Guidewire Software: Valuation Has Priced In Near-Term Upsides

I give a hold rating for Guidewire Software (NYSE: GWRE ) as I think most of the near-term positives are now fairly priced in. 3Q25 results were strong, with solid revenue growth and growing cloud traction, but the stock alreadyI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit eco ...