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Guidewire (NYSE:GWRE) Software (ETR:SOWGn) NASDAQ:GWRE Chief Executive Officer Michael George Rosenbaum sold 1,400 shares of common stock on June 30, 2025, at a price of $236.89, for a total of $331,646. The sale comes as Guidewire’s stock has delivered an impressive 70% return over the past year, with the company now commanding a market capitalization of nearly $20 billion. According to InvestingPro analysis, the company currently appears overvalued based on its Fair Value estimates.
Following the transaction, Rosenbaum directly owns 235,868 shares of Guidewire Software, Inc. The sale was executed automatically according to a pre-arranged 10b5-1 trading plan adopted on October 15, 2024. InvestingPro data shows the company maintains strong financial health with revenue growing at 18.6% and solid liquidity metrics. Subscribers can access 14 additional ProTips and a comprehensive Pro Research Report for deeper insights into Guidewire’s valuation and growth prospects.
In other recent news, Guidewire has reported strong third-quarter results, surpassing expectations in total revenue, annual recurring revenue (ARR), and non-GAAP operating income. The company closed 17 cloud deals during the quarter, an increase from the previous year, and welcomed five new clients, prompting management to slightly raise their financial guidance for fiscal year 2025. Analysts at RBC Capital and DA Davidson have responded positively, with RBC Capital raising the price target for Guidewire stock to $290 and DA Davidson increasing it to $246, though maintaining a Neutral rating. Additionally, Guidewire has launched a new Docusign integration for its PolicyCenter and ClaimCenter platforms, aiming to streamline agreement workflows for insurers. This integration is expected to achieve over 80% straight-through processing of documents, reducing policy change processing time significantly. The company has also announced that its Marketplace has surpassed 20,000 partner integration downloads, showing a 32% year-over-year growth. Guidewire’s Marketplace now hosts more than 290 integrations, reinforcing its position as the largest integration ecosystem in the property and casualty insurance industry. Furthermore, JPMorgan has maintained its Overweight rating on Guidewire, highlighting the company’s imminent milestone of exceeding $1 billion in annual recurring revenue.
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