Guidewire Software Management
Management criteria checks 4/4
Guidewire Software's CEO is Mike Rosenbaum, appointed in Aug 2019, has a tenure of 6.75 years. total yearly compensation is $14.01M, comprised of 5.4% salary and 94.6% bonuses, including company stock and options. directly owns 0.25% of the company’s shares, worth $30.72M. The average tenure of the management team and the board of directors is 6.2 years and 5.8 years respectively.
Key information
Mike Rosenbaum
Chief executive officer
US$14.0m
Total compensation
| CEO salary percentage | 5.35% |
| CEO tenure | 6.8yrs |
| CEO ownership | 0.3% |
| Management average tenure | 6.2yrs |
| Board average tenure | 5.8yrs |
Recent management updates
Recent updates
GWRE: AI Overhang And Software Repricing Will Shape Cloud Transition Outlook
The analyst price target for Guidewire has been trimmed by about $4 to reflect a lower assumed future P/E multiple, even as analysts highlight solid results, resilient ARR trends and sector wide software multiple compression as the main drivers of recent target resets around $175 to $250. Analyst Commentary Recent research points to a split view on Guidewire Software, with several firms trimming price targets while still pointing to solid execution and resilient annual recurring revenue trends.GWRE: AI Overhang And Software Repricing Will Set Up Cloud Upside
Guidewire Software's updated analyst price target moves from about $160 to roughly $142, as analysts cite sector wide software multiple compression and mixed price target revisions despite solid results and ongoing AI positioning. Analyst Commentary Recent research notes show a mix of support for Guidewire's business performance and more cautious views on the stock, as analysts adjust price targets to reflect sector wide software multiple compression and shifting sentiment around AI and vertical SaaS.Guidewire Software: Growth Story Is Even More Durable Today
Apr 13GWRE: AI Sentiment And Multiple Compression Will Shape Cloud And Buyback Upside
Analysts have adjusted their price targets on Guidewire Software across a wide range, roughly between $175 and $250. They are responding to software multiple compression and AI related sentiment, while still pointing to recent quarters as "clean beats" with solid results and raised estimates.
GWRE: Cloud And AI Adoption Will Support Resilient ARR Story
Guidewire's updated analyst price target has moved lower by about $34 to reflect sector wide software multiple compression, even as analysts highlight solid recent results, resilient ARR trends, and the company's positioning around AI as ongoing supports for the story. Analyst Commentary Recent research updates on Guidewire cluster around the same core message, with analysts adjusting price targets to reflect broader software multiple compression while still pointing to solid execution and resilient annual recurring revenue, or ARR, trends.GWRE: AI Disruption Fears Will Temper Cloud And Buyback Upside Potential
Analysts have trimmed their Guidewire price targets, with our fair value estimate moving from $172.15 to $160.00. This reflects sector wide caution around AI disruption and softer software sentiment, even as underlying growth and margin assumptions remain relatively stable.GWRE: AI And Cloud Adoption Will Drive Upside Despite Near Term Seasonality
Narrative Update Analysts have trimmed their price targets on Guidewire, with recent cuts such as $275 to $250 and $267 to $242. These changes reflect a reset of expectations, while still highlighting ongoing AI potential and solid cloud traction with major insurers.
GWRE: Cloud Momentum And 2026 AI Themes Will Drive Long-Term Upside
Narrative update: Guidewire Software Analysts have trimmed their average price targets for Guidewire into the low to mid US$200s, citing valuation and limited near term catalysts. At the same time, they point to ongoing cloud momentum and longer term AI themes as key parts of the story.Guidewire Software, Inc. (NYSE:GWRE) Shares May Have Slumped 27% But Getting In Cheap Is Still Unlikely
Jan 30
GWRE: Cloud Adoption And AI Agents Will Shape Long-Term Upside
Analysts have trimmed their fair value estimate for Guidewire Software from US$305 to US$300 as price targets across the Street move lower. They cite valuation, seasonality around the upcoming fiscal Q1 report, and a preference for broader AI themes, even as cloud momentum with large insurers remains a key part of the story.GWRE: Cloud Momentum And Seasonality Will Shape A Balanced Near Term Outlook
Analysts have modestly lowered their price target on Guidewire Software, trimming fair value estimates by about $24 to approximately $242 per share. They cite solid cloud momentum but limited near term upside to consensus forecasts due to seasonality and valuation constraints.These 4 Measures Indicate That Guidewire Software (NYSE:GWRE) Is Using Debt Safely
Jan 02GWRE: Cloud Adoption And AI Capabilities Will Drive Long-Term Upside
Analysts have modestly reduced their price target on Guidewire Software, trimming it by $25 to $242, as they balance evidence of solid cloud momentum with a more cautious stance on near term upside and valuation. Analyst Commentary Bullish analysts see the latest price target revision as a recalibration rather than a reversal of the long term thesis.Here's Why Shareholders Will Not Be Complaining About Guidewire Software, Inc.'s (NYSE:GWRE) CEO Pay Packet
Dec 09Accelerating Cloud Adoption And AI Will Transform Future Of Insurance Industry
Guidewire Software’s analyst price target was raised to $268.38 as strong Q4 results, accelerating cloud deals, landmark client wins, and above-consensus long-term guidance reinforce market leadership and visibility. Analyst Commentary Multiple bullish analysts highlight Guidewire's strong Q4 results, with broad-based beats driven by a record number of cloud deals (19), accelerating bookings, and subscription revenue up 33% year-over-year.Results: Guidewire Software, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
Sep 08Accelerating Cloud Adoption And AI Will Transform Future Of Insurance Industry
Guidewire Software’s robust Q4 results—including accelerating subscription growth, margin expansion, and a major cloud migration deal—have driven analysts to raise conviction in its growth trajectory, resulting in a consensus price target increase from $249.79 to $264.31. Analyst Commentary Significant Q4 outperformance with broad-based beats, highlighted by accelerating bookings, strong subscription revenue growth (up 33% YoY), and expanding subscription gross margins (reaching 70%).Does This Valuation Of Guidewire Software, Inc. (NYSE:GWRE) Imply Investors Are Overpaying?
Jul 25Guidewire Software, Inc.'s (NYSE:GWRE) Share Price Could Signal Some Risk
Jul 02We Think Guidewire Software's (NYSE:GWRE) Profit Is Only A Baseline For What They Can Achieve
Jun 16Guidewire: Can Outperform In A Bear Market
Apr 27Guidewire: The Shift To Profitability
Mar 17
Demand From Tier 1 Insurers And Generative AI Will Elevate Future Market Position
Strong cloud platform demand and AI integration are driving significant revenue growth and enhancing competitive positioning in the insurance sector.Guidewire Software Low Valuation And Resilient Growth
Jan 14Guidewire Software: Market Expectations Are Stretched Even After Great Q1
Dec 06Guidewire Software: Solid Demand Momentum For Its Cloud Platform
Sep 19CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jan 31 2026 | n/a | n/a | US$189m |
| Oct 31 2025 | n/a | n/a | US$92m |
| Jul 31 2025 | US$14m | US$750k | US$70m |
| Apr 30 2025 | n/a | n/a | US$35m |
| Jan 31 2025 | n/a | n/a | -US$17m |
| Oct 31 2024 | n/a | n/a | US$30m |
| Jul 31 2024 | US$11m | US$750k | -US$6m |
| Apr 30 2024 | n/a | n/a | -US$11m |
| Jan 31 2024 | n/a | n/a | -US$51m |
| Oct 31 2023 | n/a | n/a | -US$70m |
| Jul 31 2023 | US$10m | US$750k | -US$112m |
| Apr 30 2023 | n/a | n/a | -US$155m |
| Jan 31 2023 | n/a | n/a | -US$167m |
| Oct 31 2022 | n/a | n/a | -US$198m |
| Jul 31 2022 | US$10m | US$750k | -US$180m |
| Apr 30 2022 | n/a | n/a | -US$150m |
| Jan 31 2022 | n/a | n/a | -US$130m |
| Oct 31 2021 | n/a | n/a | -US$98m |
| Jul 31 2021 | US$8m | US$750k | -US$67m |
| Apr 30 2021 | n/a | n/a | -US$27m |
| Jan 31 2021 | n/a | n/a | -US$21m |
| Oct 31 2020 | n/a | n/a | -US$32m |
| Jul 31 2020 | US$20m | US$745k | -US$27m |
Compensation vs Market: Mike's total compensation ($USD14.01M) is about average for companies of similar size in the US market ($USD14.58M).
Compensation vs Earnings: Mike's compensation has been consistent with company performance over the past year.
CEO
Mike Rosenbaum (53 yo)
6.8yrs
Tenure
US$14,012,061
Compensation
Mr. Michael George Rosenbaum, also known as Mike, serves as Independent Director of DocuSign, Inc. since September 2025. He has been the Chief Executive Officer and Director of Guidewire Software, Inc. sin...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 6.8yrs | US$14.01m | 0.25% $ 30.7m | |
| President | 4.3yrs | US$15.37m | 0.16% $ 19.4m | |
| Chief Financial Officer | 6.2yrs | US$6.51m | 0.078% $ 9.5m | |
| Principal Accounting Officer & Chief Accounting Officer | 6yrs | US$906.73k | 0.015% $ 1.8m | |
| Chief Administrative Officer | 13.3yrs | US$3.84m | 0.018% $ 2.1m | |
| Chief Information Officer | 6.8yrs | no data | no data | |
| Investor Relations | no data | no data | no data | |
| Chief Marketing Officer | 10.7yrs | no data | no data | |
| Chief People Officer | less than a year | no data | no data | |
| Senior Vice President of Strategic Accounts | 5.9yrs | US$2.84m | no data | |
| Chief Product Development Officer | 8.3yrs | no data | no data | |
| Chief Customer Officer | 5.9yrs | no data | no data |
6.2yrs
Average Tenure
53yo
Average Age
Experienced Management: GWRE's management team is seasoned and experienced (6.2 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 6.8yrs | US$14.01m | 0.25% $ 30.7m | |
| Independent Director | 6.7yrs | US$292.66k | 0.018% $ 2.2m | |
| Independent Chairman of the Board | 6.7yrs | US$356.43k | 0.011% $ 1.4m | |
| Independent Director | 1.3yrs | US$244.75k | 0.0014% $ 168.9k | |
| Independent Director | 1.7yrs | US$313.72k | 0.0018% $ 218.8k | |
| Independent Director | 4.9yrs | US$288.67k | 0.012% $ 1.4m | |
| Independent Director | 3.6yrs | US$283.68k | 0.0070% $ 847.2k | |
| Independent Director | 6.7yrs | US$281.19k | 0.018% $ 2.2m |
5.8yrs
Average Tenure
61.5yo
Average Age
Experienced Board: GWRE's board of directors are considered experienced (5.8 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/05 10:15 |
| End of Day Share Price | 2026/05/05 00:00 |
| Earnings | 2026/01/31 |
| Annual Earnings | 2025/07/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Guidewire Software, Inc. is covered by 24 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Joseph Vruwink | Baird |
| Michael Funk | BofA Global Research |
| Madeline Brooks | BofA Global Research |