Guidewire Software Inc

Guidewire Software Inc(GWRE)の株式分析

$175.770

+11.566 (+6.58%)終値時点

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高値
177.625
始値
165.740
出来高加重平均価格
173.05
出来高
1.61M
時価総額
11.34B
安値
165.740
売買代金
278.20M
EV/EBITDA(TTM)
42.72

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 is a good buy right now due to its strong fiscal performance, with a 23% year-over-year revenue increase to $1.475 billion and a significant 19% growth in Annual Recurring Revenue (ARR). The stock has shown a positive momentum with a 5-day change of +9.97% and is currently trading above its 5-day simple moving average of $164.77. However, a risk to consider is the high RSI of 75.44, indicating that the stock may be overbought in the short term.

アナリスト評価(10)

上値余地 +59.07%
買い
7 買い
3 中立
0 売り
現在: 175.77
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-173.37です。

予想PER

適正
5年平均 P/E
-173.37
現在のP/E
34.84
割高
566.99
割安
-913.73

予想EV/EBITDA

適正
5年平均 EV/EBITDA
12.62
現在のEV/EBITDA
42.72
割高
192.44
割安
-167.21

予想PSR

適正
5年平均 P/S
9.42
現在のP/S
6.80
割高
12.37
割安
6.47

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

T

The Linonia Partnership LP

+ を保有GWRE

+12.07%

3か月リターン

S

Stockbridge Partners LLC

+ を保有GWRE

+6.13%

3か月リターン

R

Riverbridge Partners, LLC

+ を保有GWRE

+4.83%

3か月リターン

A

American Capital Management, Inc.

+ を保有GWRE

+3.92%

3か月リターン

B

Baron Capital Group, Inc.

+ を保有GWRE

+3.84%

3か月リターン

D

D.F. Dent and Company, Inc.

+ を保有GWRE

+2.34%

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 is a good buy right now due to its strong fiscal performance, with a 23% year-over-year revenue increase to $1.475 billion and a significant 19% growth in Annual Recurring Revenue (ARR). The stock has shown a positive momentum with a 5-day change of +9.97% and is currently trading above its 5-day simple moving average of $164.77. However, a risk to consider is the high RSI of 75.44, indicating that the stock may be overbought in the short term.

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

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