Professional
Added to YB: 2026-09-17
Pitch date: 2026-06-30
GWRE [bullish]
Guidewire Software, Inc.
Author Info
No bio for this author
Company Info
Guidewire Software, Inc. provides a platform for property and casualty (P&C) insurers the United States, Canada, other Americas, Europe, the Middle East, Africa, and Asia-Pacific.
Market Cap
$12.5B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
68.72
P/E
93.87
EV/Sales
8.46
Sector
Software
Category
growth
Baron Generational Growth Fund Portfolio Holding: Guidewire Software, Inc.
GWRE (hold): Guidewire shares declined after several deals slipped from fiscal Q3 into Q4, but those deals have since closed, supporting the view that the shortfall was purely timing-related. The remaining thesis is a nearly $20 billion core-system ARR opportunity — roughly 20 times Guidewire’s current size — plus AI-enabled products and internal productivity improvements that should support faster growth, lower costs and better profitability.
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