Current stock research snapshot · 8/28/26 Fresh

GWREGuidewire Software, Inc.

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Investment conviction●●○○○2 of 5 · current snapshot

Research target$245.33Current stock price target

Investment thesis statusINTACTLast reviewed 8/28/26

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

Research history

What changed

Aug 28, 2026

Conviction
1 → 2

Aug 28, 2026

Target
— → $245.33

Aug 28, 2026

Thesis status
NEEDS_MORE_DATA → INTACT

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

first-pass dt_ds_first_pass_2026-08-28; Fintel 🟡 Mixed

Snapshot · 8/28/26

Institutional positioning

🟡 Mixed · ins-$10.8M · 13F 16+/8-×0.5 · short↑0.27

Snapshot · 8/28/26