Guidewire Software
GWRE · NYSE · Information Technology
+$1.11 today
- Mkt cap $12.49B
- P/E 80.7
- Day $146.30 – $152.19
Confidence
High conviction
The read
Guidewire Software beats EPS estimates by 11%, shares rise 1.7% post-earnings
Guidewire reported Q2 EPS of $0.82 versus $0.74 consensus, a 10.8% beat, with shares up 1.7% amid solid growth metrics but mixed technical signals.
Confidence note: High confidence due to concrete EPS beat and clear price reaction; limited by absence of explicit guidance data.
What happened
Earnings print
Guidance
Price reaction
Street narrative
So what
What changed
What the market is pricing
Fundamental takeaway
Next 30–90 days
Sustained revenue and EPS growth with positive next-quarter guidance drives multiple expansion.
- Next-quarter EPS guidance exceeds consensus by at least 5%.
- Revenue growth remains above 20% year-over-year.
Growth continues but at a moderate pace; valuation remains rich but justified by institutional support.
- Next-quarter guidance aligns with consensus.
- Institutional ownership remains above 100%.
Growth falters and valuation multiple contracts amid negative guidance or increased insider selling.
- Next-quarter EPS guidance misses consensus by more than 5%.
- Insider selling intensifies beyond current levels.
What to do
If you hold it
If you're watching
Keep on your radar
- Next-quarter EPS and revenue guidance release date.
- Quarterly revenue growth rate year-over-year.
- Insider selling activity over next 90 days.
- Institutional ownership changes reported quarterly.