Added to YB: 2026-09-24
Pitch date: 2026-05-01
GWRE [bullish]
Guidewire Software, Inc.
+7.74%
current return
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
$11.8B
Pitch Price
$141.91
Price Target
N/A
Dividend
N/A
EV/EBITDA
64.79
P/E
88.52
EV/Sales
7.98
Sector
Software
Category
growth
Long thesis for $GWRE
GWRE: Guidewire is a mission-critical platform for the global insurance industry, benefiting from a concentrated market, significant switching costs and long-term customer relationships. As its cloud SaaS transition completes, recurring revenue should accelerate and margins expand, improving unit economics and supporting the case for an emerging compounder that has not yet fully re-rated.
Read full article (1 min)