GWRE Guidewire Software, Inc. Common Stock
NYSE · Technology · SEC EDGAR'da Görüntüle ↗ kapat Eki 2, 2026 10-K/10-Q Eyl 11, 2026
$152,15
· 52 haftalık aralığın %'i
· düşüğün üstünde
· yükseğe
$102,3052 haftanın en düşüğü
$255,8952 haftanın en yükseği
Piyasa Değeri (MRQ)
$12.48B
P/E (TTM)
93.3
Hisse Başına Kâr (TTM)
$1.63
Gelir (TTM)
$1.48B
rozetleriniz
52 Haftlık Aralık
$102–$256
Analist Derecelendirmesi
BUY
Fiyat Hedefi
$213
P/E
93.3
ROE
10.5%
Net Kâr Marjı
9.4%
Rozet şeridiniz boş — bu sayfada herhangi bir metriği sabitleyin.
GWRE Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık
Fiyat
$152.15
Piyasa Değeri (MRQ)
$12.48B
P/E (TTM)
93.3
Hisse Başına Kâr (TTM)
$1.63
Gelir (TTM)
$1.48B
ROE (TTM)
10.5%
52 Haftlık Aralık
$102–$256
GWRE Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin
aralık
çubuklar
Çubuk çözünürlüğü seçilen döneme uyum sağlar — bir çubuk için açılış/yüksek/düşük/kapanış değerlerini görmek için grafiğin üzerine gelin.
Guidewire Software, Inc. Common Stock Hakkında Wikipedia'dan şirket genel bakışı
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.
Kaynak: Wikipedia (İngilizce), CC BY-SA 4.0 · Wikipedia'da Görüntüle ↗
sektörTechnology
endüstriTechnology
çalışanlar4.174
ülkeUS
10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri
Gelir$1.48B2017-07-31 → 2026-07-31
Hisse Başına Kâr$1.632017-07-31 → 2026-07-31
Serbest Nakit Akışı$378M2017-07-31 → 2026-07-31
Net kar marjı9.4%2017-07-31 → 2026-07-31
Değerleme ve Oranlar
Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?
| Metrik | 5 Yıllık trend | GWRE | 5Y ort. | Akran Ortalaması | Sonuç |
|---|---|---|---|---|---|
| P/E (TTM) | 93.35Y ort. ≈-373.9 | ≈-373.9 | 38.8 | Aşırı değerli | |
| F/S (TTM) | 8.55Y ort. ≈10.5 | ≈10.5 | 7.2 | Aşırı değerli | |
| F/D (MRQ) | 10.55Y ort. ≈8.6 | ≈8.6 | 5.3 | Aşırı değerli | |
| Fiyat / Serbest Nakit Akışı (TTM) | 33.05Y ort. ≈51.2 | ≈51.2 | · | · | |
| Fiyat / Nakit Akışı (TTM) | 32.05Y ort. ≈33.4 | ≈33.4 | 33.4 | Adil değer | |
| Fiyat / Maddi Defter Değeri (MRQ) | 10.65Y ort. ≈12.5 | ≈12.5 | · | · |
Akran ortalaması, metrik başına standartlaştırılmış bir temelde hesaplanır ve bu hisse senedi için gösterilen TTM/MRQ temelini her zaman eşleşmeyebilir.
Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC
| Metrik | 5 Yıllık trend | GWRE | 5Y ort. | Akran Ortalaması | Sonuç |
|---|---|---|---|---|---|
| Brüt Kar Marjı (TTM) | 64.2%5Y ort. ≈56.0% | ≈56.0% | 69.4% | Zayıf | |
| Faaliyet Kâr Marjı (TTM) | 10.2%5Y ort. ≈-6.6% | ≈-6.6% | 14.7% | Zayıf | |
| EBITDA Margin (FAVÖK Marjı) | 10.2%5Y ort. ≈-6.6% | ≈-6.6% | 20.3% | Zayıf | |
| Vergi Öncesi Kar Marjı (TTM) | 11.1%5Y ort. ≈-6.1% | ≈-6.1% | 18.7% | Zayıf | |
| Net Kâr Marjı (TTM) | 9.4%5Y ort. ≈-4.0% | ≈-4.0% | 14.5% | Zayıf | |
| ROA (TTM) | 5.3%5Y ort. ≈-1.1% | ≈-1.1% | 7.5% | Zayıf | |
| ROE (TTM) | 10.5%5Y ort. ≈-1.6% | ≈-1.6% | 10.3% | Aynı seviyede | |
| ROIC | 10.7%5Y ort. ≈-1.5% | ≈-1.5% | 13.9% | Zayıf |
Finansal Sağlık Borç, likidite, solventlik — bilanço gücü
| Metrik | 5 Yıllık trend | GWRE | 5Y ort. | Akran Ortalaması | Sonuç |
|---|---|---|---|---|---|
| Cari Oran (MRQ) | 1.85Y ort. ≈2.6 | ≈2.6 | 1.2 | Güçlü likidite | |
| Cari Oran (MRQ) | 1.45Y ort. ≈2.2 | ≈2.2 | 0.9 | Güçlü likidite | |
| Interest Coverage (Faiz Karşılama Oranı) | 11.25Y ort. ≈-5.2 | ≈-5.2 | 11.2 | Aynı seviyede |
Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR
| Metrik | 5 Yıllık trend | GWRE | 5Y ort. | Akran Ortalaması | Sonuç |
|---|---|---|---|---|---|
| Revenue YoY (Gelir Yıllık Bazda) | 22.7%5Y ort. ≈14.9% | ≈14.9% | · | · | |
| Revenue CAGR 3Y (Gelir 3 Yıllık Bileşik Büyüme Oranı) | 17.7%5Y ort. ≈12.0% | ≈12.0% | · | · | |
| Revenue CAGR 5Y (Gelir 5 Yıllık Bileşik Büyüme Oranı) | 14.7% | · | · | · | |
| EPS YoY (EPS YB) | 101.2% | · | · | · | |
| Net Income YoY (Net Gelir Yıllık Bazda) | 99.5% | · | · | · |
Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı
| Metrik | 5 Yıllık trend | GWRE | 5Y ort. | Akran Ortalaması | Sonuç |
|---|---|---|---|---|---|
| Asset Turnover (Aktif Devir Hızı) | 0.65Y ort. ≈0.5 | ≈0.5 | 0.6 | Aynı seviyede | |
| Receivables Turnover (Alacak Devir Hızı) | 8.85Y ort. ≈7.4 | ≈7.4 | 4.5 | En üst düzey | |
| Revenue / Employee (Çalışan Başına Gelir) | ≈$353.5K | · | · | · |
değer · ≈ 5Y ort. · sektör ortalaması · ortalamaya göre değerlendirme
Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi
Ort. Sürpriz
26.3%
| Dönem | Rapor | EPS Gerçek | EPS Tahmin | Sürpriz |
|---|---|---|---|---|
| 31 Aralık 2026 | Eyl 3, 2026 | $0.99 | $0.96 | 2.8% |
| 30 Eylül 2026 | Haz 4, 2026 | $0.99 | $0.96 | 2.8% |
| 30 Haziran 2026 | $0.82 | $0.76 | 8.1% | |
| 31 Mart 2026 | $1.17 | $0.79 | 48.4% | |
| 31 Aralık 2025 | $0.66 | $0.62 | 5.6% | |
| 30 Eylül 2025 | $0.84 | $0.65 | 29.7% | |
| 30 Haziran 2025 | $0.88 | $0.47 | 86.6% |
Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı
Gelir Tablosu
| Metrik | Eğilim | 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 |
Bilanço
| Metrik | Eğilim | 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 |
Nakit Akışı
| Metrik | Eğilim | 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 | · | · | · |
Kârlılık
| Metrik | Eğilim | 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% |
Likidite ve Solventlik
| Metrik | Eğilim | 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 | · | · | · |
Verimlilik
| Metrik | Eğilim | 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 |
Hisse Başına
| Metrik | Eğilim | 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 |
Büyüme Oranları
| Metrik | Eğilim | 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% | · | · | · | · | · | · | · | · | · | · | · |
Değerleme (TTM)
| Metrik | Eğilim | 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% |
Gelir Tablosu
| Metrik | Eğilim | 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 |
Bilanço
| Metrik | Eğilim | 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 | · | · | · | · | · | · | · |
Nakit Akışı
| Metrik | Eğilim | 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 |
Kârlılık
| Metrik | Eğilim | 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% |
Likidite ve Solventlik
| Metrik | Eğilim | 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 |
Verimlilik
| Metrik | Eğilim | 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 |
Hisse Başına
| Metrik | Eğilim | 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 |
Değerleme (TTM)
| Metrik | Eğilim | 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% |
En son dönem solda · null değerler · olarak gösterilir
Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl
| Metrik | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|
| Gelir | $1.48B | $1.20B | $980M | $905M | $813M |
| Brüt Kâr Marjı % | 64.2% | 62.5% | 59.5% | 50.6% | 43.3% |
| Faaliyet Kâr Marjı % | 10.2% | 3.4% | -5.4% | -16.5% | -24.5% |
| Net Gelir | $139M | $70M | $-6M | $-112M | $-180M |
| Seyreltilmiş Hisse Başı Kâr | $1.63 | $0.81 | $-0.07 | $-1.36 | $-2.16 |
| Metrik | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|
| Cari Oran | 1.8 | 2.8 | 1.5 | 2.9 | 3.7 |
| Cari Oran | 1.4 | 2.4 | 1.4 | 2.5 | 3.3 |
| Metrik | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|
| Serbest Nakit Akışı | $378M | $295M | $189M | $33M | $-47M |
Kurumsal Sahipler (13F) 623 dosya · $12.3B toplam · Tarih itibarıyla 30 Eylül 2026
Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.
Sahipler
623
Tutulan Değer
$12.3B
Yeni pozisyonlar
87
Çıkan pozisyonlar
117
Kurumsal faaliyet — Q2 2026 ve önceki çeyrek
| Yeni pozisyonlar | Çıkan pozisyonlar | Artırıldı | Azaldı | Net hisse senedi değişimi |
|---|---|---|---|---|
| 87 (-23 önceki Ç'ye göre) | 117 (-35 önceki Ç'ye göre) | 168 (-78 önceki Ç'ye göre) | 236 (+42 önceki Ç'ye göre) | -1.7M |
Q1 2026 ile karşılaştırıldı. SEC Form 13F başvuruları, çeyrek sonundan itibaren 45 gün içinde ve geç başvuranlar için kısa bir ek süre içinde tamamlanmalıdır — bu pencere içindeki çeyrekler, en son tam olarak raporlanan çifte tercih edilerek atlanır.
| Kurum | Değer | Hisse senetleri | % izlenen 13F'nin | Tür |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1.799.690.369 | 8.953.238 | 14,59% | Hisse senetleri |
| BAMCO INC /NY/ | $1.106.767.811 | 8.994.456 | 8,97% | Hisse senetleri |
| BlackRock, Inc. | $1.096.334.356 | 8.909.665 | 8,89% | Hisse senetleri |
| Linonia Partnership LP | $853.165.083 | 6.933.483 | 6,92% | Hisse senetleri |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $554.621.788 | 4.507.288 | 4,50% | Hisse senetleri |
| VANGUARD CAPITAL MANAGEMENT LLC | $473.184.468 | 3.845.465 | 3,84% | Hisse senetleri |
| Darsana Capital Partners LP | $468.082.200 | 3.804.000 | 3,79% | Hisse senetleri |
| STATE STREET CORP | $329.960.597 | 2.681.587 | 2,68% | Hisse senetleri |
| JPMORGAN CHASE & CO | $272.333.677 | 2.249.339 | 2,21% | Hisse senetleri |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $249.648.807 | 2.028.908 | 2,02% | Hisse senetleri |
| Route One Investment Company, L.P. | $227.564.240 | 1.849.364 | 1,84% | Hisse senetleri |
| GEODE CAPITAL MANAGEMENT, LLC | $201.272.750 | 1.635.297 | 1,63% | Hisse senetleri |
| PRINCIPAL FINANCIAL GROUP INC | $153.717.020 | 1.249.192 | 1,25% | Hisse senetleri |
| VAN ECK ASSOCIATES CORP | $149.610.958 | 1.215.855 | 1,21% | Hisse senetleri |
| WASATCH ADVISORS LP | $119.870.695 | 801.489 | 0,97% | Hisse senetleri |
| Artisan Partners Limited Partnership | $119.398.528 | 970.325 | 0,97% | Hisse senetleri |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $103.280.418 | 839.337 | 0,84% | Hisse senetleri |
| JANE STREET GROUP, LLC | $102.727.185 | 834.841 | 0,83% | Hisse senetleri |
| JARISLOWSKY, FRASER Ltd | $101.131.963 | 439.972 | 0,82% | Hisse senetleri |
| WELLINGTON MANAGEMENT GROUP LLP | $95.541.680 | 776.446 | 0,77% | Hisse senetleri |
| Stockbridge Partners LLC | $93.496.712 | 759.827 | 0,76% | Hisse senetleri |
| NORTHERN TRUST CORP | $89.403.085 | 726.559 | 0,72% | Hisse senetleri |
| BLAIR WILLIAM & CO/IL | $89.381.920 | 726.387 | 0,72% | Hisse senetleri |
| BANK OF AMERICA CORP /DE/ | $85.708.779 | 696.536 | 0,69% | Hisse senetleri |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $81.588.303 | 663.050 | 0,66% | Hisse senetleri |
| BROWN BROTHERS HARRIMAN & CO | $81.045.160 | 658.636 | 0,66% | Hisse senetleri |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $74.989.131 | 609.420 | 0,61% | Hisse senetleri |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $74.429.622 | 604.873 | 0,60% | Hisse senetleri |
| RGM Capital, LLC | $73.920.221 | 367.744 | 0,60% | Hisse senetleri |
| PARNASSUS INVESTMENTS, LLC | $73.200.353 | 594.883 | 0,59% | Hisse senetleri |
| Stephens Investment Management Group LLC | $73.024.515 | 593.454 | 0,59% | Hisse senetleri |
| 1832 Asset Management L.P. | $68.204.892 | 554.286 | 0,55% | Hisse senetleri |
| Ardmore Road Asset Management LP | $67.677.500 | 550.000 | 0,55% | Hisse senetleri |
| VANGUARD FIDUCIARY TRUST CO | $66.733.583 | 542.329 | 0,54% | Hisse senetleri |
| Bank of New York Mellon Corp | $65.602.060 | 533.133 | 0,53% | Hisse senetleri |
| DIMENSIONAL FUND ADVISORS LP | $60.751.292 | 493.769 | 0,49% | Hisse senetleri |
| MORGAN STANLEY | $60.742.449 | 493.637 | 0,49% | Hisse senetleri |
| Sculptor Capital LP | $54.941.825 | 446.500 | 0,45% | Hisse senetleri |
| JANUS HENDERSON GROUP PLC | $54.378.308 | 363.562 | 0,44% | Hisse senetleri |
| Greenstone Partners & Co., LLC | $49.784.061 | 404.584 | 0,40% | Hisse senetleri |
| BROWN ADVISORY INC | $48.752.201 | 396.198 | 0,40% | Hisse senetleri |
| Balyasny Asset Management L.P. | $45.771.893 | 371.978 | 0,37% | Hisse senetleri |
| GOLDMAN SACHS GROUP INC | $44.773.434 | 363.864 | 0,36% | Hisse senetleri |
| UBS Group AG | $43.991.729 | 357.511 | 0,36% | Hisse senetleri |
| CIBC Private Wealth Group LLC | $43.451.171 | 189.033 | 0,35% | Hisse senetleri |
| D. E. Shaw & Co., Inc. | $43.169.508 | 350.829 | 0,35% | Hisse senetleri |
| Rathbones Group PLC | $42.237.158 | 343.252 | 0,34% | Hisse senetleri |
| Nuveen, LLC | $42.068.458 | 341.881 | 0,34% | Hisse senetleri |
| DEUTSCHE BANK AG\ | $41.649.597 | 338.477 | 0,34% | Hisse senetleri |
| Hudson Way Capital Management LLC | $41.096.485 | 333.982 | 0,33% | Hisse senetleri |
Şirket yöneticileri 38 içeriden öğrenenler · 16 yöneticiler · 16 yönetim kurulu üyeleri
| İçeriden Öğrenen | Rol | Son işlem | Sahip olunan hisse senetleri | Alımlar 12ay | Satışlar 12ay | Net 12ay |
|---|---|---|---|---|---|---|
| Michael George Rosenbaum | Chief Executive Officer | 28 Eylül 2026 S | 278.466 | 0 | 55 | $-23.806.276 |
| Jeffrey Elliott Cooper | Chief Financial Officer | 18 Eylül 2026 S | 85.420 | 0 | 13 | $-7.127.861 |
| Curtis Smith | Chief Financial Officer | 18 Aralık 2019 S | 4.493 | 0 | 0 | $0 |
| Richard Hart | Chief Financial Officer | 05 Mart 2018 M | 3.662 | 0 | 0 | $0 |
| John P Mullen | President | 17 Eylül 2026 S | 183.647 | 0 | 9 | $-16.188.114 |
| Priscilla Hung | President & COO | 20 Aralık 2023 S | 38.131 | 0 | 0 | $0 |
| James Winston King | Chief Admin Officer, Gen Couns | 18 Eylül 2026 S | 44.558 | 0 | 9 | $-3.425.846 |
| David Franklin Peterson | Chief Accounting Officer | 17 Eylül 2026 S | 12.233 | 0 | 5 | $-917.924 |
| Michael Polelle | Chief Delivery Officer | 18 Mart 2022 S | 7.241 | 0 | 0 | $0 |
| Frank E Odowd JR | Chief Sales Officer | 17 Eylül 2021 S | 28.275 | 0 | 0 | $0 |
| Steven P. Sherry | Chief Sales Officer | 18 Haziran 2020 S | 0 | 0 | 0 | $0 |
| Ali Kheirolomoom | Chief Product Officer | 20 Haziran 2018 S | 5.225 | 0 | 0 | $0 |
| Scott Roza | Chief Business Officer | 16 Ekim 2017 M | 800 | 0 | 0 | $0 |
| Jeremy Henrickson | VP, Product Development | 14 Temmuz 2014 M | 21.976 | 0 | 0 | $0 |
| Alexander C Naddaff | VP, Professional Services | 03 Haziran 2014 M | 2.422 | 0 | 0 | $0 |
| John True | SVP Field Operations | 15 Mart 2013 M | 6.457 | 0 | 0 | $0 |
| Karl Alexander Vollert | Yönetim kurulu üyesi | 12 Ağustos 2026 A | 578 | 0 | 0 | $0 |
| David S Bauer | Yönetim kurulu üyesi | 15 Aralık 2025 A | 7.099 | 0 | 0 | $0 |
| Rajani Ramanathan | Yönetim kurulu üyesi | 15 Aralık 2025 A | 11.057 | 0 | 0 | $0 |
| Margaret Dillon | Yönetim kurulu üyesi | 15 Aralık 2025 A | 16.393 | 0 | 0 | $0 |
| Jeffrey Steven Sloan | Yönetim kurulu üyesi | 15 Aralık 2025 A | 2.371 | 0 | 0 | $0 |
| Mark V Anquillare | Yönetim kurulu üyesi | 15 Aralık 2025 A | 2.716 | 0 | 0 | $0 |
| Michael C Keller | Yönetim kurulu üyesi | 15 Aralık 2025 A | 10.606 | 0 | 0 | $0 |
| Paul Lavin | Yönetim kurulu üyesi | 22 Aralık 2024 G | 12.585 | 0 | 0 | $0 |
| Marcus Ryu | Yönetim kurulu üyesi | 19 Aralık 2023 A | 10.555 | 0 | 0 | $0 |
| Andrew William Fraser Brown | Yönetim kurulu üyesi | 23 Haziran 2022 S | 2.524 | 0 | 0 | $0 |
| Peter P Gassner | Yönetim kurulu üyesi | 06 Aralık 2018 A | 13.723 | 0 | 0 | $0 |
| CAVOORES JOHN PAUL | Yönetim kurulu üyesi | 03 Aralık 2015 A | 20.659 | 0 | 0 | $0 |
| Kenneth W Branson | Yönetim kurulu üyesi | 04 Mart 2014 S | 856.979 | 0 | 0 | $0 |
| Neal Dempsey | Yönetim kurulu üyesi | 06 Eylül 2013 S | 80.631 | 0 | 0 | $0 |
| Steven M Krausz | Yönetim kurulu üyesi | 20 Haziran 2013 S | 12.797 | 0 | 0 | $0 |
| Stuart G Phillips | 10% sahip | 29 Kasım 2012 J | 71.117 | 0 | 0 | $0 |
| Catherine P Lego | · | 15 Aralık 2025 A | 14.393 | 0 | 0 | $0 |
| Guy Dubois | · | 06 Aralık 2019 S | 10.970 | 0 | 0 | $0 |
| Clifton Thomas Weatherford | · | 19 Eylül 2019 S | 14.341 | 0 | 0 | $0 |
| Craig Conway | · | 17 Aralık 2018 M | 11.103 | 0 | 0 | $0 |
| Karen Blasing | · | 05 Mart 2015 M | 0 | 0 | 0 | $0 |
| Craig Ramsey | · | 05 Aralık 2013 A | 338.271 | 0 | 0 | $0 |
SEC Form 3/4/5 başvurularından yöneticiler; net = yalnızca açık piyasa Alış/Satış
ETF sahipliği 63 ETF'ler tarafından tutuluyor
Ağırlık yalnızca doğrudan öz sermaye varlıklarını (N-PORT) yansıtır; kaldıraçlı veya türev tabanlı fonlar gösterilmeyen ek swap pozisyonlarına sahip olabilir.
| Fon | Ağırlık | Birimler | Tarih itibarıyla | Kaynak |
|---|---|---|---|---|
| GURU · Global X Funds | 1,21% | 4.867 NS | 31 Temmuz 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,55% | 83.533 SH | 19 Ağustos 2026 | Günlük |
| NUSC · Nushares ETF Trust | 0,43% | 36.634 NS | 31 Temmuz 2026 | N-PORT |
| IGV · iShares Trust | 0,41% | 387.098 SH | 11 Eylül 2026 | Günlük |
| IQSM · New York Life Investments ETF Trust | 0,40% | 8.756 NS | 31 Temmuz 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 0,38% | 8.754 SH | 01 Ekim 2026 | Günlük |
| ISCG · iShares Trust | 0,38% | 25.745 SH | 11 Eylül 2026 | Günlük |
| PTMC · Pacer Funds Trust | 0,36% | 9.303 NS | 31 Temmuz 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,29% | 12.521 NS | 31 Temmuz 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,29% | 1.122.456 SH | 19 Ağustos 2026 | Günlük |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,29% | 136.859 SH | 19 Ağustos 2026 | Günlük |
| MIDU · Direxion Shares ETF Trust | 0,28% | 1.243 NS | 31 Temmuz 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,27% | 35.538 NS | 31 Temmuz 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,22% | 41.390 SH | 01 Ekim 2026 | Günlük |
| ESML · iShares Trust | 0,22% | 43.682 SH | 11 Eylül 2026 | Günlük |
| TRFM · ETF Series Solutions | 0,21% | 3.500 NS | 31 Temmuz 2026 | N-PORT |
| ESSC · Strategy Shares | 0,18% | 434 NS | 31 Temmuz 2026 | N-PORT |
| IWP · iShares Trust | 0,18% | 249.246 SH | 11 Eylül 2026 | Günlük |
| SMMD · iShares Trust | 0,16% | 45.042 SH | 11 Eylül 2026 | Günlük |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,16% | 8.568 NS | 31 Temmuz 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,12% | 971.619 SH | 19 Ağustos 2026 | Günlük |
| VB · VANGUARD INDEX FUNDS | 0,12% | 1.937.326 SH | 19 Ağustos 2026 | Günlük |
| SMDX · Tidal Trust III | 0,12% | 988 NS | 31 Temmuz 2026 | N-PORT |
| ESUM · Strategy Shares | 0,11% | 1.367 NS | 31 Temmuz 2026 | N-PORT |
| WSML · iShares Trust | 0,11% | 5.135 SH | 11 Eylül 2026 | Günlük |
| FTEC · FIDELITY COVINGTON TRUST | 0,09% | 123.401 NS | 31 Temmuz 2026 | N-PORT |
| RILA · Spinnaker ETF Series | 0,09% | 261 NS | 31 Temmuz 2026 | N-PORT |
| IWR · iShares Trust | 0,09% | 346.388 SH | 11 Eylül 2026 | Günlük |
| TECB · iShares Trust | 0,08% | 2.742 SH | 11 Eylül 2026 | Günlük |
| VGT · VANGUARD WORLD FUND | 0,07% | 948.817 SH | 19 Ağustos 2026 | Günlük |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 3.603 SH | 01 Ekim 2026 | Günlük |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,06% | 5.428 SH | 01 Ekim 2026 | Günlük |
| IYW · iShares Trust | 0,06% | 104.623 SH | 11 Eylül 2026 | Günlük |
| IWS · iShares Trust | 0,06% | 60.628 SH | 11 Eylül 2026 | Günlük |
| IGM · iShares Trust | 0,05% | 39.790 SH | 11 Eylül 2026 | Günlük |
| DFAS · Dimensional ETF Trust | 0,05% | 50.559 NS | 31 Temmuz 2026 | N-PORT |
| DSI · iShares Trust | 0,03% | 12.407 SH | 11 Eylül 2026 | Günlük |
| IUSG · iShares Trust | 0,03% | 73.902 SH | 11 Eylül 2026 | Günlük |
| TILT · FlexShares Trust | 0,03% | 4.266 NS | 31 Temmuz 2026 | N-PORT |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 69.699 SH | 19 Ağustos 2026 | Günlük |
| ESGV · VANGUARD WORLD FUND | 0,02% | 19.104 SH | 19 Ağustos 2026 | Günlük |
| DFSU · Dimensional ETF Trust | 0,02% | 2.929 NS | 31 Temmuz 2026 | N-PORT |
| IWF · iShares Trust | 0,02% | 166.427 SH | 11 Eylül 2026 | Günlük |
| IWB · iShares Trust | 0,02% | 58.658 SH | 11 Eylül 2026 | Günlük |
| IYY · iShares Trust | 0,02% | 3.591 SH | 11 Eylül 2026 | Günlük |
| DFAC · Dimensional ETF Trust | 0,02% | 51.537 NS | 31 Temmuz 2026 | N-PORT |
| ITOT · iShares Trust | 0,02% | 110.925 SH | 11 Eylül 2026 | Günlük |
| IWV · iShares Trust | 0,02% | 23.098 SH | 11 Eylül 2026 | Günlük |
| IWD · iShares Trust | 0,02% | 89.290 SH | 11 Eylül 2026 | Günlük |
| DFUS · Dimensional ETF Trust | 0,01% | 20.247 NS | 31 Temmuz 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 2.899 NS | 31 Temmuz 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 10.249 NS | 31 Temmuz 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 2.686.402 SH | 19 Ağustos 2026 | Günlük |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 72.407 SH | 19 Ağustos 2026 | Günlük |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 13.750 SH | 19 Ağustos 2026 | Günlük |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 24.338 SH | 19 Ağustos 2026 | Günlük |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 7.162 SH | 19 Ağustos 2026 | Günlük |
| IJH · iShares Trust | · | 2.970.262 SH | 11 Eylül 2026 | Günlük |
| IJK · iShares Trust | · | 490.414 SH | 11 Eylül 2026 | Günlük |
| XJH · iShares Trust | · | 11.565 SH | 08 Eylül 2026 | Günlük |
| ISCB · iShares Trust | · | 3.646 SH | 11 Eylül 2026 | Günlük |
| SMLF · iShares Trust | · | 28.711 SH | 11 Eylül 2026 | Günlük |
| SMMV · iShares Trust | · | 3.844 SH | 01 Eylül 2026 | Günlük |
GWRE Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel
derecelendirme · 22 analist
AL
Medyan hedef
$215.00
+41,3%
8 36,4%
Güçlü Al
11 50,0%
Al
3 13,6%
Tut
0 0,0%
Sat
0 0,0%
Güçlü Sat
12 Aylık Fiyat Hedefi
14 analist · 2026-10-03Ortalama hedef $213.29 +40,2%
← Tüm hedeflerin altında
Mevcut fiyat $152.15
Düşük$170.00
Ortalama$213.29
Yüksek$258.00
Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı
Mali yıl bazında, fiyatlar her şirketin son mali yıl kapanışına göredir.
| Hisse Sembolü | Piyasa Değeri | P/E | Gelir YoY | Net Kar Marjı | ROE | Brüt Kar Marjı |
|---|---|---|---|---|---|---|
| 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% | · |
Son Haberler Bu şirketten bahseden son manşetler
Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar
Sizin için önemli olan metrikleri seçin — Yukarıdaki Tam Temeller bölümündeki herhangi bir satırın yanındaki + işaretine tıklayın.
Seçiminiz kaydedildi ve tüm hisse senetlerinde sizinle birlikte gelir.
Kaynak: SEC 10-K dosyalandı Eyl 11, 2026