Price
No data yet.
Social Signal Score
Analyst Ratings
26 analystsRevenue
$411.09M+336.74%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Michael George Rosenbaum
- Sector
- Technology
- Industry
- Software - Application
- Employees
- 4,174
- Beta
- 0.97
- Country
- US
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 5.98
Financials
Revenue
$411.09M+336.7%Net Income
$31.39MEBITDA
$55.98MFree Cash Flow
$276.70MEPS (diluted)
$0.38Shares Outstanding (diluted)
83.62M+14.1%Operating Expenses
$207.36MCash & Debt
$753.06MReturn of Capital
$213.86MRevenue by Segment (annual)
$1.24BQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $1.48B | $139.28M | $1.65 |
| 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 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from GWRE's reported EPS growth of 14.9% a year over 13 years.
- EPS in 5 years
- $3.37
- Implied price
- $60.59
- Return from $152.15
- -16.8% a year
To earn 15.0% a year on these assumptions you'd need to buy at $30.12 — -80.2% 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 |
|---|---|---|---|---|---|
| 4.9% | -30.0% | -26.8% | -24.1% | -21.7% | -19.6% |
| 9.9% | -26.6% | -23.3% | -20.4% | -17.9% | -15.7% |
| 14.9% | -23.3% | -19.8% | -16.8% | -14.2% | -11.9% |
| 19.9% | -20.0% | -16.3% | -13.2% | -10.5% | -8.1% |
| 24.9% | -16.6% | -12.8% | -9.6% | -6.7% | -4.2% |
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)
70-15.15%Social Signal Score
Mentions (29)
- Newszacks.com·7d ago·Positive
Guidewire's Cash Flow and Buybacks: Can Both Keep Scaling? GWRE exited fiscal 2026 with 30% higher operating cash flow and $606 million in share repurchases, backed by stronger profitability and operating leverage.
View source ↗ - Newsprnewswire.com·15d ago·Negative
Lititz Mutual Selects Guidewire ProNavigator to Bring AI-Powered Guidance to Agents and Employees Lititz Mutual will use Guidewire's embedded AI assistant to give agents and employees instant answers and guided recommendations within their daily workflows LITITZ, Pa. and SAN MATEO, Calif.
View source ↗ - Newszacks.com·17d ago·Positive
Why Guidewire Software (GWRE) is a Top Growth Stock for the Long-Term The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
View source ↗ - Newszacks.com·21d ago·Negative
Don't Overlook Guidewire Software (GWRE) International Revenue Trends While Assessing the Stock 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.
View source ↗ - Newsbenzinga.com·27d ago·Positive
Why Guidewire Stock Dropped After Reporting An Upbeat Quarter Guidewire Software, Inc. (NYSE:GWRE) had one of the ugliest earnings reactions in software this quarter. The Guidewire stock drop reached as much as 20.8% during the day on Friday, September 5, 2026.
View source ↗ - Newsmarketbeat.com·28d ago·Negative
Why Guidewire's Post-Earnings Plunge May Not Last The plunge was caused by tepid guidance linked to a strategic shift from legacy licensing models to cloud-based subscription models, which provide lower revenue but better margins. The downside is tepid topline growth, but what is sluggish growth in the face of wider margins other than an opportunity to improve both?
View source ↗ - News (RSS)yahoo·31d ago·Neutral
Guidewire (GWRE) Grew Fiscal 2026 ARR 19%. Can Cloud Economics Offset Slower Near-Term Growth?
View source ↗ - News (Marketaux)gurufocus.com·31d ago·Positive
GWRE Maintained by Citigroup -- Price Target Raised to $181 On September 4, 2026, Citigroup maintain[+256 characters]
View source ↗ - News (Marketaux)gurufocus.com·31d ago·Positive
GWRE Reiterated by Citizens -- Price Target Maintained at $220 Guidewire Software GWR[+241 characters]
View source ↗ - News (Marketaux)gurufocus.com·31d ago·Positive
GWRE Maintained by BTIG -- Price Target Lowered to $220 On September 4, 2026, BTIG maintained a [+280 characters]
View source ↗ - News (RSS)zerohedge·31d ago·Neutral
…(TRU) slips 6% after US Federal Housing Finance Agency Director Bill Pulte issued renewed criticism of credit bureaus for overcharging Americans. Guidewire Software (GWRE) falls 15% after the company gave a first-quarter forecast that was weaker than expected on key metrics, including revenue and adjusted operating profit. Analysts said the outlook could be conservative. Planet Labs (PL) rises 12% after the satellite-imaging service firm reported second-quarter revenue that beat the average anal…
View source ↗ - Newsbenzinga.com·32d ago·Positive
These Analysts Revise Their Forecasts On Guidewire Software After Q4 Results Guidewire Software (NYSE:GWRE) reported upbeat results for the fourth quarter on Thursday.
View source ↗ - Newsseekingalpha.com·32d ago·Positive
Guidewire Software Q4: Fair Earnings, But A Justified Stock Decline Guidewire Software, Inc. stock reacted negatively to the company's fiscal Q4 results. Overall revenue growth slowed down significantly, but GWRE's cloud momentum remains similar underneath. PricingCenter and ProNavigator have attracted a number of new deals. GWRE's ARR and earnings momentum are guided to remain consistent in FY2027, albeit the Q1 ARR guidance is quite subdued.
View source ↗ - News (RSS)seekingalpha·32d ago·Positive
Guidewire Software, Inc. (GWRE) Q4 2026 Earnings Call Transcript
View source ↗ - News (Marketaux)gurufocus.com·32d ago·Positive
Q4 2026 Guidewire Software, Inc. Earnings Call Transcript Alex Hughes - Guidewire Sof[+204 characters]
View source ↗ - News (RSS)seekingalpha·32d ago·Neutral
Guidewire Software, Inc. 2026 Q4 - Results - Earnings Call Presentation
View source ↗ - Newsseekingalpha.com·32d ago·Positive
Guidewire Software, Inc. (GWRE) Q4 2026 Earnings Call Transcript Guidewire Software, Inc. (GWRE) Q4 2026 Earnings Call Transcript
View source ↗ - News (RSS)investing·32d ago·Positive
Guidewire Q4 FY26 slides: strong results, growth outlook disappoints
View source ↗ - News (RSS)investing·32d ago·Positive
After-Hours Movers: LULU, IOT, PATH, DOCU, ASAN, GWRE, ZS, PL, SWBI, OXM
View source ↗ - Newsmarketbeat.com·32d ago·Neutral
Guidewire Software Q4 Earnings Call Highlights 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.
View source ↗ - Newszacks.com·32d ago·Neutral
Guidewire Software (GWRE) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates 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.
View source ↗ - Newszacks.com·32d ago·Positive
Guidewire Software (GWRE) Q4 Earnings and Revenues Top Estimates Guidewire Software (GWRE) came out with quarterly earnings of $0.99 per share, beating the Zacks Consensus Estimate of $0.94 per share. This compares to earnings of $0.84 per share a year ago.
View source ↗ - News (Marketaux)seekingalpha.com·33d ago·Positive
Baron Small Cap Fund Q2 2026 Shareholder Letter Guidewire Software, <e[+296 characters]
View source ↗ - Newszacks.com·35d ago·Neutral
Guidewire Software (GWRE) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates 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.
View source ↗ - Newszacks.com·39d ago·Neutral
Guidewire Software (GWRE) Reports Next Week: Wall Street Expects Earnings Growth 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.
View source ↗ - News (RSS)fool·42d ago·Negative
Guidewire CEO Michael Rosenbaum Sells 1,200 Shares for $207,456 This activity appears to represent routine portfolio management within a pre-established framework.
View source ↗ - News (RSS)yahoo·46d ago·Negative
How Lower Migration Costs Are Shortening Guidewire Software’s (GWRE) Sales Cycle
View source ↗ - News (RSS)seekingalpha·48d ago·Positive
Guidewire Software Gains Traction As AI Helps Legacy Insurers Modernize Core Operations
View source ↗ - Newsseekingalpha.com·48d 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, Dec 3(in 8 weeks)
Consensus estimate $0.75 per share
Typical surprise +10.4% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Sep 3$0.99 vs $0.93beat
- 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
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
- $46.3m
0 trades
76 trades
- Rosenbaum Michael Georgesold
- Rosenbaum Michael Georgesold
- King James Winstonsold
- Cooper Jeffrey Elliottsold
- Cooper Jeffrey Elliottsold
- Cooper Jeffrey Elliottsold
- Cooper Jeffrey Elliottsold
- Cooper Jeffrey Elliottsold
24 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.
Congress trades
- Lisa C. McClainhouse · MI09 · disclosed Sep 15, 2025 (33d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Sep 15, 2025 (42d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (50d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (57d later)Buy$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed Jun 24, 2025 (32d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 5, 2024 (26d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jan 3, 2023 (28d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jun 10, 2022 (36d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Mar 8, 2022 (19d later)Buy$1,001 - $15,000
- Greg Gianfortehouse · MT00 · disclosed Nov 9, 2020 (12d later)Buy$100,001 - $250,000
- Greg Gianfortehouse · MT00 · disclosed Feb 2, 2019 (40d later)Buy$100,001 - $250,000
- Greg Gianfortehouse · MT00 · disclosed Dec 11, 2018 (20d later)Sell$100,001 - $250,000
- Greg Gianfortehouse · MT00 · disclosed Oct 29, 2018 (3d later)Buy$100,001 - $250,000
- Lamar Seeligson Smithhouse · TX21 · disclosed Aug 8, 2018 (37d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.