9月14日，Guidewire Software盘中上涨5.02%，报148.045美元/股，成交额6518.5万美元。
消息面上，公司此前发布的财年Q4业绩表现强劲，调整后每股收益0.99美元，超预期的0.94美元；营收4.111亿美元，高于市场预期的4.022亿美元，同比增长15.3%。然而财报发布后，因财年ARR指引略低于市场乐观预期，股价一度大跌逾20%。Oppenheimer指出管理层审慎制定展望，认为估算有上修空间；花旗将目标价由137美元上调至181美元，维持中性评级；Piper Sandler此前以210美元目标价首次覆盖并给予增持评级。当前股价较分析师平均目标价201美元仍有较大折价，市场或正在修正前期超跌。
Guidewire Software是全球财产险公司信赖的云平台服务商，业务遍及43个国家的570多家保险公司，近期发布了具备AI代理能力的Qusar版本，并新增南非最大综合险企Santam等重要客户。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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