Guidewire Software, Inc.
GWRE
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Guidewire Software operates in a niche market with strong demand for its insurance software solutions, positioning it well against competitors.
- Revenue increased by 10% compared to the prior quarter, reaching $411 million.
- Gross margin improved to 65.6%, up from 63.5% in the previous quarter.
- The company's earnings growth has been negative, with a decline of 38.2% year-over-year.
- Operating margin was only 10.2% for the year 2026, indicating challenges in profitability.
- Trailing P/E ratio stands at 100.93, suggesting the stock may be overvalued compared to its earnings.
Fundamentals
| Market cap | $13.51B | Enterprise value | $13.45B | Trailing P/E | 101.09 | Forward P/E | 30.83 |
| PEG | 1.07 | Price / book | 11.32 | Beta | 1.03 | Dividend yield | 0.00% |
| Revenue growth | 15.3% | Earnings growth | -38.2% | Gross margin | 64.2% | Operating margin | 15.2% |
| Profit margin | 9.4% | ROE | 10.5% | ROA | 3.5% | Debt / equity | 0.60 |
| Current ratio | 1.79 | Free cash flow | $343.03M | Analyst recommendation | buy | Mean target | $213.29 |
| 52w high | $255.89 | 52w low | $102.30 |
Quarterly
| 2026-Q3 | 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | |
|---|---|---|---|---|---|
| Revenue | $411M | $373M | $359M | $333M | $357M |
| Op margin | 15.2% | 8.2% | 10.7% | 5.6% | 8.3% |
| Net income | $31.4M | $16.5M | $60.1M | $31.3M | $52.0M |
| Gross margin | 65.6% | 63.5% | 64.5% | 63.0% | 65.0% |
| Gross profit | $270M | $237M | $232M | $210M | $232M |
| Operating income | $62.3M | $30.6M | $38.4M | $18.5M | $29.6M |
- Revenue +10% vs prior quarter ($411M vs $373M).
- Gross margin 65.6% (was 63.5% prior quarter).
- Operating margin expanded to 15.2%.
Yearly (6y)
| 2026 | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
| Revenue | $1.5B | $1.2B | $980M | $905M |
| Op margin | 10.2% | 3.4% | -5.4% | -16.5% |
| Net income | $139M | $69.8M | -$6.1M | -$112M |
| Gross margin | 64.2% | 62.5% | 59.5% | 50.6% |
| Gross profit | $947M | $752M | $583M | $458M |
| Operating income | $150M | $41.1M | -$52.6M | -$149M |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-07 · Is Guidewire Software (GWRE) Fully Priced On Its New AI Product Leadership?
2026-10-05 · Samsara, Zeta Global, and Guidewire Software Shares Are Soaring, What You Need To Know
2026-10-05 · Guidewire Names Dan Brown as Chief Product Officer
2026-10-01 · Guidewire Software, HubSpot, Asana, nCino, and Atlassian Shares Skyrocket, What You Need To Know
2026-09-30 · Guidewire Software Adds Leading US Insurer to Guidewire Cloud, PolicyCenter
2026-09-29 · Elevated Expectations Weigh on Guidewire (GWRE)
2026-09-29 · West Bend Lays the Foundation for AI-Driven Claims on Guidewire
2026-09-29 · Guidewire's Cash Flow and Buybacks: Can Both Keep Scaling?
2026-09-23 · Guidewire (GWRE) Stock May Be Fairly Priced On Cloud And AI Growth
2026-09-23 · Winners And Losers Of Q2: Guidewire Software (NYSE:GWRE) Vs The Rest Of The Vertical Software Stocks
2026-09-23 · Adyen (ENXTAM:ADYEN) Guidewire Deal Keeps Its Undervalued Narrative In Play
2026-09-22 · Can Guidewire Software Maintain Its Robust ARR Growth Momentum?
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