Guidewire Software Inc

Análisis de la acción Guidewire Software Inc (GWRE)

$183.580

+12.997 (+7.08%)Al cierre

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Máximo
185.870
Apertura
175.000
Precio medio ponderado por volumen
181.48
Volumen
1.59M
Capitalización
11.34B
Mínimo
175.000
Importe
287.90M
EV/EBITDA, TTM
44.37

Guidewire Software, Inc. delivers a platform that property and casualty insurers trust to engage, innovate and grow efficiently. The Company's foundational core products, InsuranceSuite and InsuranceNow, are delivered primarily as cloud-based subscription services. These products serve as transactional systems of record, fully supporting insurance operations, including product definition, policy administration, claims management and billing. It provides digital engagement products that enable seamless sales, and omnichannel service. InsuranceSuite is a configurable and scalable product, delivered as a service, and primarily comprised of five core applications (PolicyCenter, ClaimCenter, BillingCenter, PricingCenter, and UnderwritingCenter) that can be subscribed to separately or together. InsuranceNow is a cloud-based application that offers policy administration, claims management, and billing functionality, plus pre-integrated document production, analytics, and other capabilities.

www.guidewire.com

Análisis de IA of Guidewire Software Inc (GWRE)

Comprar

Guidewire Software Inc (GWRE) appears to be a good buy right now, trading at $168.86 with a forward P/E of 34.84, suggesting it is reasonably valued for its growth potential. The company reported a significant 19% year-over-year increase in Annual Recurring Revenue (ARR) to $1.242 billion, which exceeded expectations and indicates strong momentum. Additionally, the RSI is at 59.39, suggesting the stock is nearing overbought territory but still has room for growth. However, a risk to consider is the recent insider selling, where the CEO sold shares at $160.52, which may raise concerns about future performance.

Recomendaciones de analistas (10)

+52.30% de potencial alcista
Comprar
7 Comprar
3 Mantener
0 Vender
Actual: 183.58
Mínimo
245.00
Promedio
279.60
Máximo
305.00

BTIG

2026-09-04

Precio objetivo

$220

Comprar

Citi

2026-09-04

Precio objetivo

$181

Neutral

Oppenheimer

2026-09-04

Precio objetivo

$210

Superar al mercado

Wells Fargo

2026-09-04

Precio objetivo

$195

Sobreponderar

BTIG

2026-09-02

Precio objetivo

$230

Comprar

Métricas de valoración

El PER previsto actual de Guidewire Software Inc (GWRE) es 34.84, frente a su media de 5 años de -172.79.

PER previsto

Valor razonable
Media 5A P/E
-172.79
P/E actual
34.84
Sobrevalorada
567.34
Infravalorada
-912.92

EV/EBITDA previsto

Valor razonable
Media 5A EV/EBITDA
13.21
EV/EBITDA actual
44.37
Sobrevalorada
192.51
Infravalorada
-166.10

Precio/ventas previsto

Valor razonable
Media 5A P/S
9.41
P/S actual
7.07
Sobrevalorada
12.36
Infravalorada
6.46

Escenarios de precio de Alphio AI para GWRE

Los precios por escenario son la última banda de previsión mensual del año en curso. Las probabilidades son pesos fijos del modelo (25 / 50 / 25), no garantías.

A

Alcista

Alcista · 25%GWRE

$246.75

Precio del escenario

B

Base

Base · 50%GWRE

$218.05

Precio del escenario

B

Bajista

Bajista · 25%GWRE

$189.74

Precio del escenario

Ballenas con GWRE en cartera

B

Baron Capital Group, Inc.

+ Con en carteraGWRE

+13.87%

Rentabilidad a 3 meses

R

Route One Investment Company, L.P.

+ Con en carteraGWRE

+13.12%

Rentabilidad a 3 meses

A

Ardmore Road Asset Management LP

+ Con en carteraGWRE

+12.52%

Rentabilidad a 3 meses

S

Stockbridge Partners LLC

+ Con en carteraGWRE

+11.32%

Rentabilidad a 3 meses

D

Darsana Capital Partners LP

+ Con en carteraGWREHCA

+11.06%

Rentabilidad a 3 meses

G

Greenwich Wealth Management, LLC

+ Con en carteraGWRE

-4.40%

Rentabilidad a 3 meses

Cronología de eventos

2026-10-05 (ET)

09:00:00

Guidewire Appoints Dan Brown as Chief Product Officer

2026-10-01 (ET)

08:00:00

Guidewire Enters Multi-Year Agreement with Top 10 U.S. Insurer

2026-09-29 (ET)

08:30:00

Paymentus Holdings Achieves Premier Tier in Guidewire PartnerConnect Program

2026-09-04 (ET)

16:30:00

Major Averages Decline Ahead of Long Weekend Due to Jobs Report

13:00:00

Major Averages Broadly Lower as Jobs Report Impacts Markets

Noticias

Preguntas frecuentes sobre GWRE, respondidas por Alphio AI

Guidewire Software, Inc. delivers a platform that property and casualty insurers trust to engage, innovate and grow efficiently. The Company's foundational core products, InsuranceSuite and InsuranceNow, are delivered primarily as cloud-based subscription services. These products serve as transactional systems of record, fully supporting insurance operations, including product definition, policy administration, claims management and billing. It provides digital engagement products that enable seamless sales, and omnichannel service. InsuranceSuite is a configurable and scalable product, delivered as a service, and primarily comprised of five core applications (PolicyCenter, ClaimCenter, BillingCenter, PricingCenter, and UnderwritingCenter) that can be subscribed to separately or together. InsuranceNow is a cloud-based application that offers policy administration, claims management, and billing functionality, plus pre-integrated document production, analytics, and other capabilities. It operates in the Technology sector (SERVICES-PREPACKAGED SOFTWARE industry).

Guidewire Software Inc (GWRE) appears to be a good buy right now, trading at $168.86 with a forward P/E of 34.84, suggesting it is reasonably valued for its growth potential. The company reported a significant 19% year-over-year increase in Annual Recurring Revenue (ARR) to $1.242 billion, which exceeded expectations and indicates strong momentum. Additionally, the RSI is at 59.39, suggesting the stock is nearing overbought territory but still has room for growth. However, a risk to consider is the recent insider selling, where the CEO sold shares at $160.52, which may raise concerns about future performance.

10 analysts cover GWRE: 7 rate it Buy, 3 Hold and 0 Sell. The average price target is 279.60.

Comunidad

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