US · Technology · Software - Application
EPS came in at 0.55 against a street estimate of 0.49 — a beat of 12.2%.
Analysts rate Guidewire Software Inc a buy (13 buy, 3 hold, 0 sell out of 16) with an average price target of $213.64.
CONFIDENT Guidewire closed FY2026 with 19% ARR growth to $1.24B, beating guidance. New AI products ProNavigator (28 deals) and PricingCenter (12 deals) drove momentum. Management guides FY27 ARR of $1.45–1.46B (18% growth), with 84% cloud mix and sub-1.5% attrition signaling durability. Q4 FY26 Call did not break out regional performance; customers mentioned globally (Nationwide, MAPFRE U.S., Definity Canada, Alfa U.S., Hollard Australia, Achmea Farm Australia, Finland partner, Capital Insurance). Analysts pressed mechanically on ProNavigator cross-sell vs. net new, PricingCenter competitive positioning, and fully ramped ARR ramp timing. Management emphasized cross-sell dominance in FY26, native integrations as competitive moat, and backlog-to-ARR conversion tilting toward years 2–5 to signal durability over near-term acceleration. 2026-09-03…
Full summary in the app.
| Fund | Stake |
|---|---|
| BAMCO Inc | 10.97% |
| BlackRock Inc | 10.87% |
| Linonia Partnership LP | 8.46% |
| Vanguard Portfolio Management, LLC | 5.50% |
| Vanguard Capital Management, LLC | 4.69% |
| Darsana Capital Partners LP | 4.64% |
| State Street Corp | 3.27% |
| JPMorgan Chase & Co | 2.74% |
| Document | Date |
|---|---|
| Proxy statement · Q4 FY2026 EXECUTIVE PAY • CEO Mike Rosenbaum’s fiscal 2026 total compensation was not included in the supplied document excerpt, so the exact amount and year-o | 2026-10-29 |
| Material agreement · Q1 FY2027 HEADLINE NUMBERS • Guidewire agreed to acquire all issued share capital of Hyperexponential Ltd for a base price of $1.7 billion in cash, subject to | 2026-10-27 |
| Company announcement · Q1 FY2027 HEADLINE NUMBERS • Guidewire Software entered a new multi-year agreement on September 4, 2026, with a top 10 U.S.-based insurance carrier. • The agr | 2026-09-30 |
| Annual report FY2026 GUIDEWIRE SOFTWARE, INC. – FISCAL YEAR 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market Capitalization: $7.4 billion as of January 30, 20 | 2026-09-11 |
| Board / officer change · Q1 FY2027 GUIDEWIRE SOFTWARE, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company issued press release on September 3, 2026 announcing financial results for fi | 2026-09-03 |
| Board / officer change · Q4 FY2026 GUIDEWIRE SOFTWARE, INC. - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Guidewire Software, Inc. is a software company traded on the New York St | 2026-07-22 |
| Quarterly report · Q3 FY2026 GUIDEWIRE SOFTWARE, INC. - Q3 2026 (QUARTER ENDED APRIL 30, 2026) SUMMARY FOR RETAIL INVESTORS --- HEADLINE NUMBERS • Total Revenue (9M 2026): $1,0 | 2026-06-05 |
| Results announced · Q4 FY2026 GUIDEWIRE SOFTWARE Q3 FY2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total Revenue Q3: $372.5 million, +27% year-over-year • Annual Recurring Revenue (A | 2026-06-04 |
Readable in the app.
| Announcement | Date |
|---|---|
| Company announced entry into an acquisition agreement and related acquisition financing Guidewire Software announced it has entered into an agreement to acquire hyperexponential, although the excerpt does not provide the purchase price, financing amount, closing date, or other | 2026-10-27 |
| Multi-year agreement with top 10 US insurance carrier on Cloud platform Guidewire Software signed a multi-year cloud services agreement on September 4, 2026 with a top 10 US insurance company to provide PolicyCenter software and Guidewire Cloud services for thei | 2026-09-30 |
| Board approves new $500 million share repurchase program Guidewire Software completed its previous $500 million share repurchase program authorized in September 2022 and announced a new $500 million repurchase authorization approved by its board o | 2026-01-08 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Guidewire Software Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.