On Oct 12, major Wall Street analysts update their ratings for $Guidewire Software (GWRE.US)$, with price targets ranging from $135 to $215.
BofA Securities analyst Bradley Sills maintains with a sell rating, and adjusts the target price from $95 to $135.
Wells Fargo analyst Michael Turrin maintains with a buy rating, and adjusts the target price from $200 to $205.
Baird analyst Joseph Vruwink maintains with a buy rating, and maintains the target price at $204.
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.
Furthermore, according to the comprehensive report, the opinions of $Guidewire Software (GWRE.US)$'s main analysts recently are as follows:
Following the company's analyst day, it was noted that Guidewire has formalized its fiscal targets for 2028 and introduced new long-term margin goals. Although the company refrained from setting new long-term annual recurring revenue (ARR) targets, it did offer potential long-term profitability targets, which include an 80% gross margin for subscription and support and a 40% non-GAAP EBIT. These targets are seen as exceeding expectations. Guidewire is considered a prime selection due to its solid margin improvement and ARR growth narrative.
Guidewire has shown impressive outcomes at their Analyst Day, setting long-term support, service, and overall operating margin goals that exceeded expectations. The company is experiencing scaling benefits with improving win rates and the positive impact of cloud deal ramps on their model.
Here are the latest investment ratings and price targets for $Guidewire Software (GWRE.US)$ from 9 analysts:
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美东时间10月12日，多家华尔街大行更新了$Guidewire Software (GWRE.US)$的评级，目标价介于135美元至215美元。
美银证券分析师Bradley Sills维持卖出评级，并将目标价从95美元上调至135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。
贝雅分析师Joseph Vruwink维持买入评级，维持目标价204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。
此外，综合报道，$Guidewire Software (GWRE.US)$近期主要分析师观点如下：
在公司的分析师日活动后，注意到Guidewire已经明确了其2028财政目标，并提出了新的长期利润率目标。虽然公司不打算设定新的长期年度循环营收（ARR）目标，但它确实提供了潜在的长期盈利目标，其中包括订阅和支持方面达到80%的毛利率，而非通用会计原则下的EBIt达到40%。这些目标被认为超出了预期。Guidewire被认为是一家优先选择，因为它的毛利率改善和ARR增长叙事很稳固。
Guidewire在其分析师日展示了令人印象深刻的成果，设定了超出预期的长期支持、服务和总体营业利润率目标。公司正在经历规模效益，提高中标率以及云交易提振其模型的积极影响。
以下为今日9位分析师对$Guidewire Software (GWRE.US)$的最新投资评级及目标价：
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