Guidewire Software, Inc. Stock News

GUELPH, Ontario & SAN MATEO, Calif.--(BUSINESS WIRE)---- $GWRE #GuidewireBillingCenter--Co-operators successfully implemented ClaimCenter on Guidewire Cloud Platform to power its claims management functions.

I rate Guidewire Software as Hold, as strong near-term results and cloud momentum are already reflected in its ~16x NTM revenue valuation. GWRE's end-to-end insurance platform and robust partner ecosystem provide real competitive advantages, driving strong cloud deal activity and customer stickiness. The growth outlook remains positive, fueled by insurers' shift from legacy systems to GWRE's mo...

Guidewire NYSE: GWRE stock is rocketing higher because its AI-enabled, cloud-based SaaS platform service for insurance companies is crushing the estimates. The FQ3 results were so far above the consensus estimate that they have entirely altered the outlook for this company.

Guidewire stock rallied after the insurance software company reported a sharp gain in quarterly adjusted earnings.

PISCATAWAY, N.J. and SAN MATEO, Calif.

Guidewire is executing well, with strong ARR growth, solid guidance, and a platform that's resonating with insurers, driving high-teens growth expectations. Despite impressive performance and innovation, I'm uncomfortable paying 67x forward free cash flow, especially given the company's weaker balance sheet. The stock is priced for perfection, leaving little margin for error, and doesn't fit my...

Guidewire Software, Inc. (NYSE:GWRE ) Q3 2025 Earnings Conference Call June 3, 2025 5:00 PM ET Company Participants Alex Hughes - Vice President of Investor Relations Jeffrey Elliott Cooper - Chief Financial Officer John Mullen - President Michael George Rosenbaum - CEO & Director Conference Call Participants Aaron Jacob Kimson - Citizens JMP Securities, LLC, Research Division Adam R. Hotchkiss...

SAN MATEO, Calif.--(BUSINESS WIRE)--Guidewire (NYSE: GWRE) today announced its financial results for the fiscal quarter ended April 30, 2025. “We delivered exceptional third-quarter results, highlighted by record Q3 sales activity and 17 cloud deals,” said Mike Rosenbaum, chief executive officer, Guidewire. “With Guidewire established as the clear worldwide leader in P&C core systems, we're inc...