Guidewire Software (GWRE) Traded Lower Along with Peers

In its fourth-quarter 2025 capitalist letter, BBH Select Series – Mid Cap Fund highlighted stocks similar Guidewire Software, Inc. (NYSE:GWRE). Guidewire Software, Inc. (NYSE:GWRE) is simply a starring supplier of cloud-based bundle for spot and casualty (P&C) security companies. On March 10, 2026, Guidewire Software, Inc. (NYSE:GWRE) banal closed astatine $158.93 per share. Guidewire Software, Inc. (NYSE:GWRE) delivered a 21.87% instrumentality successful the past month, and its shares mislaid 9.90% implicit the past 12 months. Guidewire Software, Inc. (NYSE:GWRE) has a marketplace capitalization of $13.45 billion.

BBH Select Series – Mid Cap Fund stated the pursuing regarding Guidewire Software, Inc. (NYSE:GWRE) successful its 4th fourth 2025 capitalist letter:

"The Fund’s largest detractors to show successful the 4th were Shift4 Payments Inc. (Shift4), and Guidewire Software, Inc. (NYSE:GWRE). Both had beardown cardinal show but declined connected accrued antagonistic sentiment for payments and bundle sectors, respectively. Guidewire declined -12.6% during the quarter, ending with a value of 5.5%. Guidewire is the starring supplier of halfway systems bundle to the spot and casualty (P&C) security industry. Guidewire reported different beardown 4th with yearly recurring gross (ARR), revenue, and operating income each supra guidance and expectations. ARR maturation accelerated to +21% successful changeless currency, the company’s fastest maturation since starting to study the metric successful 2020, highlighting the sustained drivers of demand. Subscription gross maturation of +36% delivered 82% incremental margins arsenic Guidewire continues to show fantabulous outgo ratio arsenic well. Full-year guidance was raised for each metrics, portion Guidewire besides introduced 2 caller modules successful PricingCenter and UnderwritingCenter, which volition further summation the accidental acceptable for customers. The company’s Investor Day and User Conference mid-fourth 4th reinforced Guidewire’s manufacture enactment and charismatic accidental successful the years ahead. Notwithstanding these beardown fundamentals, the bundle assemblage was broadly retired of favour connected concerns that AI volition commoditize bundle coding and little barriers to introduction for endeavor software. This is hard to disprove successful the abbreviated term, but our presumption is that, arsenic a market-leading incumbent with heavy vertical domain expertise, Guide ligament volition beryllium a beneficiary of AI arsenic it drives accrued adoption of its cloud-based halfway systems software, lowers interior improvement costs, and facilitates faster incremental merchandise introductions."