On Oct 11, major Wall Street analysts update their ratings for $Guidewire Software (GWRE.US)$, with price targets ranging from $195 to $205.
Wells Fargo analyst Michael Turrin maintains with a buy rating, and adjusts the target price from $200 to $205.
Oppenheimer analyst Kenneth Wong maintains with a buy rating, and maintains the target price at $200.
Needham analyst Mayank Tandon maintains with a hold rating.
BTIG analyst Matthew VanVliet maintains with a buy rating, and maintains the target price at $195.
William Blair analyst Dylan Becker maintains with a buy rating.
Furthermore, according to the comprehensive report, the opinions of $Guidewire Software (GWRE.US)$'s main analysts recently are as follows:
Following Guidewire's analyst day, the company set formal fiscal 2028 targets and introduced new long-term margin targets. Although management refrained from setting new long-term annual recurring revenue targets, they did offer potential long-term profitability targets, suggesting an 80% subscription and support gross margin and a 40% non-GAAP EBIT, exceeding expectations. Guidewire is perceived as maintaining a solid position due to its consistent margin expansion and ARR growth narrative.
Guidewire's Analyst Day proved to be a positive event, with the revelation of long-term support and service targets, alongside overall operating margin goals that surpassed market expectations. The company is seen as scaling effectively, with improvements in win rates and the progression of cloud deals positively influencing the financial model.
Here are the latest investment ratings and price targets for $Guidewire Software (GWRE.US)$ from 6 analysts:
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美东时间10月11日，多家华尔街大行更新了$Guidewire Software (GWRE.US)$的评级，目标价介于195美元至205美元。
富国集团分析师Michael Turrin维持买入评级，并将目标价从200美元上调至205美元。
奥本海默控股分析师Kenneth Wong维持买入评级，维持目标价200美元。
Needham分析师Mayank Tandon维持持有评级。
BTIG分析师Matthew VanVliet维持买入评级，维持目标价195美元。
威廉博莱分析师Dylan Becker维持买入评级。
此外，综合报道，$Guidewire Software (GWRE.US)$近期主要分析师观点如下：
在Guidewire的分析师日活动之后，该公司制定了正式的2028财年目标，并提出了新的长期利润率目标。虽然管理层没有设定新的长期年度循环收入目标，但他们提供了潜在的长期利润目标，表明80%的订阅和支持毛利率以及40%的非GAAP EBIt，超出预期。由于持续的利润率扩张和年度循环收入增长叙述，Guidewire被认为保持了稳固的地位。
Guidewire的分析师日被证明是一个积极的事件，揭示了长期支持和服务目标，以及超过市场预期的整体营运利润率目标。公司被视为在规模上有效扩张，提高了胜率，并且云交易的进展积极影响财务模型。
以下为今日6位分析师对$Guidewire Software (GWRE.US)$的最新投资评级及目标价：
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