Guidewire Software (GWRE) Valuation After Sompo Cloud And AI Expansion Agreement

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AdvertisementSompo cloud deal puts Guidewire’s insurance platform in the spotlight Guidewire Software (GWRE) stock moved after Sompo Group agreed to expand its use of Guidewire’s cloud and AI tools ...

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See our latest analysis for Guidewire Software. The Sompo agreement and the recently expanded US$500m share buyback come after a tougher stretch for the stock, with a 30 day share price return of -20.23% and a year to date share price return of -31.96%. This contrasts with a three year total shareholder return of 82.53%, suggesting longer term holders have still seen meaningful gains even as recent momentum has faded. If Guidewire’s insurance cloud and AI story has your attention, you might also want to see which other software names are trying to tap into similar trends. Our 58 profitable AI stocks that aren't just burning cash can be a useful starting point. After a 37% one-year total return decline and with shares trading at an estimated 32% discount to one intrinsic value estimate, plus a fresh US$500m buyback, the key question is simple: is this a reset entry point or is the market already baking in future growth? Most Popular Narrative: 52.4% Undervalued Guidewire Software’s most followed narrative pegs fair value at $268.38, compared with the last close of $127.66. This suggests a significant gap between the current price and narrative expectations.  The industry's transition to cloud-based systems, particularly in the property and casualty insurance sector, is steadily accelerating, which should facilitate future revenue growth as more customers migrate to the Guidewire Cloud Platform. Strong performance in annual recurring revenue (ARR) and new customer acquisitions, including global expansion into markets like Brazil and Belgium, indicate potential for sustained revenue growth.  Read the complete narrative. For readers curious about the revenue growth and margin profile that underpins that fair value, as well as how rich a future earnings multiple this story assumes, the full narrative lays out the numbers and the tension between rapid earnings growth and a high implied valuation multiple. Result: Fair Value of $268.38 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh execution risk around the shift from on premise to cloud, as well as the impact of foreign exchange swings on ARR and revenue. Find out about the key risks to this Guidewire Software narrative. Another Angle On Value: Rich P/E vs “Cheap” DCF There is a clear split in how Guidewire screens. On earnings, the stock looks expensive, with a P/E of 118x versus 25.4x for the US Software industry, 46.2x for peers, and a fair ratio of 35.3x. That gap points to real valuation risk if sentiment cools. See what the numbers say about this price — find out in our valuation breakdown. NYSE:GWRE P/E Ratio as at Feb 2026Next Steps If this mix of opportunity and concern feels familiar, now is a good time to look through the data yourself and decide where you stand. You can start with the 3 key rewards and 2 important warning signs. Looking for more investment ideas? If you are weighing what to do next, do not stop at a single name when you can quickly compare ideas that fit different goals and comfort levels.  Spot potential value by scanning 53 high quality undervalued stocks that pair supportive fundamentals with prices that may not fully reflect them yet. Prioritise resilience first and check out 85 resilient stocks with low risk scores that score well on stability and risk metrics. Hunt for fresh opportunities using our screener containing 23 high quality undiscovered gems that many investors might not be paying attention to yet.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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