
Guidewire Software (GWRE) Stock Forecast & Price Target
Guidewire Software (GWRE) Analyst Ratings
Bulls say
Guidewire Software has provided a robust financial outlook, projecting total revenue for FY25 in the range of $1.164B to $1.174B, representing a 19% year-over-year increase. The company has demonstrated strong performance in subscription revenue, which is expected to reach approximately $653 million, reflecting an accelerated growth rate of 42.9% year-over-year, contributing significantly to the overall revenue growth. Additionally, the Annual Recurring Revenue (ARR) is poised to reach between $1.000B and $1.010B, indicating a solid growth of 16% year-over-year at the midpoint, further affirming the positive trajectory of the company's financial performance.
Bears say
Guidewire Software is facing significant challenges, including declining license revenue and a stabilization of subscription revenue, particularly as competitors like Duck Creek and SPNS potentially capture market share. The company’s performance is further threatened by external economic factors and changes in the insurance underwriting cycle, which could affect spending on technology among property and casualty insurance carriers. Additionally, while non-GAAP EPS and free cash flow exceeded expectations, ongoing adjustments to annual recurring revenue (ARR) due to foreign exchange impacts, along with the risks associated with their transition to subscription pricing and increased reliance on Systems Integrators, may lead to further customer turnover and market share loss.
This aggregate rating is based on analysts' research of Guidewire Software and is not a guaranteed prediction by Public.com or investment advice.
Guidewire Software (GWRE) Analyst Forecast & Price Prediction
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