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On July 24, 2026, Guidewire Software Inc (GWRE) shares rose 5.2% today, bringing the current price to $138.23. Over the past 52 weeks, the price has fluctuated

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Veteran Global Insurance Executive and AI Transformation Leader Brings Deep Industry Expertise to Guidewire Board

SAN MATEO, Calif.--(BUSINESS WIRE)--Guidewire (NYSE: GWRE) today announced that it appointed Dr. Alexander Vollert to its Board of Directors, joining its board effective as of August 1, 2026.

“We are honored to welcome Dr. Alexander Vollert to Guidewire’s Board of Directors,” said Michael Keller, chairman of the board, Guidewire. “Alexander has been both an operator responsible for how a global insurer executes and a CEO accountable for its results, driving large-scale digital transformation and establishing AI at scale. As we infuse AI into our platform and applications, his experience will help us focus that work on what matters most for our customers’ results.”

Dr. Vollert served as chief operating officer of AXA SA, during which time he was a member of the company’s Group Management Committee, and chief executive officer of AXA Group Operations through December 2025. Prior to that, he was chief executive officer of AXA Germany starting in 2016, and previously held senior leadership roles at Allianz SE, ultimately serving as chief executive officer of its German P&C business. During his tenure at AXA, he played a pivotal role in driving large-scale digital transformations and industrial-scale AI deployments, successfully establishing the company as a global AI leader in the insurance industry. Earlier in his career, he spent nine years at McKinsey & Company, advising financial services clients across multiple markets on strategy, technology and large-scale transformations. Since 2026, he has served as senior advisor to the Group Management Committee at AXA.

About Guidewire

Guidewire is the platform P&C insurers trust to engage, innovate, and grow efficiently. More than 570 insurers in 43 countries, from new ventures to the largest and most complex in the world, rely on Guidewire products. With core systems leveraging data and analytics, digital, and artificial intelligence, Guidewire defines cloud platform excellence for P&C insurers.

We are proud of our unparalleled implementation record, with 1,700+ successful projects supported by the industry’s largest R&D team and SI partner ecosystem. Our marketplace represents the largest solution partner community in P&C, where customers can access hundreds of applications to accelerate integration, localization, and innovation.

For more information, please visit www.guidewire.com and follow us on X and LinkedIn.

NOTE: For information about Guidewire’s trademarks, visit https://www.guidewire.com/legal-notices

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Posted by Defense World Staff on Jul 19th, 2026

Bessemer Group Inc. grew its stake in shares of Guidewire Software, Inc. (NYSE:GWRE – Free Report) by 35.0% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 125,906 shares of the technology company’s stock after acquiring an additional 32,662 shares during the period. Bessemer Group Inc. owned about 0.15% of Guidewire Software worth $18,830,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the stock. D.A. Davidson & CO. raised its holdings in shares of Guidewire Software by 3.0% in the 1st quarter. D.A. Davidson & CO. now owns 4,234 shares of the technology company’s stock worth $633,000 after purchasing an additional 124 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management bought a new position in Guidewire Software during the first quarter valued at $553,000. Archer Investment Corp bought a new position in Guidewire Software during the first quarter valued at $239,000. State of Michigan Retirement System increased its position in Guidewire Software by 2.0% in the first quarter. State of Michigan Retirement System now owns 20,500 shares of the technology company’s stock worth $3,066,000 after buying an additional 400 shares during the last quarter. Finally, Principal Financial Group Inc. increased its position in Guidewire Software by 547.3% in the first quarter. Principal Financial Group Inc. now owns 1,180,334 shares of the technology company’s stock worth $176,537,000 after buying an additional 997,992 shares during the last quarter.

Analyst Upgrades and Downgrades A number of research analysts have recently commented on GWRE shares. Oppenheimer dropped their price target on Guidewire Software from $250.00 to $180.00 and set an “outperform” rating on the stock in a research report on Monday, May 18th. Wells Fargo & Company decreased their price objective on Guidewire Software from $210.00 to $190.00 and set an “overweight” rating for the company in a report on Friday, June 5th. Stifel Nicolaus lowered their price objective on Guidewire Software from $225.00 to $200.00 and set a “buy” rating on the stock in a research note on Friday, June 5th. Zacks Research lowered shares of Guidewire Software from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 25th. Finally, Citizens Jmp reduced their target price on shares of Guidewire Software from $300.00 to $220.00 and set a “market outperform” rating for the company in a research note on Friday, June 5th. Eleven research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $224.42.

Get Our Latest Stock Report on GWRE

Insider Activity In other news, President John P. Mullen sold 4,292 shares of Guidewire Software stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $118.74, for a total transaction of $509,632.08. Following the completion of the sale, the president owned 131,115 shares in the company, valued at approximately $15,568,595.10. This trade represents a 3.17% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CAO David Franklin Peterson sold 246 shares of the business’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $118.74, for a total value of $29,210.04. Following the transaction, the chief accounting officer directly owned 12,287 shares of the company’s stock, valued at $1,458,958.38. The trade was a 1.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders have sold 31,393 shares of company stock worth $3,960,558. Company insiders own 0.46% of the company’s stock.

Guidewire Software Trading Up 0.7% Guidewire Software stock opened at $149.93 on Friday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 2.44 and a current ratio of 2.44. Guidewire Software, Inc. has a fifty-two week low of $102.30 and a fifty-two week high of $272.60. The stock has a market cap of $12.48 billion, a P/E ratio of 81.04 and a beta of 0.95. The firm’s fifty day moving average price is $131.86 and its 200-day moving average price is $143.78.

Guidewire Software (NYSE:GWRE – Get Free Report) last posted its quarterly earnings data on Thursday, June 4th. The technology company reported $0.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.74 by $0.08. Guidewire Software had a return on equity of 12.62% and a net margin of 11.25%.The company had revenue of $372.54 million during the quarter, compared to analyst estimates of $355.92 million. During the same quarter last year, the company earned $0.88 earnings per share. The firm’s quarterly revenue was up 26.9% on a year-over-year basis. Equities research analysts forecast that Guidewire Software, Inc. will post 1.83 earnings per share for the current fiscal year.

Guidewire Software Company Profile (Free Report)

Guidewire Software, Inc develops software products and cloud services for property and casualty (P&C) insurance carriers. Headquartered in San Mateo, California, the company’s offerings are designed to help insurers manage the core functions of their business—policy administration, billing and claims—while supporting digital engagement, analytics and operational modernization.

Guidewire’s core product portfolio is commonly known as the InsuranceSuite, which includes PolicyCenter for policy administration, BillingCenter for billing and receivables, and ClaimCenter for claims management.

Featured Stories Five stocks we like better than Guidewire Software Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs? The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story Why Intuitive Surgical’s Strong Quarter Still Spooked Investors Want to see what other hedge funds are holding GWRE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Guidewire Software, Inc. (NYSE:GWRE – Free Report).

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Key Takeaways Guidewire benefits as P&C insurers modernize legacy systems and shift core workflows to cloud.GWRE closed 11 cloud deals in Q3 fiscal 2026, including two net-new core system wins.ProNavigator and PricingCenter gained traction, but services mix and execution remain in focus. Guidewire Software, Inc. (GWRE - Free Report) is benefiting from insurer modernization, cloud migration and broader AI adoption across the property and casualty insurance market.

The story is not one-sided. Subscription-led growth is improving the model, but implementation intensity, services mix and execution demands still shape the stock’s risk-reward balance.

Why Guidewire Benefits From Insurer ModernizationP&C insurers continue to move away from legacy systems and toward cloud-based platforms that can support policy, billing, claims, pricing and underwriting workflows. Guidewire sits directly in that shift, with its cloud platform positioned as a core operating system for insurers.

In third-quarter fiscal 2026, Guidewire closed 11 cloud deals, including two net-new core system wins. The wins included a seven-year expansion with Auto Club of Southern California, a strategic net-new cloud win with Bradesco Seguros in Brazil, a U.K. ClaimCenter selection and a PolicyCenter win at a large U.S. insurer.

SAP SE (SAP - Free Report) remains relevant in the broader enterprise software market and is listed among Guidewire’s competitive landscape in software serving P&C insurers. Oracle Corporation (ORCL - Free Report) , with its cloud applications and platform services, is another useful reference point for investors tracking enterprise cloud migration across regulated industries.

How GWRE Is Building AI Into Daily WorkflowsGuidewire’s AI push is becoming more practical through ProNavigator. The company completed five ProNavigator deals in the third quarter as insurers looked to embed AI-driven knowledge and workflow automation into core operations.

The product is designed to provide role-specific, secure and context-aware AI guidance for underwriters, claims adjusters, billing specialists and customer service representatives. That matters because it extends Guidewire’s relevance beyond system replacement and into daily decision support.

AI is also influencing implementation work. Management has cited productivity gains from agentic development tools, which could help reduce friction in cloud migrations and speed delivery over time.

Where Guidewire’s Services Trend Cuts Both WaysServices revenue rose 32% year over year to $71.8 million in the third quarter. That growth reflects demand for Guidewire-led services programs, field engineering work and support for customers using Guidewire Cloud Platform.

The trade-off is margin mix. Services carried a non-GAAP gross margin of 14.3% in the quarter, compared with 74.1% for subscription and support. Higher services demand can signal healthy implementation activity, but it can also dilute the benefits of subscription-led growth.

For fiscal 2026, Guidewire expects services revenues of about $270 million and services gross margin of about 14%. A larger services revenue mix and higher bonus accrual partially offset the benefit from raised revenue expectations.

What Pricing Tools Mean for Guidewire’s Next PhasePricingCenter gives Guidewire another route into data-driven insurance workflows. The solution helps P&C insurers update pricing, analyze impacts in real time and respond to market changes.

Guidewire closed three PricingCenter wins in the third quarter, including deals with insurers in Sweden and Poland and its first U.S. win at Oklahoma Farm Bureau. The early traction supports the view that Guidewire can expand deeper into pricing and product teams.

Still, newer products must scale efficiently. PricingCenter and ProNavigator broaden the platform opportunity, but the company still needs to prove that adoption can grow without adding delivery complexity or weakening unit economics.

How Zacks Signals Reflect GWRE’s Trend BalanceGuidewire’s growth story is becoming broader, but not simpler. Cloud migrations remain the main engine, while ProNavigator and PricingCenter add new ways for insurers to use Guidewire inside daily workflows. At the same time, the rise in services demand shows that modernization still requires meaningful implementation support, keeping margin mix and execution discipline in focus.

GWRE currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The stock also has a Value Score of F, Growth Score of B, Momentum Score of F and VGM Score of D. The Growth Score of B fits a company delivering double-digit ARR and subscription growth, but the weaker Value, Momentum and VGM readings point to a less favorable overall style profile.

For investors, that combination supports a measured view: Guidewire is participating in durable insurance technology trends, but the stock still needs cleaner evidence that newer products, cloud scale and services demand can translate into more efficient long-term growth.

Guidewire's cash-flow growth strengthens its cloud investment case, but deal timing, services mix and operating costs keep execution risk in view.

LONDON--(BUSINESS WIRE)--Guidewire (NYSE: GWRE) today released the latest edition of its annual study of insurance customers in Europe, revealing their attitudes towards insurers' use of artificial intelligence (AI) and identifying opportunities for insurers to continue earning their trust. The 2026 Guidewire European Insurance Consumer Survey found that UK customers feel positive about insurers using AI provided there is human oversight and strong safeguards in place. Almost one third (30 perc.

Weav.ai Named to Guidewire Insurtech Vanguards Program AI-native decisioning platform brings underwriting, audit, and claims intelligence to GW workflows

Evaluate the expected performance of Guidewire Software (GWRE) for the quarter ended April 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

On June 01, 2026, Guidewire Software Inc (GWRE) shares rose 12.3% to a current price of $171.42. Despite today's positive movement, the stock remains within a 5

SAN MATEO, Calif.--(BUSINESS WIRE)--Guidewire (NYSE: GWRE) today announced its financial results for the fiscal quarter ended April 30, 2026. “Third-quarter results reinforce our confidence in the strength and continuing momentum of our business, and set us up well for what should be a record fourth quarter,” said Mike Rosenbaum, chief executive officer, Guidewire. “It's clear that our strategy and market position are resonating with insurers as they focus on modernizing core systems, migrating.

Guidewire Software Inc.  (NYSE:GWRE) posted its third-quarter results after Thursday's closing bell. Here's a look at the details inside the report.

Guidewire Software NYSE: GWRE reported stronger-than-expected fiscal third-quarter revenue, profitability and cash flow, while management said demand for cloud migrations, pricing tools and AI-related products continued to build heading into the company's seasonally important fourth quarter.

GWRE tops fiscal Q3 estimates as revenues rise 26.9% and ARR grows 19%, prompting higher full-year revenue, profit and cash flow outlooks.

MISSISSAUGA, Ontario & SAN MATEO, Calif.--(BUSINESS WIRE)---- $GWRE #GuidewireCloud--Peel Mutual selected Guidewire Cloud to continue its journey toward increased innovation, optimized core insurance processes, and accelerated growth.

CAPE TOWN, South Africa--(BUSINESS WIRE)--Guidewire (NYSE: GWRE) today announced that Santam - Africa's largest general insurer - has gone live on Guidewire, advancing its strategy to modernize core insurance operations and strengthen digital agility. The cloud deployment provides Santam with a scalable foundation for continuous innovation, improved operational responsiveness, and the broader use of AI across the business. With Guidewire, Santam can build on its commitment to making insurance m.