Fundamental analysis of $GWRE (Guidewire Software, Inc.) based on financial data and reported results.

#GWRE

From $37M loss to $60M profit: Guidewire adds $500M buyback ARR climbs 22% to $1.12B as Q2 revenue hits $359.1M and GAAP net income reaches $60.1M; Guidewire raises fiscal 2026 outlook and okays $500M repurchase.

#GWRE Guidewire Announces Second Quarter Fiscal Year 2026 Financial Results

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Earnings to watch Thu, March 5th, 2026
#AMPX #BILI #BJ #BURL #CIEN #DSGR #JD #KR #SSYS #VSCO #COO #COST #GAP #GWRE #IOT #MRVL #SWBI

Earnings to watch week of March 2, 2026
#AAON #AQN #ASAN #ASTS #AVGO #AZO #BBAI #BBWI #BBY #BILI #BJ #BOX #BULL #BURL #CBRL #CHPT #CIEN #COST #CRDO #CRWD #GAP #GCO #GTLB #GWRE #IOT #INGM #JD #OKTA #ONON #QSI #RDNT #RGTI #RIOT #ROST #SE #SRAD #SRRK #SSYS #SWBI #TGT #THO #TUYA #VEEV #VG #VIK #VSCO

BREAKING NEWS: ( NYSE: #GWRE ) London Market Brokers Favouring Digitally Advanced Insurers in a Softening Market

#SAP #CRM #PLTR #PANW #CRWD #SNPS #FTNT #ZS #MDB #CYBR #NTAP #TWLO #INTU #ADBE #NOW #SNOW #ADSK #WDAY #DDOG #TEAM #HUBS #GWRE #DT #U #DOCU #NICE

They are the AI operating system. But cyber names also sit here (#PANW #CRWD #FTNT #ZS #CYBR). So do firms in deep verticals w/ regulated moats like #TYL #GWRE #CLBT. And the physical world OS names like #IOT #TTAN #AXON seem tough to replace given their physical sensor businesses.

Vaudoise Becomes First Swiss Insurer to Go-Live with Guidewire Cloud Platform Guidewire (NYSE: GWRE) announced that Vaudoise became the first Swiss insurer to go-live on Guidewire Cloud Platform on January 13, 2026. Vaudoise implemented ClaimCenter and is integrating PolicyCenter, aiming to modernize core systems via a scalable, secure cloud delivery model. Management says the move enables faster motor-claims processing, greater automation, more transparency, and a fully digital customer experience.The rollout positions Vaudoise within Guidewire's global insurer community and signals continued cloud adoption for P&C core modernization.

#GWRE Vaudoise Becomes First Swiss Insurer to Go-Live with Guidewire Cloud Platform

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Guidewire Announces $500.0 Million Share Repurchase Program and Completion of Prior Authorization Guidewire (NYSE: GWRE) completed its prior repurchase authorization from September 2022 and announced a new board-approved share repurchase program authorizing up to $500.0 million of common stock repurchases, effective immediately. Repurchases may occur in the open market, in privately negotiated transactions, or via Rule 10b5-1 plans, and may be modified, suspended, or terminated at the board's discretion. Guidewire said repurchases will be funded from existing cash, working capital, or cash flows from operations. As of October 31, 2025, Guidewire reported $1,409.3 million in cash, cash equivalents, and investments, and noted the remaining $138.2 million from the September 2022 authorization has been fully utilized.

#GWRE Guidewire Announces $500.0 Million Share Repurchase Program and Completion of Prior Authorization

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#GWRE just put really good numbers and the stock is dropping because, while the AI growth narrative here is moving forward, it isn't moving forward fast enough for the multiple at 50X forward EBITDA.

Its a valuation problem.

Guidewire Announces First Quarter Fiscal Year 2026 Financial Results Subscription and support revenue was $222.2 million, an increase of 31%; license revenue was $42.0 million, an increase of 12%; and services revenue was $68.5 million, an increase of 23%, each compared to the same quarter in fiscal year 2025. As of October 31, 2025, annual recurring revenue, or ARR, was $1,063 million, compared to $1,041 million as of July 31, 2025.

#GWRE Guidewire Announces First Quarter Fiscal Year 2026 Financial Results

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Earnings to Watch – Week of Dec 1, 2025
#CRDO #MDB #BNS #SIG #UNFI #AEO #ASAN #BOX #CRWD #GTLB #MRVL #OKTA #PSTG #CXM #DLTR #M #RY #THO #AI #CRM #DSGX #FIVE #GWRE #HQY #NCNO #PATH #PVH #SNOW #BMO #CM #CRMT #DCI #DG #DOOO #GCO #CHPT #COO #DOCU #HPE #IOT #RBRK #S #SWBI #TITAN #ULTA #ZUMZ #KNOP #VSCO

Ron Baron Says Tesla Could 5X And SpaceX 10X — Says Musk Is 'Like Da Vinci' - Tesla (NASDAQ:TSLA) Billionaire investor Ron Baron is up big on his investments in Tesla and SpaceX and he doesn't plan on selling.

Ron Baron Says Tesla Could 5X And SpaceX 10X — Says Musk Is 'Like Da Vinci' Billionaire investor Ron Baron is up big on his investments in Tesla and SpaceX and he doesn't plan on sell...

#ACGL #Baron #Capital #CSGP #Elon #Musk #Expert #Ideas #GWRE #H #IDXX

Origin | Interest | Match

Maybern Secures $50 Million in Series B Funding Led by Battery Ventures to Build a New Operating System for Private Capital Maybern (GWRE) announced a $50 million Series B round led by Battery Ventures on November 13, 2025, bringing total funding to $76 million. Battery General Partner Marcus Ryu, co-founder and former CEO of Guidewire, will join Maybern’s board.The funding will accelerate development of AI-driven fund operations software: a single performance book of record, automation of back- and middle-office workflows, audit streamlining, and enhanced reporting. Maybern reports 4.6x year-over-year growth in the past year and supports $80 billion in assets under management.

#GWRE Maybern Secures $50 Million in Series B Funding Led by Battery Ventures to Build a New Operating System for Private Capital

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Guidewire Signs Definitive Agreement to Acquire ProNavigator Guidewire (NYSE: GWRE) signed a definitive agreement to acquire ProNav Technologies Ltd. (ProNavigator), an AI-powered knowledge management platform for P&C insurance.ProNavigator is used by 34 insurance organizations, including 12 shared customers with Guidewire. Guidewire plans to integrate ProNavigator’s insurance-trained intelligence across underwriting, claims, policy administration, distribution, and customer service to deliver advanced search and contextual knowledge retrieval.The acquisition is expected to close in Q2 of Guidewire fiscal 2026, subject to customary closing conditions.

#GWRE Guidewire Signs Definitive Agreement to Acquire ProNavigator

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OP Life Assurance Becomes First Life Insurance Company to Go-Live With Guidewire Jutro Digital Platform OP Financial Group- the largest financial services group in Finland and a provider of banking and insurance services- and Guidewire announced that OP Life Assurance Ltd has become the first insurer in Europe and the first life insurance company globally to successfully go-live with the support of Guidewire Jutro Digital Platform, providing its sales teams...

#GWRE OP Life Assurance Becomes First Life Insurance Company to Go-Live With Guidewire Jutro Digital Platform

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1.8M-Customer Finnish Insurer LähiTapiola Moves Core Insurance Operations to Guidewire Cloud Platform Finnish insurer LähiTapiola extends Guidewire partnership, migrating InsuranceSuite to cloud platform. Serves 1.8M customers across Finland, enhancing operational agility and customer experience.

#GWRE LähiTapiola To Implement Guidewire Cloud Platform to Modernise Insurance Operations

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Guidewire Announces Fourth Quarter and Fiscal Year 2025 Financial Results Guidewire (NYSE: GWRE) reported strong financial results for Q4 and fiscal year 2025, achieving significant milestones including surpassing $1 billion in ARR. The company's total revenue reached $1.2 billion in FY2025, up 23% year-over-year, with subscription and support revenue growing 33% to $731.3 million.The company demonstrated substantial profitability improvements, posting GAAP net income of $69.8 million in FY2025, compared to a loss in FY2024. Q4 was particularly strong with 19 cloud deals, including a significant 10-year agreement with a major Tier-1 insurer. Cash position strengthened to $1.48 billion, with $300.9 million generated from operations.Looking ahead, Guidewire projects FY2026 ARR between $1.21-$1.22 billion and total revenue of $1.39-$1.41 billion, indicating continued growth momentum.

#GWRE Guidewire Announces Fourth Quarter and Fiscal Year 2025 Financial Results

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Earnings to watch
#ASO #NIO #SIG #HQY #ZS #CPB #XCM #DLTR #M #REG #AEO #AI #ASAN #CHPT #CRDO #CRM #DSGX #FIG #GTLB #HPE #PD #CAL #CIEN #CRMT #DAVA #GIII #SAIC #SCVL #TTC #AGX #AVNT #AVGO #BRZE #CPRT #DOCU #GWRE #IOT #LULU #PATH #PHR #SWBI #TAN #ZUMZ #ABM

So do the highly-specialized ones like #ADSK #IOT #GWRE #VERX #QTWO.

And the more infra-oriented names like #FROG #GTLB #SNOW.

That's probably where you want to be as the AI Application layer splits between disruptors and disrupted.

Guidewire Niseko Release Delivers Financial and Risk Insights, Bringing Unprecedented Clarity Into Business Performance Guidewire (NYSE: GWRE) has unveiled its latest release, Niseko, focused on enhancing insurers' financial performance insights and risk assessment capabilities. The release introduces several key innovations including Policy and Claims Insurance Data Models for faster data access, Guidewire Functions for streamlined development, and a new Extension Layer for safer customization.Notable features include the HazardHub Wildfire Risk Score 3.0 for improved wildfire risk assessment, Autopilot Activity Handling Integration for automated task assignment, and new Business Intelligence Content for premium and loss analysis. These tools aim to help insurers enhance operational efficiency, risk assessment, and decision-making capabilities.

#GWRE Guidewire Niseko Release Delivers Financial and Risk Insights, Bringing Unprecedented Clarity Into Business Performance

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There is relentless demand from enterprises to deploy AI across their orgs, especially with new agentic AI models.

This isn't just happening at #NOW. This likely means good numbers ahead for #PLTR #IOT #GWRE #CRWD #QTWO #AXON #SNOW #MNDY

The smartest move today? Invest in AI. Now.

AI infrastructure: #NVDA #AMD #AVGO #TSM #ARM
AI software: #META #AXON #CRWD #GWRE #IOT #PLTR #TEM

This is your Amazon 2001 / Nvidia 2013 / Apple 1985 moment.

#CRDO smashed earnings Monday. #GWRE crushed it Tuesday. AI Boom remains very healthy @ both infrastructure and application layers.

#CRDO in our #AIBuilders15 index. #GWRE in #AIAppliers15. Both +300% since late 22. These are the stocks you gotta buy and own right now.

Guidewire Announces Third Quarter Fiscal Year 2025 Financial Results Guidewire (NYSE: GWRE) reported strong Q3 FY2025 financial results with total revenue of $293.5M, up 22% YoY. The company achieved record Q3 sales activity with 17 cloud deals. Subscription and support revenue grew 32% to $181.8M, while ARR reached $960M. GAAP net income was $46.0M ($0.54 per share), compared to a loss of $5.5M in Q3 FY2024. Non-GAAP net income reached $75.2M ($0.88 per share). The company maintained a strong liquidity position with $1.24B in cash and investments. Based on strong performance, Guidewire raised its FY2025 guidance, projecting ARR between $1,012M-$1,022M and total revenue of $1,178M-$1,186M.

#GWRE Guidewire Announces Third Quarter Fiscal Year 2025 Financial Results

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Earnings to watch week of June 2nd, 2025
#CPB #SAIC #CRDO #DCI #DG #FERG #OLLI #SIG #ASAN #BASE #CRWD #GWRE #HPE #HQY #CXM #DLTR #GCO #THO #DSGX #FIVE #MDB #PVH #VRNT #CBRL #CIEN #TTC #AVGO #BRZE #DOCU #IOT #LULU #MTN #RBRK #TTAN #ZUMZ #ABM #FCEL #GIII

P&V Group Becomes First Belgian Insurance Company to Benefit From Guidewire Cloud P&V Group, a Belgian cooperative insurance company, has successfully migrated Guidewire's (NYSE: GWRE) core applications to Guidewire Cloud Platform, becoming the first Belgian insurer to do so. The migration includes InsuranceSuite along with Guidewire's digital, data, and analytics solutions, transitioning from an on-premises environment to the cloud.The strategic move will enable P&V Group to simplify IT operations, enhance market adaptability, and improve policyholder value delivery. Key benefits include regular feature updates, enhanced innovation capabilities through Open APIs, and access to a marketplace of leading insurtechs. The migration represents a significant milestone in P&V Group's 11-year partnership with Guidewire and is expected to support the company's growth over the next decade.

#GWRE P&V Group Becomes First Belgian Insurance Company to Benefit From Guidewire Cloud

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Mitsui Direct Accelerates Transformation of Claims Operations by Migrating to Guidewire Cloud Platform Guidewire (GWRE) announced that Mitsui Direct General Insurance has chosen to migrate to Guidewire ClaimCenter on Guidewire Cloud Platform, marking the first cloud migration of ClaimCenter in Japan. The implementation aims to streamline IT operations, enhance market responsiveness, and improve customer service for the direct-channel non-life insurance company.As a member of the MS&AD Insurance Group, Mitsui Direct's migration to Guidewire's cloud platform represents a strategic move to drive operational efficiency and provide enhanced digital experiences. Guidewire's Senior VP for Asia-Pacific expressed commitment to support Mitsui Direct throughout the migration process, leveraging their global implementation experience.

#GWRE Mitsui Direct Accelerates Transformation of Claims Operations by Migrating to Guidewire Cloud Platform

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JUST IN: ( NYSE: #GWRE ) Trading (GWRE) With Integrated Risk Controls