Guidewire SoftwareGWRE

Buy more

Buy more at today's $161, already under our buy price.

5 good· Revenue growth
7 to watch· Insider selling

$160.91+2.75 (+1.74%)

Price at 3:01 PM ET

After hours · opens in 17h 23m

NYSE · Technology · Information Technology · Large company

Remind me 3 days before earnings

The price we'd buy GWRE at comes with a free account

It also has the whole brief, the scorecard and how the call has moved.A free account gets it on three stocks you pick, plus three long research reports a month.

What would change it

Sources

Analysts' forecast on the Nasdaq earnings calendar
From company filings, as of Nov 8
Yahoo Finance daily closes to Nov 11

Any one could move it to Keep

Next report · Dec 2

below$0.36
earnings per share
below11%
sales growth

Compared with the S&P 500

17 points
worse in one day
39 points
worse in five trading days

−26.7% in a yearsince Nov 11, 2025

Earnings report

The news behind our call

written Oct 28, 10:35 AM ETOct 28, 10:35 AM ET · 17 articles · 9 sources

Guidewire is pursuing a $1.7 billion cash acquisition of Hyperexponential.
Guidewire’s earnings growth substantially exceeds similar software companies.
Hyperexponential adds AI-based underwriting and pricing tools.

What changed

From Yahoo Finance, Guidewire Software via Seeking Alpha, Guidewire Software via Yahoo Finance and 1 more

Dec 2

in 20 days

GWRE reports earnings

Analysts expect $0.36 a share.

Guidewire Software (GWRE) rebounded from Prior quarter Software Drag
Today
Definity Leverages Guidewire ProNavigator to Deliver real-time AI Assistance to Brokers in Vyne
Today
GuideOne Insurance, a Member Company of the Mutual Group, Completes Guidewire Cloud Migration to Speed Innovation
Yesterday
Buy, sell, or hold? Wednesday’s top upgrades and downgrades: Akamai Technologies, Apple, BILL Holdings, Corning, Form Factor, Guidewire Software, NVIDIA, Riot Platforms, Toast, and more
Yesterday
Ontario's Workplace Safety and Insurance Board cuts Employer Registration time from days to Minutes with Guidewire
Monday
Gore Mutual Insurance Embeds Guidewire ProNavigator to Speed Underwriting and Claims Decisions
Nov 2
Guidewire Software (GWRE) moves Deeper into AI with underwriting deal and Core platform
Oct 30
Guidewire investor Day: AI push, Hyperexponential deal target $90B Insurance Opportunity
Oct 28

Overview

In plain numbers

Revenue grew 23% from a year earlier, to $1.5B in the last twelve months.
It keeps 10 cents of every revenue dollar as operating profit, up from a loss of 25 cents in FY 2022.
It turned 26% of revenue into free cash flow: $377.7M in the last twelve months.
It holds $777.2M in cash and investments against $715.0M of debt, which leaves $62.2M of net cash.

Key figures

Revenue (TTM): $1.5B
Revenue growth, 1 year: +22.7%
Net income: $139M
EPS (diluted): $1.63
Gross margin: 64.2%
Operating margin: 10.2%

Return on equity: 10.5%
Return on capital: 10.6%
Debt / equity: 0.60
Current ratio: 1.79
Buyback yield: 0.59%

Key facts

Company value: $13.3B
Price / last year's earnings: 80.2×
Today's range: 155.61163.01
Past year's range: 102.69222.51

Yesterday's close: $158.16
Swings vs the market: 0.9×about the same
Next earnings: Dec 2in 20 days