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#saas
Stock analysis posts tagged "saas" from Openbook.
Market Spotlight
Guidewire (GWRE): Shares Fall 20% as FY2027 Growth Guide Lands at 16%
Guidewire beat the quarter and fell 20% on its FY2027 guide. Strip out one year of record-low churn and underlying ARR growth is guided flat, not lower.
Market Spotlight
Okta Rose 29% on a 0.8% Guidance Raise. What Got Repriced?
Okta added close to $6.8bn of market value on a $25m guidance raise. The margin inflection is smaller than it looks, and the AI-agent revenue story is not yet in the numbers.