$GWRE

Rosenbaum Michael George sold $183K of GWRE

Rosenbaum Michael George (Chief Executive Officer) sold 1,200 shares of Guidewire Software, Inc. (GWRE) at $152.52 ($0.18M total) on 2026-10-05 under a Rule 10b5-1 trading plan.

Original reporting
SEC EDGAR · Rosenbaum Michael George
Published Oct 5, 2026, 11:58 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 6, 2026, 12:01 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.
AlphAI market briefInsider activity
Primary signal
$GWRE
Bearish
high confidence
Mentioned
$GWRE
Relevance
3/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$GWREBearishLow
01

Why it matters

The disclosed sale is modest in size relative to total holdings, but it is the first public notice of the transaction.

02

Market read

A small insider sell by the CEO may cause short‑term price pressure but is unlikely to move the broader market.

03

What to watch

Potential tax planning or portfolio rebalancing may drive the transaction, not company fundamentals.

Relevance 3/10Novelty 3/10Timing: today

Background

Form 4 filings disclose insider trades; investors monitor them for signals.

Company-level read

Ticker impact

$GWREBearishHigh confidence
Context

CEO Michael George Rosenbaum sold 1,200 shares for $152.52 each, total $183K, via a 10b5‑1 plan.

Expected impact

likely pressure as the market prices in the insider sell

Evidence & confidence

The sale is a disclosed insider transaction of a material executive; such sales often lead to short‑term price weakness.

Market effects

Minimal impact on the software sector; isolated insider activity.

No regional effect; limited to GWRE shareholders.

Low global relevance; only affects GWRE investors.

Counterpoint

The sale could be routine under a pre‑arranged plan and not indicate any negative outlook.

Key entities

  • Guidewire Software, Inc.

    Provider of core system software for the insurance industry.

  • Michael George 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

$GWREMedAI 8/10

Guidewire's Cash Flow and Buybacks: Can Both Keep Scaling?

Guidewire Software (GWRE) reported fiscal 2026 operating cash flow of $390M, up 30% YoY, and repurchased $606M in shares. Non-GAAP operating income rose 63% to $340M. For fiscal 2027, it projects $445M-$465M in operating cash flow. Competitors ServiceNow (NOW) and Salesforce (CRM) also reported strong cash flows and buyback plans.

$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.