Guidewire Software Inc

Guidewire Software Inc(GWRE)の株式分析

$171.440

+2.623 (+1.53%)終値時点

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高値
173.020
始値
167.900
出来高加重平均価格
170.69
出来高
870.50K
時価総額
11.34B
安値
167.595
売買代金
148.58M
EV/EBITDA(TTM)
45.46

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

AI分析 of Guidewire Software Inc (GWRE)

買い

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.

アナリスト評価(10)

上値余地 +63.09%
買い
7 買い
3 中立
0 売り
現在: 171.44
安値
245.00
平均
279.60
高値
305.00

BTIG

2026-09-04

目標株価

$220

買い

Citi

2026-09-04

目標株価

$181

中立

Oppenheimer

2026-09-04

目標株価

$210

アウトパフォーム

Wells Fargo

2026-09-04

目標株価

$195

オーバーウェイト

BTIG

2026-09-02

目標株価

$230

買い

バリュエーション指標

Guidewire Software Inc(GWRE)の現在の予想PERは34.84で、5年平均は-173.16です。

予想PER

適正
5年平均 P/E
-173.16
現在のP/E
34.84
割高
567.22
割安
-913.55

予想EV/EBITDA

適正
5年平均 EV/EBITDA
12.90
現在のEV/EBITDA
45.46
割高
192.50
割安
-166.70

予想PSR

適正
5年平均 P/S
9.41
現在のP/S
7.25
割高
12.37
割安
6.46

Alphio AI による GWRE の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%GWRE

$246.75

シナリオ価格

基

基本

基本 · 50%GWRE

$218.05

シナリオ価格

弱

弱気

弱気 · 25%GWRE

$189.74

シナリオ価格

GWRE を保有するクジラ

R

Route One Investment Company, L.P.

+ を保有GWRE

+9.57%

3か月リターン

A

Ardmore Road Asset Management LP

+ を保有GWRE

+7.78%

3か月リターン

D

Darsana Capital Partners LP

+ を保有GWREHCA

+7.02%

3か月リターン

S

Stockbridge Partners LLC

+ を保有GWRE

+6.13%

3か月リターン

B

Baron Capital Group, Inc.

+ を保有GWRE

+5.50%

3か月リターン

G

Greenwich Wealth Management, LLC

+ を保有GWRE

-7.31%

3か月リターン

イベントタイムライン

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

ニュース

GWRE のよくある質問 — Alphio AI が回答

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.

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