Technology · Vertical SaaS
GWRE Guidewire Software
High convictionMid capFYE July
Next print
FY26 Q3 · 2026-06-04
After-hours close
Consensus Rev
$316.0M
Street median
Consensus EPS
$0.61
Street median
Peer read-throughs
0
none flagged
Last print — FY26 Q2 (2026-03-05)
Revenue (Actual)
$305.2M
vs CE $293.0M (+4.2%)
EPS (Actual)
$0.62
vs CE $0.51 (+21.6%)
Stock reaction
+8.1%
Day-1 move vs Street
Headline call
Beat
vs CE framework
Thesis pillars
Edit thesis →- Cloud transition inflectionStrengthenedCloud ARR >50% of total; subscription gross margin expansion.
- P&C insurer TAM expansionUnchangedTier-1 wins ongoing; InsuranceSuite Cloud is now the default.
Segments
- Subscription & Supporttracked
- Servicestracked
- Licensetracked
Historical Quick Looks
All history →| Date | Qtr | Mode | Headline | Reaction | |
|---|---|---|---|---|---|
| 2026-03-06 | FY26 Q2 | writeup | Post-call: mgmt confident on margin path; no incremental deal pushouts | +0.4% | Open |
| 2026-03-05 | FY26 Q2 | quick | Cloud ARR inflection; FY guide raised on subscription leverage | +8.1% | Open |
Context files
Upload →- activeGWRE_AnalystDay_2026.02_Notes.pdfAnalyst Day · FY26 Q3
3-year cloud ARR target, margin bridge to 25%+, capital allocation update.