Professional
Added to YB: 2026-06-10
Pitch date: 2026-03-31
GWRE [bullish]
Guidewire Software, Inc.
-8.29%
current return
Author Info
No bio for this author
Company Info
Guidewire Software, Inc. provides a platform for property and casualty (P&C) insurers worldwide. It offers Guidewire InsuranceSuite, such as PolicyCenter, ClaimCenter, and BillingCenter applications.
Market Cap
$11.7B
Pitch Price
$150.73
Price Target
400.00 (+189%)
Dividend
N/A
EV/EBITDA
78.57
P/E
75.58
EV/Sales
8.19
Sector
Software
Category
growth
Baron SMID Cap ETF Added On Position: Guidewire Software, Inc.
GWRE (added to position): Cloud ARR accelerating via new wins, expansions, on-prem migrations; end-of-life support + marquee refs (Liberty Mutual, Hartford, Sompo) to drive shift. AI a tailwind (faster releases, lower implementation costs) - a vertical domain AI winner mislabeled loser. PT $400+ on 4-5yr FCF potential.
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