If any reserve should be a general trend in early March and rises higher, this is Guidewire NYSE: GwreThe field results Q2 by the company are cool compared to consensus before the release, but the bar was installed at a high level: the company is growing, the quality of profit improved, and the leadership was increased. In this scenario, the price of the shares that the release catalyz is disconnected from reality, which puts the shares in the deep cost compared to its growth prospects.
Guidewire software today
Guidewire software
- 52-week range
- $ 107.00
▼
$ 219.59
- P/e ratio.
- 516.26
- Value is valuable
- $ 206.08
It is difficult to see the cost regarding the estimated profit of 2025. Trading in almost 90 -fold income forecasts in 2025, the company is more than 3 times more expensive than S&P 500, and more than twice as much as leading technological names. Nevertheless, analysts predict a solid two -digit CAGR until 2035, which puts this supply about 10 times, and forecasts are probably too light.
Detailed information for Guidewire investors, which should consider the possibility of using and scalability of the platform, which are crucial for attracting and holding business, including the most significant insurers around the world. Insurers, such as California Casualty, use the possibility of AI platforms to compare cards of forest fires with addresses for perseverance and assistance to homeowners. The company completed 90% of recent payments related to the forest fire within two months after the event, saving the time and cost of the company, while ensuring increased customer service.
Guidewire cloud platform is in demand
The results and leadership of Guidewire Q2 show that its cloudy platform is in demand. Pure company revenue in the amount of 298.48 million dollars. The United States grew by 20.2% per year and was ahead of consensus estimates to 100 basic points. The force was noticed in subscription and support, by 35%and services, by 26%, compensating for weakness in outdated licenses. ARR, an indicator of the main growth and visibility of income, grew by 6.2% YTD, which helped 12 new transactions and six cloud migrations during the quarter.
Margin News is mixed, but a thin miss regarding the forecasts of analysts is insignificant, given the growth and guide. A pure result is a doubling of adjusted income, an increase in adjusted net profit by 12% and an increase in adjusted profit and management by 11% significantly higher than expectations. The company’s management during the 3rd championship and throughout the year in 2025 was increased to the range with the consensus of analysts below the lower end, which led to the fact that many adjust their estimates and target indicators for promotions.
Analysts predict fresh all the time for conducting conductors
GuideWire software forecast for GUIDEWIRA software today
$ 206.08
10.89% growthModerate purchase
Based on 13 analysts ratings
| The current price | $ 185.85 |
|---|---|
| High forecast | $ 240.00 |
| Average forecast | $ 206.08 |
| Low forecast | $ 95.00 |
Guidewire software forecast in detail
The trends of analysts leading to the release of Q2 were optimistic, expanding the trends after. Activity after release includes several increase in the price target that corresponds to a high -quality range or from 25% to 30% growth from critical support levels.
Risk is institutional activity. Institutional sales, increased to many years of maximum in the first quarter, significantly ahead of customers and representing the counter wind to help in the March price.
The balance is among the reasons why the expectation is formed in the near future. Despite the new debt released in the third quarter, the company has a balance of fortress with a sufficient amount of money, clean debt, a low lever and a solid view of growth and profitability.
The company has not yet returned capital to shareholders, but in the future, it will probably be a payer of dividends.
The price of a guide shares can fall further
No matter how optimistic prospects for Guidewire shares are set up for another decrease. The price action in mid -March is lower than the critical goal and shows signs of resistance. If the market cannot rise more than $ 170, the chances are high for another decrease, which can lead to a share price to 160 dollars or lower. However, even if the market can restore traction, it is unlikely to determine a significant rebound until the macroeconomic counter winds and the fear of simplifying the recession. The critical point of resistance is about 180 dollars, and 150 and a 30-day EMA-bull signal, if crossed.
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