GUIDEWIRE SOFTWARE, INC. GWRE

Guidewire Software provides cloud-based software solutions for property and casualty insurers. The flagship product, InsuranceSuite, is a system of record and comprises ClaimCenter, a claims management system; PolicyCenter, a policy management system including policy definitions, quotas, issuance, maintenance, and renewal; and BillingCenter, for billing management, payment plans, and agent commissions. The company also offers InsuranceNow, a midmarket offering, as well as a variety of other add-on applications and services.

• Zacks Investment Research 29 sept

  Guidewire's Cash Flow and Buybacks: Can Both Keep Scaling?

  Guidewire Software (GWRE) reported a 30% year-over-year increase in operating cash flow to $390 million for fiscal 2026, driven by improved profitability and operating leverage. The company repurchased $606 million in shares and projects fiscal 2027 operating cash flow of $445-$465 million. However, GWRE's forward P/S multiple of 6.86X exceeds the Internet Software industry average of 4.43X, and the stock gained only 18% over three months versus the industry's 26.2% growth.

  

• The Motley Fool 18 sept

  Down 43% Over the Last Year, CEO Trims Holdings, Sells 1,200 Shares of Software Stock

  Guidewire Software CEO Michael Rosenbaum sold 1,200 shares worth approximately $193,000 on September 8, 2026, under a pre-arranged Rule 10b5-1 trading plan. The stock has declined 43% over the past year, though the CEO retains $27.8 million in direct holdings. Despite strong fundamentals including 15.2% average revenue growth and significant increases in net income and free cash flow, the company faces headwinds from market concerns about AI's threat to traditional SaaS business models.

  

• Zacks Investment Research 3 sept

  Guidewire Software (GWRE) Q4 Earnings and Revenues Top Estimates

  Guidewire Software reported Q3 2026 earnings of $0.99 per share, beating consensus estimates of $0.94, with revenues of $411.09 million exceeding expectations by 2.20%. However, the stock has declined 4.1% year-to-date compared to the S&P 500's 12% gain. The company received a Zacks Rank #3 (Hold) rating with mixed estimate revisions, suggesting near-term performance in line with the market.

  

• Zacks Investment Research 31 ago

  Guidewire Software (GWRE) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates

  Guidewire Software is expected to report Q4 earnings of $0.94 per share (up 11.9% YoY) with revenues of $402.23 million (up 12.8% YoY). Key metrics show strong subscription revenue growth of 30.2% and annual recurring revenue reaching $1.23 billion, though license revenue is projected to decline 22.2%. The stock has gained 35.5% over the past month and carries a Zacks Rank #3 (Hold) rating.

  

• Zacks Investment Research 27 ago

  Autodesk (ADSK) Q2 Earnings and Revenues Top Estimates

  Autodesk reported Q3 2026 earnings of $3.30 per share, beating consensus estimates of $3.12, with revenues of $2.05 billion exceeding expectations by 1.84%. However, the stock has declined 13.9% year-to-date versus the S&P 500's 12.1% gain. The company holds a Zacks Rank #3 (Hold) rating with mixed estimate revisions, suggesting near-term performance in line with the market. Peer Guidewire Software is expected to report results on September 3.