GWRE

Guidewire Software Inc. (GWRE) | Rumor.io

Guidewire Software

GWRE

Attention (50-day avg)0%

Attention rank (50-day avg)#970

Bullish sentiment (50-day avg)76%

Price to earnings ratio89.1

Market capitalization11.9B

Earnings per share1.63

Dividend yield (TTM)—

Revenue (annual)1.2B

Net income (annual)69.8M

Social

What share of all stock conversation is about GWRE?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% +0	0% 0

Sep 8

Guidewire Software's ($GWRE) recent earnings-induced volatility has led to a ~30% discount to 2026 highs, with the company's subscription non-GAAP gross margins hitting 75%.
An insider, Michael George Rosenbaum, sold 1,200 shares of GWRE stock at $160.52, totaling -$192.6K, sparking an alert for potential investors.
The company's stock has been subject to price swings, with some analysts suggesting it's oversold and value buyers may drive it up, while others see it as a potential short opportunity.

Generated by AI

Sentiment

Of the messages about GWRE that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	58.49% -28.74	74.23% -8.15
Bearish	—	—	41.51% +28.74	25.77% +8.15

Bullish· Mar 5

Guidewire Software, Inc. (GWRE) reported strong Q2 FY2026 results with 24% revenue growth to $359.1M and $1.12B ARR, exceeding estimates by 16.4M.
The company's EPS of $1.06 exceeded estimates by 0.58, with 107.84% YoY growth, and GAAP EPS of $0.70.
GWRE's growth is attributed to its strong subscription and services segments, with subscription/support increasing by 33% to $237.2M and services increasing by 30% to $62.4M.

Bearish· Sep 4

Guidewire Software's Q4 earnings fell short of expectations, and its FY27 growth outlook is expected to slow, contributing to a 22% stock price drop.
The company's recent growth in revenue and bookings has not been enough to offset concerns about the timing of larger cloud deals, which are producing less first-year ARR while pushing more contracted value into future years.
Guidewire's weak outlook and disappointing guidance have led to a significant stock price decline, with the company's stock price falling 19.9% and being the session's biggest drop.

Generated by AI

Topics

Of the messages about GWRE that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	8.56%	49.35%
Technical Analysis	—	—	0.07%	1.68%
Analysts	—	—	20.33%	14.7%
Earnings	—	—	50.58%	25.55%
Controversies	—	—	0.41%	0.27%
Macro	—	—	20.05%	8.46%

Earnings· Dec 3

Guidewire Software's ($GWRE) Q1 earnings beat expectations, with EPS at $0.66 vs $0.61 and revenue at $332.64M vs $316.62M.
The company's YoY growth was strong, with EPS up 53% and revenue up 27%, but QoQ growth showed some normalization after a strong prior quarter.
Q2 and FY26 guidance was raised, with revenue expected to be $336.48M-$345M and $1.403B-$1.419B, respectively.

Analysts· Jun 3

Needham Research raised Guidewire Software's price target to $140.00 with a buy rating.
JP Morgan analyst Sterling Auty maintained an overweight rating for Guidewire Software with a lower price target of $140.00.
Needham Research and JP Morgan Chase both lowered their price targets for Guidewire Software to $120.00 and $140.00, respectively.

Announcements· Feb 11

Guidewire Software, Inc. (GWRE) is listed as an AI-Resilient Software company by JP Morgan.
The company's inclusion on this list suggests that JP Morgan believes Guidewire has a strong foundation for resilience in the face of AI-driven change.
This recognition may have a positive impact on Guidewire's stock price and investor sentiment.

Generated by AI

Community

Of the messages about GWRE, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	—	20.8%	37.26%
Newcomers	—	—	79.2%	62.74%

Regulars· Sep 4

The recent Q4 FY26 earnings report for Guidewire Software ($GWRE) showed revenue of $411.1 million, up 15% year-over-year, and adjusted EPS of $0.99, jumping 22% year-over-year.
Regular participants in the $GWRE discussion are focusing on the timing of larger cloud deals, which are producing less first-year ARR while pushing more contracted value into future years, creating a gap between strong bookings and reported growth.
The stock price has declined roughly 18.35% in Friday's session, trading near $165.64, with some analysts revising their targets for the company, including DA Davidson reiterating a $222 target and Oppenheimer raising its target to $210.

Newcomers· Sep 4

Newcomers to Guidewire Software, Inc. are focused on the company's recent stock price drop, with one post noting a 22% decline, and another explaining that the stock fell 20% despite beating earnings expectations.
The newcomers are also discussing the company's quarterly and annual results, with one post highlighting a 23% growth in revenue and another pointing out a 19% increase in annual recurring revenue (ARR) on a constant currency basis.
Additionally, the newcomers are analyzing the company's guidance and outlook, with one post noting that the full-year guide barely moved, and another explaining that the near-term outlook came in soft, contributing to the stock's decline.

Generated by AI

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 […]

21h agoYahoo Finance

Paymentus Achieves Premier Level in Guidewire PartnerConnect Program

23h agoYahoo Finance Singapore

Could CorVel’s New Guidewire Integration Quietly Reshape Its Competitive Moat in Claims Management (CRVL)?

6d agoYahoo Finance

Guidewire (GWRE) Stock May Be Fairly Priced On Cloud And AI Growth

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...

6d agoYahoo Finance

Winners And Losers Of Q2: Guidewire Software (NYSE:GWRE) Vs The Rest Of The Vertical Software Stocks

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.

6d agoYahoo Finance

Adyen (ENXTAM:ADYEN) Guidewire Deal Keeps Its Undervalued Narrative In Play

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...

6d agoYahoo Finance

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Guidewire Software Inc.

Technology
Software - Application

Guidewire Software Inc. is a software company that provides cloud-based platform solutions for property and casualty insurers. Its products help insurers manage core operations such as policy administration, billing, claims, digital engagement, data management, analytics, and artificial intelligence within a single technology stack. The company’s flagship offerings include InsuranceSuite Cloud, InsuranceNow, and self-managed software, along with modular applications such as PolicyCenter, BillingCenter, and ClaimCenter. Guidewire also offers tools for risk assessment, underwriting support, reinsurance, and business intelligence, serving insurers across personal, commercial, and specialty lines. Guidewire Software Inc. plays a central role in the insurance technology market by helping carriers streamline operations, improve customer and agent experiences, and modernize mission-critical workflows.

Website

Location

970 Park Pl

San Mateo, CA, 94403

United States

Social

What share of all stock conversation is about GWRE?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% +0	0% 0

Sep 8

Guidewire Software's ($GWRE) recent earnings-induced volatility has led to a ~30% discount to 2026 highs, with the company's subscription non-GAAP gross margins hitting 75%.
An insider, Michael George Rosenbaum, sold 1,200 shares of GWRE stock at $160.52, totaling -$192.6K, sparking an alert for potential investors.
The company's stock has been subject to price swings, with some analysts suggesting it's oversold and value buyers may drive it up, while others see it as a potential short opportunity.

Generated by AI

Sentiment

Of the messages about GWRE that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	58.49% -28.74	74.23% -8.15
Bearish	—	—	41.51% +28.74	25.77% +8.15

Bullish· Mar 5

Guidewire Software, Inc. (GWRE) reported strong Q2 FY2026 results with 24% revenue growth to $359.1M and $1.12B ARR, exceeding estimates by 16.4M.
The company's EPS of $1.06 exceeded estimates by 0.58, with 107.84% YoY growth, and GAAP EPS of $0.70.
GWRE's growth is attributed to its strong subscription and services segments, with subscription/support increasing by 33% to $237.2M and services increasing by 30% to $62.4M.

Bearish· Sep 4

Guidewire Software's Q4 earnings fell short of expectations, and its FY27 growth outlook is expected to slow, contributing to a 22% stock price drop.
The company's recent growth in revenue and bookings has not been enough to offset concerns about the timing of larger cloud deals, which are producing less first-year ARR while pushing more contracted value into future years.
Guidewire's weak outlook and disappointing guidance have led to a significant stock price decline, with the company's stock price falling 19.9% and being the session's biggest drop.

Generated by AI

Topics

Of the messages about GWRE that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	8.56%	49.35%
Technical Analysis	—	—	0.07%	1.68%
Analysts	—	—	20.33%	14.7%
Earnings	—	—	50.58%	25.55%
Controversies	—	—	0.41%	0.27%
Macro	—	—	20.05%	8.46%

Earnings· Dec 3

Guidewire Software's ($GWRE) Q1 earnings beat expectations, with EPS at $0.66 vs $0.61 and revenue at $332.64M vs $316.62M.
The company's YoY growth was strong, with EPS up 53% and revenue up 27%, but QoQ growth showed some normalization after a strong prior quarter.
Q2 and FY26 guidance was raised, with revenue expected to be $336.48M-$345M and $1.403B-$1.419B, respectively.

Analysts· Jun 3

Needham Research raised Guidewire Software's price target to $140.00 with a buy rating.
JP Morgan analyst Sterling Auty maintained an overweight rating for Guidewire Software with a lower price target of $140.00.
Needham Research and JP Morgan Chase both lowered their price targets for Guidewire Software to $120.00 and $140.00, respectively.

Announcements· Feb 11

Guidewire Software, Inc. (GWRE) is listed as an AI-Resilient Software company by JP Morgan.
The company's inclusion on this list suggests that JP Morgan believes Guidewire has a strong foundation for resilience in the face of AI-driven change.
This recognition may have a positive impact on Guidewire's stock price and investor sentiment.

Generated by AI

Community

Of the messages about GWRE, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	—	20.8%	37.26%
Newcomers	—	—	79.2%	62.74%

Regulars· Sep 4

The recent Q4 FY26 earnings report for Guidewire Software ($GWRE) showed revenue of $411.1 million, up 15% year-over-year, and adjusted EPS of $0.99, jumping 22% year-over-year.
Regular participants in the $GWRE discussion are focusing on the timing of larger cloud deals, which are producing less first-year ARR while pushing more contracted value into future years, creating a gap between strong bookings and reported growth.
The stock price has declined roughly 18.35% in Friday's session, trading near $165.64, with some analysts revising their targets for the company, including DA Davidson reiterating a $222 target and Oppenheimer raising its target to $210.

Newcomers· Sep 4

Newcomers to Guidewire Software, Inc. are focused on the company's recent stock price drop, with one post noting a 22% decline, and another explaining that the stock fell 20% despite beating earnings expectations.
The newcomers are also discussing the company's quarterly and annual results, with one post highlighting a 23% growth in revenue and another pointing out a 19% increase in annual recurring revenue (ARR) on a constant currency basis.
Additionally, the newcomers are analyzing the company's guidance and outlook, with one post noting that the full-year guide barely moved, and another explaining that the near-term outlook came in soft, contributing to the stock's decline.

Generated by AI

Guidewire Software

Social

Sep 8

Bullish· Mar 5

Bearish· Sep 4

Earnings· Dec 3

Analysts· Jun 3

Announcements· Feb 11

Regulars· Sep 4

Newcomers· Sep 4

Elevated Expectations Weigh on Guidewire (GWRE)

Paymentus Achieves Premier Level in Guidewire PartnerConnect Program

Could CorVel’s New Guidewire Integration Quietly Reshape Its Competitive Moat in Claims Management (CRVL)?

Guidewire (GWRE) Stock May Be Fairly Priced On Cloud And AI Growth

Winners And Losers Of Q2: Guidewire Software (NYSE:GWRE) Vs The Rest Of The Vertical Software Stocks

Adyen (ENXTAM:ADYEN) Guidewire Deal Keeps Its Undervalued Narrative In Play

Also Discussed

Guidewire Software Inc.

Company Information

Location

Elevated Expectations Weigh on Guidewire (GWRE)

Paymentus Achieves Premier Level in Guidewire PartnerConnect Program

Could CorVel’s New Guidewire Integration Quietly Reshape Its Competitive Moat in Claims Management (CRVL)?

Guidewire (GWRE) Stock May Be Fairly Priced On Cloud And AI Growth

Winners And Losers Of Q2: Guidewire Software (NYSE:GWRE) Vs The Rest Of The Vertical Software Stocks

Adyen (ENXTAM:ADYEN) Guidewire Deal Keeps Its Undervalued Narrative In Play

Also Discussed

Social

Sep 8

Bullish· Mar 5

Bearish· Sep 4

Earnings· Dec 3

Analysts· Jun 3

Announcements· Feb 11

Regulars· Sep 4

Newcomers· Sep 4