Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

文章核心观点 - Zacks Premium是一个可以帮助投资者更自信地投资的研究服务 [1] - Zacks Style Scores是一组指标,可以帮助投资者选择有更好机会战胜市场的股票 [2][3] - Zacks Style Scores包括价值、成长和动量三个维度 [2][3] - Zacks Style Scores与Zacks Rank结合使用可以帮助投资者构建更好的投资组合 [4][5] 公司概况 - Guidewire Software是一家为财产和意外险公司提供软件解决方案的公司 [6] - 公司的软件平台包括核心业务、数字化互动、分析、机器学习和人工智能等功能 [6] 投资评级 - Guidewire Software目前被评为Zacks Rank 2(买入),VGM评分为B [6] - 公司具有良好的动量特征,过去4周股价上涨8.8% [6] - 过去60天内有4名分析师上调了公司2025财年的盈利预测,目标价格为每股1.98美元 [6] - 公司过去平均盈利预测准确率为84.6% [6] - 综合Zacks Rank和顶级的动量及VGM评分,Guidewire Software是值得关注的股票 [7]

Have you been paying attention to shares of Guidewire Software (GWRE) ? Shares have been on the move with the stock up 8.2% over the past month. The stock hit a new 52-week high of $187.85 in the previous session. Guidewire Software has gained 70.4% since the start of the year compared to the 26.4% move for the Zacks Computer and Technology sector and the 16.9% return for the Zacks Business - Software Services industry. What's Driving the Outperformance? The stock has a great record of positive earnings sur ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Even though momentum is a popular stock cha ...

Guidewire Software (GWRE) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate. Individual inve ...

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both. The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens. Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zacks St ...

Guidewire Software (GWRE) shares have been performing well on the trading front, with a gain of 53.3% in the past six months compared with the S&P 500 composite and sub-industry's growth of 9.5% and 14.3%, respectively. The stock has gained 21.3% since the announcement of better-than-expected fourth-quarter fiscal 2024 results on Sept. 5. GWRE attained its 52-week high level of $176 on Sept. 20 before closing the session at $174.54. The company's earnings surpassed the Zacks Consensus Estimate in each of th ...

I recommended a buy rating for Guidewire Software (NYSE: GWRE ) when I wrote about it in March this year, as I believed the share price back then was not reflecting the fundamental I consider an investment ideal if it performs its core business in a sector projected to experience structural (organic) growth in excess of GDP growth over the next 5-10 years; profits from sustainable competitive advantages that translate into attractive unit economics; In the hands of competent, ethical, and long-term thinkers ...

产品和服务 - 公司为财产和意外险(P&C)保险公司提供核心系统,包括保险产品定义、承保和保单管理、理赔管理和计费等[13][14] - 公司的主要产品包括InsuranceSuite Cloud、InsuranceNow和InsuranceSuite自管理版本[14] - 公司还提供数字化客户互动和分析产品,帮助保险公司提升客户体验、提高运营效率和承保新兴风险[14] - Guidewire InsuranceSuite Cloud是一款高度可配置和可扩展的产品,由三个核心应用程序组成,可单独或一起订阅[26] - Guidewire InsuranceSuite Cloud每年都会进行多次版本更新,以确保云客户始终使用最新版本并快速获取创新成果[27] - Guidewire PolicyCenter Cloud、Guidewire BillingCenter Cloud和Guidewire ClaimCenter Cloud分别提供灵活的承保和保单管理、自动化的账单生命周期管理以及完整的理赔管理功能[28] - Guidewire InsuranceNow是一款完整的云端应用程序,提供保单、账单和理赔管理功能,以及预集成的文档生产、分析等功能[29] - 公司提供多项补充功能和应用程序,如Guidewire Rating Management、Guidewire Reinsurance Management和Guidewire Client Data Management等[30] - Guidewire Underwriting Management是一款云端集成业务应用程序,可帮助商业和专业线保险公司实现保费增长和利润[33] - 公司的数据和分析产品包括Guidewire Predict、Guidewire HazardHub、Guidewire Canvas、Guidewire Compare和Guidewire Explore等[36][37][39][40][41] - 公司通过Guidewire Marketplace提供来自合作伙伴的应用程序和内容,帮助保险公司快速创新和差异化[44] 客户和销售 - 公司的客户包括大型全球保险公司及其子公司,以及主要服务特定州或地区的国内保险公司[15] - 公司的销售周期较长,需要客户进行全面的尽职调查和参考检查,销售成功依赖于产品持续改进和云基础设施的有效运营[16][17] - 公司通过订阅服务和软件许可的方式销售产品,并提供专业服务帮助客户部署和使用产品[18] - 公司正在扩大与系统集成商的合作关系,以提高实施效率和规模[62] - 公司通过合作伙伴计划鼓励软件和保险业务解决方案与公司产品进行集成[63] - 公司的销售和营销工作主要针对属性保险行业的高管[64] - 客户续约和扩大使用是公司业务的关键,但存在一定不确定性[111,112] 行业趋势和公司战略 - 公司认为保险行业正经历加速变革,需要更敏捷高效的核心系统来应对数字化转型、新兴风险和数据分析等挑战[21][22] - 公司正在加大研发投入,以加快平台和产品的改进,更好地服务客户[24] - 公司正在扩大业务规模和国际化运营,但需要持续提升信息技术、财务系统和管理能力以应对[100] - 公司需要不断优化产品定价和打包策略以应对市场变化[108,109,110] - 公司需要持续开发和推出新产品以保持竞争力,但存在一定的研发周期和风险[118,119,120] - 公司需要继续发展全球直销团队并拓展与战略合作伙伴的关系,如果不能成功实现这些目标,将影响产品销售和公司增长[135][136] 财务和经营 - 公司经营业绩存在季节性波动，第四季度通常是销售旺季[72] - 公司服务收入也受到季节性因素的影响，第一和第四季度的可计费天数较少[73] - 公司正在加大对云计算基础设施的投资,以更好地为云端客户提供安全、高效和具有成本效益的服务[67] - 公司云计算订阅服务模式的收入确认方式导致初期收入较低[83] - 公司云计算订阅服务的成本和风险可能难以预测和控制[82] - 公司依赖少数大客户的收入和年度经常性收入占比较高,客户流失将严重影响业绩[87,88] - 公司销售和实施周期较长且不确定性较高,可能导致资源投入和成本增加[89,90,91,92] - 大型客户具有较强的议价能力,可能要求公司降低产品价格和毛利率[101,102] - 公司订阅和支持收入占总收入的比重不断提高,但毛利率低于许可收入,如果订阅和支持收入占比进一步提高可能会降低公司整体毛利率和盈利能力[130][131][132] 风险因素 - 公司面临着来自内部开发解决方案、其他保险软件供应商以及一些横向软件供应商的激烈竞争[68,69] - 公司的业绩可能会受到宏观经济环境、客户预算、收购整合等多方面因素的影响[78,79] - 公司面临激烈的行业竞争压力,可能导致市场份额下降和盈利能力下降[93,94,95,96,97,98,99] - 使用人工智能技术可能带来声誉、法律和财务风险,需要加强管理和监管[103,104,105,106,107] - 公司产品存在错误或故障可能会影响公司声誉,导致客户流失,降低销售和续约率,从而损害公司业务和经营业绩,并可能面临违反保修索赔的责任[123][124][126] - 公司专业服务和技术支持服务的质量对销售产品有重大影响,如果公司或合作伙伴无法提供高质量的专业服务和技术支持,将对公司续约现有客户和销售新客户产生不利影响[127][128] - 公司主要产品如保险套件云、保险NOW和自管理保险套件等如果无法持续满足客户需求和保持市场认可,将对公司业务、经营业绩和增长前景产生不利影响[133

PARIS and LONDON and NEW YORK, Sept. 16, 2024 (GLOBE NEWSWIRE) -- Akur8, the machine learning-powered insurance pricing and reserving platform, announced today that it has secured $120 million in series C funding, bringing its total raised investment to $180 million. This latest funding round was led by One Peak, a leading growth equity firm investing in software scale-ups, with participation from Partners Group, one of the largest firms in the global private markets industry acting on behalf of its clients ...