GWRE Guidewire Software, Inc. Common Stock
NYSE · Technology · Voir sur SEC EDGAR ↗ clôture Oct 2, 2026 10-K/10-Q Sep 11, 2026
$152,15
· % de la fourchette 52 sem.
· au-dessus du plus bas
· vers le haut
$102,30Bas 52 semaines
$255,89Haut 52 semaines
Capitalisation Boursière (MRQ)
$12.48B
P/E (TTM)
93.3
BPA (TTM)
$1.63
Revenu (TTM)
$1.48B
vos badges
Fourchette 52 semaines
$102–$256
Note des analystes
BUY
Objectif de cours
$213
P/E
93.3
ROE
10.5%
Marge nette
9.4%
Votre barre de badges est vide — épinglez une métrique n'importe où sur cette page.
GWRE Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines
Prix
$152.15
Capitalisation Boursière (MRQ)
$12.48B
P/E (TTM)
93.3
BPA (TTM)
$1.63
Revenu (TTM)
$1.48B
ROE (TTM)
10.5%
Fourchette 52 semaines
$102–$256
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À propos de Guidewire Software, Inc. Common Stock Présentation de l'entreprise depuis Wikipedia
Guidewire Software, Inc., commonly Guidewire, is an American software company based in San Mateo, California. It offers an industry platform for property and casualty (P&C) insurance carriers in the U.S. and worldwide.
History
The company was established in 2001 and founded by: Ken Branson, James Kwak, John Raguin, and Marcus Ryu from Ariba (and McKinsey, where James and Marcus had met); and John Seybold and Mark Shaw from Kana Software. In September 2011, Guidewire filed with the SEC to raise up to $100 million in an initial public offering (IPO) and first publicly traded on the NYSE in January 2012. Guidewire was later cited as being one of the top IPOs of 2012, even #1.
In 2011, Guidewire settled a patent related lawsuit with Accenture regarding its claims management software.
In 2013, Guidewire acquired Millbrook, Inc., a business intelligence company. In 2016, Guidewire acquired ISCS (cloud computing), FirstBest (underwriting) and EagleEye Analytics. In 2017, Guidewire acquired Cyence, a data science and risk analytics company enabling P&C insurers to grow.
On August 5, 2019, Guidewire appointed Mike Rosenbaum as CEO.
In March 2023, Guidewire executed a sublease agreement to exchange headquarters with Roblox Corporation, another software company in San Mateo. Guidewire moved into and assumed the remaining lease term for the Roblox headquarters at 970 Park Place; Roblox assumed Guidewire's remaining lease term for Bay Meadows Station 2 at 2850 Delaware Street.
The company has been cited as being among the 50 most desirable mid-size Bay Area companies to work for, and was in the "Top 50 Large Companies" in Glassdoor's Best Places To Work. In June 2026, the company reported that its annual recurring revenue (ARR) surpassed $1.14 billion during the third quarter of fiscal year 2026, driven by continuous expansion of its cloud platform and subscription model.
Products
Guidewire is a recurring revenue software company as it sells term licenses. The company also sells its software as a service on a subscription revenue basis. Its three main software products are ClaimCenter, PolicyCenter, and BillingCenter, each servicing a major component of a P&C insurance carrier. There are a number of add-on modules, as well as an increasing number of value-added online services provided via Guidewire Analytics and Guidewire Marketplace. Guidewire also develops the Gosu programming language.
Source : Wikipedia (Anglais), CC BY-SA 4.0 · Voir sur Wikipedia ↗
secteurTechnology
industrieTechnology
employés4 174
paysUS
Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA
Revenu$1.48B2017-07-31 → 2026-07-31
BPA$1.632017-07-31 → 2026-07-31
Flux de trésorerie libre$378M2017-07-31 → 2026-07-31
Marge nette9.4%2017-07-31 → 2026-07-31
Valorisation et Ratios
Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?
| Métrique | Tendance sur 5 ans | GWRE | moyenne 5 ans | Médiane des pairs | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 93.3moyenne 5 ans ≈-373.9 | ≈-373.9 | 38.8 | Surévalué | |
| P/S (TTM) | 8.5moyenne 5 ans ≈10.5 | ≈10.5 | 7.2 | Surévalué | |
| P/B (MRQ) | 10.5moyenne 5 ans ≈8.6 | ≈8.6 | 5.3 | Surévalué | |
| Cours / FCF (TTM) | 33.0moyenne 5 ans ≈51.2 | ≈51.2 | · | · | |
| Cours / Flux de trésorerie (TTM) | 32.0moyenne 5 ans ≈33.4 | ≈33.4 | 33.4 | Juste valeur | |
| Cours / Actif net tangible (MRQ) | 10.6moyenne 5 ans ≈12.5 | ≈12.5 | · | · |
La médiane des pairs est calculée sur une base standardisée par métrique et peut ne pas toujours correspondre à la base TTM/MRQ indiquée pour cette action.
Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC
| Métrique | Tendance sur 5 ans | GWRE | moyenne 5 ans | Médiane des pairs | Verdict |
|---|---|---|---|---|---|
| Marge Brute (TTM) | 64.2%moyenne 5 ans ≈56.0% | ≈56.0% | 69.4% | Faible | |
| Marge d'exploitation (TTM) | 10.2%moyenne 5 ans ≈-6.6% | ≈-6.6% | 14.7% | Faible | |
| EBITDA Margin (Marge EBITDA) | 10.2%moyenne 5 ans ≈-6.6% | ≈-6.6% | 20.3% | Faible | |
| Marge avant impôts (TTM) | 11.1%moyenne 5 ans ≈-6.1% | ≈-6.1% | 18.7% | Faible | |
| Marge nette (TTM) | 9.4%moyenne 5 ans ≈-4.0% | ≈-4.0% | 14.5% | Faible | |
| ROA (TTM) | 5.3%moyenne 5 ans ≈-1.1% | ≈-1.1% | 7.5% | Faible | |
| ROE (TTM) | 10.5%moyenne 5 ans ≈-1.6% | ≈-1.6% | 10.3% | En ligne | |
| ROIC | 10.7%moyenne 5 ans ≈-1.5% | ≈-1.5% | 13.9% | Faible |
Santé financière Dette, liquidité, solvabilité — solidité du bilan
| Métrique | Tendance sur 5 ans | GWRE | moyenne 5 ans | Médiane des pairs | Verdict |
|---|---|---|---|---|---|
| Ratio de liquidité (MRQ) | 1.8moyenne 5 ans ≈2.6 | ≈2.6 | 1.2 | Liquidité solide | |
| Ratio de liquidité réduite (MRQ) | 1.4moyenne 5 ans ≈2.2 | ≈2.2 | 0.9 | Liquidité solide | |
| Interest Coverage (Ratio de couverture des intérêts) | 11.2moyenne 5 ans ≈-5.2 | ≈-5.2 | 11.2 | En ligne |
Croissance Croissance du chiffre d'affaires, du BPA et du bénéfice net : Année/Année, TCAC 3 ans, TCAC 5 ans
| Métrique | Tendance sur 5 ans | GWRE | moyenne 5 ans | Médiane des pairs | Verdict |
|---|---|---|---|---|---|
| Revenue YoY (Chiffre d'affaires YoY) | 22.7%moyenne 5 ans ≈14.9% | ≈14.9% | · | · | |
| Revenue CAGR 3Y (CAGR du chiffre d'affaires 3 ans) | 17.7%moyenne 5 ans ≈12.0% | ≈12.0% | · | · | |
| Revenue CAGR 5Y (CAGR du chiffre d'affaires 5 ans) | 14.7% | · | · | · | |
| EPS YoY (BPA Année/Année) | 101.2% | · | · | · | |
| Net Income YoY (Bénéfice net YoY) | 99.5% | · | · | · |
Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances
| Métrique | Tendance sur 5 ans | GWRE | moyenne 5 ans | Médiane des pairs | Verdict |
|---|---|---|---|---|---|
| Asset Turnover (Rotation des actifs) | 0.6moyenne 5 ans ≈0.5 | ≈0.5 | 0.6 | En ligne | |
| Receivables Turnover (Rotation des créances) | 8.8moyenne 5 ans ≈7.4 | ≈7.4 | 4.5 | Premier rang | |
| Revenue / Employee (Chiffre d'affaires annuel ÷ employés (effectif déclaré, yfinance). Dérivé — pas un concept SEC-XBRL stocké.) | ≈$353.5K | · | · | · |
valeur · ≈ moyenne 5 ans · médiane du secteur · verdict par rapport à la médiane
Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats
Surprise Moyenne
26.3%
| Période | Rapport | EPS Actual | BPA est. | Surprise |
|---|---|---|---|---|
| 31 décembre 2026 | Sep 3, 2026 | $0.99 | $0.96 | 2.8% |
| 30 septembre 2026 | Jui 4, 2026 | $0.99 | $0.96 | 2.8% |
| 30 juin 2026 | $0.82 | $0.76 | 8.1% | |
| 31 mars 2026 | $1.17 | $0.79 | 48.4% | |
| 31 décembre 2025 | $0.66 | $0.62 | 5.6% | |
| 30 septembre 2025 | $0.84 | $0.65 | 29.7% | |
| 30 juin 2025 | $0.88 | $0.47 | 86.6% |
Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie
Compte de résultat
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.48B | $1.20B | $980M | $905M | $813M | $743M | $742M | $720M | $653M | $510M | $424M | $381M | |
| Cost of Revenue | $528M | $450M | $397M | $447M | $435M | $354M | $338M | $324M | $297M | $192M | $152M | $147M | |
| Gross Profit | $947M | $752M | $583M | $458M | $377M | $390M | $404M | $395M | $356M | $318M | $273M | $233M | |
| R&D Expense | $340M | $296M | $269M | $250M | $229M | $201M | $201M | $189M | $172M | $130M | $112M | $93M | |
| SG&A Expense | $198M | $184M | $168M | $170M | $165M | $143M | $85M | $74M | $76M | $57M | $51M | $41M | |
| Operating Expenses | $797M | $711M | $636M | $608M | $577M | $495M | $428M | $394M | $372M | $296M | $256M | $217M | |
| Operating Income | $150M | $41M | $-53M | $-149M | $-199M | $-106M | $-24M | $1M | $-16M | $22M | $16M | $16M | |
| Interest Expense | $13M | $13M | $7M | $7M | $19M | $19M | $18M | $17M | $6M | $13.0K | $0 | · | |
| Other Non-op | $-21M | $-35M | $-11M | $-2M | $-17M | $13M | $-7M | $-2M | $509.0K | $811.0K | $-505.0K | $-2M | |
| Pretax Income | $164M | $49M | $-27M | $-134M | $-230M | $-104M | $-24M | $12M | $-8M | $29M | $21M | $17M | |
| Income Tax | $25M | $-20M | $-21M | $-22M | $-49M | $-38M | $3M | $-8M | $18M | $10M | $6M | $7M | |
| Net Income | $139M | $70M | $-6M | $-112M | $-180M | $-67M | $-27M | $21M | $-27M | $18M | $15M | $10M | |
| EPS (Basic) | $1.65 | $0.83 | $-0.07 | $-1.36 | $-2.16 | $-0.79 | $-0.33 | $0.25 | $-0.34 | $0.24 | $0.21 | $0.14 | |
| EPS (Diluted) | $1.63 | $0.81 | $-0.07 | $-1.36 | $-2.16 | $-0.79 | $-0.33 | $0.25 | $-0.34 | $0.24 | $0.20 | $0.14 | |
| Shares (Basic) | 84,186,951 | 83,846,793 | 82,291,483 | 82,176,629 | 83,569,517 | 83,577,375 | 82,855,392 | 81,447,998 | 77,709,592 | 73,994,577 | 72,026,694 | 70,075,908 | |
| Shares (Diluted) | 85,405,177 | 85,911,653 | 82,291,483 | 82,176,629 | 83,569,517 | 83,577,375 | 82,855,392 | 82,681,214 | 77,709,592 | 75,328,343 | 73,765,960 | 72,314,433 | |
| EBITDA | $150M | $41M | $-53M | $-149M | $-199M | $-106M | $-24M | $1M | $-16M | $27M | $16M | $16M |
Bilan
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $373M | $698M | $548M | $402M | $606M | $385M | $367M | $254M | $437M | $263M | $224M | $212M | |
| Short-term Investments | $380M | $452M | $456M | $397M | $370M | $735M | $767M | $870M | $630M | $310M | $405M | $359M | |
| Receivables | $194M | $141M | $137M | $151M | $144M | $104M | $114M | $138M | $125M | $79M | $63M | $62M | |
| Prepaid Expense | $99M | $86M | $68M | $62M | $61M | $53M | $46M | $36M | $30M | $27M | $17M | $14M | |
| Current Assets | $1.19B | $1.51B | $1.30B | $1.10B | $1.25B | $1.36B | $1.34B | $1.33B | $1.22B | $679M | $708M | $662M | |
| PP&E (Net) | $68M | $60M | $55M | $54M | $81M | $80M | $65M | $66M | $19M | $14M | $13M | $12M | |
| PP&E (Gross) | $168M | $146M | $121M | $104M | $137M | $131M | $101M | $99M | $48M | $38M | $36M | $31M | |
| Accum. Depreciation | $101M | $85M | $66M | $49M | $56M | $51M | $36M | $33M | $30M | $23M | $23M | $19M | |
| Goodwill | $423M | $394M | $372M | $372M | $372M | $341M | $341M | $341M | $341M | $142M | $30M | $9M | |
| Intangibles | $16M | $12M | $9M | $14M | $21M | $20M | $40M | $67M | $96M | $71M | $14M | $4M | |
| Other Non-current Assets | $99M | $76M | $67M | $68M | $57M | $38M | $35M | $46M | $23M | $20M | $12M | $926.0K | |
| Total Assets | $2.58B | $2.72B | $2.23B | $2.03B | $2.27B | $2.32B | $2.36B | $2.17B | $1.98B | $1.08B | $916M | $800M | |
| Accounts Payable | $38M | $29M | $15M | $35M | $40M | $28M | $23M | $34M | $31M | $13M | $10M | $9M | |
| Accrued Liabilities | · | · | · | · | · | $32M | $26M | $16M | · | · | · | · | |
| Current Liabilities | $664M | $545M | $838M | $373M | $338M | $300M | $225M | $232M | $238M | $168M | $119M | $104M | |
| Capital Leases | $25M | $31M | $35M | $43M | $105M | $115M | $119M | · | · | · | · | · | |
| Other Non-current Liabilities | $14M | $9M | $8M | $9M | $7M | $10M | $19M | $20M | $774.0K | $2M | $3M | $4M | |
| Total Liabilities | $1.38B | $1.26B | $884M | $828M | $815M | $777M | $708M | $593M | $568M | $190M | $132M | $111M | |
| Long-term Debt | · | · | $399M | $397M | $358M | $344M | $330M | $317M | $305M | · | · | · | |
| Common Stock | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $7.0K | $7.0K | |
| Paid-in Capital | · | · | · | · | $-1.76B | · | · | · | · | · | · | · | |
| Retained Earnings | $-1.02B | $-554M | $-624M | $-618M | $-284M | $-66M | $163M | $190M | $125M | $66M | $48M | $33M | |
| AOCI | $-12M | $-9M | $-12M | $-14M | $-20M | $-6M | $-5M | $-8M | $-8M | $-6M | $-7M | $-6M | |
| Stockholders' Equity | $1.19B | $1.46B | $1.34B | $1.20B | $1.45B | $1.54B | $1.66B | $1.57B | $1.41B | $889M | $784M | $689M | |
| Liabilities + Equity | $2.58B | $2.72B | $2.23B | $2.03B | $2.27B | $2.32B | $2.36B | $2.17B | $1.98B | $1.08B | $916M | $800M | |
| Shares Outstanding | 81,992,467 | 84,530,418 | 83,025,637 | 81,440,669 | 84,084,209 | 83,194,157 | 83,461,925 | 82,140,883 | 80,611,698 | 75,007,625 | 73,039,919 | 71,005,738 |
Flux de trésorerie
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $28M | $24M | $22M | $25M | $34M | $37M | $43M | $40M | $36M | $19M | $9M | $7M | |
| Stock-based Comp | $182M | $162M | $146M | $143M | $137M | $115M | $102M | $92M | $90M | $72M | $66M | $51M | |
| Deferred Tax | $13M | $-30M | $-27M | $-27M | $-53M | $-36M | $-12M | $-13M | $14M | $-1M | $-4M | $136.0K | |
| Amort. of Intangibles | $7M | $5M | $6M | $7M | $14M | $20M | $27M | $29M | $28M | $12M | $2M | $1M | |
| Operating Cash Flow | $390M | $301M | $196M | $38M | $-38M | $112M | $113M | $116M | $140M | $139M | $100M | $64M | |
| CapEx | $12M | $6M | $6M | $6M | $10M | $19M | $21M | $45M | $9M | $6M | $7M | $6M | |
| Investing Cash Flow | $-136M | $-237M | $-52M | $13M | $312M | $64M | $-6M | $-301M | $-538M | $-113M | $-101M | $23M | |
| Stock Issued | · | · | · | · | · | · | $0 | $0 | $221M | $0 | $0 | $0 | |
| Stock Repurchased | $606M | $0 | $0 | $262M | $37M | $161M | $0 | $0 | · | · | · | · | |
| Net Stock Activity | $-606M | $0 | $0 | $-262M | $-37M | $-161M | $0 | $0 | $221M | · | $0 | $0 | |
| Financing Cash Flow | $-579M | $82M | $1M | $-262M | $-37M | $-159M | $5M | $4M | $573M | $13M | $13M | $-17M | |
| Net Change in Cash | $-326M | $150M | $142M | $-208M | $230M | $18M | $113M | $-183M | $174M | $40M | $11M | $64M | |
| Taxes Paid | $13M | $8M | $9M | $5M | $4M | $4M | $5M | $5M | $5M | $4M | $4M | $2M | |
| Free Cash Flow | $378M | $295M | $189M | $33M | $-47M | $93M | $92M | $71M | $131M | $131M | $93M | $57M | |
| Levered FCF | $366M | $276M | $188M | $27M | $-63M | $81M | $72M | $42M | $110M | · | · | · |
Rentabilité
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 64.2% | 62.5% | 59.5% | 50.6% | 43.3% | 49.5% | 54.5% | 54.9% | 54.5% | 62.7% | 64.2% | 61.3% | |
| Operating Margin | 10.2% | 3.4% | -5.4% | -16.5% | -24.5% | -14.2% | -3.2% | 0.20% | -2.4% | 5.2% | 3.9% | 4.3% | |
| Net Margin | 9.4% | 5.8% | -0.62% | -12.4% | -22.2% | -8.9% | -3.7% | 2.9% | -4.1% | 4.1% | 3.5% | 2.6% | |
| Pretax Margin | 11.1% | 4.1% | -2.7% | -14.8% | -28.3% | -14.0% | -3.3% | 1.7% | -1.3% | 6.5% | 4.9% | 4.4% | |
| EBITDA Margin | 10.2% | 3.4% | -5.4% | -16.5% | -24.5% | -14.2% | -3.2% | 0.20% | -2.4% | 5.2% | 3.9% | 4.3% | |
| ROA | 5.3% | 2.8% | -0.29% | -5.2% | -7.9% | -2.8% | -1.2% | 1.0% | -1.8% | 2.1% | 1.8% | 1.3% | |
| ROE | 10.3% | 5.1% | -0.46% | -9.3% | -13.7% | -4.3% | -1.7% | 1.3% | -1.9% | 2.5% | 2.0% | 1.5% | |
| ROIC | 10.7% | 4.0% | -0.89% | -10.4% | -10.8% | -4.4% | -1.6% | 0.16% | -3.6% | 1.9% | 1.5% | 1.4% |
Liquidité et Solvabilité
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.8 | 2.8 | 1.5 | 2.9 | 3.7 | 4.5 | 6.0 | 5.7 | 5.1 | 4.2 | 5.9 | 6.3 | |
| Quick Ratio | 1.4 | 2.4 | 1.4 | 2.5 | 3.3 | 4.1 | 5.5 | 5.4 | 5.0 | 4.0 | 5.8 | 6.1 | |
| Interest Coverage | 11.2 | 3.1 | -7.8 | -22.3 | -10.3 | -5.6 | -1.3 | 0.1 | -2.4 | · | · | · |
Efficacité
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.5 | 0.5 | 0.4 | 0.4 | 0.3 | 0.3 | 0.3 | 0.4 | 0.5 | 0.5 | 0.5 | |
| Receivables Turnover | 8.8 | 8.7 | 6.8 | 6.1 | 6.6 | 6.8 | 5.9 | 5.5 | 6.4 | 7.2 | 6.8 | 6.8 |
Par action
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $14.56 | $17.24 | $16.17 | $14.73 | $17.26 | $18.57 | $19.85 | $19.16 | $17.54 | $11.91 | $10.73 | $9.71 | |
| Revenue / Share | $17.27 | $14.00 | $11.91 | $11.02 | $9.72 | $8.89 | $8.96 | $8.70 | $8.40 | $6.83 | $5.75 | $5.26 | |
| Cash Flow / Share | $4.56 | $3.50 | $2.38 | $0.47 | $-0.45 | $1.34 | $1.36 | $1.40 | $1.81 | $1.82 | $1.35 | $0.88 | |
| Cash / Share | $4.55 | $8.26 | $6.60 | $4.93 | $7.21 | $4.63 | $4.40 | $3.09 | $5.42 | $3.51 | $3.06 | $2.99 | |
| EPS (TTM) | $1.63 | $0.81 | $-0.07 | $-1.36 | $-2.16 | $-0.79 | $-0.33 | $0.25 | $-0.34 | $0.24 | $0.20 | $0.14 |
Taux de croissance
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 22.7% | 22.6% | 8.3% | 11.4% | 9.3% | 0.13% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 17.7% | 14.0% | 9.7% | 6.8% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.7% | 10.1% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 101.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 99.5% | · | · | · | · | · | · | · | · | · | · | · |
Valorisation (TTM)
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.48B | $1.20B | $980M | $905M | $813M | $743M | $742M | $720M | $653M | $510M | $424M | $381M | |
| Net Income TTM | $139M | $70M | $-6M | $-112M | $-180M | $-67M | $-27M | $21M | $-27M | $18M | $15M | $10M | |
| Market Cap | $12.46B | $19.12B | $12.46B | $6.91B | $6.54B | $9.58B | $9.82B | $8.38B | $6.95B | $5.41B | $4.49B | $4.19B | |
| P/E | 93.2 | 279.3 | -2143.9 | -62.4 | -36.0 | -145.8 | -356.5 | 408.3 | -253.5 | 300.7 | 307.4 | 421.8 | |
| P/S | 8.4 | 15.9 | 12.7 | 7.6 | 8.0 | 12.9 | 13.2 | 11.7 | 10.6 | 10.6 | 10.6 | 11.0 | |
| P/B | 10.4 | 13.1 | 9.3 | 5.8 | 4.5 | 6.2 | 5.9 | 5.3 | 4.9 | 6.1 | 5.7 | 6.1 | |
| P / Tangible Book | 16.5 | 18.2 | 13.0 | 8.5 | 6.2 | 8.1 | 7.7 | · | · | · | · | · | |
| P / Cash Flow | 32.0 | 63.6 | 63.7 | 179.9 | -172.2 | 85.9 | 86.9 | 72.2 | 49.5 | 39.5 | 44.9 | 65.8 | |
| P / FCF | · | 64.8 | 65.8 | 212.1 | -137.7 | 103.5 | 107.1 | 117.8 | 53.0 | 41.2 | 48.4 | 73.1 | |
| Earnings Yield | 1.1% | 0.36% | -0.05% | -1.6% | -2.8% | -0.69% | -0.28% | 0.24% | -0.39% | 0.33% | 0.33% | 0.24% |
Compte de résultat
| Métrique | Tendance | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $411M | $373M | $359M | $333M | $357M | $294M | $289M | $263M | $292M | $241M | $241M | $207M | $270M | $207M | $233M | $195M | |
| Cost of Revenue | $141M | $136M | $128M | $123M | $125M | $111M | $110M | $105M | $105M | $98M | $98M | $95M | $106M | $109M | $109M | $123M | |
| Gross Profit | $270M | $237M | $232M | $210M | $232M | $183M | $179M | $158M | $186M | $142M | $142M | $112M | $164M | $99M | $123M | $72M | |
| R&D Expense | $91M | $88M | $83M | $78M | $84M | $73M | $70M | $69M | $75M | $66M | $65M | $62M | $67M | $63M | $62M | $58M | |
| SG&A Expense | $52M | $50M | $48M | $48M | $52M | $48M | $42M | $43M | $46M | $42M | $40M | $39M | $41M | $47M | $40M | $42M | |
| Operating Expenses | $207M | $206M | $193M | $191M | $202M | $178M | $167M | $163M | $176M | $159M | $155M | $146M | $158M | $157M | $147M | $147M | |
| Operating Income | $62M | $31M | $38M | $18M | $30M | $4M | $12M | $-5M | $10M | $-17M | $-12M | $-34M | $6M | $-58M | $-23M | $-75M | |
| Interest Expense | · | · | · | · | · | · | · | · | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Other Non-op | $-24M | $-19M | $27M | $-5M | $1M | $34M | $-66M | $-4M | $-2M | $-7M | $11M | $-14M | $4M | $-3M | $11M | $-14M | |
| Pretax Income | $45M | $20M | $75M | $25M | $41M | $49M | $-43M | $3M | $19M | $-14M | $7M | $-39M | $16M | $-56M | $-8M | $-85M | |
| Income Tax | $14M | $3M | $14M | $-7M | $-11M | $3M | $-6M | $-6M | $2M | $-9M | $-3M | $-12M | $4M | $-11M | $979.0K | $-16M | |
| Net Income | $31M | $16M | $60M | $31M | $52M | $46M | $-37M | $9M | $-6M | $-5M | $10M | $-27M | $12M | $-46M | $-9M | $-69M | |
| EPS (Basic) | $0.37 | $0.20 | $0.71 | $0.37 | $0.62 | $0.55 | $-0.45 | $0.11 | $0.21 | $-0.07 | $0.12 | $-0.33 | $0.14 | $-0.56 | $-0.11 | $-0.83 | |
| EPS (Diluted) | $0.38 | $0.19 | $0.70 | $0.36 | $0.61 | $0.54 | $-0.45 | $0.11 | $0.21 | $-0.07 | $0.12 | $-0.33 | $0.14 | $-0.56 | $-0.11 | $-0.83 | |
| Shares (Basic) | · | 84,241,069 | 84,858,179 | 84,780,201 | · | 84,044,661 | 83,705,700 | 83,276,236 | · | 82,500,109 | 82,133,632 | 81,690,912 | · | 81,832,244 | 82,051,867 | 83,320,967 | |
| Shares (Diluted) | · | 85,065,999 | 86,116,567 | 86,451,737 | · | 85,880,643 | 83,705,700 | 85,960,868 | · | 82,500,109 | 83,305,080 | 81,690,912 | · | 81,832,244 | 82,051,867 | 83,320,967 | |
| EBITDA | · | $31M | $38M | $18M | · | $4M | $12M | $-5M | · | $-17M | $-12M | $-34M | · | $-58M | $-23M | $-75M |
Bilan
| Métrique | Tendance | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $373M | $295M | $408M | $492M | $698M | $510M | $697M | $824M | $548M | $360M | $350M | $301M | · | $267M | $275M | $263M | |
| Short-term Investments | $380M | $455M | $511M | $520M | $452M | $410M | $471M | $515M | $456M | $423M | $428M | $412M | · | $421M | $440M | $442M | |
| Receivables | $194M | $139M | $163M | $95M | $141M | $147M | $123M | $97M | $137M | $104M | $128M | $93M | · | $129M | $128M | $88M | |
| Prepaid Expense | $99M | $102M | $89M | $88M | $86M | $78M | $72M | $72M | $68M | $69M | $64M | $62M | · | $61M | $64M | $59M | |
| Current Assets | $1.19B | $1.22B | $1.35B | $1.36B | $1.51B | $1.31B | $1.48B | $1.64B | $1.30B | $1.08B | $1.06B | $977M | · | $1.01B | $1.01B | $944M | |
| PP&E (Net) | $68M | $67M | $65M | $65M | $60M | $56M | $54M | $55M | $55M | $55M | $55M | $55M | · | $54M | $79M | $79M | |
| PP&E (Gross) | $168M | · | · | · | $146M | · | · | · | $121M | · | · | · | · | $101M | · | · | |
| Accum. Depreciation | $101M | · | · | · | $85M | · | · | · | $66M | · | · | · | · | $47M | · | · | |
| Goodwill | $423M | $421M | $422M | $394M | $394M | $394M | $372M | $372M | $372M | $372M | $372M | $372M | · | $372M | $372M | $372M | |
| Intangibles | $16M | $18M | $20M | $11M | $12M | $13M | $6M | $8M | $9M | $10M | $12M | $13M | · | $16M | $17M | $19M | |
| Other Non-current Assets | $99M | $87M | $76M | $72M | $76M | $65M | $64M | $65M | $67M | $60M | $60M | $64M | · | $59M | $56M | $51M | |
| Total Assets | $2.58B | $2.54B | $2.69B | $2.64B | $2.72B | $2.49B | $2.54B | $2.60B | $2.23B | $2.04B | $2.01B | $1.92B | · | $1.92B | $2.00B | $1.95B | |
| Accounts Payable | $38M | $35M | $29M | $34M | $29M | $29M | $25M | $31M | $15M | $24M | $22M | $19M | · | $36M | $38M | $42M | |
| Current Liabilities | $664M | $497M | $459M | $390M | $545M | $406M | $559M | $615M | $838M | $705M | $307M | $262M | · | $275M | $275M | $253M | |
| Capital Leases | $25M | $27M | $29M | $29M | $31M | $33M | $34M | $33M | $35M | $37M | $39M | $41M | · | $37M | $99M | $101M | |
| Other Non-current Liabilities | $14M | $13M | $12M | $9M | $9M | $8M | $5M | $5M | $8M | $10M | $9M | $9M | · | $7M | $7M | $7M | |
| Total Liabilities | $1.38B | $1.22B | $1.18B | $1.11B | $1.26B | $1.13B | $1.27B | $1.33B | $884M | $755M | $757M | $714M | · | $721M | $784M | $763M | |
| Common Stock | $8.0K | $8.0K | $8.0K | $9.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | · | $8.0K | $8.0K | $8.0K | |
| Retained Earnings | $-1.02B | $-846M | $-611M | $-523M | $-554M | $-606M | $-652M | $-615M | $-624M | $-641M | $-635M | $-645M | · | $-584M | $-483M | $-474M | |
| AOCI | $-12M | $-7M | $-3M | $-8M | $-9M | $-9M | $-15M | $-12M | $-12M | $-15M | $-12M | $-17M | · | $-15M | $-16M | $-24M | |
| Stockholders' Equity | $1.19B | $1.32B | $1.51B | $1.53B | $1.46B | $1.36B | $1.27B | $1.27B | $1.34B | $1.29B | $1.26B | $1.21B | $1.20B | $1.20B | $1.22B | $1.19B | |
| Liabilities + Equity | $2.58B | $2.54B | $2.69B | $2.64B | $2.72B | $2.49B | $2.54B | $2.60B | $2.23B | $2.04B | $2.01B | $1.92B | · | $1.92B | $2.00B | $1.95B | |
| Shares Outstanding | 81,992,467 | · | · | · | 84,530,418 | · | · | · | 83,025,637 | · | · | · | · | · | · | · |
Flux de trésorerie
| Métrique | Tendance | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $7M | $7M | $7M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $5M | $5M | $5M | $6M | $7M | $8M | |
| Stock-based Comp | $47M | $45M | $47M | $43M | $42M | $40M | $41M | $38M | $37M | $37M | $36M | $36M | $37M | $35M | $36M | $35M | |
| Amort. of Intangibles | · | · | · | · | $2M | $1M | · | · | $1M | $1M | · | · | · | · | · | · | |
| Operating Cash Flow | $284M | $61M | $112M | $-67M | $245M | $32M | $86M | $-62M | $194M | $5M | $69M | $-72M | $173M | $-49M | $1M | $-87M | |
| CapEx | $2M | $2M | $3M | $5M | $3M | $703.0K | $790.0K | $843.0K | $2M | $678.0K | $3M | $998.0K | $3M | $677.0K | $1M | $604.0K | |
| Investing Cash Flow | $-3M | $71M | $-66M | $-139M | $-58M | $-48M | $-53M | $-78M | $-7M | $6M | $-23M | $-28M | $9M | $53M | $6M | $-54M | |
| Stock Issued | · | $0 | · | · | · | $0 | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $214M | $244M | · | · | $0 | $0 | · | · | $0 | $0 | $0 | $0 | $48M | $14M | $0 | $200M | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | · | $-200M | |
| Financing Cash Flow | $-200M | $-244M | $-135M | $413.0K | $728.0K | $-178M | $-156M | $416M | $1M | $10.0K | $4.0K | $0 | $-48M | $-14M | $2.0K | $-200M | |
| Net Change in Cash | $78M | $-113M | $-85M | $-206M | $188M | $-187M | $-126M | $276M | $188M | $10M | $49M | $-104M | $135M | $-10M | $12M | $-345M | |
| Taxes Paid | $6M | $3M | $2M | $2M | $1M | $2M | $1M | $3M | $3M | $3M | $2M | $883.0K | $750.0K | $2M | $1M | $1M | |
| Free Cash Flow | · | · | · | $-72M | · | · | · | $-63M | · | · | · | $-73M | · | · | · | $-88M | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | $-74M | · | · | · | $-89M |
Rentabilité
| Métrique | Tendance | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | 63.5% | 64.5% | 63.0% | · | 62.3% | 61.9% | 60.2% | · | 59.1% | 59.1% | 54.1% | · | 47.7% | 53.1% | 37.0% | |
| Operating Margin | · | 8.2% | 10.7% | 5.5% | · | 1.5% | 4.0% | -1.8% | · | -6.9% | -5.1% | -16.3% | · | -27.9% | -10.0% | -38.2% | |
| Net Margin | · | 4.4% | 16.7% | 9.4% | · | 15.7% | -12.9% | 3.5% | · | -2.3% | 4.0% | -13.1% | · | -22.0% | -4.0% | -35.5% | |
| Pretax Margin | · | 5.3% | 20.8% | 7.4% | · | 16.6% | -14.9% | 1.1% | · | -5.9% | 2.9% | -18.6% | · | -27.1% | -3.5% | -43.7% | |
| EBITDA Margin | · | 8.2% | 10.7% | 5.5% | · | 1.5% | 4.0% | -1.8% | · | -6.9% | -5.1% | -16.3% | · | -27.9% | -10.0% | -38.2% | |
| ROA | · | 0.66% | 2.3% | 1.2% | · | 2.0% | -1.6% | 0.40% | · | -0.28% | 0.48% | -1.4% | · | -2.2% | -0.44% | -3.4% | |
| ROE | · | 1.2% | 4.3% | 2.2% | · | 3.5% | -2.9% | 0.74% | · | -0.44% | 0.78% | -2.3% | · | -3.5% | -0.68% | -5.2% | |
| ROIC | · | 1.9% | 2.1% | 1.5% | · | 0.31% | 0.80% | -1.2% | · | -0.50% | -1.4% | -2.0% | · | -3.9% | -2.1% | -5.1% |
Liquidité et Solvabilité
| Métrique | Tendance | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 2.4 | 2.9 | 3.5 | · | 3.2 | 2.6 | 2.7 | · | 1.5 | 3.5 | 3.7 | · | 3.7 | 3.7 | 3.7 | |
| Quick Ratio | · | 1.8 | 2.4 | 2.8 | · | 2.6 | 2.3 | 2.3 | · | 1.3 | 3.0 | 3.1 | · | 3.0 | 3.1 | 3.1 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | -9.9 | -7.3 | -20.1 | · | -34.4 | -13.8 | -44.5 |
Efficacité
| Métrique | Tendance | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | |
| Receivables Turnover | · | 2.6 | 2.5 | 3.5 | · | 2.3 | 2.3 | 2.8 | · | 2.1 | 1.9 | 2.3 | · | 1.9 | 1.9 | 2.3 |
Par action
| Métrique | Tendance | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | · | $4.38 | $4.17 | $3.85 | · | $3.42 | $3.46 | $3.06 | · | $2.92 | $2.89 | $2.54 | · | $2.54 | $2.83 | $2.34 | |
| Cash Flow / Share | · | · | · | $-0.78 | · | · | · | $-0.72 | · | · | · | $-0.88 | · | · | · | $-1.05 | |
| EPS (TTM) | · | $1.86 | $2.21 | $1.06 | · | $0.41 | $-0.20 | $0.37 | · | $-0.14 | $-0.63 | $-0.86 | · | $-1.86 | $-1.99 | $-2.37 |
Valorisation (TTM)
| Métrique | Tendance | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $1.42B | $1.34B | $1.27B | · | $1.14B | $1.08B | $1.04B | · | $959M | $926M | $917M | · | $880M | $870M | $842M | |
| Net Income TTM | · | $160M | $189M | $92M | · | $12M | $-40M | $7M | · | $-11M | $-51M | $-70M | · | $-143M | $-167M | $-198M | |
| P/E | · | 74.4 | 63.7 | 220.4 | · | 499.4 | -1056.3 | 503.4 | · | -788.6 | -177.3 | -104.8 | · | -41.0 | -36.8 | -25.1 | |
| Earnings Yield | · | 1.3% | 1.6% | 0.45% | · | 0.20% | -0.09% | 0.20% | · | -0.13% | -0.56% | -0.95% | · | -2.4% | -2.7% | -4.0% |
Période la plus récente à gauche · valeurs nulles affichées comme ·
États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années
| Métrique | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|
| Revenu | $1.48B | $1.20B | $980M | $905M | $813M |
| Marge Brute % | 64.2% | 62.5% | 59.5% | 50.6% | 43.3% |
| Marge d'exploitation % | 10.2% | 3.4% | -5.4% | -16.5% | -24.5% |
| Résultat net | $139M | $70M | $-6M | $-112M | $-180M |
| BPA dilué | $1.63 | $0.81 | $-0.07 | $-1.36 | $-2.16 |
| Métrique | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|
| Ratio de liquidité | 1.8 | 2.8 | 1.5 | 2.9 | 3.7 |
| Ratio de liquidité réduite | 1.4 | 2.4 | 1.4 | 2.5 | 3.3 |
| Métrique | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|
| Flux de trésorerie libre | $378M | $295M | $189M | $33M | $-47M |
Détenteurs institutionnels (13F) 620 déclarants · $12.3B total · Au 30 septembre 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
Détenteurs
620
Valeur détenue
$12.3B
Nouvelles positions
87
Positions clôturées
117
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 87 (-23 vs T. préc.) | 117 (-35 vs T. préc.) | 168 (-78 vs T. préc.) | 236 (+42 vs T. préc.) | -1.7M |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1 799 690 369 | 8 953 238 | 14,59% | Actions |
| BAMCO INC /NY/ | $1 106 767 811 | 8 994 456 | 8,97% | Actions |
| BlackRock, Inc. | $1 096 334 356 | 8 909 665 | 8,89% | Actions |
| Linonia Partnership LP | $853 165 083 | 6 933 483 | 6,92% | Actions |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $554 621 788 | 4 507 288 | 4,50% | Actions |
| VANGUARD CAPITAL MANAGEMENT LLC | $473 184 468 | 3 845 465 | 3,84% | Actions |
| Darsana Capital Partners LP | $468 082 200 | 3 804 000 | 3,79% | Actions |
| STATE STREET CORP | $329 960 597 | 2 681 587 | 2,68% | Actions |
| JPMORGAN CHASE & CO | $272 333 677 | 2 249 339 | 2,21% | Actions |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $249 648 807 | 2 028 908 | 2,02% | Actions |
| Route One Investment Company, L.P. | $227 564 240 | 1 849 364 | 1,84% | Actions |
| GEODE CAPITAL MANAGEMENT, LLC | $201 272 750 | 1 635 297 | 1,63% | Actions |
| PRINCIPAL FINANCIAL GROUP INC | $153 717 020 | 1 249 192 | 1,25% | Actions |
| VAN ECK ASSOCIATES CORP | $149 610 958 | 1 215 855 | 1,21% | Actions |
| WASATCH ADVISORS LP | $119 870 695 | 801 489 | 0,97% | Actions |
| Artisan Partners Limited Partnership | $119 398 528 | 970 325 | 0,97% | Actions |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $103 280 418 | 839 337 | 0,84% | Actions |
| JANE STREET GROUP, LLC | $102 727 185 | 834 841 | 0,83% | Actions |
| JARISLOWSKY, FRASER Ltd | $101 131 963 | 439 972 | 0,82% | Actions |
| WELLINGTON MANAGEMENT GROUP LLP | $95 541 680 | 776 446 | 0,77% | Actions |
| Stockbridge Partners LLC | $93 496 712 | 759 827 | 0,76% | Actions |
| NORTHERN TRUST CORP | $89 403 085 | 726 559 | 0,72% | Actions |
| BLAIR WILLIAM & CO/IL | $89 381 920 | 726 387 | 0,72% | Actions |
| BANK OF AMERICA CORP /DE/ | $85 708 779 | 696 536 | 0,69% | Actions |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $81 588 303 | 663 050 | 0,66% | Actions |
| BROWN BROTHERS HARRIMAN & CO | $81 045 160 | 658 636 | 0,66% | Actions |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $74 989 131 | 609 420 | 0,61% | Actions |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $74 429 622 | 604 873 | 0,60% | Actions |
| RGM Capital, LLC | $73 920 221 | 367 744 | 0,60% | Actions |
| PARNASSUS INVESTMENTS, LLC | $73 200 353 | 594 883 | 0,59% | Actions |
| Stephens Investment Management Group LLC | $73 024 515 | 593 454 | 0,59% | Actions |
| 1832 Asset Management L.P. | $68 204 892 | 554 286 | 0,55% | Actions |
| Ardmore Road Asset Management LP | $67 677 500 | 550 000 | 0,55% | Actions |
| VANGUARD FIDUCIARY TRUST CO | $66 733 583 | 542 329 | 0,54% | Actions |
| Bank of New York Mellon Corp | $65 602 060 | 533 133 | 0,53% | Actions |
| DIMENSIONAL FUND ADVISORS LP | $60 751 292 | 493 769 | 0,49% | Actions |
| MORGAN STANLEY | $60 742 449 | 493 637 | 0,49% | Actions |
| Sculptor Capital LP | $54 941 825 | 446 500 | 0,45% | Actions |
| JANUS HENDERSON GROUP PLC | $54 378 308 | 363 562 | 0,44% | Actions |
| Greenstone Partners & Co., LLC | $49 784 061 | 404 584 | 0,40% | Actions |
| BROWN ADVISORY INC | $48 752 201 | 396 198 | 0,40% | Actions |
| Balyasny Asset Management L.P. | $45 771 893 | 371 978 | 0,37% | Actions |
| GOLDMAN SACHS GROUP INC | $44 773 434 | 363 864 | 0,36% | Actions |
| UBS Group AG | $43 991 729 | 357 511 | 0,36% | Actions |
| CIBC Private Wealth Group LLC | $43 451 171 | 189 033 | 0,35% | Actions |
| D. E. Shaw & Co., Inc. | $43 169 508 | 350 829 | 0,35% | Actions |
| Rathbones Group PLC | $42 237 158 | 343 252 | 0,34% | Actions |
| Nuveen, LLC | $42 068 458 | 341 881 | 0,34% | Actions |
| DEUTSCHE BANK AG\ | $41 649 597 | 338 477 | 0,34% | Actions |
| Hudson Way Capital Management LLC | $41 096 485 | 333 982 | 0,33% | Actions |
Initiés de la société 38 initiés · 16 dirigeants · 16 administrateurs
| Dirigeant | Rôle | Dernière activité | Actions détenues | Achats 12m | Ventes 12m | Net 12m |
|---|---|---|---|---|---|---|
| Michael George Rosenbaum | Chief Executive Officer | 28 septembre 2026 S | 278 466 | 0 | 55 | $-23 806 276 |
| Jeffrey Elliott Cooper | Chief Financial Officer | 18 septembre 2026 S | 85 420 | 0 | 13 | $-7 127 861 |
| Curtis Smith | Chief Financial Officer | 18 décembre 2019 S | 4 493 | 0 | 0 | $0 |
| Richard Hart | Chief Financial Officer | 5 mars 2018 M | 3 662 | 0 | 0 | $0 |
| John P Mullen | President | 17 septembre 2026 S | 183 647 | 0 | 9 | $-16 188 114 |
| Priscilla Hung | President & COO | 20 décembre 2023 S | 38 131 | 0 | 0 | $0 |
| James Winston King | Chief Admin Officer, Gen Couns | 18 septembre 2026 S | 44 558 | 0 | 9 | $-3 425 846 |
| David Franklin Peterson | Chief Accounting Officer | 17 septembre 2026 S | 12 233 | 0 | 5 | $-917 924 |
| Michael Polelle | Chief Delivery Officer | 18 mars 2022 S | 7 241 | 0 | 0 | $0 |
| Frank E Odowd JR | Chief Sales Officer | 17 septembre 2021 S | 28 275 | 0 | 0 | $0 |
| Steven P. Sherry | Chief Sales Officer | 18 juin 2020 S | 0 | 0 | 0 | $0 |
| Ali Kheirolomoom | Chief Product Officer | 20 juin 2018 S | 5 225 | 0 | 0 | $0 |
| Scott Roza | Chief Business Officer | 16 octobre 2017 M | 800 | 0 | 0 | $0 |
| Jeremy Henrickson | VP, Product Development | 14 juillet 2014 M | 21 976 | 0 | 0 | $0 |
| Alexander C Naddaff | VP, Professional Services | 3 juin 2014 M | 2 422 | 0 | 0 | $0 |
| John True | SVP Field Operations | 15 mars 2013 M | 6 457 | 0 | 0 | $0 |
| Karl Alexander Vollert | Administrateur | 12 août 2026 A | 578 | 0 | 0 | $0 |
| David S Bauer | Administrateur | 15 décembre 2025 A | 7 099 | 0 | 0 | $0 |
| Rajani Ramanathan | Administrateur | 15 décembre 2025 A | 11 057 | 0 | 0 | $0 |
| Margaret Dillon | Administrateur | 15 décembre 2025 A | 16 393 | 0 | 0 | $0 |
| Jeffrey Steven Sloan | Administrateur | 15 décembre 2025 A | 2 371 | 0 | 0 | $0 |
| Mark V Anquillare | Administrateur | 15 décembre 2025 A | 2 716 | 0 | 0 | $0 |
| Michael C Keller | Administrateur | 15 décembre 2025 A | 10 606 | 0 | 0 | $0 |
| Paul Lavin | Administrateur | 22 décembre 2024 G | 12 585 | 0 | 0 | $0 |
| Marcus Ryu | Administrateur | 19 décembre 2023 A | 10 555 | 0 | 0 | $0 |
| Andrew William Fraser Brown | Administrateur | 23 juin 2022 S | 2 524 | 0 | 0 | $0 |
| Peter P Gassner | Administrateur | 6 décembre 2018 A | 13 723 | 0 | 0 | $0 |
| CAVOORES JOHN PAUL | Administrateur | 3 décembre 2015 A | 20 659 | 0 | 0 | $0 |
| Kenneth W Branson | Administrateur | 4 mars 2014 S | 856 979 | 0 | 0 | $0 |
| Neal Dempsey | Administrateur | 6 septembre 2013 S | 80 631 | 0 | 0 | $0 |
| Steven M Krausz | Administrateur | 20 juin 2013 S | 12 797 | 0 | 0 | $0 |
| Stuart G Phillips | Détenteur de 10% | 29 novembre 2012 J | 71 117 | 0 | 0 | $0 |
| Catherine P Lego | · | 15 décembre 2025 A | 14 393 | 0 | 0 | $0 |
| Guy Dubois | · | 6 décembre 2019 S | 10 970 | 0 | 0 | $0 |
| Clifton Thomas Weatherford | · | 19 septembre 2019 S | 14 341 | 0 | 0 | $0 |
| Craig Conway | · | 17 décembre 2018 M | 11 103 | 0 | 0 | $0 |
| Karen Blasing | · | 5 mars 2015 M | 0 | 0 | 0 | $0 |
| Craig Ramsey | · | 5 décembre 2013 A | 338 271 | 0 | 0 | $0 |
Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché
Détention d'ETF Détenu par 63 ETFs
Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.
| Fonds | Poids | Unités | Au | Source |
|---|---|---|---|---|
| GURU · Global X Funds | 1,21% | 4 867 NS | 31 juillet 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,55% | 83 533 SH | 19 août 2026 | Quotidien |
| NUSC · Nushares ETF Trust | 0,43% | 36 634 NS | 31 juillet 2026 | N-PORT |
| IGV · iShares Trust | 0,41% | 387 098 SH | 11 septembre 2026 | Quotidien |
| IQSM · New York Life Investments ETF Trust | 0,40% | 8 756 NS | 31 juillet 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 0,38% | 8 754 SH | 1 octobre 2026 | Quotidien |
| ISCG · iShares Trust | 0,38% | 25 745 SH | 11 septembre 2026 | Quotidien |
| PTMC · Pacer Funds Trust | 0,36% | 9 303 NS | 31 juillet 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,29% | 12 521 NS | 31 juillet 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,29% | 1 122 456 SH | 19 août 2026 | Quotidien |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,29% | 136 859 SH | 19 août 2026 | Quotidien |
| MIDU · Direxion Shares ETF Trust | 0,28% | 1 243 NS | 31 juillet 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,27% | 35 538 NS | 31 juillet 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,22% | 41 390 SH | 1 octobre 2026 | Quotidien |
| ESML · iShares Trust | 0,22% | 43 682 SH | 11 septembre 2026 | Quotidien |
| TRFM · ETF Series Solutions | 0,21% | 3 500 NS | 31 juillet 2026 | N-PORT |
| ESSC · Strategy Shares | 0,18% | 434 NS | 31 juillet 2026 | N-PORT |
| IWP · iShares Trust | 0,18% | 249 246 SH | 11 septembre 2026 | Quotidien |
| SMMD · iShares Trust | 0,16% | 45 042 SH | 11 septembre 2026 | Quotidien |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,16% | 8 568 NS | 31 juillet 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,12% | 971 619 SH | 19 août 2026 | Quotidien |
| VB · VANGUARD INDEX FUNDS | 0,12% | 1 937 326 SH | 19 août 2026 | Quotidien |
| SMDX · Tidal Trust III | 0,12% | 988 NS | 31 juillet 2026 | N-PORT |
| ESUM · Strategy Shares | 0,11% | 1 367 NS | 31 juillet 2026 | N-PORT |
| WSML · iShares Trust | 0,11% | 5 135 SH | 11 septembre 2026 | Quotidien |
| FTEC · FIDELITY COVINGTON TRUST | 0,09% | 123 401 NS | 31 juillet 2026 | N-PORT |
| RILA · Spinnaker ETF Series | 0,09% | 261 NS | 31 juillet 2026 | N-PORT |
| IWR · iShares Trust | 0,09% | 346 388 SH | 11 septembre 2026 | Quotidien |
| TECB · iShares Trust | 0,08% | 2 742 SH | 11 septembre 2026 | Quotidien |
| VGT · VANGUARD WORLD FUND | 0,07% | 948 817 SH | 19 août 2026 | Quotidien |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 3 603 SH | 1 octobre 2026 | Quotidien |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,06% | 5 428 SH | 1 octobre 2026 | Quotidien |
| IYW · iShares Trust | 0,06% | 104 623 SH | 11 septembre 2026 | Quotidien |
| IWS · iShares Trust | 0,06% | 60 628 SH | 11 septembre 2026 | Quotidien |
| IGM · iShares Trust | 0,05% | 39 790 SH | 11 septembre 2026 | Quotidien |
| DFAS · Dimensional ETF Trust | 0,05% | 50 559 NS | 31 juillet 2026 | N-PORT |
| DSI · iShares Trust | 0,03% | 12 407 SH | 11 septembre 2026 | Quotidien |
| IUSG · iShares Trust | 0,03% | 73 902 SH | 11 septembre 2026 | Quotidien |
| TILT · FlexShares Trust | 0,03% | 4 266 NS | 31 juillet 2026 | N-PORT |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 69 699 SH | 19 août 2026 | Quotidien |
| ESGV · VANGUARD WORLD FUND | 0,02% | 19 104 SH | 19 août 2026 | Quotidien |
| DFSU · Dimensional ETF Trust | 0,02% | 2 929 NS | 31 juillet 2026 | N-PORT |
| IWF · iShares Trust | 0,02% | 166 427 SH | 11 septembre 2026 | Quotidien |
| IWB · iShares Trust | 0,02% | 58 658 SH | 11 septembre 2026 | Quotidien |
| IYY · iShares Trust | 0,02% | 3 591 SH | 11 septembre 2026 | Quotidien |
| DFAC · Dimensional ETF Trust | 0,02% | 51 537 NS | 31 juillet 2026 | N-PORT |
| ITOT · iShares Trust | 0,02% | 110 925 SH | 11 septembre 2026 | Quotidien |
| IWV · iShares Trust | 0,02% | 23 098 SH | 11 septembre 2026 | Quotidien |
| IWD · iShares Trust | 0,02% | 89 290 SH | 11 septembre 2026 | Quotidien |
| DFUS · Dimensional ETF Trust | 0,01% | 20 247 NS | 31 juillet 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 2 899 NS | 31 juillet 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 10 249 NS | 31 juillet 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 2 686 402 SH | 19 août 2026 | Quotidien |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 72 407 SH | 19 août 2026 | Quotidien |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 13 750 SH | 19 août 2026 | Quotidien |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 24 338 SH | 19 août 2026 | Quotidien |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 7 162 SH | 19 août 2026 | Quotidien |
| IJH · iShares Trust | · | 2 970 262 SH | 11 septembre 2026 | Quotidien |
| IJK · iShares Trust | · | 490 414 SH | 11 septembre 2026 | Quotidien |
| XJH · iShares Trust | · | 11 565 SH | 8 septembre 2026 | Quotidien |
| ISCB · iShares Trust | · | 3 646 SH | 11 septembre 2026 | Quotidien |
| SMLF · iShares Trust | · | 28 711 SH | 11 septembre 2026 | Quotidien |
| SMMV · iShares Trust | · | 3 844 SH | 1 septembre 2026 | Quotidien |
GWRE Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse
notation · 22 analystes
ACHAT
Objectif médian
$215.00
+41,3%
8 36,4%
Achat fort
11 50,0%
Achat
3 13,6%
Conserver
0 0,0%
Vente
0 0,0%
Vente forte
Objectif de cours à 12 mois
14 analystes · 2026-10-03Objectif moyen $213.29 +40,2%
← En dessous de tous les objectifs
Prix actuel $152.15
Bas$170.00
Moyenne$213.29
Haut$258.00
Comparaison des pairs (sous-secteur GICS) Indicateurs clés par rapport aux pairs du secteur
Base F.A., prix à la clôture de la dernière fin d'exercice de chaque société.
| Ticker | Capitalisation Boursière | P/E | Revenus Année/Année | Marge Nette | ROE | Marge Brute |
|---|---|---|---|---|---|---|
| GWRE | $12.46B | 93.2 | 22.7% | 9.4% | 10.3% | 64.2% |
| PTC | $24.27B | 33.4 | 19.2% | 26.8% | 20.3% | 83.8% |
| FICO | $35.56B | 56.4 | 15.9% | 32.8% | -45.4% | · |
| TRMB | $18.49B | 44.5 | -2.6% | 11.8% | 7.4% | 69.1% |
| TYL | $21.86B | 63.0 | 9.1% | 13.5% | 8.6% | 46.5% |
| DOCU | $10.45B | 35.7 | 8.2% | 9.6% | 15.8% | 79.4% |
| MANH | $10.37B | 48.1 | 3.8% | 20.3% | 74.1% | · |
| SAIL | $9.16B | -30.1 | 24.3% | -25.2% | -4.0% | 64.5% |
| FIG | $19.17B | -10.1 | 41.0% | -118.4% | -85.1% | 82.4% |
| AUR | · | · | · | · | · | · |
| HUT | $5.06B | -21.5 | 44.8% | -96.2% | -18.9% | · |
Dernières actualités Actualités récentes mentionnant cette entreprise
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Source : Dépôt SEC 10-K le Sep 11, 2026