Guidewire Software, Inc. provides software products for property and casualty insurers around the world. The company is headquartered in San Mateo, California.
| Revenue (TTM) | $1.48B |
| Gross Profit (TTM) | $947.37M |
| EBITDA | $163.43M |
| Operating Margin | 15.20% |
| Return on Equity | 10.50% |
| Return on Assets | 3.54% |
| Revenue/Share (TTM) | $17.52 |
| Book Value | $14.56 |
| Price-to-Book | 11.58 |
| Price-to-Sales (TTM) | 9.04 |
| EV/Revenue | 9.35 |
| EV/EBITDA | 67.14 |
| Quarterly Earnings Growth (YoY) | -38.20% |
| Quarterly Revenue Growth (YoY) | 15.30% |
| Shares Outstanding | $82.63M |
| Float | $74.42M |
| % Insiders | 0.49% |
| % Institutions | 103.95% |
Volatility is currently contracting
Baron Focused Growth Fund declined 2.34% (Institutional Shares) in the third quarter, outperforming its benchmark, the Russell 2500 Growth Index, which fell 10.35%. Shopify Inc., Gartner, Inc., and FIGS, Inc. were the quarter's largest contributors to performance. Space Exploration Technologies Corp., Tesla, Inc., and Birkenstock Holding plc were the largest detractors.
Canadian insurer gives underwriting and claims teams direct access to Guidewire ProNavigator inside their daily workflows, improving response times and decision accuracy CAMBRIDGE, ON and SAN MATEO, Calif., Nov. 2, 2026 /PRNewswire/ -- Gore Mutual Insurance ("Gore Mutual") and Guidewire (NYSE: GWRE) today announced the deployment of Guidewire ProNavigator across Gore Mutual's Claims and Personal Lines underwriting operations.
The portfolio's outperformance was primarily driven by our holdings in the Health Care sector, which delivered strong returns for the quarter on company-specific catalysts. Information Technology holdings and underweight to the Energy sector detracted from returns. For the year-to-date period, the Fund returned 5.80% (net of fees), outperforming the Russell Midcap Growth Index's 1.01%.
Guidewire Innovation Awards, Partner Excellence Awards, Insurtech Vanguards InsurPitch winners, and the All-Star Class of 2026 take the spotlight at Guidewire Connections LAS VEGAS, Oct. 29, 2026 /PRNewswire/ -- CONNECTIONS CONFERENCE -- Guidewire (NYSE: GWRE) honored several customer and partner award recipients at this year's Guidewire Connections, including the esteemed Guidewire Innovation Awards, Partner Excellence Awards honoring Consulting and Technology partner achievements through the Guidewire PartnerConnect program, Guidewire Insurtech Vanguards global InsurPitch winners, and the distinguished customer All-Stars Class of 2026. The annual awards celebrated the people and organizations delivering the year's most standout, innovative achievements in P&C insurance.
Guidewire Software NYSE: GWRE said it has agreed to acquire underwriting technology company hyperexponential in a transaction valued at up to approximately $2.1 billion, expanding its presence in commercial insurance underwriting, pricing and artificial intelligence-enabled workflows.
Insurers gain speed and precision across the insurance lifecycle to launch products faster, assess and price risk more effectively, and resolve claims sooner LAS VEGAS, Oct. 27, 2026 /PRNewswire/ -- CONNECTIONS CONFERENCE -- Guidewire (NYSE: GWRE) today launched a new platform approach to agentic insurance, giving insurers an open, secure, and complete foundation for putting AI to work across the insurance lifecycle. By bringing together the applications, data, workflows, and controls insurers need, Guidewire sets out a practical model for moving from isolated AI experiments to governed agents that improve the speed and precision of insurance decisions and actions.
Acquisition positions Guidewire to lead the transformation to agentic underwriting, setting a new standard where AI agents assess, price, and make decisions alongside underwriters and actuaries across commercial and specialty lines LAS VEGAS, Oct. 27, 2026 /PRNewswire/ -- CONNECTIONS CONFERENCE -- Guidewire (NYSE: GWRE) announced today that it entered into a definitive agreement to acquire Hyperexponential Ltd ("hyperexponential" or "hx") for a base purchase price of $1.7 billion in cash, subject to adjustments, and up to an additional $400 million in contingent consideration based on achievement of specified recurring revenue targets. hyperexponential is a London-based agentic platform provider of AI-native underwriting and pricing software for commercial lines P&C insurers.
GWRE exited fiscal 2026 with 30% higher operating cash flow and $606 million in share repurchases, backed by stronger profitability and operating leverage.
WEST BEND, Wis. and SAN MATEO, Calif.
GWRE exits fiscal 2026 with 19% ARR growth as cloud ARR jumps 35% and contracted backlog supports fiscal 2027 visibility.
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