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GWRE vs NOW
Which Stock Would AI Choose? Guidewire Software (GWRE) vs. ServiceNow (NOW) Stock Comparison
Key Takeaways
- GWRE reported fiscal 2026 revenue growth of 23% with annual recurring revenue up 19%, though shares declined sharply after earnings on cautious near-term guidance.
- NOW has seen stronger recent momentum, with shares rallying on rotation into enterprise software amid debates over AI development pace and hitting $1 billion in AI annual contract value.
- GWRE operates in the insurance vertical with a focus on cloud migration and AI agents, while NOW serves broader enterprise workflow and automation needs across industries.
- Over the past year, both stocks have underperformed the broader market, with GWRE down approximately 41% and NOW down about 28-29%.
- NOW benefits from larger scale, higher revenue base, and analyst price target upgrades, contrasting with GWRE’s more concentrated sector exposure and post-earnings volatility.
- Market sentiment has favored NOW in recent weeks due to AI monetization progress, while GWRE faces transition-related headwinds despite solid operational results.
Introduction
This comparison examines GWRE and NOW, two software companies navigating cloud adoption and artificial intelligence integration in the current market environment. Both firms have experienced share price volatility amid sector rotation and macroeconomic uncertainty, making them relevant for investors and traders focused on technology equities with exposure to enterprise digital transformation. The analysis highlights differences in business models, recent performance trends, and positioning to support informed evaluation of relative opportunities without favoring either security.
GWRE Overview and Recent Performance
Guidewire Software provides core systems for property and casualty insurers, emphasizing cloud-based platforms and AI-driven tools for underwriting, claims, and policy management. In recent market activity, shares traded near $144 following fiscal 2026 results that showed 23% revenue growth to $1.475 billion and 19% annual recurring revenue expansion. The company highlighted record sales and improved attrition rates, alongside the launch of its Qusar release for AI agent capabilities. However, investor sentiment shifted after the September earnings release, with shares declining notably on guidance concerns tied to the ongoing shift from legacy licensing to subscription models. Over recent weeks, performance reflected broader volatility in vertical software names, with the stock remaining below year-ago levels despite operational progress.
NOW Overview and Recent Performance
ServiceNow delivers cloud-based workflow automation and enterprise service management solutions across industries, with growing emphasis on AI-powered agents and digital experiences. Recent market activity has featured share price gains, including a notable rally tied to investor rotation toward software providers amid slower AI hardware expectations. The company reported strong subscription revenue growth exceeding 24% year-over-year in its most recent quarter and achieved $1 billion in AI annual contract value. Analyst firms have raised price targets in recent weeks, reflecting confidence in diversified growth and production AI deployments. Shares traded near $135 in mid-September, showing resilience compared with earlier 2026 weakness, though the stock remains below its 52-week high amid ongoing sector sentiment fluctuations.
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Head-to-Head Comparison
GWRE maintains a specialized focus on insurance workflows with a smaller revenue base and higher concentration risk, while NOW offers broader enterprise exposure and greater scale. Growth drivers differ: GWRE emphasizes cloud migration and sector-specific AI agents, whereas NOW highlights cross-industry automation and AI monetization milestones. Recent momentum favors NOW following software-sector rotation, contrasting with GWRE’s post-earnings pressure. Risk factors include GWRE’s transition execution and vertical cyclicality versus NOW’s premium valuation and competition in AI services. Market sentiment has tilted toward NOW in recent activity due to its larger addressable market and AI traction signals.
Tickeron AI Verdict
Based on observable factors including recent price momentum, AI-related catalysts, and relative stability in sentiment, Tickeron’s AI would currently assign higher probabilistic favor to NOW. The company’s demonstrated progress in AI contract value and positive analyst revisions provide a more consistent trend signal compared with GWRE’s guidance-driven volatility, though both remain subject to broader software sector dynamics and execution risks.
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 NOW is a Hold.
GWRE | NOW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 57 | 68 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 80 Overvalued | 80 Overvalued | |
PROFIT vs RISK RATING 1..100 | 86 | 100 | |
SMR RATING 1..100 | 68 | 58 | |
PRICE GROWTH RATING 1..100 | 61 | 42 | |
P/E GROWTH RATING 1..100 | 98 | 76 | |
SEASONALITY SCORE 1..100 | n/a | 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.
GWRE's Valuation (80) in the Information Technology Services industry is in the same range as NOW (80). This means that GWRE’s stock grew similarly to NOW’s over the last 12 months.
GWRE's Profit vs Risk Rating (86) in the Information Technology Services industry is in the same range as NOW (100). This means that GWRE’s stock grew similarly to NOW’s over the last 12 months.
NOW's SMR Rating (58) in the Information Technology Services industry is in the same range as GWRE (68). This means that NOW’s stock grew similarly to GWRE’s over the last 12 months.
NOW's Price Growth Rating (42) in the Information Technology Services industry is in the same range as GWRE (61). This means that NOW’s stock grew similarly to GWRE’s over the last 12 months.
NOW's P/E Growth Rating (76) in the Information Technology Services industry is in the same range as GWRE (98). This means that NOW’s stock grew similarly to GWRE’s over the last 12 months.
| GWRE | NOW | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 71% | 1 day ago 61% |
| Stochastic ODDS (%) | 1 day ago 69% | 1 day ago 79% |
| Momentum ODDS (%) | 1 day ago 72% | 1 day ago 70% |
| MACD ODDS (%) | 1 day ago 73% | 1 day ago 70% |
| TrendWeek ODDS (%) | 1 day ago 72% | 1 day ago 71% |
| TrendMonth ODDS (%) | 1 day ago 72% | 1 day ago 76% |
| Advances ODDS (%) | 3 days ago 70% | 3 days ago 70% |
| Declines ODDS (%) | 5 days ago 66% | 5 days ago 70% |
| BollingerBands ODDS (%) | 1 day ago 80% | 5 days ago 72% |
| Aroon ODDS (%) | 1 day ago 72% | 1 day ago 83% |
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 overvalued. 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 while NOW’s FA Score has 0 green FA rating(s).
- GWRE’s FA Score: 0 green, 5 red.
- NOW’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 8 TA indicator(s) are bullish while NOW’s TA Score has 4 bullish TA indicator(s).
- GWRE’s TA Score: 8 bullish, 3 bearish.
- NOW’s TA Score: 4 bullish, 5 bearish.
Price Growth
GWRE (@Packaged Software) experienced а +4.53% price change this week, while NOW (@Packaged Software) price change was -0.91% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -1.03%. For the same industry, the average monthly price growth was -5.69%, and the average quarterly price growth was +5.01%.
Reported Earning Dates
GWRE is expected to report earnings on Dec 03, 2026.
NOW is expected to report earnings on Oct 28, 2026.
Industries' Descriptions
@Packaged Software (-1.03% 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.
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GWRE and
Correlation & Price change
A.I.dvisor indicates that over the last year, GWRE has been closely correlated with NOW. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if GWRE jumps, then NOW could also see price increases.
| Ticker / NAME | Correlation To GWRE | 1D Price Change % | ||
|---|---|---|---|---|
| GWRE | 100% | -2.04% | ||
| NOW - GWRE | 71% Closely correlated | -2.45% | ||
| ADSK - GWRE | 69% Closely correlated | +0.33% | ||
| ASAN - GWRE | 68% Closely correlated | -3.47% | ||
| ADBE - GWRE | 68% Closely correlated | -1.49% | ||
| CRM - GWRE | 67% Closely correlated | -0.84% | ||
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