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Guidewire Software

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Previsioni

Il prezzo obiettivo medio degli analisti è +177,54 (+2,95%). La mediana è +180,21 (+4,50%).

Acquista
  19
Mantieni
  6
Vendi
  1

  • Guidewire sees shorter sales cycle as lower migration costs and AI pilots boost demand

    BBH highlighted Guidewire after strong fiscal Q3 results with 27% revenue growth, though ARR grew 19% and missed the high end of guidance due to a few deals slipping past quarter end. BBH attributes the timing miss to deal timing rather than demand and notes a healthy pipeline with fiscal Q4 off to a strong start. Early AI customer pilots have cut cloud migration costs by about 35%, lowering the main barrier to modernization and accelerating wins; Guidewire currently wins over 80% of RFPs while only supporting ~25% of industry premiums. Guidewire’s pricing tied to direct written premiums and expected continued ARR ramp support its growth outlook for the next decade. » Altro su finance.yahoo.com


  • Guidewire receives eight Celent awards for ClaimCenter and luminary status

    Guidewire was honored by Celent in four regions with eight XCelent Awards for its claims management system ClaimCenter and received the highest “Luminary” status in North America, EMEA, APAC and LATAM. The corporate platform VersicherungenNow was recognized in North America as a “Functionality Standout.” Guidewire said it has won more XCelent Awards than any other vendor and plans to integrate AI more deeply into claims-handling workflows; more than 570 insurers in 43 countries use its products. » Altro su de.investing.com


  • Guidewire Software seen as defensible but faces AI-driven valuation pressure

    Artisan Small Cap Fund noted Guidewire Software remained a detractor in Q2 despite continued fundamental improvement, as investors questioned its long-term growth profile and valuation multiples in an AI-driven market. The fund believes Guidewire’s system-of-record position in P&C insurance is highly defensible and that adding AI-enabled capabilities can strengthen its competitive advantage. Guidewire closed at $131.38 on July 23, with a one-month gain of 14.22% and a 52-week decline of 37.88%, and has a market capitalization of $10.94 billion. » Altro su finance.yahoo.com

Nel 2022, Guidewire Software ha già distribuito +0,26 di dividendi. L'ultimo pagamento è avvenuto a marzo 2022.

Dati finanziari dell'azienda

Nell'ultimo trimestre, Guidewire Software ha registrato ricavi pari a +317,63M e un utile netto di +14,04M
(EUR) apr 2026
YoY
Ricavi +317,63M 22,55%
Utile lordo +201,76M 25,06%
Utile netto +14,04M 65,42%
EBITDA +25,84M 49,81%

Dati fondamentali

Metrica Valore
Capitalizzazione di mercato
+14,40Mld
Numero di azioni
83,26M
Massimo/minimo a 52 settimane
+233,92 - +87,79
Dividendi No
Beta
0,93
Rapporto P/E
+106,67
Rapporto PEG
+0,30
Rapporto P/B
+12,95
Rapporto P/S
+11,81

Profilo aziendale

Guidewire Software, Inc. bietet Softwareprodukte für Schaden- und Unfallversicherer weltweit an. Das Unternehmen bietet die Guidewire InsuranceSuite an, die die Anwendungen Guidewire PolicyCenter, BillingCenter und ClaimCenter umfasst. Darüber hinaus bietet es Guidewire InsuranceNow, eine Cloud-basierte Plattform, die Versicherern Funktionen für die Verwaltung von Policen, Abrechnungen und Schadensfällen bietet, sowie Guidewire InsuranceSuite for Self-Managed. Darüber hinaus bietet das Unternehmen Guidewire Rating Management zur Verwaltung der Preisgestaltung von Versicherungsprodukten, Guidewire Reinsurance Management zur Verwendung regelbasierter Logik zur Umsetzung der Rückversicherungsstrategie durch Underwriting- und Schadenprozesse, Guidewire Client Data Management zur Nutzung von Kundendaten und Guidewire Product Content Management mit Software-Tools und standardbasierten Geschäftsvorlagen zur Einführung und Änderung von Produkten. Darüber hinaus bietet das Unternehmen Guidewire Underwriting Management, eine Cloud-basierte, integrierte Geschäftsanwendung; Guidewire AppReader, eine Lösung zur Verwaltung der Antragseingänge; Guidewire ClaimCenter Package für den Londoner Markt, das den von Versicherern und Maklern auf dem Londoner Markt genutzten Schaden-Workflow unterstützt; Guidewire Digital Engagement Applications, die es Versicherern ermöglichen, Kunden, Agenten, Verkäufern und Außendienstmitarbeitern digitale Erlebnisse über das Gerät ihrer Wahl zu bieten; und Guidewire für Salesforce, um Kundeninformationen zu Policen und Schäden bereitzustellen. Darüber hinaus bietet das Unternehmen Guidewire Predictive Analytics, eine Reihe von Cloud-nativen Anwendungen, Guidewire Risk Insights, mit dem Versicherer neue und sich entwickelnde Risiken bewerten können, Guidewire Business Intelligence, mit dem Versicherer die Unternehmensleistung messen können, Guidewire DataHub, ein operativer Datenspeicher, und Guidewire InfoCenter, ein Business Intelligence Warehouse, sowie Implementierung und Integration und professionelle Dienstleistungen. Das Unternehmen wurde 2001 gegründet und hat seinen Hauptsitz in San Mateo, Kalifornien.

Nome
Guidewire Software
CEO
Michael George Rosenbaum
Sede centrale San Mateo, ca
Stati Uniti
Sito web
Settore
Servizi di pubblica utilità
Industria
Tecnologia sanitaria
Quotazione in borsa
25/09/2019
Dipendenti 4.049

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