
Guidewire Software (GWRE) Stock Forecast & Price Target
Guidewire Software (GWRE) Analyst Ratings
Bulls say
Guidewire Software has demonstrated strong financial performance, highlighted by a significant increase in non-GAAP operating margins, which rose by 590 basis points year-over-year to 19.1% of revenue, exceeding forecasts. The company's subscription revenue experienced robust growth of 36% year-over-year, reaching $207 million and contributing to a total annual recurring revenue (ARR) of $1,063 million, an increase of 22% year-over-year. Additionally, management has raised fiscal 2026 guidance, reflecting improved projections for revenue and operating income, driven by strong service revenue growth of 23% year-over-year.
Bears say
Guidewire Software faces a negative outlook due to several fundamental issues impacting its financial stability and growth prospects. The company has been experiencing pressure on revenue growth and margins due to its transition to a subscription-based revenue recognition model, which is compounded by high competition from both established players and emergent InsureTech firms. Additionally, the reliance on a limited number of large customers, which comprised 22% of total revenue in fiscal 2024, heightens the risk of significant financial impact should any of these key accounts be lost to competitors or through industry consolidation.
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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