Guidewire Software (GWRE) Projected to Post Earnings on Thursday

Guidewire Software (NYSE:GWRE) is anticipated to post its Q2 2026 results before the market opens on Thursday, March 5th. Analysts expect Guidewire Software to post earnings of $0.77 per share for the quarter. Parties are encouraged to explore the company’s upcoming Q2 2026 earning overview page for the latest details on the call scheduled for Thursday, March 5, 2026 at 5:00 PM ET.

Guidewire Software (NYSE:GWRE) last announced its quarterly earnings data on Wednesday, December 3rd. The technology company reported $0.66 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.66. Guidewire Software had a net margin of 7.23% and a return on equity of 10.15%. The company had revenue of $332.64 million during the quarter, compared to analysts’ expectations of $316.62 million. During the same quarter in the prior year, the company posted $0.43 EPS. The business’s revenue was up 26.5% on a year-over-year basis. On average, analysts expect Guidewire Software to post $1 EPS for the current fiscal year and $1 EPS for the next fiscal year.

Guidewire Software Price Performance

Shares of Guidewire Software stock opened at $135.96 on Thursday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 3.48 and a current ratio of 3.48. The firm’s 50-day simple moving average is $161.76 and its 200-day simple moving average is $203.63. Guidewire Software has a twelve month low of $120.37 and a twelve month high of $272.60. The firm has a market cap of $11.56 billion, a P/E ratio of 129.49, a price-to-earnings-growth ratio of 8.26 and a beta of 1.06.

Guidewire Software declared that its Board of Directors has initiated a share buyback program on Thursday, January 8th that authorizes the company to repurchase $500.00 million in shares. This repurchase authorization authorizes the technology company to purchase up to 3.1% of its shares through open market purchases. Shares repurchase programs are often an indication that the company’s management believes its stock is undervalued.

Insider Transactions at Guidewire Software

In related news, CEO Michael George Rosenbaum sold 1,200 shares of the firm’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $125.50, for a total value of $150,600.00. Following the transaction, the chief executive officer owned 229,543 shares in the company, valued at $28,807,646.50. This trade represents a 0.52% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Jeffrey Elliott Cooper sold 216 shares of the business’s stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $180.87, for a total value of $39,067.92. Following the sale, the chief financial officer directly owned 72,753 shares of the company’s stock, valued at $13,158,835.11. This represents a 0.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 47,160 shares of company stock worth $8,917,644 over the last 90 days. 0.46% of the stock is owned by insiders.

Hedge Funds Weigh In On Guidewire Software

Hedge funds have recently added to or reduced their stakes in the stock. Alliancebernstein L.P. lifted its stake in Guidewire Software by 405.1% in the 2nd quarter. Alliancebernstein L.P. now owns 538,303 shares of the technology company’s stock valued at $126,743,000 after acquiring an additional 431,725 shares in the last quarter. Stockbridge Partners LLC lifted its position in shares of Guidewire Software by 39.0% in the fourth quarter. Stockbridge Partners LLC now owns 1,445,206 shares of the technology company’s stock worth $290,501,000 after purchasing an additional 405,850 shares in the last quarter. Qube Research & Technologies Ltd boosted its holdings in Guidewire Software by 34.4% during the third quarter. Qube Research & Technologies Ltd now owns 982,747 shares of the technology company’s stock worth $225,894,000 after purchasing an additional 251,280 shares during the last quarter. AQR Capital Management LLC grew its position in Guidewire Software by 18.9% in the third quarter. AQR Capital Management LLC now owns 1,271,528 shares of the technology company’s stock valued at $292,146,000 after purchasing an additional 202,064 shares in the last quarter. Finally, Freestone Grove Partners LP grew its position in Guidewire Software by 291.9% in the fourth quarter. Freestone Grove Partners LP now owns 250,570 shares of the technology company’s stock valued at $50,367,000 after purchasing an additional 186,633 shares in the last quarter.

Wall Street Analysts Forecast Growth

Several analysts recently commented on GWRE shares. BTIG Research decreased their price target on Guidewire Software from $225.00 to $175.00 and set a “buy” rating on the stock in a research note on Wednesday, February 18th. Wall Street Zen downgraded shares of Guidewire Software from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. Wells Fargo & Company lowered their target price on shares of Guidewire Software from $250.00 to $210.00 and set an “overweight” rating on the stock in a report on Wednesday, February 4th. Citizens Jmp reissued a “market outperform” rating and set a $281.00 price target on shares of Guidewire Software in a report on Wednesday, December 10th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Guidewire Software in a research report on Thursday, January 22nd. Eleven research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $255.92.

Guidewire Software Company Profile

Guidewire Software, Inc develops software products and cloud services for property and casualty (P&C) insurance carriers. Headquartered in San Mateo, California, the company’s offerings are designed to help insurers manage the core functions of their business—policy administration, billing and claims—while supporting digital engagement, analytics and operational modernization.

Guidewire’s core product portfolio is commonly known as the InsuranceSuite, which includes PolicyCenter for policy administration, BillingCenter for billing and receivables, and ClaimCenter for claims management.