Professional
Added to YB: 2026-03-13
Pitch date: 2026-01-21
GWRE [neutral]
Guidewire Software, Inc.
-1.95%
current return
Author Info
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Company Info
Guidewire Software, Inc. provides a platform for property and casualty (P&C) insurers worldwide. It offers Guidewire InsuranceSuite, such as PolicyCenter, ClaimCenter, and BillingCenter applications.
Market Cap
$13.5B
Pitch Price
$160.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
109.90
P/E
73.25
EV/Sales
9.87
Sector
Software
Category
growth
BBH Select Mid Cap ETF Portfolio Holding: Guidewire Software, Inc.
GWRE (holding update): Leading P&C insurance core systems software. Q4 ARR +21% (fastest since 2020), subscription rev +36% w/ 82% incremental margins. FY guidance raised across all metrics. Launched PricingCenter & UnderwritingCenter modules expanding TAM. Stock -12.6% on broad software sector AI concerns, but mgmt sees AI as tailwind for cloud adoption & product velocity given deep vertical expertise.
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