$GWRE

Guidewire Software (GWRE) announced a multi-year cloud deal with a top 10 US insurer, adding them to its top 10 customers. The agreement highlights the insurer's commitment to Guidewire's cloud platform and AI tools, though guidance remains unchanged. Analysts project $2.2B revenue and $294.1M earnings by 2029, with potential upside. Risks include execution challenges and customer concentration.

Alarm.com (ALRM) stock rose 22% post-Q2 earnings, trading at $205.10. Bentley Systems (BSY) reported $410.7M revenue, up 12.8%, missing billings estimates, and stock fell 9.1% to $32.76. Guidewire Software (GWRE) reported $411.1M revenue, up 15.3%, beating estimates, but stock dropped 23.9% to $154.32. Market focus shifted from AI to geopolitics and back to fundamentals.

DA Davidson reiterated a Buy rating and $222 price target for Guidewire Software (NYSE:GWRE), citing a new major customer win. The target implies 42% upside from the current price. Guidewire reported 23% revenue growth over the last year and exceeded Q4 earnings expectations. The stock has declined 23% year-to-date.

Guidewire Software (GWRE) secured a multi-year deal with a top 10 US insurer, boosting its annual recurring revenue. The stock has seen volatility, up 15.51% over 90 days but down 22.76% over 30 days. The company's fair value is estimated at $210.86, higher than its last close of $155.32, but its P/E ratio of 91.4x is nearly twice the peer average, indicating potential valuation risk.

Guidewire Software (GWRE) rose 8.9% today, driven by renewed investor confidence in its growth story, particularly in cloud and AI. Fiscal 2026 revenue grew 23% to $1.48B, ARR reached $1.24B, and operating cash flow was $389.7M. Recent customer wins and an upcoming Analyst Day also contributed to the positive sentiment.

Guidewire Software (GWRE) rose 7.9% to $153.85 Thursday, part of a broader software sector rally. PTC and FICO also gained 5.1% and 9.1%, respectively. No specific catalyst was identified. Trading volume reached 290,696 shares, with market cap at $12.4B. The move reflects improving sentiment in enterprise software.

Guidewire Software (GWRE) CEO Michael Rosenbaum sold 1,200 shares on 2026-09-28, reducing his stake to 278,466 shares. He has sold 152,672 shares in the past year with no purchases. GWRE's stock trades at $142.65, with a market cap of $11.69B and a high P/E ratio of 87.53. GuruFocus values it at $216.84, suggesting undervaluation.

Guidewire Software (GWRE) signed a multi-year deal with a top 10 US insurer for personal lines on Guidewire Cloud and PolicyCenter, effective Sept. 4, 2026. The carrier is now among GWRE's top 10 by fully ramped annual recurring revenue (ARR). The company stated this deal does not alter its previously issued guidance for the quarter or full year. ARR is defined as annualized recurring value including non-variable price increases within the first five years.

Guidewire Software, Inc. (GWRE) filed an SEC Form 8-K — Other Events. Item 8.01 Other Events. On September 4, 2026, Guidewire Software, Inc. (the “Company”) entered into a new multi-year agreement with a top 10 US-based insurance carrier addressing their personal lines book of business on Guidewire Cloud and PolicyCenter. This agreement results in

Guidewire Software (GWRE) reported fiscal 2026 operating cash flow of $390M, up 30% YoY, and repurchased $606M in shares. Non-GAAP operating income rose 63% to $340M. For fiscal 2027, it projects $445M-$465M in operating cash flow. Competitors ServiceNow (NOW) and Salesforce (CRM) also reported strong cash flows and buyback plans.