Added to YB: 2026-09-04
Pitch date: 2026-08-30
GWRE [bullish]
Guidewire Software, Inc.
-0.77%
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
$16.7B
Pitch Price
$204.44
Price Target
N/A
Dividend
N/A
EV/EBITDA
112.73
P/E
108.32
EV/Sales
11.75
Sector
Software
Category
N/A
Klarman’s Special Situation Stock + Portfolio & Watchlist Update - Guidewire Software, Inc.
GWRE (hold): Guidewire remains a 1-2% starter position initiated in early July after software stocks were dumped on fears that AI could replace them. The shares have since risen 100% from their June low, producing a 44% position gain, but the small weight limited the portfolio impact — illustrating that standard-sized starters protect against mistakes while capping gains when the thesis works.
Read full article (1 min)