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@ Layer3.news
2025-05-08 13:13:12
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WHAT MAKES GUIDEWIRE SOFTWARE (GWRE) A LUCRATIVE INVESTMENT?
https://media.zenfs.com/en/insidermonkey.com/50159b0052152000cc8eae6a5bc1d01c
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✍️ Baron Funds' Focused Growth Fund released its Q1 2025 investor letter, highlighting its top 5 holdings and discussing Guidewire Software, Inc.'s (NYSE:GWRE) growth prospects.
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👉 Guidewire Software, Inc. (NYSE:GWRE) contributed to the fund's performance in Q1 2025
👉 The fund believes Guidewire's cloud transition is substantially over and will drive annual recurring revenue growth
👉 Guidewire is expected to capture 30-50% of the global P&C insurance industry's $15-30 billion total addressable market
👉 Guidewire's subscription-based gross margin expansion improved by over 1,000 basis points in its most recently reported quarter
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#business
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