GWREGuidewire Software, Inc.
Price
-32%1YEnd-of-day closes, not the intraday tick.
More going right than wrong
Quality strong, nothing alarming, price roughly fair, growing in the filings, the market undecided.
Guidewire is the platform that property and casualty (“P&C”) insurers rely on to engage with customers, innovate, and operate more efficiently. Founded in 2001, we serve insurers of all sizes, ranging from global carriers to regional and local providers, helping them navigate a rapidly changing insurance market. Our platform combines core systems of record with digital, analytics, and artificial intelligence (“AI”) capabilities.
In the company’s own words · 10-K filed Sep 11, 2025 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Guidewire Software, Inc. (GWRE) reported revenue of $411M in Q4 2026 (quarter ended Jul 31, 2026), up 15% from the same quarter a year earlier. That came with a gross margin of 66% and net income of $31M (7.6% of revenue). For the full year FY2026, revenue was $1.48B (+23% year on year) and net income $139M. Its largest product in Q3 2026 (quarter ended Apr 30, 2026) was Subscription at $232M, 62% of the disclosed total, well ahead of Service at 19%.
What the company said
The company's own words from its current reports to the SEC, newest first
- Sep 30, 2026On September 4, 2026, Guidewire Software, Inc. (the “Company”) entered into a new multi-year agreement with a top 10 US-based insurance carrier addressing their personal lines book of business on Guidewire Cloud and PolicyCenter.Other event · Form 8-K
- Sep 3, 2026On September 1, 2026, David Peterson notified the Company of his intention to retire from his role as the Company’s Senior Vice President, Chief Accounting Officer (the Company’s principal accounting officer), effective as of November 4, 2026.Director or officer change · Form 8-K
- Jul 22, 2026On July 17, 2026, the Board of Directors (the “Board”) of Guidewire Software, Inc. (the “Company”) appointed Alexander Vollert as a director of the Board, effective as of August 1, 2026.Director or officer change · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q3 2026 · $372.5MThe company’s own SEC segment disclosure.
- Subscription$232.1M62%
- Service$71.8M19%
- License$56.0M15%
- Support$12.6M3%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Software, Application
Ranks #53 of 96 by RyuScore