GWRE logo

Guidewire Software, Inc. Stock Price

NYSE:GWRE Community·US$11.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 21 Fair Values set on narratives written by author

GWRE Share Price Performance

US$0
-231.25 (-100.00%)
US$234.14
Fair Value
US$0
-231.25 (-100.00%)
Price US$0

GWRE Community Narratives

·
Fair Value US$234.14 42.3% undervalued intrinsic discount

Accelerating Cloud Adoption And AI Will Transform Future Of Insurance Industry

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Fair Value US$137 1.4% undervalued intrinsic discount

Rising Cyber And GDPR Pressures Will Squeeze Margins

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Fair Value US$278.4 51.5% undervalued intrinsic discount

Digital Transformation Will Accelerate Cloud And AI In Insurance

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US$278.4
51.5% undervalued intrinsic discount
Revenue
18.47% p.a.
Profit Margin
16.78%
Future PE
71.36x
Price in 2029
US$355.55
US$137
1.4% undervalued intrinsic discount
Revenue
13.33% p.a.
Profit Margin
12.3%
Future PE
54.78x
Price in 2029
US$175.16
US$234.14
42.3% undervalued intrinsic discount
Revenue
15.68% p.a.
Profit Margin
13%
Future PE
96.66x
Price in 2029
US$299.95

Trending Discussion

Updated Narratives

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GWRE: Cloud And AI Adoption Will Support Margins Despite Deal Volatility

Fair Value: US$278.4 51.5% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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GWRE: Cloud And AI Execution Will Drive Confidence In Subscription Transition

Fair Value: US$137 1.4% undervalued intrinsic discount
2 users have set this as their fair value
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GWRE: Cloud And AI Adoption Will Support Resilient ARR Story

Fair Value: US$234.14 42.3% undervalued intrinsic discount
9 users have set this as their fair value
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Snowflake Analysis

High growth potential with solid track record.

1 Risk
3 Rewards

Guidewire Software, Inc. Key Details

US$1.4b

Revenue

US$511.3m

Cost of Revenue

US$909.5m

Gross Profit

US$749.7m

Other Expenses

US$159.8m

Earnings

Last Reported Earnings
Apr 30, 2026
Next Reporting Earnings
n/a
1.92
64.01%
11.25%
51.4%
View Full Analysis

About GWRE

Founded
2001
Employees
4049
CEO
Michael Rosenbaum
WebsiteView website
www.guidewire.com

Guidewire Software, Inc. provides a platform for property and casualty (P&C) insurers worldwide. It offers Guidewire InsuranceSuite, such as PolicyCenter, ClaimCenter, and BillingCenter applications. The company also provides Guidewire InsuranceNow, a cloud-based application that offers policy administration, claims management, and billing functionality, plus pre-integrated document production, analytics, and other capabilities. In addition, it offers Guidewire Rating Management to manage the pricing of insurance products; Guidewire Reinsurance Management to use rules-based logic to execute reinsurance strategy through underwriting and claims processes; Guidewire Client Data Management that helps P&C insurers to capitalize on customer information; Guidewire Advanced Product Designer, a cloud-native application for insurance product design and management; Guidewire Product Content Management provides software tools and standards-based, line-of-business templates. Further, the company provides Guidewire Digital Engagement Applications, which enable insurers to provide digital experiences; Guidewire Predict, a P&C-specific machine-learning platform; Guidewire HazardHub that allows insurers to understand, assess, price, and manage property risk; Guidewire Canvas, Guidewire Compare, Guidewire industry Intel, Guidewire Data Studio, and Guidewire Explore, an cloud-native applications; Guidewire Cyence, a cyber-risk economic modeling product; Guidewire DataHub, an operational data store; and Guidewire InfoCenter, a business intelligence warehouse for P&C insurers . The company was incorporated in 2001 and is headquartered in San Mateo, California.

Recent GWRE News & Updates

Narrative Update Jul 07

GWRE: Cloud And AI Adoption Will Support Margins Despite Deal Volatility

Guidewire Software's updated analyst price target has moved lower in aggregate, with the model fair value shifting from $300.00 to about $278.40 as analysts weigh slightly slower revenue growth assumptions against firmer profit margin expectations and a lower future P/E multiple, while still highlighting the company's role as a market leading platform with a large addressable market, as well as potential benefits from AI and cloud products. Analyst Commentary Recent research on Guidewire Software points to a more cautious stance on valuation, even as many bullish analysts still highlight what they see as solid execution, a large market opportunity and growing demand for cloud and AI driven offerings.
Seeking Alpha Jun 30

Guidewire: AI Is A Tailwind, Not A Threat

Summary Guidewire is a dominant vertical SaaS provider in P&C insurance, benefiting from high switching costs and deep industry integration. I see AI as a tailwind for GWRE, enhancing its platform and accelerating cloud migration, rather than posing a disruptive threat. GWRE's cloud transition is driving recurring revenue growth, with ARR up 19% and subscription revenue up 35% in the latest quarter. I rate GWRE a strong buy for long-term investors, citing a significant discount to intrinsic value and robust margin expansion potential. Read the full article on Seeking Alpha

Recent updates

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