Guidewire SoftwareGWRE
About: Guidewire Software provides software solutions for property and casualty insurers. Flagship product InsuranceSuite is an on-premises system of record and comprises ClaimCenter, a claims management system; PolicyCenter, a policy management system including policy definitions, quotas, issuance, maintenance, and renewal; and BillingCenter, for billing management, payment plans, and agent commissions. The company also offers InsuranceNow, a cloud-based offering, as well as a variety of other add-on applications.
Employees: 3,469
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
118% more call options, than puts
Call options by funds: $123M | Put options by funds: $56.3M
102% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 49
32% more capital invested
Capital invested by funds: $11.8B [Q2] → $15.5B (+$3.71B) [Q3]
17% more funds holding in top 10
Funds holding in top 10: 23 [Q2] → 27 (+4) [Q3]
10% more funds holding
Funds holding: 449 [Q2] → 492 (+43) [Q3]
1.03% less ownership
Funds ownership: 103.33% [Q2] → 102.3% (-1.03%) [Q3]
12% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 175
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
Goldman Sachs Adam Hotchkiss 73% 1-year accuracy 11 / 15 met price target | 2%downside $210 | Buy Initiated | 23 Jan 2025 |
JP Morgan Alexei Gogolev 73% 1-year accuracy 19 / 26 met price target | 7%upside $228 | Overweight Maintained | 6 Dec 2024 |
RBC Capital Rishi Jaluria 47% 1-year accuracy 37 / 79 met price target | 8%upside $230 | Outperform Maintained | 6 Dec 2024 |
Wells Fargo Michael Turrin 58% 1-year accuracy 50 / 86 met price target | 3%upside $220 | Overweight Maintained | 6 Dec 2024 |
JMP Securities Aaron Kimson 58% 1-year accuracy 7 / 12 met price target | 8%upside $231 | Market Outperform Reiterated | 6 Dec 2024 |
Financial journalist opinion
Based on 11 articles about GWRE published over the past 30 days









