Guidewire Software Inc (GWRE)

Currency in USD
142.65
-2.33(-1.61%)
Real-time Data·
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Fair Value
Day's Range
140.20145.60
52 wk Range
102.30255.89
Key Statistics
Prev. Close
144.98
Open
144.2
Day's Range
140.2-145.6
52 wk Range
102.3-255.89
Volume
245.18K
Average Volume (3m)
1.53M
1-Year Change
-42.1627%
Book Value / Share
14.34
Fair Value
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Fair Value Upside
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GWRE Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
213.29
Upside
+49.52%
Members' Sentiments
Bearish
Bullish
ProTips
9 analysts have revised their earnings downwards for the upcoming period

Guidewire Software Inc News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Sell
Technical Indicators
Strong Sell
Moving Averages
Strong Sell

Analyst Ratings

13 Buy
3 Hold
0 Sell
Ratings:
16 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 213.29
(+49.52% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
DA Davidson
Buy222.00+56.26%222.00MaintainSep 09, 2026
DA Davidson
Buy222.00+56.26%222.00MaintainSep 04, 2026
Oppenheimer
Buy210.00+47.81%200.00MaintainSep 04, 2026
Wells Fargo
Sell195.00+37.26%190.00MaintainSep 04, 2026
Citizens
Buy220.00+54.85%-MaintainSep 04, 2026

Guidewire Software Inc Earnings Call Summary for Q4/2026

  • Guidewire reported Q4 fiscal 2026 adjusted EPS of $0.99 vs. $0.93 estimate; revenue $411.08M beat forecast by 2.07%, but shares plunged 15.11% after hours.
  • Annual recurring revenue reached $1.242B, up 19% YoY; Cloud ARR surged 35% to represent 84% of total ARR with attrition below 1.5%.
  • Fiscal 2027 guidance projects ARR of $1.45B-$1.46B (18% growth) and total revenue of $1.707B-$1.727B, with subscription revenue rising 31%.
  • CEO Rosenbaum emphasized cloud migration success and AI strategy positioning; over half of projected net new ARR already contracted with defined ramp dates.
  • Key risks include normalizing attrition levels, declining legacy license revenue, and execution challenges in large insurance software migrations.
Last Updated: 09/04/2026, 06:22 AM
Read Full Transcript

Earnings

Latest Release
Sep 03, 2026
EPS / Forecast
0.99 / 0.93
Revenue / Forecast
411.08M / 402.73M
EPS Revisions
Last 90 days

GWRE Income Statement

Compare GWRE to Peers and Sector

Metrics to compare
GWRE
Peers
Sector
Relationship
P/E Ratio
83.3x117.1x12.0x
PEG Ratio
0.840.350.01
Price/Book
9.7x15.1x2.4x
Price / LTM Sales
7.9x3.8x2.2x
Upside (Analyst Target)
47.1%0.1%37.0%
Fair Value Upside
Unlock10.1%5.7%Unlock

Guidewire Software, Inc. provides a platform for property and casualty (P&C) insurers the United States, Canada, other Americas, Europe, the Middle East, Africa, and Asia-Pacific. It offers Guidewire InsuranceSuite, such as PolicyCenter, ClaimCenter, BillingCenter, PricingCenter, and UnderwritingCente applications. The company also provides Guidewire InsuranceNow, a cloud-based application that offers policy administration, claims management, and billing functionality, plus pre-integrated document production, analytics, and other capabilities. In addition, it offers Guidewire Rating Management to manage the pricing of insurance services and products; Guidewire Reinsurance Management to use rules-based logic to execute reinsurance strategy through underwriting and claims processes; Guidewire Client Data Management that helps P&C insurers to capitalize on customer information; Guidewire Advanced Product Designer, a cloud-native application for insurance product design and management; Guidewire Product Content Management provides software tools and standards-based, line-of-business templates; and Guidewire ProNavigator, an AI-powered intelligent assistant. Further, the company provides Guidewire Digital Engagement Applications, which enable insurers to provide digital experiences; Guidewire HazardHub that allows insurers to understand, assess, price, and manage property risk; Guidewire Predict, a P&C-specific machine-learning platform; Guidewire Data Studio, Guidewire Canvas, Guidewire Compare, Guidewire industry Intel, and Guidewire Explore, an cloud-native applications; Guidewire Cyence, a cyber-risk economic modeling product; Guidewire DataHub, an operational data store; and Guidewire InfoCenter, a business intelligence warehouse for P&C insurers. The company was incorporated in 2001 and is headquartered in San Mateo, California.

Employees
4174

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
42.59M51.16%6.25B
Other Institutional Investors
51.02M48.84%7.49B
Public Companies & Retail Investors
0.000.00%0.00
Total
93.61M100.00%13.74B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Baron Capital Group, Inc.10.80%8,994,4561,319,757
BlackRock, Inc.10.70%8,909,6651,307,315

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FAQ

What Is the Guidewire (GWRE) Stock Price Today?

The Guidewire stock price today is 142.65 USD.

What Stock Exchange Does Guidewire Trade On?

Guidewire is listed and trades on the New York Stock Exchange.

What Is the Stock Symbol for Guidewire?

The stock symbol for Guidewire is "GWRE."

What Is the Guidewire Market Cap?

As of today, Guidewire market cap is 11.69B USD.

What Is Guidewire's Earnings Per Share (TTM)?

The Guidewire EPS (TTM) is 1.63.

When Is the Next Guidewire Earnings Date?

Guidewire will release its next earnings report on Dec 03, 2026.

From a Technical Analysis Perspective, Is GWRE a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Sell.

How Many Times Has Guidewire Stock Split?

Guidewire has split 0 times.

How Many Employees Does Guidewire Have?

Guidewire has 4174 employees.

What is the current trading status of Guidewire (GWRE)?

As of Sep 18, 2026, Guidewire (GWRE) is trading at a price of 142.65 USD, with a previous close of 144.98 USD. The stock has fluctuated within a day range of 140.20 USD to 145.60 USD, while its 52-week range spans from 102.30 USD to 255.89 USD.

What Is Guidewire (GWRE) Price Target According to Analysts?

The average 12-month price target for Guidewire is 213.29 USD, with a high estimate of 258 USD and a low estimate of 170 USD. 13 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Buy. The stock has an +49.52% Upside potential.

What Is the GWRE Premarket Price?

GWRE's last pre-market stock price is 146.40 USD. The pre-market share volume is 2,490.00, and the stock has decreased by 1.42, or 0.98%.

What Is the GWRE After Hours Price?

GWRE's last after hours stock price is 145.00 USD, the stock has decreased by 0.02, or 0.01%.
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