Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$10.1B
83M shares
52-week range
$102.30 – $272.60
11% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NYSE
CS
Borrow rate
0.25%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $661.1M | $719.5M | $742.3M | $743.3M | $812.6M | $905.3M | $980.5M | $1.20B |
| Cost of revenue | $296.8M | $324.4M | $338.0M | $353.7M | $435.4M | $447.1M | $397.1M | $450.4M |
| Gross profit | $356.1M | $395.2M | $404.3M | $389.6M | $377.2M | $458.2M | $583.4M | $752.1M |
| Gross margin | 53.9% | 54.9% | 54.5% | 52.4% | 46.4% | 50.6% | 59.5% | 62.5% |
| R&D | $171.7M | $188.5M | $200.6M | $201.5M | $229.2M | $249.7M | $269.4M | $296.2M |
| Operating income | −$7.3M | $1.5M | −$23.9M | −$105.6M | −$199.4M | −$149.5M | −$52.6M | $41.1M |
| EBITDA | $33.8M | $69.7M | $36.3M | −$48.6M | −$176.7M | −$102.5M | $2.2M | $86.4M |
| Net income | −$19.7M | $20.7M | −$27.2M | −$66.5M | −$180.4M | −$111.9M | −$6.1M | $69.8M |
| Net margin | -3.0% | 2.9% | -3.7% | -8.9% | -22.2% | -12.4% | -0.6% | 5.8% |
| EPS (diluted) | -0.25 | 0.25 | -0.33 | -0.80 | -2.16 | -1.36 | -0.07 | 0.81 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $1.5B | $3.48 | $3.36–$3.58 | 8 |
| 2027 | $1.7B | $4.13 | $3.26–$4.63 | 8 |
| 2028 | $2.0B | $5.22 | $4.27–$6.77 | 5 |
Forward consensus · source: Financial Modeling Prep
Guidewire Software provides cloud-based software solutions for property and casualty insurers. The flagship product, InsuranceSuite is a 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 midmarket offering, as well as a variety of other add-on applications and services.
www.guidewire.comNo one on the platform currently holds GWRE.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-12-31 | 113,900 | $22.9M |
| Bridgewater Associatesas of 2025-12-31 | 18,962 | $3.8M |
No one on the platform has traded GWRE yet.
| $14.6B |
| — |
| NTNXNutanix, Inc. | $51.06 | +2.70% | $13.8B | — |
| PTCPTC Inc. | $113.89 | -1.58% | $13.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
This might be the fastest way to accumulate $1M by the end of 2026: $GWRE is a $175 stock trading at $121 $NOW is a $130 stock trading at $98 $SNOW is a $300 stock trading at $248 $AMZN is a $315 stock trading at $232 This move will make many millionaires. If you’re not following with notifications on, you’re likely seeing the move after it already happened.
View on StockTwits ↗$GWRE Current Stock Price: $110.10 Contracts to trade: $110.0 GWRE Jul 17 2026 Call Entry: $6.60 Exit: $13.06 ROI: 98% Hold ~22 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗Software quality is getting re-rated even while the sector stays “out of favor” in 2026 - but Rule of 40 leaders keep compounding underneath the noise. This is where durability shows up first: $NOW - 55% $PANW - 55% $SNOW - 54% $GWRE - 54% $CRWD - 51% When macro sentiment fades, quality doesn’t disappear - it just gets discounted. The Rule of 40 doesn’t lie… but markets often misprice it in real time. This is where long-term compounds get built
View on StockTwits ↗While out of favor in 2026, these are the highest quality software stocks based on the rule of 40: • $NOW: 55% • $PANW: 55% • $SNOW: 54% • $GWRE: 54% • $CRWD: 51% This is an absolute gold-standard watchlist for pristine enterprise software. While SaaS valuation multiples face broader consolidation, these 5 structural champions are utilizing the classic Rule of 40 to flash an undeniable buy signal through tight range contractions near local tech floors. Digital transformation titan $NOW and cybersecurity pioneer $PANW both command the leaderboard with stellar 55% scores, driven by unassailable FCF margins over 30% and textbook institutional accumulation. AI data cloud vanguard $SNOW, insurance core-system monopoly $GWRE, and cloud-security fortress $CRWD (CrowdStrike) continue to exhibit massive capital efficiency above the 50% threshold, shrinking volume near critical technical levels. Drop your entry targets below!
View on StockTwits ↗$GWRE almost 10 percent off. Realllll quick. Break 100 coming!
View on StockTwits ↗$GWRE Alrighty! Considering the gap officially filled/closed! OPEX coming in HOT Insiders continue to DUMP What’s the next step what’s the next step 🤔🥶🤯
View on StockTwits ↗@holdingbags $GWRE has my eye but im not sure if that $113 touch should scare me? Doesn’t have a bunch of option flow that I can see and I didn’t get in last time because of that reason as it ran to $170 from 120-130 around earnings and igv not sucking $POET as a spec optical play but also not sure if timing is right for them
View on StockTwits ↗$GWRE $IOT $TOST Software gets hit every single day where the market is doing its “normal” thing. And on days where there is some fear somewhere they get some love. And then right back to exact same playbook. Over and over and over and over. Add POS $UBER as well
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Trading at 8.7× sales vs its 12.1× historical median P/S.
Fair value ≈ $166.77 · price $120.87 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.