Goldman Sachs is bullish on this little-known software company

Guideware Software is at the forefront of the cloud modernization movement, and investors should scoop shares in the company, according to Goldman Sachs. Analyst Adam Hotchkiss initiated a buy rating and $210 price target on shares, which indicates upside of 14.4% from Wednesday’s close. The company provides insurance software and technology, including core products PolicyCenter, ClaimCenter, BillingCenter, InsuranceSuite and InsuranceNow. Guidewire has won more than 60% of core system decision deals, according to Hotchkiss, who sees the company continuing to outperform as insurers begin to modernize. “Guidewire’s leadership in the [property and casualty] insurance end-market and continued cloud migration momentum support a durable long-term growth opportunity,” Hotchkiss wrote in a note. Hotchkiss expects the company to reach growth in the mid-to-high teens level and eventually hitting a $15 billion total addressable market level. More positive catalysts include increasing pace of cloud demand and adoption across the P & C insurance industry, as well as more win rates across the international insurance market, per Hotchkiss. Over the past 12 months, shares have soared 72.6%. In 2025 alone, shares have jumped more than 16%. GWRE 1Y mountain GWRE in past year Analysts are generally bullish on Guidewire. Of the 14 who cover it, 11 have a buy or strong buy rating, according to LSEG. The average analyst price target also implies upside of 10%.