

Guidewire Software, Inc. (GWRE) M&A Call Transcript

Guidewire Software NYSE: GWRE said it has agreed to acquire underwriting technology company hyperexponential in a transaction valued at up to approximately $2.1 billion, expanding its presence in commercial insurance underwriting, pricing and artificial intelligence-enabled workflows.

Insurers gain speed and precision across the insurance lifecycle to launch products faster, assess and price risk more effectively, and resolve claims sooner LAS VEGAS, Oct. 27, 2026 /PRNewswire/ -- CONNECTIONS CONFERENCE -- Guidewire (NYSE: GWRE) today launched a new platform approach to agentic insurance, giving insurers an open, secure, and complete foundation for putting AI to work across the insurance lifecycle. By bringing together the applications, data, workflows, and controls insurers need, Guidewire sets out a practical model for moving from isolated AI experiments to governed agents that improve the speed and precision of insurance decisions and actions.

Acquisition positions Guidewire to lead the transformation to agentic underwriting, setting a new standard where AI agents assess, price, and make decisions alongside underwriters and actuaries across commercial and specialty lines LAS VEGAS, Oct. 27, 2026 /PRNewswire/ -- CONNECTIONS CONFERENCE -- Guidewire (NYSE: GWRE) announced today that it entered into a definitive agreement to acquire Hyperexponential Ltd ("hyperexponential" or "hx") for a base purchase price of $1.7 billion in cash, subject to adjustments, and up to an additional $400 million in contingent consideration based on achievement of specified recurring revenue targets. hyperexponential is a London-based agentic platform provider of AI-native underwriting and pricing software for commercial lines P&C insurers.

Guidewire Software, Inc. (NYSE: GWRE - Get Free Report) CEO Michael Rosenbaum sold 1,200 shares of the firm's stock in a transaction dated Monday, October 19th. The stock was sold at an average price of $167.90, for a total transaction of $201,480.00. Following the completion of the transaction, the chief executive officer directly owned 274,866 shares

Shares of Guidewire Software, Inc. (NYSE: GWRE - Get Free Report) have earned an average recommendation of "Moderate Buy" from the sixteen analysts that are presently covering the stock, MarketBeat Ratings reports. Four research analysts have rated the stock with a hold rating and twelve have given a buy rating to the company. The average 1-year

Shares of Guidewire Software, Inc. (NYSE: GWRE - Get Free Report) gapped up before the market opened on Thursday. The stock had previously closed at $142.58, but opened at $149.00. Guidewire Software shares last traded at $153.3020, with a volume of 130,995 shares trading hands. Analysts Set New Price Targets Several research analysts recently issued reports

GWRE exited fiscal 2026 with 30% higher operating cash flow and $606 million in share repurchases, backed by stronger profitability and operating leverage.