U.S. Software Stocks Soar 5 Trillion Won in Just One Day After 52-Week Low

Guidewire Software Inc. (GWRE) surged 23.56% on the New York Stock Exchange, closing at $145.74. Its market capitalization expanded to roughly $12.3 billion (about ₩17.3 trillion), a single-day gain of some $3.8 billion (₩5.3 trillion). Trading volume for the session totaled approximately 1.47 million shares.

In its second quarter of fiscal 2026, ended in January, Guidewire posted revenue of $359.1 million—a 24% year-over-year increase that exceeded analysts’ expectations—and raised its full-year guidance. While several analysts acknowledged the company’s strong growth, they maintained “hold” ratings, citing valuation concerns. Meanwhile, the CEO has been selling shares even as the board approved a new $500 million share repurchase program.

Guidewire is an enterprise software provider that delivers core systems and a cloud-based platform for policy issuance, billing and claims processing to U.S. property and casualty insurers. Widely regarded as a key beneficiary of the insurance industry’s digital transformation, the company—founded in 2001 and headquartered in San Mateo, California—has been rapidly shifting from on-premises licensing to a subscription-based cloud model, boosting its high-margin, recurring revenue mix.