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Guidewire Software, Inc. · NYSE · Technology
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Guidewire reported Q3 adjusted EPS of $0.82 and revenue of $372.54 million, topping expectations. Subscription and support revenue rose 35% and services grew 32%, while license revenue declined 2%. CEO Mike Rosenbaum attributed the results to cloud modernization and AI adoption, signaling a potential record Q4 despite an after-hours stock decline.
View signal analysisGWRE reported Q4 earnings of $0.84, exceeding estimates of $0.64. Q4 sales reached $356.57 million, surpassing expectations of $337.86 million. FY2026 sales forecasted at $1.385B-$1.405B, above $1.184B estimate. The company secured a significant 10-year deal with a Tier-1 insurer. Analysts raised price targets, indicating strong future outlook and confidence.
View signal analysisGWRE reported earnings of 88 cents, beating estimates of 47 cents. Quarterly sales reached $293.51 million, exceeding expectations of $286.39 million. The stock jumped 19.1% after the earnings announcement. Analysts have raised price targets significantly post-earnings. Guidewire is enhancing market engagement with major industry events.
View signal analysisGuidewire plans to double India headcount to 1,000 by 2028. Expansion of professional services division indicates growth potential.
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