GWRE FY26 Q2 · quick
Cloud ARR inflection; FY guide raised on subscription leverage
2026-03-05 17:52BeatConviction UpReaction +8.1%
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GWRE_FY2026_Q2_Quick_Look_2026.03.05.htmlQoQ comparison
vs 2026-03-06Current headline
Cloud ARR inflection; FY guide raised on subscription leverage
Prior headline · FY26 Q2
Post-call: mgmt confident on margin path; no incremental deal pushouts
| Reaction (current) | +8.1% |
| Reaction (prior) | +0.4% |
| Mode (current) | quick |
| Mode (prior) | writeup |