$GWRE

Guidewire Software (GWRE) Q4 Earnings and Revenues Top Estimates

Guidewire Software (GWRE) reported Q4 earnings of $0.99 per share, exceeding estimates by $0.05. Revenue was $411.09 million, up 15.3% YoY. The company has beaten EPS estimates three times in the last four quarters. Shares are down 4.1% YTD, underperforming the S&P 500.

Original reporting
Published Sep 3, 2026, 9:40 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Sep 4, 2026, 1:28 AM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
alphai market briefEarnings
Primary signal
$GWRE
Bullish
high confidence
Mentioned
$GWRE
Relevance
8/10
alphai data visualization · based on finance.yahoo.com
Decision brief

The 30-second read

$GWREBullishHigh
01

Why it matters

Earnings beat suggests operational strength but modest revenue growth may temper enthusiasm.

02

Market read

First‑report earnings release with beat; relevant for traders focusing on software and insurance tech stocks.

03

What to watch

Stock has underperformed YTD; valuation may still be stretched.

Relevance 8/10Novelty 8/10Timing: after‑hours release

Background

Guidewire Software provides core software platforms for property and casualty insurers.

Company-level read

Ticker impact

$GWREBullishHigh confidence
Context

Guidewire Software reported Q4 earnings of $0.99 EPS and revenue of $411.09M, both beating Zacks consensus estimates.

Expected impact

Potential modest rally in after‑hours trading.

Evidence & confidence

Surprise EPS (+5.3%) and revenue (+2.2%) exceed expectations, indicating stronger performance than consensus.

Market effects

Positive earnings may lift other insurance‑software peers.

U.S. tech/software sector may see slight uplift.

Limited to U.S. equities; no broader macro effect.

Counterpoint

Despite beats, guidance outlook remains flat, limiting upside.

Key entities

  • Guidewire Software

    Provider of insurance‑industry software solutions.

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Guidewire Software Q4 Earnings Call Highlights

Guidewire Software (GWRE) reported Q4 and fiscal 2026 results, with revenue up 23% YoY to $1.475B. Subscription revenue grew 37% to $916M. The company closed 12 PricingCenter deals and 28 ProNavigator wins. For fiscal 2027, Guidewire forecasts ARR of $1.45B-$1.46B and total revenue of $1.707B-$1.727B. The company ended the period with $1.2B in cash and repurchased $606M of stock.