William Blair analyst Dylan Becker has maintained their bullish stance on GWRE stock, giving a Buy rating today.
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Dylan Becker has given his Buy rating due to a combination of factors that highlight Guidewire’s strong performance and future potential. The company concluded its fiscal year with impressive results, surpassing expectations in key metrics and achieving a record number of cloud deals. This momentum is further reflected in the accelerated growth of their annual recurring revenue, indicating a positive trajectory for the business.
Additionally, Guidewire’s strategic agreements, such as the significant 10-year deal with Liberty Mutual, underscore its importance in the core-system modernization projects that are crucial for carriers. Management’s optimistic outlook for fiscal 2026, which exceeds expectations, further supports the company’s robust business fundamentals. The consistent increase in cloud deal activity and margin improvements reinforce the belief in Guidewire’s ability to meet and exceed its long-term operational goals, justifying the Buy rating.
Becker covers the Technology sector, focusing on stocks such as Samsara, ServiceTitan, Inc. Class A, and Powerfleet. According to TipRanks, Becker has an average return of 11.4% and a 62.04% success rate on recommended stocks.
In another report released today, RBC Capital also maintained a Buy rating on the stock with a $300.00 price target.