炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：IN咖 在12月17日接受 CNBC 的对话访谈中，巴伦资本创始人罗恩·巴伦（Ron Baron）谈到了当前市场最受关 注的话题之一：SpaceX 的上市以及它可能达到的估值水平。 这段对话时间不长，但信息密度极高。原因很简单，在所有长期押注埃隆·马斯克的投资人中，巴伦无 疑是最成功、也最具代表性的一位。 从2010年第一次与马斯克见面开始，至今已整整十五年。罗恩最早在2014年至 2016 年间对特斯拉投入 约4亿美元，而这笔投资迄今已带来约80亿美元的回报。 即便在股价大幅上涨之后，巴伦资本仍然持有特斯拉，持仓市值大约50亿美元，而他的判断是：未来十 年，特斯拉仍有可能再创造数倍回报。 对SpaceX的押注更具长期意味。 罗恩在访谈中说，巴伦资本自 2017 年开始投资 SpaceX，累计投入约15亿美元，目前账面价值已接近 100亿美元，成为其最大的单一持仓。 他认为SpaceX明年夏天上市的可能性很高，并笑言"可能是6月28日，因为那天是马斯克的生日"。 但在罗恩看来，真正值得反复讲述的，并不只是这些数字。 他详细讲述了自 ...

多视角关注优秀投资人和企业家 在 12 月1 7 日接受 CNBC 的对话访谈中，巴伦资本创始人罗恩 · 巴伦（ Ron Baron ）谈到了当前市场 最受关注的话题之一： SpaceX 的上市以及它可能达到的估值水平。 以下文章来源于IN咖 ，作者聪明投资者 IN咖 . 这段对话时间不长，但信息密度极高。原因很简单，在所有长期押注埃隆 · 马斯克的投资人中，巴伦无疑是 最成功、也最具代表性的一位。 从 2010 年第一次与马斯克见面开始，至今已整整十五年。罗恩最早在 2014 年至 2016 年间对特斯拉投 入约 4 亿美元，而这笔投资迄今已带来约 80 亿美元的回报。 即便在股价大幅上涨之后，巴伦资本仍然持有特斯拉，持仓市值大约 50 亿美元，而他的判断是：未来十 年，特斯拉仍有可能再创造数倍回报。 对 SpaceX 的押注更具长期意味。 罗恩在访谈中说，巴伦资本自 2017 年开始投资 SpaceX ，累计投入约 15 亿美元，目前账面价值已接近 100 亿美元，成为其最大的单一持仓。 他认为 SpaceX 明年夏天上市的可能性很高，并笑言"可能是 6 月 28 日，因为那天是马斯克的生日"。 但在罗恩 ...

Ron, one of those people that have fulfilled and checked many of the boxes that you just mentioned is one that you've been closely associated with for the past decade plus at this point and that's Elon Musk. >> 15 years. >> 15 years now. Elon Musk uh specifically with regard to investments as you point out in Tesla, SpaceX which is now the biggest holding that you have. You mentioned you invest in XAI as well. The Elon Musk story is an interesting one because he has become one of the people that has been ma ...

Key Takeaways Olos delivers new AI tools, upgraded pricing workflows and enhanced claims capabilities for insurers.Guidewire adds Underwriting Assistant to automate intake, triage and data enrichment in submissions.The firm forecasts fiscal 2026 revenue of $1.403B-$1.419B and sees continued cloud platform momentum.Guidewire Software, Inc. (GWRE) has introduced Olos, its latest platform release designed to help P&C insurers modernize pricing, accelerate rate updates, streamline underwriting and enhance worke ...

Have you evaluated the performance of Guidewire Software's (GWRE) international operations for the quarter ending October 2025? Given the extensive global presence of this provider of software to the insurance industry, analyzing the patterns in international revenues is crucial for understanding its financial strength and potential for growth.In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health a ...

Key Takeaways GWRE's ClaimCenter deployed at Cincinnati Insurance to streamline claims operations.Guidewire Cloud adoption helps insurers modernize systems and improve efficiency.GWRE integrates AI, analytics and new apps to enhance underwriting and policyholder experience.Guidewire Software, Inc. (GWRE) announced that The Cincinnati Insurance Company has successfully deployed Guidewire ClaimCenter to modernize and streamline its claims operations. Running on the Guidewire Cloud Platform, ClaimCenter has al ...

I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and ultimately, most often revealed by a DCF model valuation. This methodology doesn't limit an investor into rigid traditional value, dividend, or growth investing, but rather accounts for all of a ...

I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and ultimately, most often revealed by a DCF model valuation. This methodology doesn't limit an investor into rigid traditional value, dividend, or growth investing, but rather accounts for all of a ...

Core Insights - Guidewire Software, Inc. (GWRE) reported non-GAAP earnings per share of 66 cents for Q1 fiscal 2026, reflecting a 53.5% year-over-year increase and aligning with Zacks Consensus Estimate [1] - The company achieved revenues of $332.6 million, a 26.5% year-over-year growth, surpassing Zacks Consensus Estimate by 4.9% and exceeding its own guidance of $315-$321 million [1][8] - Annual recurring revenues (ARR) as of October 31 were $1.063 billion, up 2.1% year over year, with expectations for ARR in fiscal 2026 to be between $1.22 billion and $1.23 billion [2] Revenue Performance - GWRE expects total revenues for fiscal 2026 to be between $1.403 billion and $1.419 billion, an increase from $1.202 billion in fiscal 2025, with previous guidance set at $1.385 billion to $1.405 billion [3] - Subscription revenues are forecasted at $891 million, while subscription and support revenues are expected to reach $948 million, with services revenues estimated at $245 million [3] Profitability Metrics - Non-GAAP operating income is projected to be between $266 million and $282 million, with cash flow from operations anticipated in the range of $355-$375 million [4] - Non-GAAP gross margin improved to 66% from 63.5% year over year, with the subscription and support segment's gross margin increasing to 73.2% from 70.3% [6] Segment Performance - Subscription and support segment revenues accounted for 66.8% of total revenues, soaring 31% year over year to $222.2 million [5] - License revenues increased by 12% year over year to $42 million, while services revenues jumped 23% year over year to $68.5 million [5] Financial Position - As of October 31, cash and cash equivalents and short-term investments totaled $1,409.3 million, down from $1,483.2 million as of July 31, 2025 [10] - The company reported a cash usage of $67.4 million from operations during the quarter, with free cash flow usage nearing $77.4 million [10] Future Outlook - For Q2 fiscal 2026, revenues are expected to be in the range of $339-$345 million, with non-GAAP operating income estimated between $68-$74 million [11]

Earnings Per Share (EPS) of $0.66, surpassing the estimated $0.61.Revenue for the quarter was approximately $332.6 million, exceeding estimates and showing substantial growth from the previous year.Strong focus on the Guidewire Cloud Platform and introduction of new products incorporating AI and intelligence.Guidewire Software, Inc. (NYSE: GWRE) is a prominent player in the software industry, specializing in providing technology solutions for the insurance sector. The company is known for its Guidewire Clou ...