Guidewire Software Inc

GWRE: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$361.00	Qkwz	Xnxbhrbx

Guidewire Extends Its Streak of Solid Results; FVE Decreased to $120

Dan Romanoff

Jun 8, 2022

Wide-moat Guidewire reported good results relative to guidance and broader street expectations for its third quarter. Implied guidance for fourth quarter is in line with our revenue assumption and just shy of our profitability estimates. The firm also provided a constructive preliminary outlook for next year. Based on modestly lower profitability assumptions, we lower our fair value estimate to $120 per share, from $126.

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