GuideWire Software Inc (GWRE) Options

GWRE reports Tuesday 6/3 according to Seeking Alpha

And once again the company claims to have had a great quarter and once again "the market" disagrees. I haven't been through the report. The corrections are imho likely related to the same problem - operating costs. 

Dear Guidewire,
Please jettison the current crop of c-level powerpoint jockeys and replace them with people that understand leadership and that a leader always knows. No c-level person should stand up in front of employees and say “I don’t know.” I can’t say the lack of leadership is all that surprising given the CEO’s in ability to inspire and lead. They all probably make great mid-level managers. They’ve just somehow confused blind luck with skill.

Note that it is a smoking gun but there were multiple T trades. I need to pull the trades for the last couple of months and see if there is a correlation.

Maybe I'll put these together for the C-suite on an annual basis.

$GWRE revised the offering and increased the target to $600 million. That's a +20% difference. Do these people know what they're doing?

https://www.businesswire.com/news/altii/20241014564840/en/Guidewire-Software-Inc.-Announces-Proposed-Convertible-Senior-Notes-Offering

Go Guidewire.

GWRE new 52 week high

GWRE new 52 week high

GWRE new 52 week high

GWRE new 52 week high

GWRE new 52 week high

GWRE new 52 week high

GWRE new 52 week high

Layoffs. No other info.

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.

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

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%
________________________________
________________________________

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

Someone is cashing out.

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

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

jesus - it's total meltdown.

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

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.

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.

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

dump dump dump

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

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

Interesting. Only 200 robinhoobders

https://robintrack.net/symbol/GWRE

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

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

IPO @ 13. Today trading in high nineties.

$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)

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

Volatility squeeze watch for the breakout!

Guidewire fundamental analysis highlights shares may be overvalued b4 earnings:

Analysis

IPO @ 13. Today trading in high 50s.

First