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GWRE vs HUBS
Which Stock Would AI Choose? Guidewire Software (GWRE) vs. HubSpot (HUBS) Stock Comparison
Key Takeaways
- GWRE has demonstrated stronger recent price momentum, with gains exceeding 20% over the past month amid cloud and AI-driven contract wins.
- HUBS reported solid subscription revenue growth of approximately 20% year-over-year in its latest quarter but has faced a steeper year-to-date share price decline compared to broader market trends.
- Both companies operate in the software-as-a-service (SaaS) sector with recurring revenue models, though GWRE focuses on insurance core systems while HUBS targets marketing, sales, and customer relationship management (CRM) platforms.
- GWRE benefits from upcoming earnings on September 3, 2026, following raised fiscal 2026 guidance and analyst target increases.
- HUBS has implemented share repurchase programs and added AI expertise to its board, supporting long-term platform enhancements amid mixed analyst sentiment.
- Relative performance highlights trade-offs between GWRE’s insurance-sector stability and HUBS’s broader enterprise exposure with higher volatility.
Introduction
Guidewire Software (GWRE) and HubSpot (HUBS) represent two distinct segments within the enterprise software industry, offering investors a comparison of specialized insurance technology versus comprehensive customer engagement platforms. This analysis appeals to traders and portfolio managers seeking to evaluate relative performance, growth drivers, and market positioning in the current environment. Both stocks exhibit SaaS characteristics with recurring revenue streams and AI integration efforts, yet they respond differently to sector dynamics and macroeconomic factors. The comparison provides context for assessing momentum, catalysts, and risk profiles without favoring either security.
GWRE Overview and Recent Performance
Guidewire Software provides core systems for property and casualty insurers, including policy, billing, and claims management solutions delivered primarily through its cloud platform. In recent weeks, GWRE shares have shown notable strength, advancing more than 20% over the past month on positive momentum from prior quarterly results and new cloud deployments. Key influences include expanded adoption of AI-enhanced tools such as the Qusar release for agentic workflows in underwriting and claims, alongside continued insurer migrations to the cloud. Fiscal third-quarter results featured annual recurring revenue (ARR) growth of 19% year-over-year to approximately $1.15 billion and raised full-year 2026 guidance, supporting analyst optimism ahead of the September 3 earnings release. Institutional interest has also increased, with several firms raising price targets.
HUBS Overview and Recent Performance
HubSpot delivers an inbound marketing, sales, and service platform centered on its customer relationship management (CRM) system, serving businesses across multiple industries with subscription-based tools. Recent market activity for HUBS reflects mixed signals, with the stock posting modest gains in late August following second-quarter results that showed subscription revenue up about 20% year-over-year. Customer additions and larger deal momentum contributed to the performance, yet the shares remain down substantially over the trailing twelve months amid broader sector pressures and cautious forward guidance. The company has advanced its AI capabilities through platform updates and appointed an AI-focused executive to the board, while authorizing additional share repurchases. Sentiment has been shaped by these operational highlights balanced against valuation considerations and competitive dynamics in the CRM space.
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Head-to-Head Comparison
Guidewire Software (GWRE) and HubSpot (HUBS) differ markedly in business focus: GWRE serves the insurance vertical with mission-critical core systems, while HUBS addresses broader marketing and sales automation needs. Growth drivers for GWRE center on cloud migration and embedded AI within regulated insurance workflows, contrasting with HUBS’ emphasis on platform expansion, multi-hub adoption, and agentic AI features across general enterprise segments. Recent momentum favors GWRE with sharper price appreciation tied to earnings beats and contract activity, whereas HUBS has navigated greater volatility and a larger drawdown despite steady subscription expansion. Risk factors include GWRE’s concentration in insurance cycles and HUBS’ exposure to longer sales cycles and competitive CRM pressures. Sector exposure places GWRE in a more defensive vertical, while HUBS offers wider cyclical sensitivity. Market sentiment currently reflects greater near-term optimism around GWRE’s catalysts relative to HUBS’s recovery trajectory.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings momentum, and catalyst positioning, Tickeron’s AI models would currently assign a higher probabilistic preference to GWRE over HUBS. The insurance software provider’s recent price stability, raised guidance, and AI product releases provide clearer near-term alignment with positive momentum signals. HUBS demonstrates resilient subscription metrics but contends with wider valuation compression and mixed sentiment that temper its relative standing in current model outputs. This assessment reflects probabilistic weighting of historical patterns and does not constitute investment advice.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is GWRE is a Hold and HUBS is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
GWRE’s FA Score shows that 0 FA rating(s) are green whileHUBS’s FA Score has 0 green FA rating(s).
- GWRE’s FA Score: 0 green, 5 red.
- HUBS’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
GWRE’s TA Score shows that 4 TA indicator(s) are bullish while HUBS’s TA Score has 5 bullish TA indicator(s).
- GWRE’s TA Score: 4 bullish, 5 bearish.
- HUBS’s TA Score: 5 bullish, 2 bearish.
Price Growth
GWRE (@Packaged Software) experienced а -21.10% price change this week, while HUBS (@Packaged Software) price change was -5.02% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -3.96%. For the same industry, the average monthly price growth was -2.40%, and the average quarterly price growth was +3.47%.
Reported Earning Dates
GWRE is expected to report earnings on Dec 03, 2026.
HUBS is expected to report earnings on Nov 11, 2026.
Industries' Descriptions
@Packaged Software (-3.96% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
| GWRE | HUBS | GWRE / HUBS | |
| Capitalization | 13.5B | 12.3B | 110% |
| EBITDA | 200M | 267M | 75% |
| Gain YTD | -19.198 | -38.301 | 50% |
| P/E Ratio | 87.32 | 88.11 | 99% |
| Revenue | 1.42B | 3.3B | 43% |
| Total Cash | 750M | 1.69B | 44% |
| Total Debt | 704M | 247M | 285% |
GWRE | HUBS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 22 | 78 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 80 Overvalued | 77 Overvalued | |
PROFIT vs RISK RATING 1..100 | 80 | 100 | |
SMR RATING 1..100 | 65 | 83 | |
PRICE GROWTH RATING 1..100 | 53 | 61 | |
P/E GROWTH RATING 1..100 | 99 | 97 | |
SEASONALITY SCORE 1..100 | 21 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
HUBS's Valuation (77) in the Information Technology Services industry is in the same range as GWRE (80). This means that HUBS’s stock grew similarly to GWRE’s over the last 12 months.
GWRE's Profit vs Risk Rating (80) in the Information Technology Services industry is in the same range as HUBS (100). This means that GWRE’s stock grew similarly to HUBS’s over the last 12 months.
GWRE's SMR Rating (65) in the Information Technology Services industry is in the same range as HUBS (83). This means that GWRE’s stock grew similarly to HUBS’s over the last 12 months.
GWRE's Price Growth Rating (53) in the Information Technology Services industry is in the same range as HUBS (61). This means that GWRE’s stock grew similarly to HUBS’s over the last 12 months.
HUBS's P/E Growth Rating (97) in the Information Technology Services industry is in the same range as GWRE (99). This means that HUBS’s stock grew similarly to GWRE’s over the last 12 months.
| GWRE | HUBS | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 50% | N/A |
| Stochastic ODDS (%) | 2 days ago 63% | 2 days ago 76% |
| Momentum ODDS (%) | 2 days ago 59% | 2 days ago 77% |
| MACD ODDS (%) | 2 days ago 67% | 2 days ago 83% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 73% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 79% |
| Advances ODDS (%) | 9 days ago 69% | 6 days ago 74% |
| Declines ODDS (%) | 4 days ago 66% | 4 days ago 73% |
| BollingerBands ODDS (%) | 2 days ago 76% | N/A |
| Aroon ODDS (%) | 2 days ago 69% | 2 days ago 70% |
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