Guidewire Software Inc

Guidewire Software Inc(GWRE)股票分析

$189.000

-0.643 (-0.34%)收盘时

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最高
191.330
开盘
189.110
成交量加权均价
188.92
成交量
751.76K
市值
11.34B
最低
186.435
成交额
142.02M
企业价值/息税折旧摊销前利润(TTM)
48.93

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.

AI 分析 of Guidewire Software Inc (GWRE)

买入

Guidewire Software Inc is a good buy right now due to its current price of $189, a strong RSI of 77.47 indicating overbought conditions, and a forward P/E of 34.84, suggesting growth potential. The company reported a significant 19% year-over-year increase in Annual Recurring Revenue (ARR) to $1.242 billion, which exceeds expectations. However, the main risk is the recent insider selling, where the CEO sold shares at $160.52, indicating potential market concerns.

分析师评级(10)

上行空间 +47.94%
买入
7 买入
3 持有
0 卖出
当前: 189.00
最低
245.00
平均
279.60
最高
305.00

BTIG

2026-09-04

目标价

$220

买入

Citi

2026-09-04

目标价

$181

中性

Oppenheimer

2026-09-04

目标价

$210

跑赢大盘

Wells Fargo

2026-09-04

目标价

$195

增持

BTIG

2026-09-02

目标价

$230

买入

估值指标

Guidewire Software Inc(GWRE)当前预期市盈率为 34.84,5 年平均预期市盈率为 -172.16。

预期市盈率

合理
5 年均值 P/E
-172.16
当前P/E
34.84
高估
568.03
低估
-912.36

预期 EV/EBITDA

合理
5 年均值 EV/EBITDA
14.07
当前EV/EBITDA
48.93
高估
192.67
低估
-164.54

预期市销率

合理
5 年均值 P/S
9.40
当前P/S
7.81
高估
12.34
低估
6.45

Alphio AI 对 GWRE 的价格情景

情景价格取自当年最后一个月度预测区间。概率为固定的模型权重(25 / 50 / 25),不构成保证。

乐

乐观

乐观 · 25%GWRE

$246.75

情景价格

基

基准

基准 · 50%GWRE

$218.05

情景价格

悲

悲观

悲观 · 25%GWRE

$189.74

情景价格

持有 GWRE 的大户

B

Baron Capital Group, Inc.

+ 持有GWRE

+12.16%

3个月收益率

A

Ardmore Road Asset Management LP

+ 持有GWRE

+10.72%

3个月收益率

R

Route One Investment Company, L.P.

+ 持有GWRE

+10.01%

3个月收益率

S

Stockbridge Partners LLC

+ 持有GWRE

+9.80%

3个月收益率

D

Darsana Capital Partners LP

+ 持有GWREHCA

+7.37%

3个月收益率

G

Greenwich Wealth Management, LLC

+ 持有GWRE

-8.13%

3个月收益率

事件时间线

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

资讯

GWRE 常见问题 —— 由 Alphio AI 解答

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 current price of $189, a strong RSI of 77.47 indicating overbought conditions, and a forward P/E of 34.84, suggesting growth potential. The company reported a significant 19% year-over-year increase in Annual Recurring Revenue (ARR) to $1.242 billion, which exceeds expectations. However, the main risk is the recent insider selling, where the CEO sold shares at $160.52, indicating potential market concerns.

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

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本页仅供研究参考,不构成投资建议。模型可能出错。过往表现不代表未来结果。

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