Guidewire SoftwareGWRE
About: Guidewire Software provides software solutions for property and casualty insurers. Flagship product InsuranceSuite is an on-premises system of record and comprises ClaimCenter, a claims management system; PolicyCenter, a policy management system including policy definitions, quotas, issuance, maintenance, and renewal; and BillingCenter, for billing management, payment plans, and agent commissions. The company also offers InsuranceNow, a cloud-based offering, as well as a variety of other add-on applications.
Employees: 3,469
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
229% more call options, than puts
Call options by funds: $137M | Put options by funds: $41.6M
130% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 50
21% more repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 165
11% more funds holding
Funds holding: 492 [Q3] → 547 (+55) [Q4]
0.13% less ownership
Funds ownership: 99.78% [Q3] → 99.65% (-0.13%) [Q4]
7% less capital invested
Capital invested by funds: $15.1B [Q3] → $14B (-$1.08B) [Q4]
15% less funds holding in top 10
Funds holding in top 10: 27 [Q3] → 23 (-4) [Q4]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Citizens Capital Markets Aaron Kimson 43% 1-year accuracy 9 / 21 met price target | 31%upside $250 | Market Outperform Reiterated | 26 Mar 2025 |
JP Morgan Alexei Gogolev 46% 1-year accuracy 11 / 24 met price target | 21%upside $231 | Overweight Maintained | 7 Mar 2025 |
Baird Joe Vruwink 38% 1-year accuracy 16 / 42 met price target | 23%upside $236 | Outperform Maintained | 7 Mar 2025 |
Goldman Sachs Adam Hotchkiss 38% 1-year accuracy 9 / 24 met price target | 25%upside $240 | Buy Maintained | 10 Feb 2025 |
Financial journalist opinion
Based on 7 articles about GWRE published over the past 30 days
