Guidewire price target raised to $300 from $290 at RBC Capital

RBC Capital raised the firm’s price target on Guidewire (GWRE) to $300 from $290 and keeps an Outperform rating on the shares. The company reported a strong Q4 with broad-based beats and continued cloud execution, closing FY25 with annual recurring revenue surpassing $1B, subscription revenue up 33% YoY, and subscription gross margin reaching 70%, the analyst tells investors in a research note. Guidewire’s landmark 10-year deal with Liberty Mutual, combined with record-low ARR attrition and improving cloud margins, highlight “increasing platform maturity”, the firm added.