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GWRE·Guidewire Software Inc.

$188.87
-3.02 (-1.57%)
High
$192.87
Open
$188.46
Market Cap
15.20B
52W High
$272.60
Low
$186.50
P. Close
$188.87
P/E
95.12
52W Low
$102.30
Fwd P/E
46.24
DailyIQ Est.
$215.66
Inst. Ownership
-
Short Interest
6.31%
Technical Score (1D)
95
BUY
News Sentiment
59
BULLISH
Guidewire’s fiscal‑year‑2026 and fourth‑quarter earnings will be released on September 3, 2026, with a live audio webcast at 2:00 p.m. PT, giving analysts a clear window to evaluate the company’s performance against peers in the P&C software space. The timing of the announcement aligns with the broader insurance‑technology earnings cycle, so investors can benchmark Guidewire’s results against competitors such as Duck Creek and Insurity. Earlier this week, Guidewire disclosed that migration costs have fallen, shortening its sales cycle through streamlined implementation and enhanced automation. Lower migration costs reduce the time and capital required for new clients to adopt Guidewire’s platform, which should accelerate revenue growth and improve market penetration in a highly competitive sector. The combination of a timely earnings release and a more efficient sales pipeline suggests that Guidewire may be better positioned to capture share from rivals, potentially tightening its pricing power. Over the next 1–10 trading days, traders should monitor the earnings webcast for guidance on revenue growth, gross margin, and customer acquisition metrics. Watch for any forward‑looking statements about the pace of new deployments and the impact of the reduced migration costs on the company’s sales pipeline. If the earnings report confirms the acceleration of revenue and the cost savings, it could reinforce a bullish view on Guidewire’s valuation relative to its peers. Conversely, any deviation from the expected improvement in sales cycle efficiency would warrant a reassessment of the company’s competitive advantage.

EPS

EstBeatMiss
$0.58$0.68$0.78$0.88$0.98Q2'25Q4'26
QtrEstActual+/−
Q4'26$0.94 - -
Q2'25$0.63$0.84+33.3%

Revenue

EstBeatMiss
$348M$366M$384M$401M$419MQ2'25Q4'26
QtrEstActual+/−
Q4'26$411M - -
Q2'25 - $357M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

GWRE Stock Snapshot

GWRE is currently trading at $188.87, giving Guidewire Software Inc. a market cap of 15.20B and a P/E ratio of 95.1. Today's range spans $186.50–$192.87, with shares opening at $188.46 and moving down $3.02 (1.6%) from the prior close. DailyIQ's technical score sits at 95/100 (BUY) with a news sentiment reading of 59/100.

Over the past year GWRE has traded between $102.30 and $272.60 - the current price is +84.6% off the 52-week low and -30.7% from the high. 23 analysts cover the stock with a Buy consensus and a mean 12-month target of $202.43 (range $137.00–$258.00), implying upside of +7.2%.

The the broader market sector has plenty of names, but GWRE is one of the few right now where technical and sentiment data are both bullish. Score: 95/100 (BUY). Sentiment: neutral (59/100). Price: $188.87 (in the middle of its 52-week range). The current P/E ratio stands at 95.1. With 15.20B in market cap, this is the scale where fundamental thesis and technical setup reinforce rather than compete with each other. Annual range: $102.30–$272.60.

Earnings revision cycles in large-cap the broader market names tend to compound: when technicals confirm a BUY thesis (95/100) and news sentiment (59/100, neutral) supports the narrative, analyst upgrades follow price rather than lead it. At $188.87 (in the middle of its 52-week range), GWRE's position within the $102.30–$272.60 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.