Guidewire makes the operating system for property/casualty insurers—policy, billing, and claims software that runs their core daily business, like SAP for insurance companies.
Money comes from recurring software subscriptions and services; gross margin is 64.01% TTM, with net margin at 11.25%—a high-margin, sticky revenue model.
Deep integration into insurers' workflows and high switching costs protect them; competitors like Duck Creek Technologies and Sapiens International face a hard sell to displace them. moat_level: solid
Hold (sector percentile 41) — value C, growth C+, profitability B, momentum B, revisions B. Updated daily, sector-relative, identical for every user.
Key events, in time order
New release includes claims and underwriting agents plus developer assistants, boosting dev speed by over 40%
Q1 SEC filing shows stake reduction, reflecting institutional position change
Softer-than-expected ARR guidance, a key valuation metric, triggered selloff
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The post lists $GWRE as a liquid stock in Stage 2 & 2A with a high Daily Closing Range, indicating positive intraday momentum. The context is a screen for potential movers.
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