Oppenheimer analyst Kenneth Wong maintains $Guidewire Software (GWRE.US)$ with a buy rating, and adjusts the target price from $185 to $200.
According to TipRanks data, the analyst has a success rate of 62.0% and a total average return of 12.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Guidewire Software (GWRE.US)$'s main analysts recently are as follows:
The insurance industry has been categorized as 'relatively defensive' over the last year with increased premiums favorably impacting insurance software budgets. This sector is seen to benefit from both industry and company-specific tailwinds. Guidewire, in particular, is positioned to realize mid-to-high teens growth, driven by acceleration from its cloud transition and gains in market share.
In anticipation of the investor day on October 10, expectations are set for management to establish a definite timeline for achieving its annual recurring revenue goal of $1.5 billion and operating cash flow margin targets between 29% and 32%. The analyst's heightened confidence in Guidewire's long-term trajectory is cited as the rationale for the target increase.
The firm is of the opinion that Guidewire's recent analyst day may have helped outline the principal factors behind the company's recent enhancements, progress towards goals, and the long-term margin potential. This comes at a time when the investor base appears to be re-engaging. The firm also anticipates that the stock will experience a well-earned pause following the event.
Note:
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奥本海默控股分析师Kenneth Wong维持$Guidewire Software (GWRE.US)$买入评级，并将目标价从185美元上调至200美元。
根据TipRanks数据显示，该分析师近一年总胜率为62.0%，总平均回报率为12.3%。
此外，综合报道，$Guidewire Software (GWRE.US)$近期主要分析师观点如下：
去年，保险业被归类为 “相对防御性”，保费上涨对保险软件预算产生了有利影响。该行业被认为将受益于行业和公司特定的利好因素。特别是，在云过渡的加速和市场份额增加的推动下，Guidewire有望实现中高年龄段青少年的增长。
在10月10日投资者日的到来之际，预计管理层将制定明确的时间表，以实现其15亿美元的年度经常性收入目标和29％至32％的运营现金流利润率目标。分析师对Guidewire长期走势的信心增强，这被视为提高目标的理由。
该公司认为，Guidewire最近的分析师日可能有助于概述公司近期改进、目标进展和长期利润潜力背后的主要因素。这是在投资者基础似乎正在重新参与之际发生的。该公司还预计，该股将在事件发生后经历来之不易的暂停。
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