Last mentioned: Mar 5, 2026
Q4 Earnings Release
Guidewire reports Q4 CY2025 sales topping estimates, triggering a sentiment shift.
Analyst Downgrade
BTIG Research cuts price target to $175, citing software sector headwinds.
Insider Selling Activity
CEO Mike Rosenbaum sells 1,200 shares as stock reaches a 1-year low.
Sompo Group Expansion
Guidewire wins long-term deal to modernize Sompo's worldwide operations via Guidewire Cloud.
Guidewire Software reported Q4 CY2025 sales that topped analyst estimates, providing a strong rebuttal to recent analyst downgrades and insider selling concerns. The results highlight the accelerating adoption of Guidewire Cloud, bolstered by major international deals like the Sompo Group expansion.
Sompo Group has entered a long-term agreement with Guidewire Software to migrate its global insurance and reinsurance operations to the Guidewire Cloud Platform. The deal aims to standardize Sompo’s international footprint on a single, cloud-native architecture to drive operational efficiency and digital innovation.