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 $1.5B and operating cash flow margins of 29%-32%. The elevated confidence in Guidewire's long-term trajectory is cited for the positive outlook.
The firm posits that Guidewire's Analyst Day should provide clarity on the primary factors behind the company's recent progress, its trajectory towards achieving its goals, and the enduring margin capabilities of the business. This comes ahead of a potential renewed interest from investors. The firm also anticipates that the stock may experience a pause in its rally following the event.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根大通分析師Alexei Gogolev維持$Guidewire Software (GWRE.US)$買入評級，並將目標價從170美元上調至210美元。
根據TipRanks數據顯示，該分析師近一年總勝率為60.4%，總平均回報率為14.4%。
此外，綜合報道，$Guidewire Software (GWRE.US)$近期主要分析師觀點如下：
在過去的一年中，保險業表現出彈性，保費的增加逐漸使保險軟件提供商受益。由於這種趨勢，這些提供商的預算有所增加。隨着Guidewire進入下一財年，行業和公司的特定因素可能會提振Guidewire。在雲轉型的勢頭和市場份額增加的推動下，該公司有望實現中高水平的青少年增長。
預計10月10日將是投資者日，預計管理層將制定實現15億美元年度經常性收入和29％-32％的運營現金流利潤率的正式時間表。人們對Guidewire長期走勢的信心增強被認爲是前景樂觀的原因。
該公司認爲，Guidewire的分析師日應明確公司近期進展背後的主要因素、實現目標的軌跡以及業務的持續利潤能力。這是在投資者可能重新產生興趣之前發生的。該公司還預計，事件發生後，該股的漲勢可能會暫停。
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