GWRE Guidewire Software, Inc. Common Stock

Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter can be downloaded here. For the quarter ended June 30, 2026, market volatility reflected uncertainty around AI spending and Middle East tensions. The Magnificent Seven fell more than 8% in June, while […]

GWRE exited fiscal 2026 with 30% higher operating cash flow and $606 million in share repurchases, backed by stronger profitability and operating leverage.

Guidewire Software has seen its share price swing sharply over the past few years, which puts the focus squarely on one core issue for investors. Is the current US$150.46 price adequately supported by the cash flows the business can generate over time, based on a Discounted Cash Flow (DCF) view of intrinsic value? Over the past 3 years, Guidewire Software has delivered a 74.8% return, which raises the question of how much of the company’s future cash generation is already reflected in the...

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the vertical software stocks, including Guidewire Software (NYSE:GWRE) and its peers.

Adyen (ENXTAM:ADYEN) recently announced approval as a Global Payment Partner for Guidewire Software, tying its single-platform payments stack directly into Guidewire’s core systems for property and casualty insurers worldwide. Adyen’s Guidewire tie-up lands at a tricky moment for the stock, with the share price down 15.9% over 30 days and the year-to-date share price return down 35.4%. However, the 3-year total shareholder return is up 39.1%, and momentum has recently cooled. Spot...

GWRE exits fiscal 2026 with 19% ARR growth as cloud ARR jumps 35% and contracted backlog supports fiscal 2027 visibility.

Stock has declined 43% over the past year, though the CEO retains $27.8 million in direct holdings after the sale.

Guidewire Software's (GWRE) contracted cloud migration and growing adoption of artificial intelligen

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

Review Guidewire Software's (GWRE) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.

Cloud ARR surged 35% as record-low attrition and AI product adoption accelerated growth.

The insider still holds approximately 187,000 shares.

The insurance software firm beat expectations, then watched its stock drop in one session.

Guidewire Software stock fell on cautious guidance tied to its cloud transition, but revenue, margins, and cloud ARR growth suggest the pullback may be overdone.

In early September 2026, Guidewire Software reported fourth-quarter revenue of US$411.09 million and full-year revenue of US$1.48 billion, with annual net income rising to US$139.28 million even as quarterly profit eased versus the prior year. The company paired this with fiscal 2027 guidance that points to more moderate growth in revenue and ending ARR, tempering earlier enthusiasm about its cloud and AI-driven momentum. Next, we’ll examine how Guidewire’s softer near-term revenue guidance,...

Guidewire Software is back in focus as analysts adjust price targets into a range of about US$200 to US$235, reflecting fresh views on its cloud transition, AI efforts, and deal timing through Q4. Recent research strikes a mixed but generally constructive tone, with firms weighing strong Annualized Recurring Revenue trends and new AI products against questions about large, lumpy contracts and softer guidance updates. As you read on, you will see how these shifting targets and narratives can...

Shares of insurance software provider Guidewire Software (NYSE:GWRE) fell 20.6% in the afternoon session after the company issued soft near-term revenue guidance that overshadowed its second-quarter financial results.

Guidewire Software, Inc. (NYSE:GWRE) reported fiscal fourth-quarter revenue of $411.1 million, up 15%. Subscription and support revenue increased 32% to $266.7 million, more than offsetting an 18% decline in license revenue to $77.1 million. GAAP operating income reached $62.3 million, compared with $29.6 million one year earlier. Fiscal 2026 revenue increased 23% to $1.48 billion, […]

Insurance software provider Guidewire Software (NYSE:GWRE) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 15.3% year on year to $411.1 million. Revenue guidance for the full year exceeded analysts’ estimates, but next quarter’s guidance of $375 million was less impressive, coming in 3.3% below expectations. Its non-GAAP profit of $0.99 per share was 5.5% above analysts’ consensus estimates.

Guidewire Software's (GWRE) fiscal 2027 outlook disappointed amid elevated expectations after its st

Guidewire Software's (GWRE) fiscal 2027 outlook disappointed amid elevated expectations after its st

Moby summary of Guidewire Software, Inc.'s Q4 2026 earnings call

Guidewire Software Inc (GWRE) reports 19% ARR growth to $1.242 billion, driven by record-low attrition and strong adoption of new products like ProNavigator and PricingCenter.

Guidewire Software (NYSE:GWRE) closed fiscal 2026 with annual recurring revenue, or ARR, above its guidance range, supported by cloud migrations, low customer attrition and demand for newer artificial intelligence and pricing products. Chief Executive Officer Mike Rosenbaum said ARR ended the fisca

While the top- and bottom-line numbers for Guidewire Software (GWRE) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

A number of stocks jumped in the afternoon session after software equities broadly gained momentum following a pullback in treasury yields and second-quarter financial results from Snowflake.

Guidewire Software (GWRE) delivered earnings and revenue surprises of +5.32% and +2.20%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Investing.com -- Guidewire Software Inc (NYSE:GWRE) reported fourth quarter results that exceeded analyst expectations, but shares tumbled 19.2% in after-hours trading Thursday following disappointing revenue guidance for the first quarter of fiscal 2027.

Guidewire Software delivered a better-than-expected fiscal fourth quarter, but investors wanted a stronger growth outlook to justify the stock’s recent gains, rather than another quarter that simply beat expectations. For the quarter ended on July 31, Guidewire reported adjusted earnings of 99 cents a share, ahead of the 93 cents analysts had expected. Revenue rose 15% from a year earlier to $411.1 million, also topping the roughly $402.6 million Wall Street consensus, according to FactSet.

Insurance software provider Guidewire Software (NYSE:GWRE) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 15.3% year on year to $411.1 million. Revenue guidance for the full year exceeded analysts’ estimates, but next quarter’s guidance of $375 million was less impressive, coming in 3.3% below expectations. Its non-GAAP profit of $0.99 per share was 5.5% above analysts’ consensus estimates.

Guidewire Software has delivered a strong 3 year share price gain, yet the valuation signals are split. The intrinsic value estimate based on a Discounted Cash Flow model points to the stock trading below its estimated worth, while market multiples suggest the shares are priced at a premium. Guidewire Software is up about 125.0% over 3 years, which puts extra focus on whether current expectations for future cash flows justify the rerating. Expectations that the company can keep growing its...

US equity markets were mostly pointing lower before the opening bell Thursday as traders continue to

Insurance software provider Guidewire Software (NYSE:GWRE) will be reporting results this Thursday after the bell. Here’s what to expect.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Guidewire Software (GWRE), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended July 2026.

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

A number of stocks jumped in the afternoon session after quarterly earnings and upbeat corporate commentary signaled that artificial intelligence is driving growth across enterprise software rather than threatening legacy business models.

Autodesk (ADSK) delivered earnings and revenue surprises of +5.77% and +1.84%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Guidewire Software (GWRE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

This activity appears to represent routine portfolio management within a pre-established framework.

Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the “BBH Select Mid Cap ETF”. A copy of the letter can be downloaded here. In the quarter, the fund increased 9.7% on a total return basis compared to the Russell Midcap Index’s 13.8% return. Artificial intelligence is a key factor […]

With CrowdStrike shares trading above analyst targets, DataDog, Qualys, and Guidewire offer AI cybersecurity exposure with strong earnings, guidance increases, and analyst support.

Software is eating the world, and virtually no business is left untouched by it. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 48.1% over the past six months, outpacing the S&P 500’s 13.1% rise.

Earlier this month, Guidewire Software launched its Qusar release, introducing an Agentic Framework that lets insurers build, deploy, and manage AI agents across policy, claims, billing, and development workflows on Guidewire Cloud Platform. By combining insurance-specific AI agents with tools that can accelerate coding and data work, Qusar positions Guidewire as a deeper workflow partner embedded in insurers’ day-to-day operations. Next, we’ll examine how Qusar’s Agentic Framework for...

Guidewire Software (GWRE) is back in focus after its Qusar release introduced the Agentic Framework, a suite of AI tools that automate key insurance workflows and aim to speed up complex operational decisions. See our latest analysis for Guidewire Software. The recent Qusar release and earnings expectations appear to have shifted sentiment around Guidewire Software, with a 30 day share price return of 29.78% and a 90 day share price return of 40.33%. Even so, the stock’s year to date share...

AudioEye (AEYE) delivered earnings and revenue surprises of +4.55% and +0.06%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Verisk pairs strong recurring revenues and cash flow with premium valuation, rising debt costs and expense pressures that warrant investor selectivity.

VRSK's AI push gains traction as XactAI adoption surges, Core Lines Reimagine expands and subscriptions strengthen recurring revenue.

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the […]

A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.

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