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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美東時間10月11日，多家華爾街大行更新了$Guidewire Software (GWRE.US)$的評級，目標價介於195美元至205美元。
富國集團分析師Michael Turrin維持買入評級，並將目標價從200美元上調至205美元。
奧本海默控股分析師Kenneth Wong維持買入評級，維持目標價200美元。
Needham分析師Mayank Tandon維持持有評級。
BTIG分析師Matthew VanVliet維持買入評級，維持目標價195美元。
威廉博萊分析師Dylan Becker維持買入評級。
此外，綜合報道，$Guidewire Software (GWRE.US)$近期主要分析師觀點如下：
在Guidewire的分析師日之後，該公司設定了正式的2028財年目標，並推出了新的長期毛利率目標。儘管管理層避免設定新的長期年度經常性收入目標，但他們提出了潛在的長期盈利目標，暗示80%的訂閱和支持 毛利率以及40%的非GAAP EBIt，超出預期。由於Guidewire在一貫的毛利率擴張和年度經常性收入增長敘事中保持穩固的地位，該公司被認爲是維持堅實地位。
Guidewire的分析師日被證明是一次積極的事件，揭示了長期支持和服務目標，以及超出市場預期的總體營業利潤率目標。該公司被視爲有效擴展規模，提高了贏得機會的比率，並且雲交易的進展積極地影響了財務模型。
以下爲今日6位分析師對$Guidewire Software (GWRE.US)$的最新投資評級及目標價：
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