Goldman Sachs says Guideware Software is at the forefront of the cloud modernization movement and investors should buy the company’s stock. Analyst Adam Hotchkiss gives the stock a Buy rating and a $210 price target, which suggests a 14.4% upside from Wednesday’s closing price. The company provides insurance software and technology, including core products PolicyCenter, ClaimCenter, BillingCenter, InsuranceSuite and InsuranceNow. Hotchkiss said Guidewire has won more than 60% of core system decision deals, and he believes the company will continue to outperform as insurance companies begin to modernize. “Guidewire’s leadership in the (property and casualty) insurance end market and continued cloud migration momentum support durable long-term growth opportunities,” Hotchkiss wrote in a note. Hotchkiss expects the company to achieve mid- to high-teens growth, And ultimately reached a total target market level of US$15 billion. Hotchkiss said more positive catalysts include an accelerated pace of cloud demand and adoption across the property and casualty insurance industry, as well as higher win rates in international insurance markets. The share price has soared 72.6% in the past 12 months. Shares are up more than 16% in 2025 alone. GWRE had a solid 1Y run last year. GWRE analysts were generally bullish on Guidewire. According to LSEG, 11 of 14 firms covering the company have buy or strong buy ratings. The average analyst price target also implies 10% upside.