Stock Market Movers: Salesforce, Snowflake, UiPath, C3.ai, nCino, and Others
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 04 2025
0mins
Should l Buy GWRE?
Source: Barron's
- Market Sentiment: Stock futures are showing uncertainty as investors adopt a wait-and-see approach.
- Upcoming Data: The focus is on the upcoming release of the personal consumption expenditures price index, which is the Federal Reserve's preferred measure of inflation.
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Analyst Views on GWRE
Wall Street analysts forecast GWRE stock price to rise
12 Analyst Rating
10 Buy
2 Hold
0 Sell
Strong Buy
Current: 125.340
Low
245.00
Averages
279.60
High
305.00
Current: 125.340
Low
245.00
Averages
279.60
High
305.00
About GWRE
Guidewire Software, Inc. delivers a platform that property and casualty insurers trust to engage, innovate and grow efficiently. The Company's core products include InsuranceSuite Cloud, InsuranceNow, and InsuranceSuite for self-managed installations. These products are transactional systems of record that support the entire insurance lifecycle, including insurance product definition, distribution, underwriting, policyholder services, and claims management. It also sells digital engagement and analytics products. Its digital engagement products enable digital sales, omnichannel service, and enhanced claims experiences for policyholders, agents, vendor partners, and field personnel. Its InsuranceSuite Cloud is a configurable and scalable product, delivered as a service, and primarily comprised of three core applications (PolicyCenter Cloud, BillingCenter Cloud, and ClaimCenter Cloud) that can be subscribed to separately or together.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Extreme Price Volatility: Analysts point out that the extreme price action in software stocks has led to unrealistic expectations regarding AI disruption, which may prompt a rotation back into higher-quality companies, thereby improving portfolio performance.
- AI Profitability Gains: Companies in the S&P 500 that have adopted AI have seen net margins expand by approximately 2 to 3 percentage points more than their peers, indicating that AI technology is already delivering productivity gains and reflecting that corporate adoption is enhancing profitability.
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- Market Rebound Expectations: JPMorgan believes that while the market's outlook on AI disruption in the software sector is overly pessimistic, certain software companies are demonstrating greater resilience, potentially providing rebound opportunities for investors, especially given the current overly bearish sentiment.
- Extreme Price Volatility: Analysts point out that the extreme price action in software stocks has led to unrealistic expectations regarding AI disruption, which may prompt a rotation back into higher-quality companies, thereby improving portfolio performance.
- AI Profitability Gains: Companies in the S&P 500 that have adopted AI have seen net margins expand by approximately 2 to 3 percentage points more than their peers, indicating that AI technology is already delivering productivity gains and reflecting that corporate adoption is enhancing profitability.
- ETF Performance Decline: The State Street SPDR S&P Software & Services ETF (NYSE:XSW) is down 20.58% year-to-date, illustrating the overall pessimistic sentiment towards the software sector, despite some companies potentially benefiting from AI infrastructure demand.
See More
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Investment Perspective: Analysts at J.P. Morgan view this downturn as a buying opportunity and have identified several AI-resistant companies, including Microsoft and CrowdStrike.
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Market Impact: The software sector has experienced a significant decline, losing approximately $2 trillion due to concerns over potential disruptions from artificial intelligence technology.
Investment Perspective: Analysts at J.P. Morgan view this downturn as a potential buying opportunity and have identified a list of companies that are resistant to AI-related disruptions.
See More
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- Widespread Negative Returns: Year to date, 100 out of 110 constituents in the software sector have posted negative returns, with over 20 stocks down more than 30%, reflecting growing concerns about the sustainability of software business models.
- Deteriorating Technical Indicators: A striking 97 of the IGV ETF's constituents are trading below their 200-day moving average, highlighting a broad breakdown in technical momentum, while the 14-day RSI has plummeted to 16, the lowest since September 2001, indicating extreme market pessimism.
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See More
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- Rising Nuclear Demand: Cameco Corp. advanced 37%, supported by analyst upgrades to earnings forecasts and price targets, reflecting optimistic expectations for long-term nuclear demand amid rising uranium prices and renewed policy support.
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See More
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- Cloud Platform Benefits: By migrating to the Guidewire Cloud Platform, NFU Mutual can leverage a scalable, secure, and rapidly updatable cloud delivery model, focusing on insurance excellence and modernizing core operations to meet evolving market demands.
- Investment in Data Management: NFU Mutual is committing further investments to enhance its data management and digital capabilities, utilizing the Guidewire Data Platform to capture critical data that generates business insights, thereby driving informed business decisions.
- Improved Product Update Efficiency: The Jutro Digital Platform will assist NFU Mutual in reducing time-to-market, allowing for instant updates of products and features across all digital intake points and partner channels, thus enhancing market responsiveness and customer satisfaction.
See More
