Guidewire Software

GWRE

Market cap $12.4B

Guidewire Software (GWRE) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Performance in the fourth quarter was led by our exposure to consumer-focused investments as the consumer remains resilient despite macro worries. Shares of FIGS increased 69.8% in the fourth quarter and added 161 bps to performance as the company continues to generate strong results. Shares of Hyatt Hotels increased 13.1% and added 60 bps to performance as the company reported strong RevPAR and unit growth rates despite concerns about the macro economy.

SAN MATEO, Calif.--(BUSINESS WIRE)--Guidewire (NYSE: GWRE) announced that it will release its financial results for the fiscal quarter ended January 31, 2026 after market close on Thursday, March 5, 2026. On that day, management will host an audio webcast at 2:00 p.m. PT (5:00 p.m. ET) to review and discuss the Company's results for the second quarter fiscal year 2026. The live audio webcast will be accessible to the public through the Investor Relations website at https://ir.guidewire.com/. A.

LONDON--(BUSINESS WIRE)--How London Market insurers harness new digital technology to improve speed, integration and ease of doing business, is a major determinant on where brokers place their business, according to a new research from Guidewire. The inaugural Guidewire London Market Tech Barometer - a survey of more than 250 insurance brokers who deal primarily with London Market insurers - revealed that nearly four in five (78%*) brokers surveyed say insurer technology plays a decisive or hig.

TOKYO & SAN MATEO, Calif.--(BUSINESS WIRE)---- $GWRE #GuidewireBillingCenter--Sompo Group and Guidewire announced a long-term agreement supporting Sompo's global adoption of Guidewire Cloud Platform applications and tools.

Baron Partners Fund increased 19.07% (Institutional Shares), exceeding its benchmark, the Russell Midcap Growth Index. SpaceX is generating significant value with the rapid expansion of its Starlink broadband service. Shares of global hotelier Hyatt Hotels Corporation increased during the quarter as the company delivered strong revenue per available room and unit growth despite concerns around a weakening macroeconomic environment.

During the quarter, the Fund invested in Morgan Stanley, a leading global investment bank and wealth management firm. The Fund also participated in the IPO of Neptune Insurance Holdings Inc., the leading underwriter of private flood insurance. We trimmed Guidewire Software, Inc. on strength to manage exposure to the volatile software sector.

#CoreStocks #StockstoBuy #StockPicks These undervalued stocks with wide economic moats and consistent cash flows look attractive. 5 Stocks to Buy in January 2026 https://www.youtube.com/live/gsMbqNrp4GY?si=ZTIOD41F0Lzns1hn 00:00:00 Introduction 00:01:01 Campbell's CPB 00:01:50 Guidewire Software GWRE Watch more from Morningstar: 2 Top Blue-Chip Stocks to Buy and Hold in 2026 https://youtu.be/GD-AkFRi5wM?si=XHz-KRqAJ1UZbjDS 3 Top Value Stocks to Buy and Hold for 2026 https://youtu.be/RqmqJIJ4nLg?si=xccqbPBifwPjosRk 3 Top Growth Stocks to Buy and Hold for 2026 https://youtu.be/25454OJoNk4?si=cm1bGDUzo6DLU4uE Follow Morningstar on social: Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn: https://www.linkedin.com/company/5161/

LONDON--(BUSINESS WIRE)--NFU Mutual and Guidewire (NYSE: GWRE) have announced a further strengthening of their long-term relationship, with NFU Mutual opting to migrate their on-premises deployment of Guidewire InsuranceSuite to Guidewire Cloud Platform. NFU Mutual is the UK's leading rural insurer and is owned by its 900,000 members, offering a wide range of products including general insurance for home, motor, and business. Guidewire has been working with NFU Mutual for more than 15 years, en.

GWRE plunges 12.4% in a year as shares hit a 52-week low, even as cloud adoption, ARR growth and AI investments remain strong.