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GWRE / Guidewire Software: Reiterate Buy Rating On Positive Long-Term ARR Growth Potential

Guidewire Software: Reiterate Buy Rating On Positive Long-Term ARR Growth Potential
The global P&C insurance software market is expected to grow at a CAGR of 9.6% from 2022 to 2031, providing growth opportunities for GWRE. Despite lower ARR in the first year, GWRE's deals indicate faster ARR growth in subsequent years, a factor that is overlooked by the market. GWRE's healthy balance sheet, net cash position, and favorable valuation compared to peers support my reiteration of a buy rating. Read More
Posted: Jul 11 2023, 22:13
Author Name: Seeking Alpha
Views: 110974

GWRE News  

Guidewire (GWRE) Surges 44.8% YTD: Will the Trend Continue?

By Zacks Investment Research
September 29, 2023

Guidewire (GWRE) Surges 44.8% YTD: Will the Trend Continue?

Guidewire's (GWRE) performance benefits from higher revenue growth across the subscription and support business segment. more_horizontal

Guidewire Software Grows But Valuation May Be An Issue

By Seeking Alpha
September 20, 2023

Guidewire Software Grows But Valuation May Be An Issue

Guidewire Software, Inc. beat revenue and earnings estimates in its FQ4 2023 financial results. The company offers software solutions for the insuranc more_horizontal

Guidewire Software, Inc. (GWRE) Q4 2023 Earnings Call Transcript

By Seeking Alpha
September 7, 2023

Guidewire Software, Inc. (GWRE) Q4 2023 Earnings Call Transcript

Guidewire Software, Inc. (NYSE:GWRE ) Q4 2023 Earnings Conference Call September 7, 2023 5:00 PM ET Company Participants Alex Hughes - Vice President, more_horizontal

Guidewire Software (GWRE) Q4 Earnings and Revenues Surpass Estimates

By Zacks Investment Research
September 7, 2023

Guidewire Software (GWRE) Q4 Earnings and Revenues Surpass Estimates

Guidewire Software (GWRE) came out with quarterly earnings of $0.74 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares more_horizontal

Guidewire Software stock falls on full-year forecast

By Market Watch
September 7, 2023

Guidewire Software stock falls on full-year forecast

Shares of Guidewire Software Inc. GWRE fell after hours on Thursday after the company, a cloud-software provider for the insurance industry, forecast more_horizontal

Guidewire (GWRE) to Report Q4 Earnings: What's in Store?

By Zacks Investment Research
September 1, 2023

Guidewire (GWRE) to Report Q4 Earnings: What's in Store?

Guidewire's (GWRE) Q4 results are likely to reflect gains from strength in subscription revenues. more_horizontal

Guidewire's (GWRE) InsuranceNow Is Being Used by Velocity Risk

By Zacks Investment Research
August 23, 2023

Guidewire's (GWRE) InsuranceNow Is Being Used by Velocity Risk

Guidewire's (GWRE) InsuranceNow platform is selected by Velocity Risk to adapt to changing market demands and launch new insurance products. more_horizontal

Guidewire (GWRE) Surges 26.2% YTD: Will the Trend Continue?

By Zacks Investment Research
August 18, 2023

Guidewire (GWRE) Surges 26.2% YTD: Will the Trend Continue?

Guidewire's (GWRE) performance benefits from higher revenue growth across the subscription and support business segment. more_horizontal


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