Oklo stock tumbles as Financial Times scrutinizes valuation
Guidewire Software (NASDAQ:GWRE) Chief Executive Officer Michael George Rosenbaum sold 1,400 shares of common stock on September 22, 2025, at a price of $244.55, for a total transaction value of $342,370. The transaction comes as the stock trades near its 52-week high of $272.60, having delivered a remarkable 27.7% return over the past six months. According to InvestingPro analysis, the company currently maintains a healthy financial position with strong liquidity metrics.
Following the transaction, Rosenbaum directly owns 263,558 shares of Guidewire Software, representing a stake in the company’s $20.8 billion market capitalization. The sale was executed automatically under a pre-arranged 10b5-1 trading plan adopted on October 15, 2024. For deeper insights into Guidewire’s valuation and growth prospects, including 15 additional ProTips and comprehensive financial analysis, visit InvestingPro.
In other recent news, Guidewire reported its fiscal fourth-quarter results, which exceeded expectations across revenue, annual recurring revenue (ARR), and non-GAAP operating income metrics, according to DA Davidson. The company achieved an ARR of $1,032 million, surpassing consensus estimates of $1,018 million, driven by 19 cloud deals and a significant 10-year agreement with Liberty Mutual. Raymond James highlighted Guidewire’s strong fourth-quarter performance, noting record and accelerating bookings with 22% year-over-year fully ramped ARR growth. Following these results, Raymond James raised its price target for Guidewire to $275 while maintaining an Outperform rating.
Oppenheimer also raised its price target to $300, citing strong cloud growth and maintaining an Outperform rating. Goldman Sachs reiterated its Buy rating with a price target of $305, emphasizing growth opportunities through the migration of customers from on-premise to cloud-based services. Oppenheimer expressed increased confidence in Guidewire’s growth projections, noting the potential for AI advancements. These developments indicate a positive outlook for Guidewire’s growth trajectory, as noted by several analyst firms.
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