Guidewire Software Inc. - A Trailblazer in an Historic Industry

See attached Images for a summarized investment memo on Guidewire Inc.  Investment Thesis Summary: Client-acquisition and growth High Switching Costs & Strong Client Retention Expected Margin Turnaround Valuation Summary  DCF Implied share price/target Price $120.71 TP on $103 evaluated price 17.2% implied upside Street Targets DA Davidson: $144 JPMorgan Chase: $140 Bank of America: $135 Goldman Sachs: $129 Catalysts Summary: Retirement of COBOL software engineers Guidewire for Salesforce Overall insurance-tech market is a catalyst

back

Guidewire Software Inc. - A Trailblazer in an Historic Industry

bullish

See attached Images for a summarized investment memo on Guidewire Inc. 

 

Investment Thesis Summary:

  • Client-acquisition and growth
  • High Switching Costs & Strong Client Retention
  • Expected Margin Turnaround

Valuation Summary 

  • DCF Implied share price/target Price
    • $120.71 TP on $103 evaluated price
      • 17.2% implied upside
    • Street Targets
      • DA Davidson: $144
      • JPMorgan Chase: $140
      • Bank of America: $135
      • Goldman Sachs: $129

Catalysts Summary:

  • Retirement of COBOL software engineers
  • Guidewire for Salesforce
  • Overall insurance-tech market is a catalyst

 

update-select
update-select
update-select
update-select
Comments

Write your comment....

Sign in to comment

read-time
< 1 min

119.00

Target Price

8/ 10

Confidence

1-3 Years

Timeframe
Share
catalyst icon
Earnings Release
catalyst icon
News
catalyst icon
SEC Filing
catalyst icon
Sentiment
catalyst icon
Other Catalyst

GWRE Channel

Start new chat
aiodd-ad
next