GWRE

Guidewire Software, Inc.

Technology · $11.7B market cap

Verdict

Share price

$152.15

close of Oct 3, 2026

Fair value

$159.57

Sticker Price

Payback Price

$63.83

buy price

Fairly Valued

GWRE is Fairly Valued: at $152.15 it's within 5% of its fair value of $159.57. Its buy price (Payback Price) is $63.83, 58% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow Growth. There's too little earnings history to value it on earnings, but it has produced free cash flow consistently, so we value it on cash flow.

Business quality

3 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth15.6% a year✓
Equity per share growth5.1% a year✗
Sales growth13.4% a year✓
Free cash flow growth13.7% a year✓
Return on invested capital2.6%✗

Follow GWRE

Get notified when it reaches its buy price of $63.83. Free.

Create a free account

Superinvestors

1 of the investors we track holds GWRE. In Q2 2026, 1 added. Who we track

Moves in Q2 2026

Added: Bryan Lawrence

Insider activity

Since Jun 15, 2026: no open-market purchases, 24 sales worth $10.9M and 1 other filing (stock awards, tax withholding and similar). Why purchases matter

Sales

Rosenbaum Michael George

Chief Executive Officer · 2026-09-08

Sold

$193K

Rosenbaum Michael George

Chief Executive Officer · 2026-08-31

Sold

$245K

Peterson David Franklin

Chief Accounting Officer · 2026-08-27

Sold

$500K

Mullen John P

President · 2026-08-25

Sold

$339K

Rosenbaum Michael George

Chief Executive Officer · 2026-08-24

Sold

$225K

Show all 24 sales

Mullen John P

President · 2026-08-19

Sold

$2.7M

Mullen John P

President · 2026-08-19

Sold

$3.0M

Rosenbaum Michael George

Chief Executive Officer · 2026-08-17

Sold

$207K

Rosenbaum Michael George

Chief Executive Officer · 2026-08-10

Sold

$203K

Rosenbaum Michael George

Chief Executive Officer · 2026-08-03

Sold

$187K

Rosenbaum Michael George

Chief Executive Officer · 2026-07-27

Sold

$171K

Rosenbaum Michael George

Chief Executive Officer · 2026-07-20

Sold

$177K

Rosenbaum Michael George

Chief Executive Officer · 2026-07-13

Sold

$166K

King James Winston

Chief Admin Officer, Gen Couns · 2026-07-09

Sold

$220K

Rosenbaum Michael George

Chief Executive Officer · 2026-07-06

Sold

$158K

Rosenbaum Michael George

Chief Executive Officer · 2026-06-29

Sold

$149K

Rosenbaum Michael George

Chief Executive Officer · 2026-06-22

Sold

$127K

Cooper Jeffrey Elliott

Chief Financial Officer · 2026-06-22

Sold

$142K

Mullen John P

President · 2026-06-16

Sold

$510K

King James Winston

Chief Admin Officer, Gen Couns · 2026-06-16

Sold

$119K

Peterson David Franklin

Chief Accounting Officer · 2026-06-16

Sold

$29K

Cooper Jeffrey Elliott

Chief Financial Officer · 2026-06-16

Sold

$308K

Rosenbaum Michael George

Chief Executive Officer · 2026-06-16

Sold

$692K

Rosenbaum Michael George

Chief Executive Officer · 2026-06-15

Sold

$149K

Other filings

About Guidewire Software, Inc.

Guidewire Software, Inc. is a global supplier of software solutions tailored for the property and casualty insurance industry. Its primary offering is Guidewire InsuranceSuite, a comprehensive platform that incorporates core applications like PolicyCenter, BillingCenter, and ClaimCenter. The company also furnishes Guidewire InsuranceNow, a cloud-native platform providing integrated policy, billing, and claims…

Software - Application

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works