Guidewire Software, Inc. (GWRE)

[Monksdream]

GWRE new 52 week high

[Monksdream]

GWRE new 52 week high

[Monksdream]

GWRE new 52 week high

[Monksdream]

GWRE new 52 week high

[swingingRichard]

Layoffs. No other info.

[swingingRichard]

Wow! -52% from the 52 week high. Marcus and the BoD chose poorly. What an unmitigated disaster. Maybe we can finally stop promulgating the fantasy that all you need is an MBA. Maybe . . . maybe your executives should have actual experience in the relative business.

GWRE decided they would embrace the Cloud, to the exclusion of actual insurance knowledge. How is that working out? Oh wait. Yeah -52%. The board needs to clean house, starting with the chairman.

CEO is out of his depth. The “Chief Product Manager” is by most accounts clueless about the insurance industry.

[swingingRichard]

What a turd. But I guess this is to be expected with management constantly dumping.

[swingingRichard]

 
 Summary Overall **************** 
 Monthly VWAP  : $112.471566 
 Volume        : 1,208,558 
 --- Buy Vol   : 86,620 
 --- Sell Vol  : 115,062 
 --- Other Vol : 1,006,876 
 Dollar-Volume : $135,928,411.07 
 --- Buy DV    : $9,806,831.66 
 --- Sell DV   : $13,088,884.83 
 --- Other DV  : $113,032,694.58 
 ________________________________ 
 _____ Summary: 12/02/2019 ______ 
 Daily VWAP : $119.20881 
 Volume : 158,783 
 --- Buy Vol : 7,161 
 --- Sell Vol : 13,240 
 --- Other Vol : 138,382 
 Dollar-Volume : $18,928,332.42 
 --- Buy DV : $853,697.53 
 --- Sell DV : $1,578,095.33 
 --- Other DV : $16,496,539.56 
 Buy DV % : 4.51% 
 Sell DV % : 8.337% 
 Other DV % : 87.153% 
 ________________________________ 
 _____ Summary: 12/03/2019 ______ 
 Daily VWAP : $120.023483 
 Volume : 103,256 
 --- Buy Vol : 11,433 
 --- Sell Vol : 12,205 
 --- Other Vol : 79,618 
 Dollar-Volume : $12,393,144.78 
 --- Buy DV : $1,372,526.78 
 --- Sell DV : $1,464,854.90 
 --- Other DV : $9,555,763.10 
 Buy DV % : 11.075% 
 Sell DV % : 11.82% 
 Other DV % : 77.105% 
 ________________________________ 
 _____ Summary: 12/04/2019 ______ 
 Daily VWAP : $118.629349 
 Volume : 129,490 
 --- Buy Vol : 5,168 
 --- Sell Vol : 15,313 
 --- Other Vol : 109,009 
 Dollar-Volume : $15,361,314.39 
 --- Buy DV : $613,182.50 
 --- Sell DV : $1,816,491.84 
 --- Other DV : $12,931,640.05 
 Buy DV % : 3.992% 
 Sell DV % : 11.825% 
 Other DV % : 84.183% 
 ________________________________ 
 _____ Summary: 12/05/2019 ______ 
 Daily VWAP : $114.621726 
 Volume : 77,467 
 --- Buy Vol : 28,314 
 --- Sell Vol : 16,574 
 --- Other Vol : 32,579 
 Dollar-Volume : $8,879,401.22 
 --- Buy DV : $3,214,760.58 
 --- Sell DV : $1,902,439.22 
 --- Other DV : $3,762,201.42 
 Buy DV % : 36.205% 
 Sell DV % : 21.425% 
 Other DV % : 42.37% 
 ________________________________ 
 _____ Summary: 12/06/2019 ______ 
 Daily VWAP : $110.767551 
 Volume : 245,461 
 --- Buy Vol : 12,243 
 --- Sell Vol : 36,769 
 --- Other Vol : 196,449 
 Dollar-Volume : $27,189,113.90 
 --- Buy DV : $1,356,067.28 
 --- Sell DV : $4,072,480.35 
 --- Other DV : $21,760,566.27 
 Buy DV % : 4.988% 
 Sell DV % : 14.978% 
 Other DV % : 80.034% 
 ________________________________ 
 _____ Summary: 12/09/2019 ______ 
 Daily VWAP : $108.225664 
 Volume : 318,550 
 --- Buy Vol : 11,761 
 --- Sell Vol : 12,347 
 --- Other Vol : 294,442 
 Dollar-Volume : $34,475,285.23 
 --- Buy DV : $1,274,133.38 
 --- Sell DV : $1,337,388.70 
 --- Other DV : $31,863,763.15 
 Buy DV % : 3.696% 
 Sell DV % : 3.879% 
 Other DV % : 92.425% 
 ________________________________ 
 _____ Summary: 12/10/2019 ______ 
 Daily VWAP : $106.532114 
 Volume : 175,551 
 --- Buy Vol : 10,540 
 --- Sell Vol : 8,614 
 --- Other Vol : 156,397 
 Dollar-Volume : $18,701,819.12 
 --- Buy DV : $1,122,463.61 
 --- Sell DV : $917,134.49 
 --- Other DV : $16,662,221.02 
 Buy DV % : 6.002% 
 Sell DV % : 4.904% 
 Other DV % : 89.094% 
 ________________________________ 
 ________________________________ 
  
  
 

[swingingRichard]

I wonder how high this goes if they really execute on the cloud transformation.

[swingingRichard]

Someone is cashing out.

https://ih.advfn.com/stock-market/NYSE/guidewire-software-GWRE/stock-news/80738987/statement-of-changes-in-beneficial-ownership-4

[whytestocks]

News: $GWRE EMC Insurance Companies Selects Guidewire Cloud to Accelerate Business Transformation and Growth

Multistate commercial insurer to leverage Guidewire’s industry platform in the cloud to drive digital transformation strategy EMC Insurance Companies (EMC), a multistate commercial insurance provider, and Guidewire Software, Inc. (NYSE: GWRE), provider of the industry platform P...

Got this from GWRE - EMC Insurance Companies Selects Guidewire Cloud to Accelerate Business Transformation and Growth

[swingingRichard]

jesus - it's total meltdown.

[swingingRichard]

Au. Now I see why the stock was falling so rapidly. Obviously someone leaked news of Ryu's resignation.

[swingingRichard]

But I did pay off the house and all other debt, put two people through college, and am still able to take very nice extended vacations all over the world. Spent 6 weeks in Asia a couple years ago.

[swingingRichard]

I've made a small fortune off this stock. IPO was what? $15-$17. Sigh . . . if I had held everything instead if periodically taking profits I'd be able to retire early. Hindsight indeed.

[ranchhand71]

You missed a nice move in hindsight..not your cup of tea

[swingingRichard]

dump dump dump

https://ih.advfn.com/stock-market/NYSE/guidewire-software-inc-GWRE/stock-news/80114182/statement-of-changes-in-beneficial-ownership-4

[swingingRichard]

The C-level dumping continues. Ryu form 4.

 
 1. Title of Derivate Security  
 (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Trans. Date	3A. Deemed Execution Date, if any	4. Trans. Code  
 (Instr. 8)	5. Number of Derivative Securities Acquired (A) or Disposed of (D)  
 (Instr. 3, 4 and 5)	6. Date Exercisable and Expiration Date	7. Title and Amount of Securities Underlying Derivative Security  
 (Instr. 3 and 4)	8. Price of Derivative Security  
 (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form of Derivative Security: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4) 
 Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares 
 Performance Shares  	$0.0  	3/15/2019  	 	M  	  	  	4341   	  (1)	9/3/2025  	Common Stock  	4341  	$0.0  	8681  	D  	  
 Performance Shares  	$0.0  	3/15/2019  	 	M  	  	  	2408   	  (2)	9/16/2026  	Common Stock  	2408  	$0.0  	101231   (3)	D  	  
 Performance Shares  	$0.0  	3/15/2019  	 	M  	  	  	3417   	  (4)	9/12/2027  	Common Stock  	3417  	$0.0  	74413   (5)	D  	  
 Restricted Stock Unit  	$0.0  	3/15/2019  	 	M  	  	  	2894   	  (1)	9/3/2025  	Common Stock  	2894  	$0.0  	5787  	D  	  
 Restricted Stock Unit  	$0.0  	3/15/2019  	 	M  	  	  	2610   	  (2)	9/16/2026  	Common Stock  	2610  	$0.0  	15665  	D  	  
 Restricted Stock Unit  	$0.0  	3/15/2019  	 	M  	  	  	1978   	  (4)	9/12/2027  	Common Stock  	1978  	$0.0  	19774  	D  	  
 Restricted Stock Unit  	$0.0  	3/15/2019  	 	M  	  	  	2049   	  (6)	9/12/2028  	Common Stock  	2049  	$0.0  	12294  	D  	  
  
 

[swingingRichard]

Interesting. Only 200 robinhoobders

https://robintrack.net/symbol/GWRE

[swingingRichard]

There are a couple of things that bug me about this one.

The P/E is crazy high.
The insiders are dumping.

[swingingRichard]

IPO @ 13. Today trading in high nineties.

[$Pistol Pete$]

$GWRE Guidewire Software (NYSE:GWRE)

2018 EPS Estimate: $0.06
2019 EPS Estimate: $0.33 (+450.0%)
Stock Price: $92.59
P/E Ratio: 231.5
Consensus Rating: Buy
Ratings Breakdown: 7 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings.
Consensus Price Target: $95.00 (2.6% Upside)

[ranchhand71]

As GWRE grows its stand alone SAAS revenues and expands its use and offerings of data base information look for its growing relationship with VRSK to expand. New CFO at VRSK may be willing to seek a larger strategic acquisition with company like GWRE. Premium would have to be 40-50% for GWRE shareholders to accept IMHO

[Don'tDrinkTheKoolAid]

Volatility squeeze watch for the breakout!

[ValueInvestor15]

Guidewire fundamental analysis highlights shares may be overvalued b4 earnings:

Analysis

[swingingRichard]

IPO @ 13. Today trading in high 50s.

[swingingRichard]

[swingingRichard]

First