Guidewire Stays Strong Despite AI Growth Concerns
Artisan Small Cap Fonu'nun ikinci çeyrek 2026 yatırımcı mektubunda, Guidewire Software (GWRE) hissesinin piyasa lideri olmasına rağmen, AI odaklı değe
Artisan Small Cap Fund's Q2 2026 investor letter highlights Guidewire Software (GWRE) as a market leader in P&C insurance software, despite facing investor scrutiny over AI-driven valuations. Trading at $131.38, the stock has declined 37.88% year-to-date, with a market cap of $10.94 billion. The fund notes Guidewire's defensible system-of-record position and potential to enhance its competitive edge through AI integration, but broader software sector weakness has pressured the stock. The fund remains optimistic about small-cap opportunities in AI infrastructure and healthcare, while reducing overall software exposure. How will markets react to this shift?
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