Significant ETF Withdrawals: MDY, RBA, FLEX, GWRE
52 Week Range Analysis: MDY's share price has a 52-week low of $458.82 and a high of $624.125, with the last trade recorded at $603.44, indicating a significant fluctuation within the year.
ETFs Trading Dynamics: Exchange traded funds (ETFs) function like stocks, allowing investors to buy and sell units that can be created or destroyed based on demand, impacting the underlying assets held within the ETFs.
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Analyst Views on GWRE
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Market Impact: The software sector has experienced a $2 trillion loss due to concerns over potential disruptions from artificial intelligence technology.
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.
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.
- Severe Market Drawdown: The iShares Expanded Tech-Software Sector ETF (NYSE:IGV) has fallen for seven consecutive sessions, resulting in a 16% drop, marking the worst performance since the COVID panic in 2020, indicating immense pressure on the software sector.
- 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.
- Pressure from Business Model Shifts: Macro strategists have noted that the rise of AI tools is replacing expensive SaaS platforms, leading to pricing pressures, slower renewals, and declining customer retention, prompting investors to rethink growth and value in the AI era.
- Outstanding Performance: Sandisk Corp. surged over 150% in January 2026, marking its best month since its IPO in February 2025, driven by quarterly earnings that exceeded Wall Street expectations and booming AI data center demand tightening storage supply.
- 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.
- Defense Giant Breakthrough: Lockheed Martin Corp. jumped 30%, achieving its best monthly performance since its 1995 debut, as investors focused on upbeat 2026 financial guidance and a new missile contract with the U.S. Department of Defense despite narrowly missing quarterly earnings estimates.
- Software Sector Decline: The software sector faced historic declines in January, with five major companies logging their worst monthly performances, largely due to AI-driven demand reshaping and a reassessment of business models across the industry.

- Long-term Partnership Strengthened: NFU Mutual's collaboration with Guidewire, spanning over 15 years, is deepened by migrating to the Guidewire Cloud Platform, which not only enhances operational efficiency for its 300-agent network but also significantly improves customer service quality, helping the company maintain its competitive edge in the insurance market.
- 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.
- FTLS ETF Target Price: The implied analyst target price for the FTLS ETF, based on its underlying holdings, is $81.78 per unit, with a current trading price of $70.19, indicating a 16.51% upside potential that reflects market optimism.
- GWRE Stock Analysis: Guidewire Software Inc is currently trading at $155.45, with an analyst target price of $267.69, suggesting a potential upside of 72.20%, indicating analysts' optimistic outlook on its future growth.
- FLUT Stock Outlook: Flutter Entertainment plc's stock price is $184.08, with an analyst target price of $294.29, showing a 59.87% upside potential, reflecting confidence in its business prospects.
- INTU Stock Forecast: Intuit Inc is trading at $528.95, with an analyst target price of $814.31, indicating a potential upside of 53.95%, which reflects analysts' positive expectations for its future performance.









