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:
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美東時間10月12日，多家華爾街大行更新了$Guidewire Software (GWRE.US)$的評級，目標價介於135美元至215美元。
美銀證券分析師Bradley Sills維持賣出評級，並將目標價從95美元上調至135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。
貝雅分析師Joseph Vruwink維持買入評級，維持目標價204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。
此外，綜合報道，$Guidewire Software (GWRE.US)$近期主要分析師觀點如下：
在公司分析師日之後，注意到Guidewire已經對2028年的財務目標進行了正式規劃，並提出了新的長期利潤目標。儘管公司避免設定新的長期年度循環營業收入（ARR）目標，但確實提供了潛在的長期盈利目標，其中包括訂閱和壓力位的80%毛利率以及40%的非GAAP EBIt。這些目標被視爲超出預期。由於其穩健的利潤率改善和ARR增長敘事，Guidewire被認爲是首選。
Guidewire在其分析師日上展示了令人印象深刻的成果，設定了超過預期的長期支持、服務和整體營業利潤率目標。該公司正在經歷規模化效益，不斷提高勝率，並且雲交易增長對其模型產生了積極影響。
以下爲今日9位分析師對$Guidewire Software (GWRE.US)$的最新投資評級及目標價：
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