GWRE

Guidewire Software (GWRE) reported a 30% year-over-year increase in operating cash flow to $390 million for fiscal 2026, driven by improved profitability and operating leverage. The company repurchased $606 million in shares and projects fiscal 2027 operating cash flow of $445-$465 million. However, GWRE's forward P/S multiple of 6.86X exceeds the Internet Software industry average of 4.43X, and the stock gained only 18% over three months versus the industry's 26.2% growth.

CCC Intelligent Solutions surged 8% to $7.59 on October 12, 2026, following premarket reports of advanced acquisition talks with private equity firms GTCR and Elliott Management. The stock has gained 7% the previous Friday when acquisition rumors first emerged. With a current market cap of $4.2 billion, CCC remains over 40% below its 2023 all-time high, presenting potential upside if a deal is completed.