Guidewire Software, Inc.
Guidewire Software (GWRE) reported that its Chief Accounting Officer exercised 4,351 performance shares into common stock on September 15, 2026, after a three-year performance cycle paid out at 136% of target. The shares were converted at $0.00 per share, leaving him with 14,138 common shares. The performance shares cliff vested after meeting the performance conditions.
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.
Guidewire Software (GWRE) granted its president, John P. Mullen, 35,004 performance shares and 35,004 common shares on September 11, 2026. The performance shares vest after a three-year period ending in 2029, contingent on performance and continued employment.
Over the past 7 days, AlphAI's AI scored 9 news stories mentioning GWRE (Guidewire Software, Inc.). Coverage has skewed bullish: 3 bullish, 6 neutral, and 0 bearish.
Recent GWRE coverage spans financial news, earnings and technology.
In the last 30 days, GWRE insiders filed 6 SEC Form 4 transactions — no purchases and 6 sales ($4.0M). The most active reporter was Rosenbaum Michael George, Chief Executive Officer, with 4 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
The insider exercise adds a modest number of shares to the insider's holdings with no cash transaction.
Strong earnings and analyst target raise suggest near‑term upside.
Small insider grant with no immediate dilution; limited price impact.
The grant adds modest insider ownership, signaling confidence but unlikely to move the stock materially.
Small insider award with no immediate price impact.
AlphAI scores every news story that mentions GWRE with an AI model for sentiment and relevance, and aggregates insider trades from Guidewire Software, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Guidewire Software (GWRE) reported that its Chief Accounting Officer exercised 4,351 performance shares into common stock on September 15, 2026, after a three-year performance cycle paid out at 136% of target. The shares were converted at $0.00 per share, leaving him with 14,138 common shares. The performance shares cliff vested after meeting the performance conditions.
1 min readGuidewire 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.
2 min readGuidewire Software (GWRE) granted its president, John P. Mullen, 35,004 performance shares and 35,004 common shares on September 11, 2026. The performance shares vest after a three-year period ending in 2029, contingent on performance and continued employment.
1 min readGuidewire's (GWRE) CFO, Jeffrey Elliott Cooper, received 18,650 performance shares and 18,650 common shares on September 11, 2026. The performance shares vest after a three-year period based on performance and continued employment. Cooper now holds 80,769 shares directly.
1 min readGuidewire Software (GWRE) granted its Chief Admin Officer and General Counsel, James Winston King, 8,034 Performance Shares and 8,034 Common Stock shares on September 11, 2026. The shares vest based on financial performance and continued employment through 2029, with an expiration date of 2036. King's total directly held Common Stock now stands at 38,052 shares.
1 min readAdyen N.V. has been approved as a Global Payment Partner for Guidewire Software, Inc., offering insurers a single platform to manage payments through the Guidewire Marketplace. The integration will enable seamless premium collections, billing retries, and claims payouts, with features like end-to-end processing, unified reporting, and fraud protection. The solution will be available globally in 2027, benefiting Guidewire's 570+ insurer customers across 43 countries.
2 min readGuidewire 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.
3 min readGuidewire (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.
3 min readUS equities show divergence with semiconductor and biotech stocks rising, while software stocks fall. Belite Bio (BLTE) and Aehr Test Systems (AEHR) lead gains, while Guidewire Software (GWRE) and lululemon (LULU) lead declines. SanDisk (SNDK), Cohu (COHU), and Cerebras Systems (CBRS) also see notable gains. Fair Isaac (FICO), UiPath (PATH), and Asana (ASAN) experience significant drops.
2 min readGuidewire 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.
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