Can anything shut down the Gold rally?
Guidewire Software (NYSE:GWRE) Chief Executive Officer Michael George Rosenbaum sold 1,400 shares of company stock on September 8, 2025, at a price of $261.28, for a total transaction value of $365,791. The transaction comes as the $21.6 billion market cap company trades near its 52-week high, with InvestingPro data showing a remarkable 20% surge in the past week alone. According to InvestingPro’s Fair Value analysis, the stock appears to be trading above its intrinsic value.
The sale was executed automatically according to a pre-arranged 10b5-1 trading plan adopted on October 15, 2024. Following the transaction, Rosenbaum directly owns 221,868 shares of Guidewire Software. Despite the high P/E ratio of 307x, InvestingPro analysis reveals the company maintains a GREAT financial health score, with liquid assets exceeding short-term obligations. Get access to 16 additional ProTips and comprehensive insider trading analysis with InvestingPro’s detailed research reports.
In other recent news, Guidewire has reported impressive fiscal fourth-quarter results, surpassing expectations in several key areas. The company achieved annual recurring revenue (ARR) of $1,032 million, exceeding consensus estimates and reflecting a 19% year-over-year growth. This strong performance was driven by 19 cloud deals, including a significant 10-year agreement with Liberty Mutual. Following these results, several analyst firms have adjusted their price targets for Guidewire. DA Davidson raised its price target to $250, maintaining a Neutral rating, while Oppenheimer and Stifel both increased their targets to $300, citing strong cloud growth and momentum. Raymond James also raised its target to $275, highlighting record and accelerating bookings with a 22% year-over-year fully ramped ARR growth. RBC Capital adjusted its target to $300, emphasizing the company’s broad-based beats and continued cloud execution. These developments underscore Guidewire’s robust performance and strategic advancements in the cloud sector.
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