
Guidewire Software (GWRE) Stock Forecast & Price Target
Guidewire Software (GWRE) Analyst Ratings
Bulls say
Guidewire Software is projected to achieve total revenue of $1.164B-$1.174B for FY25, representing a year-over-year increase of 19% at the midpoint, which exceeds previous estimates and market consensus. The growth is significantly bolstered by a 42.9% year-over-year surge in subscription revenue, alongside a robust 25.6% increase in service revenue, illustrating strong demand for its software solutions. Additionally, the company's annual recurring revenue (ARR) stands at $918.1M, marking a 15% year-over-year growth, with expectations of reaching $1.000B-$1.010B in the coming period, further underscoring the positive financial trajectory.
Bears say
Guidewire Software faces a negative outlook due to a projected decline in license revenue and stagnation in subscription revenue growth, particularly in a competitive landscape with rivals like Duck Creek and SPNS potentially capturing market share. Economic downturns or unfavorable trends in the insurance underwriting cycle could further strain the profit margins of property and casualty insurance carriers, leading to reduced technology spending. Additionally, while cash flow metrics showed positive performance, the transition from term licenses to subscription pricing may result in client disruptions and increased churn, potentially impacting future revenue stability.
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
Start investing in Guidewire Software (GWRE)
Order type
Buy in
Order amount
Est. shares
0 shares