Guidewire shed $3.4 billion because 17% ARR growth no longer cleared the bar

Guidewire Software, Inc. (NYSE:GWRE) fell 19.9% after a soft Q1 outlook. Its cloud backlog and owner cash now have to defend $162.

6 Sept 2026|6:52pm AEST

Market chart

Delayed close-price history through 4 September 2026.

Latest162.42+16.7%

Low 102.69 · 22 JuneHigh 205.85 · 28 Aug

Window 29 Apr to 04 SeptYahoo Finance, delayed

Latest research

Volkswagen AG|XETRA:VOW3|Consumer Discretionary

Volkswagen AG (XETRA:VOW3) jumped 6.5% after approving its 2030 overhaul. The factory cuts explain the relief; a 9% margin still needs proof.

6 Sept 2026|3:09pm AEST

Corporate Travel Management Limited|ASX:CTD|Consumer Discretionary

Corporate Travel Management Limited (ASX:CTD) closed at A$2.25 after an 86% reset. Its refund debt makes cash conversion the valuation test.

6 Sept 2026|11:16am AEST

FAIR ISAAC CORP|NYSE:FICO|Information Technology

FAIR ISAAC CORP (NYSE:FICO) fell 16.7% as FHFA widened VantageScore access; the price still requires double-digit owner-cash growth.

5 Sept 2026|11:46am AEST

lululemon athletica inc.|NASDAQ:LULU|Consumer Discretionary

lululemon athletica inc. (NASDAQ:LULU) fell 17.38% after Q2 comps dropped 9%. Its 825-store footprint now makes occupancy the recovery constraint.

5 Sept 2026|8:21am AEST

PEXA Group Limited|ASX:PXA|Technology

PEXA Group (ASX:PXA) bounced 9.4% on Monday after Friday's 17.4% results rout, but IPART's proposed 20% fee cut decides more than FY27 does.

31 Aug 2026|6:47pm AEST