Guidewire (GWRE) PT Raised to $300 at Stifel

Stifel analyst Parker Lane raised the price target on Guidewire (NYSE: GWRE) to $300.00 (from $270.00) while maintaining a Buy rating.

The analyst comments "Guidewire capped off a very successful year of cloud momentum, with a record quarter driven by broad-based strength in migrations, expansions, and net new, moving shares >12% higher AMC. The company's announcement of a ten-year deal with Liberty Mutual (Tier 1) to migrate ClaimCenter to cloud and adopt PolicyCenter in cloud was an exclamation point on the print, and further validation of the progress the company has made in 1) developing and maturing its GWCP, and 2) convincing large industry players that now is the right time to make the transition to cloud. With the ARR growth rates going higher for FY26, solid visibility coming through its ramping contract structures, sizable runway for migrations remaining, and margins moving higher through broad-based efficiencies and economies of scale in GWCP, we continue to see a very compelling investment case for GWRE. Maintain Buy. Target to $300 from $270."

You May Also Be Interested In

• Fiserv (FISV) PT Lowered to $60 at Freedom Broker
• Full Circle Lithium closes $5.14M private placement
• Cantor Fitzgerald Reiterates Overweight Rating on Applied Materials (AMAT)