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:
Note:
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