Despite lack of profitability, the company's share price has grown alongside its revenue. However, the market's lukewarm response suggests a deeper look into the financial data might reveal a stronger future growth trend. Recent performance could indicate business momentum.
Guidewire posted the most disappointing full-year guidance among its peers. Manhattan Associates outperformed with the largest analyst estimates beat, fastest revenue growth, and highest full-year guidance increase. Alarm.com lagged behind with the weakest performance against analyst estimates and slowest revenue growth.
The market's expectation of a reversal in Guidewire Software's future revenue performance may explain the high P/S ratio. However, the company's weaker revenue outlook compared to the industry suggests this may not be sustainable, posing a risk of share price decline.
The recent sale by Guidewire Software's CEO, along with absent insider buying over the past year, may concern shareholders, as it implies insiders might be content with a lower valuation. Although insiders don't own a significant stake, their shares are enough to suggest alignment with other shareholders.
Stock appears fairly valued currently, but future buying opportunities may arise due to the high beta. Positive earnings outlook implies robust cash flows could boost share value in the future.
$ガイドワイア・ソフトウェア(GWRE.US)$— Shares slipped 2% in extended trading after the insurance software company reported that revenue for the fiscal first quarter would miss analysts' estimates. Guidewire is calling for revenue of $197 million to $202 million, while analysts polled by FactSet anticipated $212.5 million. $スマートシート(SMAR.US)$— Smartsheet's stock popped 6% after the work management software company beat analyst estimates for second-quarter...
$ユニティー・ソフトウェア(U.US)$initiated at overweight by Wells Fargo, announced target price at $48.00. $カーズ・コム(CARS.US)$initiated at overweight by JP Morgan, announced targe price at $23.00. $ケロッグ(K.US)$was upgraded by Goldman Sachs from neutral to buy, announced target price at $83.00. $ガイドワイア・ソフトウェア(GWRE.US)$was upgraded by Stifel from hold to buy, increased target price from $75.00 to $85.00. $アルファベット クラスA(GOOGL.US)$was downg...
$コストコホールセール(COST.US)$ — The wholesale membership club retailer was down about 2.8% after reporting fiscal fourth quarter earnings post-market, and saying it’s seeing higher labor and freight costs. $ドキュサイン(DOCU.US)$ — Shares were up 1.7% after the technology company named former Google executive Allan Thygesen its new CEO. $ガイドワイア・ソフトウェア(GWRE.US)$ — The software maker rose 0.9% after authorizing a $400 million buyback. $スコラスティック(SCHL.US)$ —...
ガイドワイア・ソフトウェアに関するコメント
Stocks making the biggest moves after hours:
$スマートシート(SMAR.US)$ — Smartsheet's stock popped 6% after the work management software company beat analyst estimates for second-quarter...
コラムUS Top Rating Updates on 6/27: GOOGL, BABA, K, GWRE and More
$カーズ・コム(CARS.US)$ initiated at overweight by JP Morgan, announced targe price at $23.00.
$ケロッグ(K.US)$ was upgraded by Goldman Sachs from neutral to buy, announced target price at $83.00.
$ガイドワイア・ソフトウェア(GWRE.US)$ was upgraded by Stifel from hold to buy, increased target price from $75.00 to $85.00.
$アルファベット クラスA(GOOGL.US)$ was downg...
TOP WATCH AH + 4/18 ⚡️⚡️
Stocks making the biggest moves after hours
— The wholesale membership club retailer was down about 2.8% after reporting fiscal fourth quarter earnings post-market, and saying it’s seeing higher labor and freight costs.
$ドキュサイン(DOCU.US)$
— Shares were up 1.7% after the technology company named former Google executive Allan Thygesen its new CEO.
$ガイドワイア・ソフトウェア(GWRE.US)$
— The software maker rose 0.9% after authorizing a $400 million buyback.
$スコラスティック(SCHL.US)$
—...
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