gurufocus.comSEP 302 min read$GWRE

Guidewire Software (GWRE) CEO Michael Rosenbaum Sells 1,200 Shar

Guidewire Software (GWRE) CEO Michael Rosenbaum sold 1,200 shares on 2026-09-28, reducing his stake to 278,466 shares. He has sold 152,672 shares in the past year with no purchases. GWRE's stock trades at $142.65, with a market cap of $11.69B and a high P/E ratio of 87.53. GuruFocus values it at $216.84, suggesting undervaluation.

Original reporting

gurufocus.com

Published Sep 30, 2026, 10:02 PM UTC

Analysis

AlphAI AI DeskAI-generated

Added to AlphAI Oct 1, 2026, 9:00 AM 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.

About AlphAI AI Desk Scoring methodology Report an issue

AlphAI market briefFinancial news

Primary signal

$GWRE

Bearish

medium confidence

Mentioned

$GWRE

Relevance

4/10

AlphAI data visualization · based on gurufocus.com

Decision brief

The 30-second read

$GWREBearishLow

Why it matters

Insider selling adds a modest negative signal, but the company’s fundamentals and valuation gap may offset it.

Market read

Routine insider sale with limited price impact; investors may monitor for any change in insider behavior.

What to watch

The CEO retains a substantial shareholding and the company’s GF Value suggests a discount to intrinsic value.

Relevance 4/10Novelty 3/10Timing: after market close

Background

Guidewire Software provides core software platforms for property and casualty insurers and has been highlighted for a high GF Value versus market price.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$GWREBearishMedium confidence

Context

CEO Michael Rosenbaum sold 1,200 shares, adding to a year of insider divestments totaling over 150k shares.

Expected impact

potential slight downward pressure as the market prices the insider sell

Evidence & confidence

A small, routine Form 4 sale by the CEO is unlikely to move the stock significantly, but some investors watch insider activity closely.

Market effects

Sector

Minimal; the sale does not affect the broader P&C insurance software sector.

Regional

None; the news is company‑specific.

Global

Low; no macro or global implications.

Counterpoint

What could challenge this read

The sale could be a routine personal liquidity move, not a lack of confidence, so the stock may still be undervalued.

Key entities

Company
Guidewire Software Inc.
US‑listed software provider to the insurance industry (ticker GWRE).
Executive
Michael Rosenbaum
CEO of Guidewire Software, seller of 1,200 shares.

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