Guidewire Software, Inc. (GWRE)

Over the past six months, Guidewire's stock has experienced several notable events. The share price increased, reaching its highest end-of-day price on September 8, 2025. Guidewire reported Q2 CY2025 results that surpassed revenue expectations, leading to a stock jump. The company delivered a strong Q3 FY2025 earnings report, exceeding EPS and revenue expectations. Guidewire shares traded up following the announcement of new Guidewire Cloud platform deals. Analyst ratings have influenced the stock, with some upgrades and downgrades. The company is scheduled to release its financial results for the first quarter of fiscal year 2026 on December 3, 2025.

There is some indication of demand seasonality for Guidewire's services, with Q2 services revenue typically lower due to the impact of holidays on service deliveries. However, the overall demand for Guidewire's products and services is characterized by sustained interest in modern insurance platforms and data-driven insights, driven by the ongoing shift to cloud-based solutions in the P&C insurance industry.

Guidewire Software, Inc. operates in the Information Technology sector, providing a technology platform for P&C insurers to facilitate engagement, innovation, and efficient growth. Its major products include InsuranceSuite Cloud, InsuranceNow, Analytics products, Guidewire Cloud, Digital Engagement Applications, and other specialized products.

Headquartered in San Mateo, California, Guidewire Software, Inc. has a global presence, serving over 450 insurers across 38 countries. The company operates through distinct geographical segments: Americas, EMEA (Europe, Middle East, and Africa), and APAC (Asia-Pacific). Guidewire has observed increased market momentum in Latin America and Asia-Pacific, and has a specific focus on the London market and Japan, where it has invested in leadership and development.

Guidewire Software, Inc. maintains a strong brand reputation, recognized for its highly differentiated product offerings and its position as a market standard for core insurance systems. The company's focus on cloud transformation and digital innovation has strengthened its competitive advantage. In 2024, Guidewire received multiple industry accolades, including seven Celent XCelent Awards. There have been no widely reported events negatively impacting Guidewire's brand reputation in the past year.

Guidewire Software, Inc.'s ownership structure is primarily dominated by institutional investors, ranging from approximately 68.66% to 93.06% of the company's stock. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Bamco Inc /ny/, Massachusetts Financial Services Co /ma/, State Street Corp, Baron Capital Group, Inc., and DNB Asset Management AS. Individual investors, including insiders, hold a smaller percentage.