Guidewire Software, Inc. (GWRE)

Over the past six months, Guidewire's stock price has decreased by 33.82%. Key events impacting the stock include the Q3 2026 earnings release, where revenues beat expectations but billings estimates were missed, the Q1 Fiscal Year 2026 earnings release, where EPS exceeded expectations, a $500.0 million share repurchase program, and routine insider selling activity.

The provided information does not explicitly detail specific demand seasonality for Guidewire Software, Inc.'s products and services. The company's near-term trajectory is significantly driven by the ongoing conversion of its legacy on-premise customers to the cloud and the integration of new AI capabilities. The company's annual recurring revenue (ARR) has shown consistent growth, with a 22% year-over-year increase in Q1 fiscal year 2026, reflecting strong sales momentum.

Guidewire Software, Inc. is an American software company in the insurance industry, providing a platform for property and casualty insurers to manage core operations, data analytics, and digital engagement. Its major products include the Guidewire InsuranceSuite, Guidewire InsuranceNow, digital engagement products, and a suite of analytics products. A significant focus for Guidewire is delivering its platform as a cloud service, integrating digital, core, analytics, and AI capabilities.

Guidewire Software, Inc. has a global presence, powering insurance brands across 42 countries. In fiscal year 2025, its revenue was primarily from the United States (64.11%), followed by Other EMEA (15.27%), Canada (11.76%), and APAC (7.90%), with a smaller portion from Other Americas (0.97%). Guidewire has seen increased market momentum in Latin America and Asia-Pacific, and has had success in the London market and Japan.

Guidewire maintains a strong brand reputation as a trusted platform for P&C insurers globally. Positive events impacting its reputation include Vaudoise becoming the first Swiss insurer to go-live with Guidewire Cloud Platform, NFU Mutual migrating Guidewire InsuranceSuite to Guidewire Cloud Platform, Guidewire actively integrating AI capabilities into its core systems, and the company demonstrating efficiency in acquiring new customers.

Guidewire Software, Inc.'s ownership is heavily weighted towards institutional investors, who collectively hold a significant portion of the company's shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Bamco Inc /ny/, Linonia Partnership LP, Massachusetts Financial Services Co /ma/, State Street Corp, Darsana Capital Partners LP, Baron Capital Management, Inc., and MFS Investment Management. Individual ownership is a smaller proportion, with executives like CEO Michael George Rosenbaum and CFO Jeffrey Cooper holding shares.