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 $1.5 billion and operating cash flow margin targets between 29% and 32%. The analyst's heightened confidence in Guidewire's long-term trajectory is cited as the rationale for the target increase.
The firm is of the opinion that Guidewire's recent analyst day may have helped outline the principal factors behind the company's recent enhancements, progress towards goals, and the long-term margin potential. This comes at a time when the investor base appears to be re-engaging. The firm also anticipates that the stock will experience a well-earned pause following the event.
Note:
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奧本海默控股分析師Kenneth Wong維持$Guidewire Software (GWRE.US)$買入評級，並將目標價從185美元上調至200美元。
根據TipRanks數據顯示，該分析師近一年總勝率為62.0%，總平均回報率為12.3%。
此外，綜合報道，$Guidewire Software (GWRE.US)$近期主要分析師觀點如下：
去年，保險業被歸類爲 「相對防禦性」，保費上漲對保險軟件預算產生了有利影響。該行業被認爲將受益於行業和公司特定的利好因素。特別是，在雲過渡的加速和市場份額增加的推動下，Guidewire有望實現中高年齡段青少年的增長。
在10月10日投資者日的到來之際，預計管理層將制定明確的時間表，以實現其15億美元的年度經常性收入目標和29％至32％的運營現金流利潤率目標。分析師對Guidewire長期走勢的信心增強，這被視爲提高目標的理由。
該公司認爲，Guidewire最近的分析師日可能有助於概述公司近期改進、目標進展和長期利潤潛力背後的主要因素。這是在投資者基礎似乎正在重新參與之際發生的。該公司還預計，該股將在事件發生後經歷來之不易的暫停。
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