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Guidewire Software, Inc. Stock Price

NYSE:GWRE Community·US$12.4b 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$150.02
-71.82 (-32.37%)
US$234.14
Fair Value
US$150.02
-71.82 (-32.37%)
35.9% undervalued intrinsic discount
US$234.14
Fair Value
Price US$150.02
AnalystConsensusTarget US$234.14
AnalystHighTarget US$278.40
AnalystLowTarget US$137.00

GWRE Community Narratives

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Fair Value US$234.14 35.9% undervalued intrinsic discount

Accelerating Cloud Adoption And AI Will Transform Future Of Insurance Industry

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Fair Value US$278.4 46.1% undervalued intrinsic discount

Digital Transformation Will Accelerate Cloud And AI In Insurance

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Fair Value US$137 9.5% overvalued intrinsic discount

Rising Cyber And GDPR Pressures Will Squeeze Margins

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US$278.4
46.1% undervalued intrinsic discount
Revenue
18.47% p.a.
Profit Margin
16.78%
Future PE
71.36x
Price in 2029
US$355.55
US$137
9.5% overvalued intrinsic discount
Revenue
13.33% p.a.
Profit Margin
12.3%
Future PE
54.78x
Price in 2029
US$175.16
US$234.14
35.9% undervalued intrinsic discount
Revenue
15.68% p.a.
Profit Margin
13%
Future PE
96.66x
Price in 2029
US$299.95

Trending Discussion

No trending discussion available.

Updated Narratives

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

Fair Value: US$278.4 46.1% 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 9.5% overvalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
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GWRE: Cloud And AI Adoption Will Support Resilient ARR Story

Fair Value: US$234.14 35.9% 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
4 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

Seeking Alpha Jul 16

Guidewire Software: The Cloud Story Is Priced In, But The Platform Story Isn't

Summary Guidewire maintains a Buy rating, with a FY 2027 price target of $167, implying 14% upside. Cloud migration is largely complete, with subscription and support revenues now 66% of total and driving 27% YoY revenue growth in Q3. Margin expansion is evident, as subscription/support gross margin rose 300 bps YoY and GAAP operating margin expanded 700 bps YoY in Q3. Further upside depends on accelerating ARR and platform expansion within GWRE’s install base, with risk assessed as moderate. Read the full article on Seeking Alpha
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.

Recent updates

No updates