Buy GWRE by Aug 25, 2026.

Guidewire keeps showing up in my screens as a wide moat software name that’s still undervalued, and earnings are due early June. They run the core systems for property and casualty insurers - policy admin, billing, claims. Sticky stuff with deep integration and big switching costs. They’re moving everything to cloud, which is lifting recurring revenue and margins. Latest quarter revenue grew 24% YOY with subscriptions up 33%. They raised full-year guidance to $1.438-$1.448B, about 20% growth. EPS beat estimates …