Guidewire Software, Inc.
GWRE
NYSE·Technology·Software - Application·Mkt cap $16.9B
$202.86
▲ +5.24%
P/E
124.45
Mkt Cap
$16.9B
52-Wk Range
$102.30–$272.60
52-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 6.5% 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.
- High premium - requires strong execution
Growth
Moderate growth ahead
Digital transformation acceleration in insurance industry driving cloud migration and modernization spending
Value
High premium - requires strong execution
Momentum
Hot
+34.2% over 3m
Quality
Excellent
Excellent business quality
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.
SEP 3, 2026
Reported EPS of $0.99 vs $0.93 consensus (+6.1% surprise). Revenue of $411.1M vs $402.6M expected (+2.1%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+6.1%
Revenue trend · last 8Q
—
+20%
+22%
+22%
+27%
+24%
+27%
+15%
Q1 24
Q2 25
Q3 25
Q4 25
Q1 25
Q2 26
Q3 26
Q4 26
$262.9M
$289.5M
$293.5M
$356.6M
$332.6M
$359.1M
$372.5M
$411.1M
Margins · last 8Q
Gross
65.6%
Operating
15.1%
Profit
7.6%
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
—
Latest: BTIG · Sep 2, 2026
vs Industry
How GWRE stacks vs Software - Application
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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