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Guidewire to Report Q4 Earnings: What to Expect From the Stock?
ZACKS· 2024-09-02 21:22
Guidewire Software, Inc. (GWRE) is slated to report fourth-quarter fiscal 2024 results on Sept. 5. Management expects revenues in the range of $279-$287 million. The Zacks Consensus Estimate is pegged at $283.2 million, indicating a 4.9% increase from the prior-year quarter. The consensus estimate for the bottom line is pegged at 52 cents, unchanged in the past 60 days. GWRE reported earnings of 74 cents per share in the year-ago period. GWRE has a trailing four-quarter earnings surprise of 109.2%, on avera ...
Guidewire (GWRE) Stock Surges 36% YTD: Will the Rally Last?
ZACKS· 2024-08-20 21:31
Guidewire Software (GWRE) shares have been performing well on the trading front with a gain of 36.1% year to date (YTD) compared with the S&P 500 composite and sub-industry's growth of 17.6% and 10.3%, respectively. The stock is still down 3.5% from its 52-week high of $153.85. Improving financial performance is buoying the good run on the trading front. The company's earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 109.2% Guidewire is a prov ...
Are You Looking for a Top Momentum Pick? Why Guidewire Software (GWRE) is a Great Choice
ZACKS· 2024-07-24 01:00
Even though momentum is a popular stock characteristic, it can be tough to define. Debate surrounding which are the best and worst metrics to focus on is lengthy, but the Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us. It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Guidewire Software currently has a Zacks Rank of #2 (Buy). Our research shows that ...
Guidewire Software Stock Up 150%: Rally Is Just Starting
MarketBeat· 2024-07-02 22:05
Guidewire Software NYSE: GWRE stock price has increased 150% in the last eighteen months because of the utility it provides insurers. The company operates as a B2B cloud-based SaaS that provides a suite of platforms for property and casualty insurers. The suite can be used piecemeal or as an end-to-end solution for group and self-managed plans. Guidewire Software Today | --- | --- | --- | --- | |----------------------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | GWRE | | | | | Guidewir ...
Guidewire (GWRE) Gains 24% Year to Date: Will the Rally Last?
ZACKS· 2024-06-21 21:01
Guidewire is a provider of software solutions for P&C insurers. Its cloud platform boasts a trusted infrastructure with modular and interconnected cloud services to aid insurers in upgrading their core operations. The platform has scalability as well as the ability to embed analytics and core workflows. The company updates its cloud platform thrice a year to keep the system agile and nimble amid a constantly evolving P&C industry. Since the last earnings announcement on Jun 4, its shares have surged 25.5%. ...
Guidewire Software: Operating Results Improve But Stock May Plateau (Downgrade)
Seeking Alpha· 2024-06-13 03:37
So, the market has re-rated GWRE's EV/Sales multiple as inflation has cooled, insurers have begun making buying decisions and the company's operating losses have been reduced. But does GWRE have a significant price growth runway for upside ahead? I suppose it depends on whether you believe inflation will continue to abate further and the company will make additional progress on earnings per share. I confess to being in a 'wait-and-see' mode, as over the past year, we may have seen previously delayed buying ...
Guidewire's (GWRE) InsuranceSuite Platform Selected by FMG
ZACKS· 2024-06-11 21:16
Guidewire Software (GWRE) recently announced that rural insurer company FMG has chosen Guidewire InsuranceSuite, available on the Guidewire Cloud platform, to support its core business operations. By migrating to Guidewire Cloud, FMG expects to streamline its IT operations significantly, allowing the organization to adapt promptly to market fluctuations and evolving customer demands, thereby facilitating its continuous expansion in the insurance market. The company's premium solutions include InsuranceSuite ...
Why Guidewire Software (GWRE) is a Top Momentum Stock for the Long-Term
ZACKS· 2024-06-07 22:50
Value Score But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from. With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, GWRE should be on investors' short list. It also includes access to the Zacks Style Scores. The Style Scores are broken down into four categories: The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, ...
Guidewire (GWRE) Q3 Earnings & Revenues Top Estimates, Up Y/Y
ZACKS· 2024-06-05 22:40
Guidewire Software (GWRE) reported non-GAAP earnings per share (EPS) of 26 cents in third-quarter fiscal 2024 (ended Apr 30, 2024), which surpassed the Zacks Consensus Estimate of 13 cents. The company reported a non-GAAP loss of 8 cents in the year-ago quarter. The company reported revenues of $240.7 million, up 16% year over year. The revenues surpassed the Zacks Consensus Estimate by 4%. The uptick was driven by solid Tier-1 deal volume and increasing migration activity, especially in Asia Pacific. Guide ...
Guidewire(GWRE) - 2024 Q3 - Earnings Call Transcript
2024-06-05 07:40
财务数据和关键指标变化 - 总收入为2.41亿美元,超出预期 [32][33][34][35] - 订阅收入增长35%,订阅及支持收入增长28% [34][35] - 许可收入增长11%,主要由于客户直接承保保费的增长 [35] - 服务收入好于预期,随着利用率的提高而增加 [36] 各条业务线数据和关键指标变化 - 公司正在帮助客户在云平台上实现更快的创新和更好的数据驱动决策 [12][13] - 公司在商业线保险方面的产品敏捷性和创新能力得到了加强 [12] - 公司在亚太地区的云迁移交易活动强劲,包括4笔澳大利亚的云迁移交易 [15] 各个市场数据和关键指标变化 - 公司在欧洲和亚太地区的市场参与度和势头都很强劲 [23][24][26] - 公司在伦敦市场的进展良好,正在将其全球能力与该市场的专业内容需求相结合 [23] - 公司在印度的新任命和开发者峰会标志着对该市场的承诺 [26][27] 公司战略和发展方向及行业竞争 - 公司致力于将所有现有的现场客户迁移到云平台,以保持行业领导地位 [15] - 公司正在扩大合作伙伴生态系统,加速客户采用、部署和上市时间 [25] - 公司看到行业对敏捷性和数据驱动决策的需求不断增加,这有利于公司的核心价值主张 [49][50][51][60][61] 管理层对经营环境和未来前景的评论 - 公司对未来前景充满信心,认为持续的迭代改进有助于更多行业向公司的平台靠拢 [13] - 公司认为其定价模式和核心系统地位为其业务带来稳定性,有助于未来投资创新 [29] - 公司预计未来几年内所有现场客户都将完成向云平台的迁移 [126][127][128] 其他重要信息 - 公司发布了第10个版本Jasper,提高了商业线的敏捷性并扩展了加拿大的HazardHub数据 [12] - 公司在伦敦、悉尼和东京举办了成功的保险论坛,加强了与客户和生态系统的联系 [17][18][19][20][23] - 公司在亚太地区和欧洲任命了新的区域总经理,进一步加强了当地市场的联系 [21][22] 问答环节重要的提问和回答 问题1 **Kevin Kumar 提问** 询问公司在P&C市场的需求环境,以及客户在大型核心系统现代化方面的优先级 [49][50][51] **Mike Rosenbaum 回答** 公司看到需求和管线稳步增长,客户对公司平台的成功有信心,同时客户做出这些重大决策的过程与其他软件行业有所不同 [50][51] 问题2 **Dylan Becker 提问** 询问公司在商业线方面的进展,以及客户如何看待这些动态在其他P&C线带来的影响 [59][60][61][62][63][64][65][66] **Mike Rosenbaum 回答** 公司在商业线方面的重点是提高产品敏捷性,帮助客户快速创建和调整产品,满足不断变化的市场需求 [60][61][62][63][64][65][66] 问题3 **Rishi Jaluria 提问** 询问公司如何实现更线性的销售模式,以及未来年度的季节性模式 [87][88][89][92][93] **Mike Rosenbaum 和 Jeff Cooper 回答** 公司通过更严格的销售流程管理,如每月设定目标等,实现了更线性的销售模式。预计未来年度的季节性也将更加平滑 [87][88][89][92][93]