
Guidewire Software (GWRE) Stock Forecast & Price Target
Guidewire Software (GWRE) Analyst Ratings
Bulls say
Guidewire Software's revenue reached $356.6 million, demonstrating a robust 22% year-over-year growth, which indicates strong demand for its cloud-based solutions in the property and casualty insurance sector. Additionally, the annual recurring revenue (ARR) also grew by 22% year-over-year, reflecting increasing customer adoption and confidence in Guidewire’s offerings. The successful closure of 19 cloud deals in the fourth quarter, coupled with significant partnerships like the one with Liberty Mutual, further underscores the effectiveness and maturity of Guidewire's cloud platform, reinforcing a favorable long-term growth outlook.
Bears say
Guidewire Software faces significant risks that contribute to a negative outlook, primarily surrounding the success of its cloud transition, which remains uncertain. The company operates in a highly competitive market, where its ability to maintain market share is challenged by various rivals. Additionally, the financial dependence on international revenue, which constitutes 40% of total income, alongside customer concentration and a substantial presence of low-margin professional services, raises concerns about revenue stability and 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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