High-Flying Stocks to Watch: Apple (AAPL) and Two Stocks to Sell: Guidewire Software (GWRE) and NN (NNBR)

Guidewire Software (GWRE) has a forward P/S ratio of 14.2x, with unexciting sales trends over the last three years and a gross margin of 61.9%. NN (NNBR) trades at a forward P/E of 65.7x, with declining revenue and negative free cash flow. Apple (AAPL) has a forward P/E of 30.3x, with a large revenue base and strong brand, design ethos, and technological chops.

In the first quarter of 2025, Alliance Wealth Advisors LLC UT acquired 1,415 shares of Guidewire Software, Inc. (NYSE: GWRE), totaling approximately $265,000. This acquisition follows a trend of increased institutional interest in Guidewire Software, with several other investors also modifying their holdings. Massachusetts Financial Services Co. MA increased its position by 16.2% during the first quarter, while Invesco Ltd. increased its holding by 70.4%. Congress Asset Management Co. bought a new stake valued at $85,453,000, and Janus Henderson Group PLC and Balyasny Asset Management L.P. significantly increased their positions during the fourth quarter [1].

The acquisition by Alliance Wealth Advisors LLC UT comes amidst positive analyst ratings for Guidewire Software. JMP Securities, Bank of America, Wells Fargo & Company, and JPMorgan Chase & Co. have all upgraded their target prices and ratings, with JMP Securities increasing their target price to $281.00 and giving the stock a "market outperform" rating. Wall Street Zen also upgraded Guidewire Software from a "hold" rating to a "buy" rating [1].

Despite the positive analyst sentiment, Guidewire Software faces challenges with its financial metrics. The company has a forward P/S ratio of 14.2x, unexciting sales trends over the last three years, and a gross margin of 61.9%. In comparison, NNBR (NNBR) trades at a forward P/E of 65.7x with declining revenue and negative free cash flow. Apple (AAPL), on the other hand, has a large revenue base, strong brand, and technological prowess, trading at a forward P/E of 30.3x [1].

In the first quarter, Guidewire Software reported earnings per share of $0.88, beating the consensus estimate of $0.47 and posting a 22.0% increase in revenue year-over-year. The company's return on equity was 6.96%, and its net margin was 3.04%. However, the stock's performance has been mixed, with a 12-month low of $142.94 and a 12-month high of $263.20 [1].

References:
[1] https://www.marketbeat.com/instant-alerts/filing-alliance-wealth-advisors-llc-ut-acquires-shares-of-1415-guidewire-software-inc-nysegwre-2025-08-17/