Current stock research snapshot · 8/28/26 Fresh

GWREGuidewire Software, Inc.

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Investment conviction●○○○○1 of 5 · current snapshot

Research target—Current stock price target

Investment thesis statusNEEDS_MORE_DATALast reviewed 8/28/26

Market cap$16.74BSnapshot value · 8/28/26

Research history

What changed

Aug 28, 2026

Coverage
— → Added to coverage

Current investment thesis

Digital Trust > Enterprise Workflow Intelligence > P&C core as a decade-long conversion lock-in

Current stock catalysts

Next earnings 2026-09-03; cloud ARR / core conversions

Current investment risks

Trailing EPS turns negative; cloud conversion stalls; Duck Creek/Salesforce Insurance takes net-new cores two years

Stock social sentiment

needs X/Reddit sentiment sweep

Snapshot · 8/28/26

Institutional positioning

No positioning snapshot available.

Snapshot · 8/28/26