GWRE

Guidewire Software Inc

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Advanced Chart

213.270

-4.16(-1.913%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

218.090

Open

217.590

VWAP

213.79

Vol

485.89K

Mkt Cap

17.96B

Low

212.800

Amount

103.88M

EV/EBITDA(TTM)

390.02

Total Shares

82.66M

17.71B

EV/OCF(TTM)

70.89

P/S(TTM)

15.86

Guidewire Software, Inc. delivers a platform that property and casualty insurers trust to engage, innovate and grow efficiently. The Company's core products include InsuranceSuite Cloud, InsuranceNow, and InsuranceSuite for self-managed installations. These products are transactional systems of record that support the entire insurance lifecycle, including insurance product definition, distribution, underwriting, policyholder services, and claims management. It also sells digital engagement and analytics products. Its digital engagement products enable digital sales, omnichannel service, and enhanced claims experiences for policyholders, agents, vendor partners, and field personnel. Its InsuranceSuite Cloud is a configurable and scalable product, delivered as a service, and primarily comprised of three core applications (PolicyCenter Cloud, BillingCenter Cloud, and ClaimCenter Cloud) that can be subscribed to separately or together.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2026Q1

FY2026Q2

337.82M

+15.89%

0.630

+1.63%

301.69M

+14.75%

0.509

+18.27%

329.96M

+13.99%

0.739

+44.82%

Estimates Revision

The market is revising Upward the revenue expectations for Guidewire Software, Inc. (GWRE) for FY2025, with the revenue forecasts being adjusted by 1.17% over the past three months. During the same period, the stock price has changed by -0.33%.

Revenue Estimates for FY2025

Revise Upward

+1.17%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+20.06%

In Past 3 Month

Stock Price

Go Down

-0.33%

In Past 3 Month

15 Analyst Rating

22.56% Upside

Wall Street analysts forecast GWRE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GWRE is 261.38 USD with a low forecast of 160.00 USD and a high forecast of 290.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

10 Buy

4 Hold

1 Sell

Moderate Buy

22.56% Upside

Current: 213.270

Low

160.00

Averages

261.38

High

290.00

22.56% Upside

Current: 213.270

Low

160.00

Averages

261.38

High

290.00

Baird

Outperform

maintain

$265 -> $270

2025-07-21

Reason

Baird

Price Target

$265 -> $270

2025-07-21

maintain

Outperform

Reason

Baird raised the firm's price target on Guidewire to $270 from $265 and keeps an Outperform rating on the shares. The firm updated its model after meeting with management.

JPMorgan

Overweight

maintain

$271 -> $288

2025-06-25

Reason

JPMorgan

Price Target

$271 -> $288

2025-06-25

maintain

Overweight

Reason

JPMorgan raised the firm's price target on Guidewire to $288 from $271 and keeps an Overweight rating on the shares. Next month, the firm expects Guidewire to exceed the "historic milestone" of $1B annual recurring revenue. The company is a dominant player in a market with high barriers to entry and has almost no churn, given how deeply entrenched it is within insurers' mission-critical systems, the analyst tells investors in a research note. JPMorgan We sees upside risk to the company's annual recurring revenue growth outlook and is more upbeat about its cloud migration opportunity.

Citi

Tyler Radke

Neutral

maintain

$199 -> $247

2025-06-05

Reason

Citi

Tyler Radke

Price Target

$199 -> $247

2025-06-05

maintain

Neutral

Reason

Citi analyst Tyler Radke raised the firm's price target on Guidewire to $247 from $199 and keeps a Neutral rating on the shares. The company reported one of its strongest quarterly beats, "which is impressive in the macro environment," the analyst tells investors in a research note. However, the firm says the shares are trading "at a lofty multiple."

DA Davidson

Neutral

maintain

$226 -> $246

2025-06-05

Reason

DA Davidson

Price Target

$226 -> $246

2025-06-05

maintain

Neutral

Reason

DA Davidson raised the firm's price target on Guidewire to $246 from $226 and keeps a Neutral rating on the shares. The company reported "strong" Q3 results with total revenue and operating income topping expectations, the analyst tells investors in a research note. Guidewire also continued to make notable progress on margins in Q3, with non-GAAP gross margins expanding 280bps to 65.4%, the firm added.

Citizens JMP

Aaron Kimson

Outperform

maintain

$250 -> $281

2025-06-04

Reason

Citizens JMP

Aaron Kimson

Price Target

$250 -> $281

2025-06-04

maintain

Outperform

Reason

Citizens JMP analyst Aaron Kimson raised the firm's price target on Guidewire to $281 from $250 and keeps an Outperform rating on the shares. Guidewire reported strong Q3 results and guidance for Q4 and fiscal 2025, the analyst tells investors in a research note. Citizens thinks there is a realistic chance Guidewire hits 20% fully-ramped annual recurring revenue growth in FY25 as it continues to execute.

Wells Fargo

NULL -> Overweight

upgrade

$220 -> $265

2025-06-04

Reason

Wells Fargo

Price Target

$220 -> $265

2025-06-04

upgrade

NULL -> Overweight

Reason

Wells Fargo raised the firm's price target on Guidewire to $265 from $220 and keeps an Overweight rating on the shares. The firm says the company delivered a healthy beat and raise across all key metrics, with cloud momentum continuing to trend favorably into seasonally strong Q4.

See All Ratings

Valuation Metrics

The current forward P/E ratio for Guidewire Software Inc (GWRE.N) is 83.80, compared to its 5-year average forward P/E of 214.66. For a more detailed relative valuation and DCF analysis to assess Guidewire Software Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

N/A

5Y Average PE

214.66

Current PE

83.80

Overvalued PE

1596.61

Undervalued PE

-1167.29

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

N/A

5Y Average EV/EBITDA

231.33

Current EV/EBITDA

67.67

Overvalued EV/EBITDA

1156.70

Undervalued EV/EBITDA

-694.04

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Overvalued

5Y Average PS

10.17

Current PS

13.77

Overvalued PS

13.05

Undervalued PS

7.29