Professional
Added to YB: 2026-06-17
Pitch date: 2026-03-31
GWRE [neutral]
Guidewire Software, Inc.
-22.07%
current return
Author Info
No bio for this author
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
$10.0B
Pitch Price
$150.73
Price Target
N/A
Dividend
N/A
EV/EBITDA
67.17
P/E
64.66
EV/Sales
7.00
Sector
Software
Category
growth
Baron Asset Fund Portfolio Holding: Guidewire Software, Inc.
GWRE (holding update): P&C insurance software vendor declined on AI disruption fears weighing on software sector. Bull case: accelerating cloud sales, ARR growth via new wins/expansions/migrations. Customer references (Liberty Mutual, Hartford, Sompo) drive cloud shift. AI seen as tailwind for faster releases & lower implementation costs. Sticky base enables cross-sell.
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