$GWRE

Rosenbaum Michael George sold $193K of GWRE

Rosenbaum Michael George (Chief Executive Officer) sold 1,200 shares of Guidewire Software, Inc. (GWRE) at $160.52 ($0.19M total) on 2026-09-08 under a Rule 10b5-1 trading plan.

Original reporting
SEC EDGAR · Rosenbaum Michael George
Published Sep 8, 2026, 8:46 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 8, 2026, 9:18 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefInsider activity
Primary signal
$GWRE
Bearish
medium confidence
Mentioned
$GWRE
Relevance
3/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$GWREBearishLow
01

Why it matters

A CEO sell, even modest, can influence short‑term price dynamics and inform risk management.

02

Market read

The filing adds new insider‑sell data for GWRE, offering a marginal bearish cue for traders.

03

What to watch

Potential 10b5‑1 plan execution timing and tax considerations may drive the sale.

Relevance 3/10Novelty 6/10Timing: after market close

Background

Form 4 filings disclose insider transactions and are used by traders to gauge insider sentiment.

Company-level read

Ticker impact

$GWREBearishMedium confidence
Context

CEO Michael Rosenbaum sold 1,200 shares of Guidewire Software (GWRE) for $192,624 on Sep 8, 2026.

Expected impact

Potential short-term dip of 1-2% in after‑hours trading.

Evidence & confidence

While the amount is modest, a CEO sell can be viewed as a negative signal; however the size limits market impact.

Market effects

Limited effect on enterprise‑software sector sentiment; may slightly temper buying interest.

Negligible impact on broader US market given small transaction size.

No material relevance to global markets.

Counterpoint

The sale could be a routine portfolio rebalancing rather than a concern signal.

Key entities

  • Guidewire Software, Inc.

    Provider of software solutions for the insurance industry.

  • Michael Rosenbaum

    Chief Executive Officer of Guidewire Software.

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

Related articles

$GWREHighAI 8/10

Guidewire Software’s Cloud Shift Powers Earnings Call

Guidewire Software (GWRE) reported Q4 earnings with record ARR of $1.242B, up 19% YoY. Cloud ARR grew 35% and now represents 84% of total ARR. Subscription revenue surged 37% to $916M. Total revenue reached $1.475B, up 23%. The company expects fiscal 2027 ARR of $1.45B-$1.46B and total revenue of $1.707B-$1.727B.

$GWREMed

Guidewire climbs as investors focus on cloud growth, recurring revenue, and bullish analyst support

Guidewire Software (GWRE) rose 8.6% today, driven by investor confidence in its cloud transition and recurring revenue growth. Fiscal 2026 revenue increased 23%, with subscription revenue up 33%. Annual recurring revenue reached $1.24B, with 19% growth. Analysts raised price targets, including one to $235. Insiders sold shares, while hedge funds showed mixed activity.

$GWRELow

Guidewire Software (GWRE) Following Earnings And 2027 Guidance Is The Valuation Case Changing

Guidewire Software (GWRE) reported Q4 and FY2026 earnings, providing 2027 revenue and operating income guidance. Shares closed at $140.92, down 24.9% YTD but up 53.9% over 3 years. The company's valuation is debated, with a fair value estimate of $210.86, though its P/E ratio of 84.2x is high compared to peers. Growth potential is tied to cloud-based systems and global expansion, but risks include large deal delays and foreign exchange impacts.

$GWREHighAI 8/10

Guidewire (GWRE) Q4 2026 Earnings Call Transcript

Guidewire (GWRE) reported Q4 2026 earnings with ARR growth of 19% YoY to $1.242B, total revenue up 23% to $1.475B, and non-GAAP operating income up 63% to $340M. Cloud ARR grew 35% YoY, comprising 84% of total ARR. The company guided FY 2027 ARR to $1.45B-$1.46B, up 18% at midpoint. Subscription revenue rose 37% YoY to $916M, while license revenue declined 7% to $235M. Management highlighted record-low attrition rates and strong adoption of AI-driven products like ProNavigator and PricingCenter.