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GWRE logo

Guidewire Software, Inc. Stock Price

NYSE:GWRE Community·US$12.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 26 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

GWRE Share Price Performance

US$146.73
-100.21 (-40.58%)
​
US$210.86
Fair Value
US$146.73
-100.21 (-40.58%)
30.4% undervalued intrinsic discount
US$210.86
Fair Value
Price US$146.73
AnalystConsensusTarget US$210.86
AnalystLowTarget US$141.12
AnalystHighTarget US$258.00
Thu, 3 Sep 26
Fair ValueUS$210.86
Share Pricen/a

GWRE Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$210.86 30.4% undervalued intrinsic discount

Accelerating Cloud Adoption And AI Will Transform Future Of Insurance Industry

0users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$171.67 14.5% undervalued intrinsic discount

Rising Cyber And GDPR Pressures Will Squeeze Margins

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$258 43.1% undervalued intrinsic discount

Digital Transformation Will Accelerate Cloud And AI In Insurance

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
GWRE logo
Guidewire Software
14.5% undervalued intrinsic discount
Updated

Rising Cyber And GDPR Pressures Will Squeeze Margins

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 17 Sep
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GWRE logo
Guidewire Software
30.4% undervalued intrinsic discount

Accelerating Cloud Adoption And AI Will Transform Future Of Insurance Industry

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
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GWRE logo
Guidewire Software
43.1% undervalued intrinsic discount

Digital Transformation Will Accelerate Cloud And AI In Insurance

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 18 Aug
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
GWRE logo

GWRE: Cloud And AI Adoption Will Support Recurring Revenue Resilience

Fair Value: US$171.67 14.5% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
GWRE logo

GWRE: AI Cloud Platform And ARR Trends Set Balanced Q4 Test

Fair Value: US$210.86 30.4% undervalued intrinsic discount
10 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
GWRE logo

GWRE: Cloud And AI Adoption Will Support Future Margin Resilience

Fair Value: US$258 43.1% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Solid track record with excellent balance sheet.

1 Risk
4 Rewards
View Full Analysis

Guidewire Software, Inc. Key Details

US$1.5b

Revenue

US$528.0m

Cost of Revenue

US$947.4m

Gross Profit

US$808.1m

Other Expenses

US$139.3m

Earnings

Last Reported Earnings
Jul 31, 2026
Next Reporting Earnings
n/a
1.70
64.21%
9.44%
56.8%
View Full Analysis

About GWRE

Founded
2001
Employees
4174
CEO
Michael Rosenbaum
WebsiteView website
www.guidewire.com

Guidewire Software, Inc. provides a platform for property and casualty (P&C) insurers the United States, Canada, other Americas, Europe, the Middle East, Africa, and Asia-Pacific. It offers Guidewire InsuranceSuite, such as PolicyCenter, ClaimCenter, BillingCenter, PricingCenter, and UnderwritingCente 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 services and 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; and Guidewire ProNavigator, an AI-powered intelligent assistant. Further, the company provides Guidewire Digital Engagement Applications, which enable insurers to provide digital experiences; Guidewire HazardHub that allows insurers to understand, assess, price, and manage property risk; Guidewire Predict, a P&C-specific machine-learning platform; Guidewire Data Studio, Guidewire Canvas, Guidewire Compare, Guidewire industry Intel, 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 • Sep 04

Guidewire Software Q4: Fair Earnings, But A Justified Stock Decline

Summary Guidewire Software, Inc. stock reacted negatively to the company's fiscal Q4 results. Overall revenue growth slowed down significantly, but GWRE's cloud momentum remains similar underneath. PricingCenter and ProNavigator have attracted a number of new deals. GWRE's ARR and earnings momentum are guided to remain consistent in FY2027, albeit the Q1 ARR guidance is quite subdued. I estimate GWRE stock to have a fair value of $160. Read the full article on Seeking Alpha

Recent updates

No updates

Guidewire Software, Inc. Competitors

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