Guidewire Software

GWRE · NYSE · Information Technology

$162.74▼ -5.06%

$8.68 today

Mkt cap $13.84B
P/E 73.6
Day $160.93 – $166.05

Confidence

High conviction

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The read

Guidewire Software reports Q4 2026 with EPS estimate of $0.35; actual EPS not yet available

Guidewire Software's Q4 2026 earnings report was released with an EPS estimate of $0.35, but actual EPS figures are not yet reported. The stock declined 5.06% on the day to $162.74 amid mixed valuation signals and strong growth metrics. Analysts maintain a buy consensus with a $223.30 average target price, reflecting 39% upside from current levels.

Confidence note: Analysis based on EPS estimate and market reaction; actual EPS and guidance pending, limiting certainty.

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What happened

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Earnings print

Actual EPS for Q4 2026 is not yet available; EPS estimate was $0.35.

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Guidance

No updated guidance provided in the current data; next earnings event scheduled for June 4 AMC.

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Price reaction

Stock price declined 5.06% on earnings day to $162.74 from prior close of $171.42.

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Street narrative

Despite the lack of reported EPS, the stock price fell sharply, reflecting investor caution amid high valuation multiples and insider selling, offset by strong analyst buy ratings and growth metrics.

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So what

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What changed

EPS estimate remained at $0.35; actual EPS not reported; stock dropped 5.06% to $162.74.

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What the market is pricing

Market is pricing increased near-term risk given high valuation and insider selling despite strong growth.

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Fundamental takeaway

Maintain a cautious hold stance; watch for actual EPS release and guidance updates on June 4 AMC.

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Next 30–90 days

trending_upBull

38%

Actual EPS beats estimate with positive guidance, validating growth and supporting price recovery.

boltReported EPS exceeds $0.35 on June 4 AMC
boltManagement raises FY27 revenue or EPS guidance

balanceBase

36%

EPS in line with estimate and stable guidance; stock stabilizes near current levels with moderate volatility.

boltEPS reported near $0.35
boltGuidance remains flat or unchanged

trending_downBear

26%

EPS misses estimate and/or guidance cut triggers further stock decline amid valuation concerns and insider selling.

boltEPS below $0.35
boltGuidance lowered for FY27

checklist

What to do

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If you hold it

Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.

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If you're watching

Add only if EPS beats $0.35 with raised guidance; avoid entry if EPS misses or guidance is lowered.

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Keep on your radar

Actual EPS release on June 4 AMC
Management commentary on FY27 guidance
Insider activity updates post-earnings
Stock price reaction and volume trends post-June 4