
Guidewire Software (GWRE) Stock Forecast & Price Target
Guidewire Software (GWRE) Analyst Ratings
Bulls say
Guidewire Software has provided an optimistic revenue outlook, projecting total revenue of $1.164B-$1.174B for FY25, which represents an increase from prior estimates, driven by robust subscription revenue growth of 42.9% year-over-year. The company reported Q4 total revenue of $289.5M, exceeding both consensus and previous estimates, with a notable 25.6% increase in services revenue, further highlighting strong operational performance. Additionally, annual recurring revenue (ARR) reached $918 million, growing solidly at 14.8% year-over-year, and is projected to rise to between $1.000B-$1.010B, reflecting positive momentum in subscriber metrics.
Bears say
Guidewire Software's stock outlook appears negative due to a continued decline in license revenue and leveling growth in subscription revenue, potentially hindered by competition from firms like Duck Creek and SPNS. The potential economic downturn and pressures on insurance carrier margins may lead to reduced technology spending, which could negatively impact Guidewire's financial performance. Additionally, while operating and free cash flow exceeded expectations, the company's ongoing transition to a subscription model and dependency on currency fluctuations are concerns that could disrupt client retention and overall revenue stability.
This aggregate rating is based on analysts' research of Guidewire Software and is not a guaranteed prediction by Public.com or investment advice.
Guidewire Software (GWRE) Analyst Forecast & Price Prediction
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