$GWRE

Guidewire Software sees FY27 sales of $1.707B

Guidewire Software (GWRE) projected FY27 sales between $1.707B and $1.727B, exceeding analyst estimates of $1.701B. Q4 adjusted EPS was $0.99, beating estimates by 5.32%, with revenue at $411.1M, up 15.29% YoY.

Original reporting
Published Sep 3, 2026, 9:53 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.
Guidewire Software sees FY27 sales of $1.707B — source image
Decision brief

The 30-second read

$GWREBullishMed
01

Why it matters

The beat and raised guidance suggest stronger operational leverage, likely supporting the stock.

02

Market read

First‑report guidance that exceeds consensus, offering a clear trading catalyst.

03

What to watch

Potential macro‑economic slowdown could curb new business, and the guidance does not address cost pressures.

Relevance 8/10Novelty 8/10Timing: post‑earnings guidance release

Background

Guidewire reported Q4 EPS of $0.99 and revenue of $411.1M, both beating estimates, before issuing FY27 guidance.

Company-level read

Ticker impact

$GWREBullishHigh confidence
Context

Guidewire Software raised FY27 sales guidance to $1.707‑$1.727B, topping the $1.701B consensus.

Expected impact

Potential upside of 3‑5% as investors price in higher revenue expectations.

Evidence & confidence

The guidance range is above consensus and includes a beat at the low end, which is material for a mid‑cap software firm.

Market effects

Software and insurance‑technology peers may see modest lift as higher guidance signals market demand.

U.S. tech sector gains modestly; no major regional effect.

Limited to investors tracking U.S. software stocks.

Counterpoint

If the guidance is overly optimistic, future quarters could miss, leading to a correction.

Key entities

  • Guidewire Software

    U.S. software provider for insurance carriers.

Related articles

$GWREHighAI 8/10

Guidewire Software earnings analysis: questions answered and next catalysts

Guidewire Software (GWRE) reported FY2026 Q4 earnings beating estimates with EPS of $0.99 and revenue of $411.08M. Despite the beat, shares fell 21.38% to $159.48 as investors focus on FY2027 growth and cloud-transition revenue mix. Management provided guidance for FY2027 ARR of $1.45B–$1.46B, implying 18% growth. Key catalysts include the Connections conference in October 2026 and Q1 FY2027 earnings on December 3, 2026.

$GWREMedAI 8/10

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.

$GWREHighAI 8/10

Guidewire Software Inc (GWRE) Q4 2026 Earnings Call Transcript

Guidewire Software (GWRE) reported Q4 2026 earnings, with ARR reaching $1.242B, up 19% YoY. Key highlights include a cloud migration deal with Nationwide, strong demand for Pricing Center, and successful integration of AI-driven Pro Navigator. The company also completed a $600M share repurchase program and achieved low ARR attrition rates, signaling customer loyalty.