Guidewire Software, Inc. provides software products for property and casualty insurers around the world. The company is headquartered in San Mateo, California.
| Revenue (TTM) | $1.42B |
| Gross Profit (TTM) | $909.50M |
| EBITDA | $131.00M |
| Operating Margin | 8.22% |
| Return on Equity | 11.90% |
| Return on Assets | 2.92% |
| Revenue/Share (TTM) | $16.80 |
| Book Value | $15.82 |
| Price-to-Book | 8.50 |
| Price-to-Sales (TTM) | 7.95 |
| EV/Revenue | 7.85 |
| EV/EBITDA | 55.77 |
| Quarterly Earnings Growth (YoY) | -64.80% |
| Quarterly Revenue Growth (YoY) | 26.90% |
| Shares Outstanding | $83.26M |
| Float | $75.04M |
| % Insiders | 0.36% |
| % Institutions | 106.78% |
Volatility is currently contracting
Guidewire's cash-flow growth strengthens its cloud investment case, but deal timing, services mix and operating costs keep execution risk in view.
Guidewire's cloud transition, ARR growth and margin gains support the stock case, but deal timing, costs and AI scaling remain key tests.
Guidewire's cloud migration, AI workflow tools and services growth deepen its insurer modernization story, but execution and margin mix remain key tests.
Guidewire is a dominant vertical SaaS provider in P&C insurance, benefiting from high switching costs and deep industry integration. I see AI as a tailwind for GWRE, enhancing its platform and accelerating cloud migration, rather than posing a disruptive threat. GWRE's cloud transition is driving recurring revenue growth, with ARR up 19% and subscription revenue up 35% in the latest quarter.
CAPE TOWN, South Africa--(BUSINESS WIRE)--Guidewire (NYSE: GWRE) today announced that Santam - Africa's largest general insurer - has gone live on Guidewire, advancing its strategy to modernize core insurance operations and strengthen digital agility. The cloud deployment provides Santam with a scalable foundation for continuous innovation, improved operational responsiveness, and the broader use of AI across the business. With Guidewire, Santam can build on its commitment to making insurance m.
Examine the evolution of Guidewire Software's (GWRE) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.
GWRE tops fiscal Q3 estimates as revenues rise 26.9% and ARR grows 19%, prompting higher full-year revenue, profit and cash flow outlooks.
Guidewire Software, Inc. (GWRE) Q3 2026 Earnings Call Transcript
Guidewire Software NYSE: GWRE reported stronger-than-expected fiscal third-quarter revenue, profitability and cash flow, while management said demand for cloud migrations, pricing tools and AI-related products continued to build heading into the company's seasonally important fourth quarter.
Although the revenue and EPS for Guidewire Software (GWRE) give a sense of how its business performed in the quarter ended April 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
