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Guidewire price target raised to $290 from $230 at RBC Capital

RBC Capital analyst Rishi Jaluria raised the firm’s price target on Guidewire (GWRE) to $290 from $230 and keeps an Outperform rating on the shares. The company reported a strong Q3 that was ahead of consensus on annual recurring revenue, revenue, and profitability, while also raising its FY25 guidance across the board, the analyst tells investors in a research note. Guidewire profitability continued to trend well ahead of plan as subscription gross margins expanded five points y/y to 71%, RBC added.

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