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Guidewire Software, Inc. (GWRE)

NYSE - Nasdaq Real Time Price. Currency in USD
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100.93-0.81 (-0.80%)
As of 9:33AM EDT. Market open.
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  • S
    S. Mott
    What happened? This triggered during yesterday’s “virtual analyst” webEx w investors.
  • S
    Target Raised by BTIG Research Buy USD 130 » USD 140
    Maintains Needham & Company LLC Buy USD 135 » USD 145
  • L
    Lost in Action
    What's the reason for the sudden drop?
  • L
    can it smash past $130 on Wednesday market with Tuesday earning release?
  • Y
    Yahoo Finance Insights
    Guidewire Software is down 5.01% to 110.06
  • G
    Does this company have a moat? What portion of their revenues are subscription based currently?
  • R
    Shift to greater mix of SAAS orders and increase in average larger order size bodes well for next 2-5 years along with margin increases. Global insurance companies have to make this shift. No real significant competitor. We could see $200 stock price in five years.
  • W
    Missed EpS and lowerd guidance——ouch, so much for growth
  • t
    No way this company is worth 7.7 billion. Only averaged 11% rev growth over last 5 years. Typical tech stock right now. Anything and everything with a 7 billion dollar valuation.
  • T
    Seeing it run so much before ER, thinking that the fall might be painful if it misses. Exiting here and we’ll see how the results turn out.
  • P
    Was this supposed to move?
  • D
    $EBIX conversation
    Here's a Motley Fool article that is being tweeted:
    bombaywala46 May. 2 at 8:05 AM
    $EBIX $MDXG $YTRA $GWRE 3 Bargain Stocks You Can Buy Today You shouldn't have to look for these high-quality companies in Wall Street's bargain bin, but that's exactly where you'll find them today. Ebix (NASDAQ:EBIX) stock has fallen 41% year to date. The maker of cloud-based software and services for the insurance industry now trades at a minuscule six times trailing earnings and 13 times free cash flows, and the company is valued a 1.1 times book value. I'm sorry, but that's a blatant error. The company's full-year sales rose 17% in 2019 and earnings increased by 7%. The coronavirus may trounce the insurance industry as a whole, but Ebix stands an arms-length away from that danger. Even a struggling health-insurance or life-insurance carrier will need to use Ebix's tools for processing claims and evaluating coverage risks. You don't have to take my word for it.
  • V
    hoping that monday will be a green day
  • B
    Yah bichch go 130
  • T
    Ok clearly given the market sentiment now, investors would be best exiting and waiting for post earnings to get back in. Negative sentiments would make an earnings miss open at a large gap, creating massive losses for investors.
  • A
    Oh, 3% revenue growth y/y. Great result for this "fast growing" company.
  • I
    #GWRE Rising with good volume. Long over 99.9 for a run up to 116.68. http://www.stoxline.com/stock_chart/GWRE.gif
  • W
    All time high today
  • H
    GWRE guided quite a bit lower on their revenue ($199m-$207m vs.$226m expected) for next quarter. I didn't realize both the top and bottom line guided lower. It's seems to me they're overvalued.
  • R
    arget Near Term $118 DA Davidson analyst Rishi Jaluria recommends using the recent selloff in shares of Guidewire Software as a buying opportunity. The analyst maintains a Buy rating on the shares with a $118 price target after Guidewire reported fiscal Q1 results. While the cloud commentary was disappointing, the company is making the right investments in its offerings, Jaluria tells investors in a research note. The analyst believes cloud "extends Guidewire's market leadership position and runway of growth, even if it takes longer than expected to see adoption, especially in a notoriously conservative industry."

    $118 near term target from DA Davispn analyst report