GWRE
$163.11
Guidewire Software, Inc.
Intraday
Recent News
How The Guidewire (GWRE) Investment Story Is Shifting With AI Hopes And Multiple Compression
Guidewire Software’s updated fair value estimate has shifted from US$268.38 to US$234.14, roughly a 13% cut to the modeled price target. Analysts are largely linking this reset to wider software multiple compression, even as they highlight solid execution, resilient ARR and ongoing interest in Guidewire’s AI positioning. As you read on, you will see how these moving targets fit into the broader analyst narrative and what to watch as views on the stock continue to evolve. Stay updated as the...
Guidewire (GWRE) Lost Some Momentum in Q4 after a Strong Run
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Small Cap Fund”. A copy of the letter can be downloaded here. The Fund seeks to invest in companies that possess franchise characteristics, with strong earnings trajectories, and are trading at a discount to the estimated private market value. Despite strong results […]
Wall Street Analysts See a 47.46% Upside in Guidewire Software (GWRE): Can the Stock Really Move This High?
The mean of analysts' price targets for Guidewire Software (GWRE) points to a 47.5% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
5 Must-Read Analyst Questions From Guidewire Software’s Q4 Earnings Call
Guidewire’s fourth quarter was marked by strong underlying demand for its cloud-based insurance platform and growing adoption of its analytics and AI tools. Management attributed the company’s outperformance to momentum in core system modernization projects, particularly among large insurers, and cited “increased urgency from customers to move off legacy systems.” CEO Mike Rosenbaum emphasized that Guidewire’s success relies on “deep partnership and customer success,” with gross annual recurring
Guidewire Software (GWRE) Traded Lower Along with Peers
Brown Brothers Harriman, an investment management company, released its Q4 2025 investor letter for the BBH Select Series – Mid Cap ETF. A copy of the letter is available for download here. In the quarter, the ETF decreased by 3.9% on a total return basis compared to the Russell Midcap Index’s 0.2% return. The year […]