Guidewire Software Stock To $109?

GWRE: Guidewire Software logo
GWRE
Guidewire Software

Guidewire Software (GWRE) stock has fallen by 25.1% in less than a month, from $207.42 on 22nd Dec, 2025 to $155.45 now. What comes next? We think that the stock could fall even more. The current correction, when put in context of stock’s Very High valuation, suggest possibility of further downside. A price of $109 is not out of question, especially considering that the stock has seen this level in the last 5 years. Read Buy or Sell Guidewire Software Stock to see how we arrive at this opinion.

So should you wait before buying this dip? Perhaps. There is no perfect way to time the dips. Nevertheless, here is another perspective on GWRE stock to help you make the decision. Historically, the median return for the 12-month period following sharp dips was 32%, with median peak return reaching 48%. We define sharp dip as stock going down 30% or more, in less than 30 day period.

Below, we get into details of historical dips and subsequent returns.

 
Historical Median Returns Post Dips
 

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Period Past Median Return
1M 9.2%
3M 28.9%
6M 40.5%
12M 32.3%

 
Historical Dip-Wise Details
 
GWRE had 3 events since 1/1/2010 where the dip threshold of -30% within 30 days was triggered

  • 48% median peak return within 1 year of dip event
  • 301 days is the median time to peak return after a dip event
  • -4.5% median max drawdown within 1 year of dip event

30 Day Dip GWRE Subsequent Performance
Date GWRE SPY 1Y Peak
Return
Max
Drop
# Days
to Peak
Median     32% 48% -5% 301
3122020 -30% -24% 35% 71% -5% 301
2112016 -30% -12% 27% 48% 0% 209
4302014 -30% 1% 32% 47% -8% 303

 
Guidewire Software Passes Basic Financial Quality Checks

Revenue growth, profitability, cash flow, and balance sheet strength need to be evaluated to reduce the risk of a dip being the sign of a deteriorating business situation.

Quality Metrics Value Quality Check
Revenue Growth (LTM) 22.8% Pass
Revenue Growth (3-Yr Avg) 14.9% Pass
Operating Cash Flow Margin (LTM) 23.2% Pass
Leverage (see below) Pass
=> Interest Coverage Ratio 5.9  
=> Cash To Interest Expense Ratio 70.0  

Not sure if you can take a call on GWRE stock? Consider portfolio approach

The Right Way To Invest Is Through Portfolios

Individual picks can be volatile but staying invested is what matters. A diversified portfolio helps you stay the course, capture upside and reduce downside

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.