Guidewire Software Inc

Guidewire Software Inc(GWRE)股票分析

$189.000

-0.643 (-0.34%)收盤時

Loading chart…
最高
191.330
開盤
189.110
成交量加權均價
188.92
成交量
751.76K
市值
11.34B
最低
186.435
成交金額
142.02M
企業價值/稅息折舊攤銷前利潤(TTM)
46.98

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)

買進

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.

分析師評級(10)

上檔空間 +47.94%
買進
7 買進
3 持有
0 賣出
目前: 189.00
最低
245.00
平均
279.60
最高
305.00

BTIG

2026-09-04

目標價

$220

買進

Citi

2026-09-04

目標價

$181

中性

Oppenheimer

2026-09-04

目標價

$210

優於大盤

Wells Fargo

2026-09-04

目標價

$195

增持

BTIG

2026-09-02

目標價

$230

買進

估值指標

Guidewire Software Inc(GWRE)目前預期本益比為 34.84,5 年平均預期本益比為 -172.33。

預期本益比

合理
5 年均值 P/E
-172.33
目前P/E
34.84
高估
568.14
低估
-912.80

預期 EV/EBITDA

合理
5 年均值 EV/EBITDA
14.04
目前EV/EBITDA
46.98
高估
192.72
低估
-164.64

預期股價營收比

合理
5 年均值 P/S
9.40
目前P/S
7.50
高估
12.34
低估
6.45

Alphio AI 對 GWRE 的價格情境

情境價格取自當年最後一個月度預測區間。機率為固定的模型權重(25 / 50 / 25),不構成保證。

樂

樂觀

樂觀 · 25%GWRE

$246.75

情境價格

基

基準

基準 · 50%GWRE

$218.05

情境價格

悲

悲觀

悲觀 · 25%GWRE

$189.74

情境價格

持有 GWRE 的大戶

B

Baron Capital Group, Inc.

+ 持有GWRE

+12.16%

3個月報酬率

A

Ardmore Road Asset Management LP

+ 持有GWRE

+10.72%

3個月報酬率

R

Route One Investment Company, L.P.

+ 持有GWRE

+10.01%

3個月報酬率

S

Stockbridge Partners LLC

+ 持有GWRE

+9.80%

3個月報酬率

D

Darsana Capital Partners LP

+ 持有GWREHCA

+7.37%

3個月報酬率

G

Greenwich Wealth Management, LLC

+ 持有GWRE

-8.13%

3個月報酬率

事件時間軸

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

資訊

GWRE 常見問題 —— 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 (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.

暫無貼文

註冊或登入後參與討論

本頁僅供研究參考,不構成投資建議。模型可能出錯。過往表現不代表未來結果。

開始交易