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GWRE Guidewire Software, Inc.

USTechnology
$135.05-0.51%ClosedMarket Cap: $11.24B

As of 2026-07-09 16:00

Why GWRE matters now

Guidewire Software, Inc. (GWRE) is a US stock in Technology. The latest InvestLog snapshot shows $135.05 with -0.51% on the session and $11.24B in market capitalization; recent performance reads 1-month -22.96% and YTD -46.34%.

The latest financial table shown here is Q3 2026, with revenue of $372.5M, net income of $16.5M, and EPS of $0.20. Investors can compare that operating picture with valuation signals such as P/E 52.96 and FCF yield 2.8%.

The latest indexable market news headline is "GWRE Stock Looks Stronger as Cash Flow Growth Backs Execution" from Zacks Investment Research.

Additional event context on this page matters because analyst consensus is Buy with a median target of $207.50; recent insider activity includes Mullen John P filing S-Sale. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

52.96

PEG

0.04

P/B

6.93

P/S

6.32

EV/EBITDA

45.05

DCF Value

$-30.91

FCF Yield

2.8%

Div Yield

0.0%

Margins & Returns

Gross Margin

64.0%

Operating Margin

8.3%

Net Margin

11.2%

ROE

11.0%

ROA

6.3%

ROIC

5.8%

Financials

PeriodRevenueNet IncomeEPS
Q3 2026$372.5M$16.5M$0.20
Q2 2026$359.1M$60.1M$0.70
Q1 2026$332.6M$31.3M$0.36
Q4 2025$356.6M$52.0M$0.60

Analyst Ratings

Consensus

Buy

Target (Consensus)

$207.13

Target (Median)

$207.50

Target Range

$175.00 - $250.00

Strong Buy: 5Buy: 9Hold: 2Sell: 0Strong Sell: 0
DA DavidsonBuy
2026-06-08
StifelBuy
2026-06-05
Wells FargoOverweight
2026-06-05
RBC CapitalOutperform
2026-06-05
CitizensMarket Outperform
2026-06-05

Trading Activity

Insider Trades

Mullen John Pofficer: President
Sell2026-06-16
King James Winstonofficer: Chief Admin Officer, Gen Couns
Sell2026-06-16
Peterson David Franklinofficer: Chief Accounting Officer
Sell2026-06-16
Cooper Jeffrey Elliottofficer: Chief Financial Officer
Sell2026-06-16
Rosenbaum Michael Georgedirector, officer: Chief Executive Officer
Sell2026-06-16

Company Info

Sector

Technology

Industry

Software - Application

Country

US

Exchange

Beta

0.92

Guidewire Software, Inc. is a global supplier of software solutions tailored for the property and casualty insurance industry. Its primary offering is Guidewire InsuranceSuite, a comprehensive platform that incorporates core applications like PolicyCenter, BillingCenter, and ClaimCenter. The company also furnishes Guidewire InsuranceNow, a cloud-native platform providing integrated policy, billing, and claims administration for insurers, alongside a self-managed version of the InsuranceSuite. Guidewire's product portfolio extends to specialized management tools, including Rating Management for accurate insurance product pricing, Reinsurance Management for executing rules-based reinsurance strategies throughout underwriting and claims processes, Client Data Management for effective utilization of customer information, and Product Content Management, which provides software tools and standardized templates to streamline the introduction and modification of insurance products. Further innovative solutions encompass Guidewire Underwriting Management, a cloud-based business application; AppReader, designed for efficient submission intake; a specialized Guidewire ClaimCenter Package that supports the unique claims workflows of the London Market; Digital Engagement Applications enabling insurers to deliver seamless digital experiences to customers, agents, and vendors across various devices; and Guidewire for Salesforce, which integrates crucial customer policy and claims data. Additionally, the company provides a robust data and analytics suite, featuring cloud-native Predictive Analytics applications, Risk Insights to help insurers evaluate emerging risks, Business Intelligence tools for performance measurement, DataHub as an operational data store, and InfoCenter for business intelligence warehousing. Guidewire also offers extensive implementation, integration, and professional services to support its clients. Established in 2001, Guidewire Software, Inc. maintains its corporate headquarters in San Mateo, California.