US · Technology · Software - Application
EPS came in at 0.55 against a street estimate of 0.49 — a beat of 12.2%.
Analysts rate Guidewire Software Inc a buy (13 buy, 3 hold, 0 sell out of 16) with an average price target of $213.29.
CONFIDENT Guidewire closed FY2026 with 19% ARR growth to $1.24B, beating guidance. New AI products ProNavigator (28 deals) and PricingCenter (12 deals) drove momentum. Management guides FY27 ARR of $1.45–1.46B (18% growth), with 84% cloud mix and sub-1.5% attrition signaling durability. Q4 FY26 Call did not break out regional performance; customers mentioned globally (Nationwide, MAPFRE U.S., Definity Canada, Alfa U.S., Hollard Australia, Achmea Farm Australia, Finland partner, Capital Insurance). Analysts pressed mechanically on ProNavigator cross-sell vs. net new, PricingCenter competitive positioning, and fully ramped ARR ramp timing. Management emphasized cross-sell dominance in FY26, native integrations as competitive moat, and backlog-to-ARR conversion tilting toward years 2–5 to signal durability over near-term acceleration. 2026-09-03…
Full summary in the app.
| Fund | Stake |
|---|---|
| BAMCO Inc | 10.97% |
| BlackRock Inc | 10.87% |
| Linonia Partnership LP | 8.46% |
| Vanguard Portfolio Management, LLC | 5.50% |
| Vanguard Capital Management, LLC | 4.69% |
| Darsana Capital Partners LP | 4.64% |
| State Street Corp | 3.27% |
| JPMorgan Chase & Co | 2.74% |
| Document | Date |
|---|---|
| Company announcement · Q1 FY2027 HEADLINE NUMBERS • Guidewire Software entered a new multi-year agreement on September 4, 2026, with a top 10 U.S.-based insurance carrier. • The agr | 2026-09-30 |
| Annual report FY2026 GUIDEWIRE SOFTWARE, INC. – FISCAL YEAR 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market Capitalization: $7.4 billion as of January 30, 20 | 2026-09-11 |
| Board / officer change · Q1 FY2027 GUIDEWIRE SOFTWARE, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company issued press release on September 3, 2026 announcing financial results for fi | 2026-09-03 |
| Board / officer change · Q4 FY2026 GUIDEWIRE SOFTWARE, INC. - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Guidewire Software, Inc. is a software company traded on the New York St | 2026-07-22 |
| Quarterly report · Q3 FY2026 GUIDEWIRE SOFTWARE, INC. - Q3 2026 (QUARTER ENDED APRIL 30, 2026) SUMMARY FOR RETAIL INVESTORS --- HEADLINE NUMBERS • Total Revenue (9M 2026): $1,0 | 2026-06-05 |
| Results announced · Q4 FY2026 GUIDEWIRE SOFTWARE Q3 FY2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total Revenue Q3: $372.5 million, +27% year-over-year • Annual Recurring Revenue (A | 2026-06-04 |
| Quarterly report · Q2 FY2026 GUIDEWIRE SOFTWARE, INC. — FORM 10-Q SUMMARY For Quarter Ended January 31, 2026 --- HEADLINE NUMBERS • Total Revenue (6 months): $691.7 million, up | 2026-03-06 |
| Results announced · Q3 FY2026 GUIDEWIRE SOFTWARE Q2 FY2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total Revenue Q2: $359.1 million, up 24% YoY • Subscription & Support Revenue Q2: $ | 2026-03-05 |
Readable in the app.
| Announcement | Date |
|---|---|
| Multi-year agreement with top 10 US insurance carrier on Cloud platform Guidewire Software signed a multi-year cloud services agreement on September 4, 2026 with a top 10 US insurance company to provide PolicyCenter software and Guidewire Cloud services for thei | 2026-09-30 |
| Board approves new $500 million share repurchase program Guidewire Software completed its previous $500 million share repurchase program authorized in September 2022 and announced a new $500 million repurchase authorization approved by its board o | 2026-01-08 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Guidewire Software Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-19.