Menu
Live
Market Overview
Live indices, gainers & losers
Market Pulse
AI-curated live updates
Market Movers
Top gainers & losers by cap
Market Signals
Value, momentum & analyst signals
Smart Money
Insider & congress trades
Hedge Funds
What 63 elite funds bought & sold
52-Week Highs
Stocks breaking out to new highs
52-Week Lows
Beaten-down stocks near support
High Beta
Stocks that move more than the market
Earnings Calendar
Upcoming earnings dates
Daily
Research
Invest
LIVE
Guidewire Software, Inc.
GWRE
NYSE·Technology·Software - Application·Mkt cap $10.6B
$135.88
▲ +6.44%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$102.30 - $272.60
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 44.0% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Deep domain expertise in P&C insurance with purpose-built solutions addressing complex industry workflows
- High customer switching costs through integrated, mission-critical systems embedded in insurer operations
- Comprehensive product ecosystem enabling end-to-end digital transformation across all insurance functions
- Strong customer relationships with established insurers providing recurring revenue and upsell opportunities
- Cloud-native architecture and modern technology stack positioning for long-term scalability
Bear Case
2 risks
- Average volatility.
- Significant premium - growth priced in
Growth
Stable outlook
Digital transformation acceleration in insurance industry driving cloud migration and modernization spending
Value
Significant premium - growth priced in
Momentum
Weak
-15.3% over 3m
Quality
Excellent
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying GWRE right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Sep 3, 2026
JUN 4, 2026
Reported EPS of $0.82 vs $0.74 consensus (+10.4% surprise). Revenue of $372.5M vs $355.9M expected (+4.7%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+10.4%
Next: Sep 3, 2026
Revenue trend · last 8Q
—
—
—
+20%
+22%
+22%
+27%
+24%
Q3 24
Q4 24
Q1 24
Q2 25
Q3 25
Q4 25
Q1 25
Q2 26
$240.7M
$291.5M
$262.9M
$289.5M
$293.5M
$356.6M
$332.6M
$359.1M
Margins · last 8Q
Gross
64.5%
Operating
10.8%
Profit
16.7%
Wall Street consensus
8 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
$225.00
▲ +65.6% vs $135.88
Latest: Wells Fargo · Jun 5, 2026
1 analyst covering