More formal:
* Informed conjecture
* Reasoned hypothesis
* Intelligent speculation
* Well-founded assumption
* Calculated estimate
* Logical deduction
* Informed opinion
More informal:
* Best guess
* Smart guess
* Informed hunch
* Gut feeling (but with some basis)
* Thinking out loud
* Taking a shot in the dark (but with a good aim)
More specific:
* Statistical estimate (if based on data)
* Historical analysis (if based on past events)
* Professional judgment (if based on expertise)
* Intuitive understanding (if based on experience and insight)
The best choice depends on the specific context and the desired tone.