 | n/a | n/a | -US$167m |
| Oct 31 2022 | n/a | n/a | -US$198m |
| Jul 31 2022 | US$10m | US$750k | -US$180m |
| Apr 30 2022 | n/a | n/a | -US$150m |
| Jan 31 2022 | n/a | n/a | -US$130m |
| Oct 31 2021 | n/a | n/a | -US$98m |
| Jul 31 2021 | US$8m | US$750k | -US$67m |
| Apr 30 2021 | n/a | n/a | -US$27m |
| Jan 31 2021 | n/a | n/a | -US$21m |
| Oct 31 2020 | n/a | n/a | -US$32m |
| Jul 31 2020 | US$20m | US$745k | -US$27m |
Tazminat ve Piyasa: Mike 'ın toplam tazminatı ($USD 14.01M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 14.58M ).
Tazminat ve Kazançlar: Mike 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Mike Rosenbaum (53 yo)
Mr. Michael George Rosenbaum, also known as Mike, serves as Independent Director of DocuSign, Inc. since September 2025. He has been the Chief Executive Officer and Director of Guidewire Software, Inc. sin...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO & Director | 6.8yrs | US$14.01m | 0.25% $ 30.7m | |
| President | 4.3yrs | US$15.37m | 0.16% $ 19.4m | |
| Chief Financial Officer | 6.2yrs | US$6.51m | 0.078% $ 9.5m | |
| Principal Accounting Officer & Chief Accounting Officer | 6yrs | US$906.73k | 0.015% $ 1.8m | |
| Chief Administrative Officer | 13.3yrs | US$3.84m | 0.018% $ 2.1m | |
| Chief Information Officer | 6.8yrs | Veri yok | Veri yok | |
| Investor Relations | no data | Veri yok | Veri yok | |
| Chief Marketing Officer | 10.7yrs | Veri yok | Veri yok | |
| Chief People Officer | less than a year | Veri yok | Veri yok | |
| Senior Vice President of Strategic Accounts | 5.9yrs | US$2.84m | Veri yok | |
| Chief Product Development Officer | 8.3yrs | Veri yok | Veri yok | |
| Chief Customer Officer | 5.9yrs | Veri yok | Veri yok |
Deneyimli Yönetim: GWRE 'un yönetim ekibi deneyimli ve deneyimlidir ( 6.2 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO & Director | 6.8yrs | US$14.01m | 0.25% $ 30.7m | |
| Independent Director | 6.7yrs | US$292.66k | 0.018% $ 2.2m | |
| Independent Chairman of the Board | 6.7yrs | US$356.43k | 0.011% $ 1.4m | |
| Independent Director | 1.3yrs | US$244.75k | 0.0014% $ 168.9k | |
| Independent Director | 1.7yrs | US$313.72k | 0.0018% $ 218.8k | |
| Independent Director | 4.9yrs | US$288.67k | 0.012% $ 1.4m | |
| Independent Director | 3.6yrs | US$283.68k | 0.0070% $ 847.2k | |
| Independent Director | 6.7yrs | US$281.19k | 0.018% $ 2.2m |
Deneyimli Yönetim Kurulu: GWRE 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.8 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/05 23:38 |
| Gün Sonu Hisse Fiyatı | 2026/05/05 00:00 |
| Kazançlar | 2026/01/31 |
| Yıllık Kazançlar | 2025/07/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Guidewire Software, Inc. 24 Bu analistlerden 15, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Joseph Vruwink | Baird |
| Michael Funk | BofA Global Research |
| Madeline Brooks | BofA Global Research |