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GWRE or HUBS or MANH
Which Stock Would AI Choose? Guidewire Software (GWRE) vs. HubSpot (HUBS) vs. Manhattan Associates (MANH) Stock Comparison
Key Takeaways
- Guidewire Software (GWRE) has seen recent analyst target increases and positive sentiment tied to cloud migration and AI product releases amid upcoming earnings.
- HubSpot (HUBS) reported solid subscription revenue growth in its latest quarter but faces ongoing stock pressure from broader market concerns and tempered guidance perceptions.
- Manhattan Associates (MANH) delivered strong quarterly results with cloud revenue acceleration and raised full-year outlook, contributing to recent share price momentum.
- Relative performance shows divergence, with GWRE and MANH exhibiting more constructive recent market activity compared to HUBS’s year-to-date challenges.
- Sector exposure differs: GWRE and MANH emphasize vertical software solutions in insurance and supply chain, while HUBS focuses on broader customer relationship management platforms.
- Valuation sensitivity and growth catalysts vary, with each stock reflecting distinct trade-offs in stability, momentum, and external influences.
Introduction
This comparison examines three publicly traded software companies—Guidewire Software (GWRE), HubSpot (HUBS), and Manhattan Associates (MANH)—to highlight differences in business models, recent market behavior, and positioning within the technology sector. The analysis draws on observable developments from recent market activity to provide context for traders and investors evaluating relative performance. Professionals monitoring enterprise software, cloud adoption trends, and sector-specific catalysts may find the review relevant for understanding contrasts in growth drivers and sentiment shifts. Broader time references maintain applicability beyond immediate trading periods.
GWRE Overview and Recent Performance
Guidewire Software (GWRE) provides software solutions primarily for the insurance industry, focusing on core systems for policy, claims, and billing with increasing emphasis on cloud platforms and AI integration. In recent weeks, the stock has displayed upward movement alongside analyst actions, including price target raises from firms such as Guggenheim. Performance has been influenced by prior quarterly results showing revenue growth and recurring revenue expansion, along with new product releases supporting AI capabilities. Sentiment reflects continued migration to cloud offerings, with upcoming fiscal year-end results serving as a near-term focus point.
HUBS Overview and Recent Performance
HubSpot (HUBS) delivers a customer relationship management platform aimed at scaling businesses through marketing, sales, and service tools. Recent market activity shows the shares trading below early-year levels despite subscription revenue increases reported in the second quarter. Factors affecting performance include customer base expansion and monetization improvements, tempered by market-wide concerns over growth sustainability and competitive dynamics. Analyst consensus remains measured, with the stock reflecting ongoing evaluation of long-term platform adoption trends.
MANH Overview and Recent Performance
Manhattan Associates (MANH) specializes in supply chain and omnichannel commerce software, supporting warehouse management, transportation, and order management. In recent weeks, the stock has shown positive movement following quarterly results that exceeded estimates and prompted raised full-year guidance, particularly for cloud revenue and remaining performance obligations. Performance has been supported by demand for cloud solutions and record bookings momentum. Sentiment incorporates these operational highlights alongside broader supply chain technology sector considerations.
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Tickeron’s Trending AI Robots page curates a selection of AI trading bots from hundreds available across thousands of tickers. Only those demonstrating strong suitability for prevailing market conditions receive placement in this focused section. Available bots encompass varied trading styles, strategies, timeframes, performance metrics, and ticker sets, with many showing ranges of returns and risk parameters that appeal to different investor preferences. Users can explore the platform for additional details on active strategies.
Head-to-Head Comparison
Business models differ notably: Guidewire Software (GWRE) targets insurance verticals with core platform modernization, HubSpot (HUBS) offers horizontal customer engagement tools across industries, and Manhattan Associates (MANH) focuses on supply chain optimization. Growth drivers include cloud transitions for GWRE and MANH versus platform consolidation and AI features for HUBS. Recent momentum appears stronger for GWRE and MANH based on analyst revisions and earnings beats, while HUBS contends with valuation pressure. Risk factors encompass services mix volatility for MANH, demand uncertainty for HUBS, and execution on product adoption for GWRE. Sector exposure places GWRE and MANH in specialized vertical software, contrasting HUBS’s broader SaaS positioning, with valuation sensitivity varying according to growth visibility and market sentiment.
Tickeron AI Verdict
Based on observable factors such as recent trend consistency, earnings beats, and catalyst alignment, Tickeron’s AI would currently assign a higher probability of favor to Manhattan Associates (MANH). Its demonstrated cloud revenue acceleration and guidance raises provide relative positioning advantages in the current environment compared to peers. This assessment remains probabilistic and tied to available data rather than forward projections.
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.
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), and MANH’s FA Score reflects 1 green FA rating(s).
- GWRE’s FA Score: 0 green, 5 red.
- HUBS’s FA Score: 0 green, 5 red.
- MANH’s FA Score: 1 green, 4 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), and MANH’s TA Score reflects 3 bullish TA indicator(s).
- GWRE’s TA Score: 4 bullish, 5 bearish.
- HUBS’s TA Score: 5 bullish, 2 bearish.
- MANH’s TA Score: 3 bullish, 6 bearish.
Price Growth
GWRE (@Packaged Software) experienced а -21.10% price change this week, while HUBS (@Packaged Software) price change was -5.02% , and MANH (@Packaged Software) price fluctuated -4.26% 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.
MANH is expected to report earnings on Oct 27, 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 | MANH | |
| Capitalization | 13.5B | 12.3B | 12.5B |
| EBITDA | 200M | 333M | 289M |
| Gain YTD | -19.198 | -38.301 | 23.345 |
| P/E Ratio | 87.32 | 88.11 | 61.28 |
| Revenue | 1.42B | 3.45B | 1.13B |
| Total Cash | 750M | 1.34B | 186M |
| Total Debt | 704M | 237M | 53.9M |
GWRE | HUBS | MANH | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 71 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 80 Overvalued | 77 Overvalued | 91 Overvalued | |
PROFIT vs RISK RATING 1..100 | 80 | 100 | 81 | |
SMR RATING 1..100 | 64 | 76 | 14 | |
PRICE GROWTH RATING 1..100 | 53 | 61 | 39 | |
P/E GROWTH RATING 1..100 | 99 | 97 | 36 | |
SEASONALITY SCORE 1..100 | 21 | n/a | 47 |
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) in the Information Technology Services industry, and is in the same range as MANH (91) in the Packaged Software industry. This means that HUBS's stock grew similarly to GWRE’s and similarly to MANH’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 MANH (81) in the Packaged Software industry, and is in the same range as HUBS (100) in the Information Technology Services industry. This means that GWRE's stock grew similarly to MANH’s and similarly to HUBS’s over the last 12 months.
MANH's SMR Rating (14) in the Packaged Software industry is somewhat better than the same rating for GWRE (64) in the Information Technology Services industry, and is somewhat better than the same rating for HUBS (76) in the Information Technology Services industry. This means that MANH's stock grew somewhat faster than GWRE’s and somewhat faster than HUBS’s over the last 12 months.
MANH's Price Growth Rating (39) in the Packaged Software industry is in the same range as GWRE (53) in the Information Technology Services industry, and is in the same range as HUBS (61) in the Information Technology Services industry. This means that MANH's stock grew similarly to GWRE’s and similarly to HUBS’s over the last 12 months.
MANH's P/E Growth Rating (36) in the Packaged Software industry is somewhat better than the same rating for HUBS (97) in the Information Technology Services industry, and is somewhat better than the same rating for GWRE (99) in the Information Technology Services industry. This means that MANH's stock grew somewhat faster than HUBS’s and somewhat faster than GWRE’s over the last 12 months.
| GWRE | HUBS | MANH | |
|---|---|---|---|
| RSI ODDS (%) | 4 days ago 50% | N/A | 4 days ago 68% |
| Stochastic ODDS (%) | 4 days ago 63% | 4 days ago 76% | 4 days ago 65% |
| Momentum ODDS (%) | 4 days ago 59% | 4 days ago 77% | 4 days ago 70% |
| MACD ODDS (%) | 4 days ago 67% | 4 days ago 83% | 4 days ago 60% |
| TrendWeek ODDS (%) | 4 days ago 67% | 4 days ago 73% | 4 days ago 69% |
| TrendMonth ODDS (%) | 4 days ago 71% | 4 days ago 79% | 4 days ago 69% |
| Advances ODDS (%) | 11 days ago 69% | 8 days ago 74% | 5 days ago 69% |
| Declines ODDS (%) | 6 days ago 66% | 6 days ago 73% | 7 days ago 68% |
| BollingerBands ODDS (%) | 4 days ago 76% | N/A | 4 days ago 63% |
| Aroon ODDS (%) | 4 days ago 69% | 4 days ago 70% | 4 days ago 62% |
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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% | -19.93% | ||
| NOW - GWRE | 71% Closely correlated | -2.97% | ||
| CRM - GWRE | 67% Closely correlated | -1.97% | ||
| TTAN - GWRE | 66% Loosely correlated | -5.56% | ||
| ADSK - GWRE | 63% Loosely correlated | -8.26% | ||
| COIN - GWRE | 63% Loosely correlated | -4.18% | ||
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HUBS and
Correlation & Price change
A.I.dvisor indicates that over the last year, HUBS has been closely correlated with CRM. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if HUBS jumps, then CRM could also see price increases.
| Ticker / NAME | Correlation To HUBS | 1D Price Change % | ||
|---|---|---|---|---|
| HUBS | 100% | -2.95% | ||
| CRM - HUBS | 76% Closely correlated | -1.97% | ||
| TEAM - HUBS | 73% Closely correlated | -2.62% | ||
| ASAN - HUBS | 71% Closely correlated | -12.69% | ||
| NOW - HUBS | 71% Closely correlated | -2.97% | ||
| DOCU - HUBS | 70% Closely correlated | +3.70% | ||
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MANH and
Correlation & Price change
A.I.dvisor indicates that over the last year, MANH has been closely correlated with WDAY. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if MANH jumps, then WDAY could also see price increases.
| Ticker / NAME | Correlation To MANH | 1D Price Change % | ||
|---|---|---|---|---|
| MANH | 100% | -3.86% | ||
| WDAY - MANH | 68% Closely correlated | -5.38% | ||
| PCTY - MANH | 66% Closely correlated | -1.41% | ||
| BLKB - MANH | 66% Closely correlated | -2.81% | ||
| DT - MANH | 66% Closely correlated | -1.63% | ||
| PAYX - MANH | 65% Loosely correlated | -2.69% | ||
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