J.P. Morgan analyst Alexei Gogolev maintains $Guidewire Software (GWRE.US)$ with a buy rating, and adjusts the target price from $170 to $210.
According to TipRanks data, the analyst has a success rate of 60.4% and a total average return of 14.4% 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 sector has shown resilience in the past year, with increased premiums progressively benefiting insurance software providers. These providers have experienced an uptick in their budgets due to this trend. Industry and company-specific factors are likely to bolster Guidewire as it enters its next fiscal year. The company is poised to achieve mid-to-high teens growth, driven by the momentum from its cloud transition and gains in market share.
In anticipation of the investor day on October 10, there is an expectation that management will establish a formal timeline for achieving its annual recurring revenue of $1.5B and operating cash flow margins of 29%-32%. The elevated confidence in Guidewire's long-term trajectory is cited for the positive outlook.
The firm posits that Guidewire's Analyst Day should provide clarity on the primary factors behind the company's recent progress, its trajectory towards achieving its goals, and the enduring margin capabilities of the business. This comes ahead of a potential renewed interest from investors. The firm also anticipates that the stock may experience a pause in its rally following the event.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根大通分析师Alexei Gogolev维持$Guidewire Software (GWRE.US)$买入评级，并将目标价从170美元上调至210美元。
根据TipRanks数据显示，该分析师近一年总胜率为60.4%，总平均回报率为14.4%。
此外，综合报道，$Guidewire Software (GWRE.US)$近期主要分析师观点如下：
在过去的一年中，保险业表现出弹性，保费的增加逐渐使保险软件提供商受益。由于这种趋势，这些提供商的预算有所增加。随着Guidewire进入下一财年，行业和公司的特定因素可能会提振Guidewire。在云转型的势头和市场份额增加的推动下，该公司有望实现中高水平的青少年增长。
预计10月10日将是投资者日，预计管理层将制定实现15亿美元年度经常性收入和29％-32％的运营现金流利润率的正式时间表。人们对Guidewire长期走势的信心增强被认为是前景乐观的原因。
该公司认为，Guidewire的分析师日应明确公司近期进展背后的主要因素、实现目标的轨迹以及业务的持续利润能力。这是在投资者可能重新产生兴趣之前发生的。该公司还预计，事件发生后，该股的涨势可能会暂停。
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