quiverquant.comSEP 142 min read$GWRE

Guidewire climbs as investors focus on cloud growth, recurring revenue, and bullish analyst support

Guidewire Software (GWRE) rose 8.6% today, driven by investor confidence in its cloud transition and recurring revenue growth. Fiscal 2026 revenue increased 23%, with subscription revenue up 33%. Annual recurring revenue reached $1.24B, with 19% growth. Analysts raised price targets, including one to $235. Insiders sold shares, while hedge funds showed mixed activity.

Original reporting

quiverquant.com

Published Sep 14, 2026, 9:21 PM UTC

Analysis

AlphAI AI DeskAI-generated

Added to AlphAI Sep 14, 2026, 10:10 PM 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.

About AlphAI AI Desk Scoring methodology Report an issue

Guidewire climbs as investors focus on cloud growth, recurring revenue, and bullish analyst support — source image — Source · quiverquant.com

Decision brief

The 30-second read

$GWREBullishMed

Why it matters

Earnings beat and analyst target increase provide a fresh catalyst for traders.

Market read

The earnings surprise and cloud‑growth narrative make GWRE a near‑term trading opportunity.

What to watch

Potential slowdown in new contract wins or higher churn could temper growth.

Relevance 7/10Novelty 7/10Timing: today

Background

Guidewire Software (GWRE) posted FY2026 results with strong revenue and ARR growth, prompting an 8.6% stock rise.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$GWREBullishHigh confidence

Context

Guidewire reported FY2026 revenue up 23% and Q4 non‑GAAP EPS $0.99, driving an 8.6% price jump.

Expected impact

Potential further 3‑5% rally on momentum.

Evidence & confidence

Revenue beat and ARR growth reinforce cloud transition narrative, supporting higher multiples.

Market effects

Sector

Cloud‑software sector may see broader strength as Guidewire validates subscription model.

Regional

U.S. tech equities could benefit from the earnings beat.

Global

Reinforces confidence in enterprise‑software growth globally.

Counterpoint

What could challenge this read

Insider sales and hedge fund exits could signal concerns about valuation.

Key entities

company
Guidewire Software
U.S. enterprise‑software provider.

Read at source ← All news

SEP 16

$GWREHighAI 8/10

Guidewire Software’s Cloud Shift Powers Earnings Call

Guidewire Software (GWRE) reported Q4 earnings with record ARR of $1.242B, up 19% YoY. Cloud ARR grew 35% and now represents 84% of total ARR. Subscription revenue surged 37% to $916M. Total revenue reached $1.475B, up 23%. The company expects fiscal 2027 ARR of $1.45B-$1.46B and total revenue of $1.707B-$1.727B.

tipranks.com3 min

SEP 12

$GWRELow

Guidewire Software (GWRE) Following Earnings And 2027 Guidance Is The Valuation Case Changing

Guidewire Software (GWRE) reported Q4 and FY2026 earnings, providing 2027 revenue and operating income guidance. Shares closed at $140.92, down 24.9% YTD but up 53.9% over 3 years. The company's valuation is debated, with a fair value estimate of $210.86, though its P/E ratio of 84.2x is high compared to peers. Growth potential is tied to cloud-based systems and global expansion, but risks include large deal delays and foreign exchange impacts.

simplywall.st3 min

SEP 9

$GWREHighAI 8/10

Guidewire (GWRE) Q4 2026 Earnings Call Transcript

Guidewire (GWRE) reported Q4 2026 earnings with ARR growth of 19% YoY to $1.242B, total revenue up 23% to $1.475B, and non-GAAP operating income up 63% to $340M. Cloud ARR grew 35% YoY, comprising 84% of total ARR. The company guided FY 2027 ARR to $1.45B-$1.46B, up 18% at midpoint. Subscription revenue rose 37% YoY to $916M, while license revenue declined 7% to $235M. Management highlighted record-low attrition rates and strong adoption of AI-driven products like ProNavigator and PricingCenter.

fool.com3 min

SEP 6

$GWREMed

Guidewire Software (GWRE) Is Down 21.1% After Tempered Fiscal 2027 Revenue And ARR Guidance - What's Changed

Guidewire Software (GWRE) reported Q4 2026 revenue of $411.09M and full-year revenue of $1.48B, with annual net income rising to $139.28M. The company's fiscal 2027 guidance showed more moderate growth, causing a 21.1% stock drop. Investors are reassessing the pace of cloud and AI initiatives' impact on earnings.

simplywall.st3 min

SEP 6

$GWREMed

BTIG reiterates Buy on Guidewire Software at $175 target

BTIG analyst Allan Verkhovski maintained a Buy rating on Guidewire Software but lowered the price target to $175 from $200, citing a revised valuation outlook while keeping a positive stance on the stock's potential.

scanx.trade2 min

SEP 5

$GWREMedAI 8/10

Guidewire Software, Inc. Q4 2026 Earnings Call Summary

Guidewire Software reported 19% ARR growth and 22% fully ramped ARR growth for Q4 2026, with a record-low attrition rate. The company secured a cloud migration deal with Nationwide and introduced AI-driven products. For FY27, Guidewire expects 18% ARR growth, a $46M decline in license revenue, and subscription margins of 75-76%. The company is nearing completion of a $600M share repurchase program.

yahoo.com3 min