GWRE

Yesterday, several companies reported their results in the IT space including Pivotal, not a constituent in our high-growth portfolio but a name on which we have written favorably, and Guidewire and Salesforce, neither of them currently held or recommended. All of the companies beat their expectations for the quarter in terms of both revenues and…

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Guidewire is a frustrating company about which to write. Many company’s provide prudent guidance-Guidewire takes that concept to an extreme. There is value in Guidewire as a company, but its guidance coupled with the complexity of its operating performance can make an investment in the shares more than a bit frustrating. There is no urgency…

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Some thoughts about its guidance Guidewire reported the results of its first fiscal quarter about 1 week ago. The results themselves were stunning with huge overages in terms of revenues and earnings. The guidance-well it was stunning too, although not in a positive way. The new guidance implies that revenue growth this year will be…

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Guidewire Guidewire shares are at an elevated valuation and yet Guidewire’s performance seems to be even more elevated. The company’s shares have blasted off since the latest earnings release and they are essentially at a new all-time high. It can be difficult to value the shares of the company as its guidance clearly does not…

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Today has been one of those massive reversal days during which one wonders if it is the start of a trend or just a blip in a long-term upswing. IT stocks overall, and Guidewire in particular, have been on a tear in recent weeks. As earnings continue to be released, it is obvious that users…

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Guidewire reported its quarterly earnings last evening. The results were another quarter which exceeded prior expectations substantially. Guidewire’s ability to forecast the results of its quarterly operations seems very challenged-almost every quarter recently has been marked by beats as Guidewire customers pay early and deals close sooner than had been expected. In the wake of…

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