GWRE
Market read
No new filing conclusion is available. 0 of 36 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
Invalidation: The isolated read changes if GWRE's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 36 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Because we recognize revenue upfront for term licenses compared to over time for subscription services, an increase in term licenses due to renewals or expansion orders, or a decrease from migrations or non-renewals may impact our quarterly results.”10-K · Sep 11, 2026 ↗
“For the periods ended July 31, 2026 and 2025, we recorded a foreign currency loss of $22.5 million and gain of $16.7 million, respectively, as a component of other income (expense) in our consolidated statements of operations primarily due to currency exchang…”10-K · Sep 11, 2026 ↗
“The change in income tax for fiscal year 2026, compared to the same period a year ago, was primarily due to the significant increase in pre-tax income in the U.S., a decrease in deductions from stock-based compensation, and a decrease in the FDII deduction an…”10-K · Sep 11, 2026 ↗
“For the periods ended July 31, 2026 and 2025, we recorded a foreign currency loss of $22.5 million and gain of $16.7 million, respectively, as a component of other income (expense) in our consolidated statements of operations primarily due to currency exchang…”10-K · Sep 11, 2026 ↗
Valuation discipline
Price/sales 8.1× · EV/sales 7.9×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for GWRE. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for GWRE. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Our current competitors include, but are not limited to, customers’ internally developed proprietary solutions; P&C insurance software vendors such as Duck Creek, EIS Group, Insurity, Majesco, Origami Risk, and Sapiens; and horizontal software vendors such as…”
“Our current competitors include, but are not limited to, customers’ internally developed proprietary solutions; P&C insurance software vendors such as Duck Creek, EIS Group, Insurity, Majesco, Origami Risk, and Sapiens; and horizontal software vendors such as…”
Depended on by
“Box works to target specific business problems within these industries with a combination of Box and industry partner technologies such as industry-specific tools like Guidewire's insurance platform and horizontal tools like Salesforce's customer relationship…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
GWRE is currently a Follower in the organic co-movement group Enterprise Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.