Price
No data yet.
Social Signal Score
Revenue
$372.54M+62.37%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Michael George Rosenbaum
- Sector
- Technology
- Industry
- Software - Application
- Employees
- 4,049
- Beta
- 0.93
- Country
- US
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 7.95
Financials
Revenue
$372.54M+62.4%Net Income
$16.47MEBITDA
$30.31M+341.7%Free Cash Flow
$-22.93M-123.0%EPS (diluted)
$0.20Shares Outstanding (diluted)
85.95M+3.3%Operating Expenses
$206.01MCash & Debt
$749.53MReturn of Capital
$119.36MRevenue by Segment (annual)
$1.20BQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $1.20B | $69.80M | $0.83 |
| 2024 | $980.50M | $-6.10M | $-0.07 |
| 2023 | $905.34M | $-111.86M | $-1.36 |
| 2022 | $812.61M | $-180.43M | $-2.16 |
| 2021 | $743.27M | $-66.51M | $-0.80 |
| 2020 | $742.31M | $-27.20M | $-0.33 |
| 2019 | $719.51M | $20.73M | $0.25 |
| 2018 | $661.07M | $-19.66M | $-0.25 |
| 2017 | $514.28M | $21.22M | $0.24 |
| 2016 | $424.45M | $14.98M | $0.21 |
| 2015 | $380.54M | $9.88M | $0.14 |
| 2014 | $350.25M | $14.72M | $0.22 |
| 2013 | $300.65M | $15.38M | $0.27 |
| 2012 | $232.06M | $15.20M | $0.36 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from GWRE's reported EPS growth of 6.6% a year over 13 years.
- EPS in 5 years
- $1.15
- Implied price
- $20.63
- Return from $177.76
- -35.0% a year
To earn 15.0% a year on these assumptions you'd need to buy at $10.26 — -94.2% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| -3.4% | -45.7% | -43.2% | -41.1% | -39.3% | -37.6% |
| 1.6% | -42.9% | -40.3% | -38.0% | -36.1% | -34.4% |
| 6.6% | -40.1% | -37.3% | -35.0% | -33.0% | -31.1% |
| 11.6% | -37.3% | -34.4% | -31.9% | -29.8% | -27.9% |
| 16.6% | -34.4% | -31.4% | -28.9% | -26.7% | -24.7% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
120Social Signal Score
Mentions (2)
- News (RSS)seekingalpha·16h ago·Positive
Guidewire Software Gains Traction As AI Helps Legacy Insurers Modernize Core Operations
View source ↗ - Newsseekingalpha.com·20h ago·Positive
…elps Legacy Insurers Modernize Core Operations Guidewire Software is well positioned to become the core Gen AI-enhanced software provider for P&C insurance carriers. GWRE is delivering strong topline growth (27% YoY), expanding margins, and robust operating leverage as it transitions customers to the cloud and integrates advanced AI capabilities. Management raised FY26 revenue guidance to 22% growth, citing confidence in the pipeline and minimal risk from Gen AI budget crowd-out or macro weaknes…
View source ↗
Earnings
Thu, Sep 3(in 2 weeks)
Consensus estimate $0.93 per share
Typical surprise +32.3% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Jun 4$0.82 vs $0.74beat
- Thu, Mar 5$1.17 vs $0.77beat
- Wed, Dec 3$0.66 vs $0.61beat
- Thu, Sep 4$0.84 vs $0.64beat
- Tue, Jun 3$0.88 vs $0.46beat
- Thu, Mar 6$0.51 vs $0.52miss
Estimates and results for GWRE via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by GWRE officers and directors.
- Bought
- —
- Sold
- $28.2m
0 trades
86 trades
- Rosenbaum Michael Georgesold
- Rosenbaum Michael Georgesold
- Rosenbaum Michael Georgesold
- Rosenbaum Michael Georgesold
- Rosenbaum Michael Georgesold
- Rosenbaum Michael Georgesold
- King James Winstonsold
- Rosenbaum Michael Georgesold
14 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.