Guidewire SoftwareGWRE
GWRE
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
0
Funds holding %
of 7,372 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
229% more call options, than puts
Call options by funds: $137M | Put options by funds: $41.6M
122% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 51
20% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 165
10% more funds holding
Funds holding: 493 [Q3] → 544 (+51) [Q4]
2.55% less ownership
Funds ownership: 102.29% [Q3] → 99.74% (-2.55%) [Q4]
9% less capital invested
Capital invested by funds: $15.5B [Q3] → $14B (-$1.45B) [Q4]
15% less funds holding in top 10
Funds holding in top 10: 27 [Q3] → 23 (-4) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$231
24%
upside
Avg. target
$236
27%
upside
High target
$240
29%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
JP Morgan Alexei Gogolev 38% 1-year accuracy 9 / 24 met price target | 24%upside $231 | Overweight Maintained | 7 Mar 2025 |
Baird Joe Vruwink 28% 1-year accuracy 12 / 43 met price target | 27%upside $236 | Outperform Maintained | 7 Mar 2025 |
Goldman Sachs Adam Hotchkiss 38% 1-year accuracy 6 / 16 met price target | 29%upside $240 | Buy Maintained | 10 Feb 2025 |
Financial journalist opinion
Based on 13 articles about GWRE published over the past 30 days
Positive
MarketBeat
2 days ago
Market Overreacts, But Guidewire's Growth Story Remains Strong
If any stock should be bucking the general trend in early March and moving higher, it is Guidewire NYSE: GWRE. The company's Q2 results are tepid relative to the consensus ahead of the release, but the bar was set high: the company is growing, earnings quality improved, and guidance was raised.
Positive
Zacks Investment Research
4 days ago
GWRE Cloud Leveraged by Montana State Fund to Enhance Cloud Platform
Montana State Fund selects GWRE Cloud to optimize IT, enhance flexibility and improve service for policyholders, workers and partners.
Neutral
Zacks Investment Research
4 days ago
Don't Overlook Guidewire Software (GWRE) International Revenue Trends While Assessing the Stock
Examine the evolution of Guidewire Software's (GWRE) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.
Neutral
Business Wire
5 days ago
Montana State Fund Selects Guidewire Cloud to Modernize Technology Infrastructure and Optimize Staff Resources
HELENA, Mont. & SAN MATEO, Calif.--(BUSINESS WIRE)---- $GWRE #GuidewireBillingCenter--Montana State Fund selected Guidewire InsuranceSuite on Guidewire Cloud to power its core business.
Positive
Zacks Investment Research
1 week ago
Is Guidewire Software (GWRE) Stock Outpacing Its Computer and Technology Peers This Year?
Here is how Guidewire Software (GWRE) and GitLab Inc. (GTLB) have performed compared to their sector so far this year.
Neutral
Zacks Investment Research
1 week ago
Guidewire's Q2 Earnings Miss Estimates, Revenues Increase Y/Y
GWRE's fiscal second-quarter performance benefits from higher subscription and support revenues.
Neutral
Seeking Alpha
1 week ago
Guidewire Software, Inc. (GWRE) Q2 2025 Earnings Call Transcript
Guidewire Software, Inc. (NYSE:GWRE ) Q2 2025 Results Conference Call March 6, 2025 5:00 PM ET Company Participants Alex Hughes - Vice President of Investor Relations Mike Rosenbaum - Chief Executive Officer Jeff Cooper - Chief Financial Officer Conference Call Participants Dylan Becker - William Blair Ken Wong - Oppenheimer Alexei Gogolev - JPMorgan Rishi Jaluria - RBC Capital Markets Alex Sklar - Raymond James Adam Hotchkiss - Goldman Sachs Parker Lane - Stifel Aaron Kimson - JMP Securities Joe Vruwink - Baird Richard Poland - Wells Fargo Michael Funk - Bank of America Operator Greetings, and welcome to the Guidewire Second Quarter of Fiscal 2025 Financial Results Conference Call. As a reminder, this call is being recorded and will be posted on our Investor Relations page later today.
Positive
Zacks Investment Research
1 week ago
Compared to Estimates, Guidewire Software (GWRE) Q2 Earnings: A Look at Key Metrics
Although the revenue and EPS for Guidewire Software (GWRE) give a sense of how its business performed in the quarter ended January 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Negative
Zacks Investment Research
1 week ago
Guidewire Software (GWRE) Misses Q2 Earnings Estimates
Guidewire Software (GWRE) came out with quarterly earnings of $0.51 per share, missing the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.46 per share a year ago.
Neutral
Business Wire
1 week ago
Guidewire Announces Second Quarter Fiscal Year 2025 Financial Results
SAN MATEO, Calif.--(BUSINESS WIRE)--Guidewire (NYSE: GWRE) today announced its financial results for the fiscal quarter ended January 31, 2025. “We delivered another excellent quarter driven by 12 cloud deals, with the majority at larger insurers who demand a platform that can handle their complexity and scale,” said Mike Rosenbaum, chief executive officer, Guidewire. “Now, more than ever, we're reminded of the essential role insurers play in helping communities rebuild and recover, and we're p.
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