Guidewire Software, Inc. GWRE

Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter can be downloaded here. For the quarter ended June 30, 2026, market volatility reflected uncertainty around AI spending and Middle East tensions. The Magnificent Seven fell more than 8% in June, while […]

West Bend Insurance Company and Guidewire (NYSE: GWRE) today announced that West Bend is successfully running its claims operations on Guidewire Cloud. This implementation elevates service quality and decision-making across all lines of business while establishing the reliable data foundation required to scale AI across West Bend's claims operations.

Guidewire Software has seen its share price swing sharply over the past few years, which puts the focus squarely on one core issue for investors. Is the current US$150.46 price adequately supported by the cash flows the business can generate over time, based on a Discounted Cash Flow (DCF) view of intrinsic value? Over the past 3 years, Guidewire Software has delivered a 74.8% return, which raises the question of how much of the company’s future cash generation is already reflected in the...

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the vertical software stocks, including Guidewire Software (NYSE:GWRE) and its peers.

Adyen (ENXTAM:ADYEN) recently announced approval as a Global Payment Partner for Guidewire Software, tying its single-platform payments stack directly into Guidewire’s core systems for property and casualty insurers worldwide. Adyen’s Guidewire tie-up lands at a tricky moment for the stock, with the share price down 15.9% over 30 days and the year-to-date share price return down 35.4%. However, the 3-year total shareholder return is up 39.1%, and momentum has recently cooled. Spot...

Lititz Mutual Insurance Company (Lititz Mutual) and Guidewire (NYSE: GWRE) announced today that Lititz Mutual has selected Guidewire ProNavigator to give employees and independent agents instant answers drawn from company policies, procedures, and expertise within their underwriting and claims workflows.

Guidewire Software's (GWRE) contracted cloud migration and growing adoption of artificial intelligen

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

The insurance software firm beat expectations, then watched its stock drop in one session.

In early September 2026, Guidewire Software reported fourth-quarter revenue of US$411.09 million and full-year revenue of US$1.48 billion, with annual net income rising to US$139.28 million even as quarterly profit eased versus the prior year. The company paired this with fiscal 2027 guidance that points to more moderate growth in revenue and ending ARR, tempering earlier enthusiasm about its cloud and AI-driven momentum. Next, we’ll examine how Guidewire’s softer near-term revenue guidance,...

Guidewire Software is back in focus as analysts adjust price targets into a range of about US$200 to US$235, reflecting fresh views on its cloud transition, AI efforts, and deal timing through Q4. Recent research strikes a mixed but generally constructive tone, with firms weighing strong Annualized Recurring Revenue trends and new AI products against questions about large, lumpy contracts and softer guidance updates. As you read on, you will see how these shifting targets and narratives can...