GWRE
Guidewire Software, Inc.
GWRE
163.23USD
+7.28%
Oct 06, 2026
Price
Loading price history…
Price Action
Price structure is giving way
Longer-term context reads early trend, with a near-term setup of daily advance.
EntryBreakout + retest
Price broke through the weekly SMA200, then retested it constructively and recovered — a fresh structural entry rather than a chase.
Key Financials
- Market Cap
- $13.4B
- Avg Volume (60D)
- 1.4M
- Revenue Growth YoY
- +22.7%
- Gross Margin
- +64.2%
- Operating Margin
- +10.2%
- Free Cash Flow Yield
- +2.8%
- Distance from 200DMA
- +8.1%
- Next Earnings
- 2026-12-03
- P/E
- 96.1x
60 sessions
FY2026 vs FY2025
Trailing twelve months
Trailing twelve months
Market metrics as of Oct 5, 2026
Financial results for the period ended Jul 31, 2026
Filed balance-sheet data as of Jul 31, 2026
Fundamentals & Valuation
One of the two valuation perspectives says expensive; intrinsic is the dissenting view.
Guidewire Software, Inc. carries a Expensive valuation stance that the scored components do not clearly support. Treat it as unresolved.
Company Research
Thesis
Guidewire is a direct, specialized P&C-insurance platform vendor whose cloud core systems sit at the transactional center of insurers' policy, billing, claims, pricing, and underwriting operations.
Opportunity
Moderate opportunity
Insurer replacement or migration of legacy policy, billing, claims, underwriting, pricing, and data systems to cloud-based core platforms that support faster product changes, operational automation, digital distribution, and AI-enabled workflows.
Key risk
Dependence on insurance industry IT spending cycles.
Narrative & Theme
Insurance Industry Digital Modernization
Part of Cloud Core-System Modernization for Insurers, with strong fit.
GWRE has a specific, direct exposure to a real but currently unpromoted market story: P&C carriers modernizing legacy core operations onto cloud platforms and layering digital, analytics, and AI capabilities into insurance workflows.
Narrative HeatNeutral5.1 / 10
Theme HeatNeutral6.0 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.
Business & Markets
Technology · Software - Application
What they do
Guidewire Software provides software platforms primarily for property and casualty insurers globally, delivering core applications for policy administration, claims management, and billing through both on-premise and cloud-based solutions.
How it earns
The company generates revenue mainly through subscription and licensing fees for its software products and cloud services.
Products & services
Guidewire InsuranceSuite (PolicyCenter, ClaimCenter, BillingCenter)
Guidewire InsuranceNow
Guidewire Rating Management
Guidewire Reinsurance Management
Customers & end markets
Property and casualty insurance companies
Global insurance market
Market position
Guidewire is a leader in the P&C insurance software application market.
Demand drivers
Medium cyclicality
Demand is influenced by insurance industry investment cycles and technology upgrade cycles.