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Alexei Mihavlovich Gogoley

Research Analyst at JPMorgan Chase & Co.

Alexei Gogolev is an Executive Director and Senior Equity Research Analyst at JPMorgan Chase & Co., specializing in the Technology sector with a focus on vertical software, healthtech, and media. He covers 16-42 publicly traded companies, including names like Veeva Systems, Wix.com, SS&C Technologies, and CoStar Group, and has consistently been ranked among top Wall Street analysts—holding a TipRanks success rate of 58% with an average return of 12.8% per rating and a best-performing call generating over 100% return. Gogolev began his equity research career in the mid-2010s and rose from earlier banking roles to Executive Director at JPMorgan, where he is recognized for his incisive stock recommendations across major U.S. exchanges. He holds advanced professional credentials, although specific FINRA registration and securities licenses details are not publicly listed.

Alexei Mihavlovich Gogoley's questions to Guidewire Software (GWRE) leadership

Question · Q4 2025

Alexei Mihavlovich Gogoley followed up on Guidewire's generative AI comments, asking about its potential impact on internal software development and the possibility of moving from three to four software updates per year.

Answer

CEO Mike Rosenbaum stated it's premature to claim specific productivity increases from generative AI tools but expressed excitement about their potential to accelerate throughput and foster innovative product development. He noted that increasing release frequency would also depend on customer readiness and validation.

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