GWRE · Guidewire Software, Inc.
$155.32
+12.74 (+8.94%)
At close · Oct 1
Return incl. dividend (before tax)
Market Cap
$11.93B
Shares
81.99M
Volume · Oct 1
1.57M
Avg daily vol (3M)
1.35M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$155.32
Open$149.00
Day$146.85–157.50
52W close$102.69–254.23
Avg vol 30d1.5M
Short int3.2M · 3.9% float · 1.5d
Short vol44%
Last earningsSep 3, 2026
DataJan 2020–Oct 2026
Filing10-K · Sep 11
Up next
Next earnings call
Dec 3, 2026
Est · unconfirmed
· in 9 wks
filed Sep 11, 2026
call held Sep 3, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
$1.48B
Trailing 12 months
Net income (TTM)
$139.28M
Trailing 12 months
Revenue growth YoY
+15.3%
Year over year
Operating margin
10.2%
Trailing 12 months
P / E (TTM)
87.5
Trailing earnings · reciprocal yield 1.1%
FCF yield
3.2%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-0.9%
Year over year · fewer shares
Price change (1Y)
-38.0%
Trailing year
Short interest
3.9%
Latest settlement · 1.5 days to cover
Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Neutral
Momentum
Neutral
Sentiment
Neutral
Fundamentals
Excellent
Quant / Vol
Very High
Market backdrop
VIX 16.4 · calm
Equity put/call 0.57
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+3%
above
Price vs 50-day avg
−6%
below
RSI (14)
50
neutral
MACD trend
Positive
52-week position
35%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
−19%
trailing
6-month return
+32%
trailing
YTD return
−23%
this year
Relative strength
+19%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $165 › 200d $151 — 50d above 200d
Institutional flow
Accumulating
1 of 555 funds reported for Sep 30 · net +50 sh shares · +1 new
Insider flow
Distributing
Net -$5.7M over 90 days · 100% sells
Short interest
Falling
3.87% of float · ▼ -23.0% MoM · 1.5 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
555 holders — mid 3-yr range
Squeeze score
50
elevated · 0–100
Fundamentals
Revenue growth
+10%
Y/Y
Gross margin
132%
expanding
EPS growth
+101%
Y/Y
Free cash flow
$377.7M
Valuation
P/E 89.3
rich
Buyback
$31.9M
remaining
Balance sheet
$149.1M
net cash
Quant / Vol
risk profile
Volatility
60%
annualized · 1-yr
Max drawdown
−60%
past year
ATR
5.3%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the Earnings Call filed Sep 3, 2026
FY2027
Total revenue
Initiated
$1.71B – $1.73B
prior FY $1.48B
midpoint +16.4% Y/Y
ARR
Initiated
$1.45B – $1.46B
fiscal 2027
Subscription and support revenue
Initiated
$1.24B – $1.25B
Licensed revenue
Initiated
$189M
Services revenue
Initiated
$285M
Subscription and support gross margin
Initiated
75% – 76%
Professional services gross margin
Initiated
12%
Stock-based compensation expense
Initiated
$202M
the year
Total gross margin
67% – 68%
the fiscal year
Non-GAAP operating income
$403M – $423M
GAAP operating income
$197M – $217M
fiscal year 2027
Cash flow from operations
Initiated
$445M – $465M
Q1
ARR
$1.25B – $1.26B
Subscription support revenue
$279M – $283M
Prior guidance
period ended
· from the 8-K filed Jun 4, 2026
Ending ARR
· fourth quarter of fiscal year 2026
$1.23B – $1.24B
Operating cash flow
· fiscal year 2026
$365M – $380M
Guided vs delivered
· last 8 settled
Total revenue
fourth quarter of fiscal year 2024
guided $279M – $287M
$291.52M
Beat +3.0%
Total revenue
fiscal year 2024
guided $968M – $976M
$980.5M
Beat +0.9%
Total revenue
third quarter of fiscal year 2024
guided $228M – $234M
$240.68M
Beat +4.2%
Total revenue
second quarter of fiscal year 2024
guided $237M – $243M
$240.9M
In line
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Neutral
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+3%
Bullish
Price vs 50-day avg
−6%
Bearish
RSI (14)
50
Neutral
MACD trend
Positive
Bullish
52-week position
35%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross)
No cross
50d $165 › 200d $151 — 50d above 200d
Institutional flow
Accumulating
1 of 555 funds reported for Sep 30 · net +50 sh shares · +1 new
Insider flow
Distributing
Net -$5.7M over 90 days · 100% sells
Short interest
Falling
3.87% of float · ▼ -23.0% MoM · 1.5 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
555 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $103
Now $155 · 35%
Range high $254
vs 200-day avg +3%
vs 50-day avg -6%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Annual Recurring Revenue (ARR) non-GAAP | 1.24B | fiscal year 2026 filing | — |
| Annual Recurring Revenue (ARR) - constant currency non-GAAP | 1.24B | fiscal year 2026 filing | — |
| ARR growth non-GAAP | 19% | fiscal year 2026 filing | — |
| Free Cash Flow non-GAAP | 358.66M | fiscal year 2026 filing | — |
| General and administrative headcount | 524 | fiscal year 2026 filing | — |
| Non-GAAP gross profit non-GAAP | $990M | fiscal year 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP GAAP gross profit 947.37M
+38.4M Stock-based compensation
+4.23M Amortization of intangibles
= Non-GAAP gross profit 990M
|
|||
| Non-GAAP income from operations non-GAAP | $339.88M | fiscal year 2026 filing | — |
| Non-GAAP net income non-GAAP | $293.03M | fiscal year 2026 filing | — |
| Non-GAAP net income per share – diluted non-GAAP | $3.43 | fiscal year 2026 filing | — |
| Non-GAAP tax provision non-GAAP | $86.38M | fiscal year 2026 filing | — |
| Research and development headcount | 1,412 | fiscal year 2026 filing | — |
| Sales and marketing headcount | 553 | fiscal year 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
GWRE
this stock
Guidewire Software, Inc.
|
$11.93B | -22.7% | +10.2% | 89.3 | 3.9% |
|
QH
QUHUO Ltd
|
$350.35B | +238.0% | +59.7% | — | 0.0% |
|
SAP
Sap SE
|
$243.17B | -13.2% | — | — | 0.4% |
|
CRM
Salesforce, Inc.
|
$191.79B | -10.7% | +25.9% | 21.3 | 3.9% |
|
SHOP
Shopify Inc.
|
$183.03B | -7.4% | +30.1% | 95.5 | 1.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| GWRE | +2.9% | -19.4% | +31.7% | +8.9% | -22.7% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | +3.3% | -19.3% | +19.2% | +8.8% | -34.8% |
Capital returns
Buyback program
· as of Jul 31, 2026
Authorized
$500.00M
Spent (derived)
$468.10M
Remaining
$31.90M
Spent
Remaining
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
Key facts
CIK
1528396
CUSIP
40171V100
13F (30d)
13 filings
13 filers
Visit website
Investor relations