
Guidewire Software (GWRE) Stock Forecast & Price Target
Guidewire Software (GWRE) Analyst Ratings
Bulls say
Guidewire Software demonstrated a robust financial performance with a revenue increase of 22% year-over-year, reaching $356.6 million, which underscores its strong market position and demand for its cloud-based software solutions. The company's fully ramped annual recurring revenue (ARR) also grew by 22% year-over-year, indicating sustainable growth and enhanced visibility into future revenue streams. Notably, the successful closure of 19 cloud deals in the fourth quarter, alongside the landmark agreement with Liberty Mutual, highlights the maturity of Guidewire's cloud platform and its increasing traction within the property and casualty insurance sector.
Bears say
Guidewire Software faces significant investment risks that contribute to a negative outlook on its stock. Key concerns include the potential failure of its cloud transition, which is crucial for its future growth, alongside the challenges of operating in a highly competitive market. Additionally, non-US revenue accounts for 40% of total revenue, indicating substantial exposure to international risks, compounded by customer concentration and a high proportion of low-margin professional services that could impact overall profitability.
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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