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Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter can be downloaded here. For the quarter ended June 30, 2026, market volatility reflected uncertainty around AI spending and Middle East tensions. The Magnificent Seven fell more than 8% in June, while […]

Guidewire Software has seen its share price swing sharply over the past few years, which puts the focus squarely on one core issue for investors. Is the current US$150.46 price adequately supported by the cash flows the business can generate over time, based on a Discounted Cash Flow (DCF) view of intrinsic value? Over the past 3 years, Guidewire Software has delivered a 74.8% return, which raises the question of how much of the company’s future cash generation is already reflected in the...

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the vertical software stocks, including Guidewire Software (NYSE:GWRE) and its peers.

Adyen (ENXTAM:ADYEN) recently announced approval as a Global Payment Partner for Guidewire Software, tying its single-platform payments stack directly into Guidewire’s core systems for property and casualty insurers worldwide. Adyen’s Guidewire tie-up lands at a tricky moment for the stock, with the share price down 15.9% over 30 days and the year-to-date share price return down 35.4%. However, the 3-year total shareholder return is up 39.1%, and momentum has recently cooled. Spot...

GWRE exits fiscal 2026 with 19% ARR growth as cloud ARR jumps 35% and contracted backlog supports fiscal 2027 visibility.

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

Cloud ARR surged 35% as record-low attrition and AI product adoption accelerated growth.

The insider still holds approximately 187,000 shares.

New wildfire analysis from Guidewire HazardHub classifies over one million California homes as "very high risk," while showing that property-level mitigation can cut expected losses by up to 70%. The comprehensive dataset reveals evolving exposure across suburban and wildland-urban interface (WUI) zones nationwide, giving insurers parcel-level visibility to better price and manage catastrophe risk.

Guidewire Software stock fell on cautious guidance tied to its cloud transition, but revenue, margins, and cloud ARR growth suggest the pullback may be overdone.

In early September 2026, Guidewire Software reported fourth-quarter revenue of US$411.09 million and full-year revenue of US$1.48 billion, with annual net income rising to US$139.28 million even as quarterly profit eased versus the prior year. The company paired this with fiscal 2027 guidance that points to more moderate growth in revenue and ending ARR, tempering earlier enthusiasm about its cloud and AI-driven momentum. Next, we’ll examine how Guidewire’s softer near-term revenue guidance,...

Guidewire Software is back in focus as analysts adjust price targets into a range of about US$200 to US$235, reflecting fresh views on its cloud transition, AI efforts, and deal timing through Q4. Recent research strikes a mixed but generally constructive tone, with firms weighing strong Annualized Recurring Revenue trends and new AI products against questions about large, lumpy contracts and softer guidance updates. As you read on, you will see how these shifting targets and narratives can...

Shares of insurance software provider Guidewire Software (NYSE:GWRE) fell 20.6% in the afternoon session after the company issued soft near-term revenue guidance that overshadowed its second-quarter financial results.

Guidewire Software, Inc. (NYSE:GWRE) reported fiscal fourth-quarter revenue of $411.1 million, up 15%. Subscription and support revenue increased 32% to $266.7 million, more than offsetting an 18% decline in license revenue to $77.1 million. GAAP operating income reached $62.3 million, compared with $29.6 million one year earlier. Fiscal 2026 revenue increased 23% to $1.48 billion, […]

Guidewire (GWRE) plunged nearly 20% after Q4 earnings beat but ARR growth guidance disappointed.

Detailed price information for Guidewire Software Inc (GWRE-N) from The Globe and Mail including charting and trades.

Enterprise software stocks slid after earnings: Asana, Guidewire & UiPath fell 10%+ on ARR and guidance concerns.

Guidewire Software, Inc. Q4: 15% revenue, 19% ARR growth, and margin gains, but guidance implies slowing growth. Click for this earnings update of GWRE stock.

Guidewire Software fell after Q4 as revenue growth slowed, but cloud ARR momentum persists. Click here to read this GWRE stock update.

Moby summary of Guidewire Software, Inc.'s Q4 2026 earnings call

Guidewire Software's (GWRE) fiscal 2027 outlook disappointed amid elevated expectations after its st

Guidewire Software (GWRE) has an average rating of buy and mean price target of $201.08, according t

Guidewire Software (GWRE) delivered a solid close to fiscal 2026, with its Q4 annual recurring reven

Guidewire Software (NYSE:GWRE) closed fiscal 2026 with annual recurring revenue, or ARR, above its guidance range, supported by cloud migrations, low customer attrition and demand for newer artificial intelligence and pricing products. Chief Executive Officer Mike Rosenbaum said ARR ended the fisca