Guidewire Software, Inc.
GWRENYSE
$150.02
↑ +0.7%Jul 17 close · end-of-day
Price
1Y↓ -31.8%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$12.8B
Enterprise Value
$12.0B
P/E
80.7
P/S
9.0
P/B
9.7
EV/EBITDA
83.4
PEG
—
FCF Yield
2.6%
Dividend Yield
—
Revenue (TTM)
$1.4B
Net Income (TTM)
—
Free Cash Flow (TTM)
$337.3M
Gross Margin
64.0%
Operating Margin
8.3%
Net Margin
—
ROE
—
ROIC
20.6%
Debt / Equity
—
Net Cash
$749.5M
Return 1Y
-32.2%
Company profile
Guidewire Software, Inc. provides software products for property and casualty insurers worldwide. The company offers Guidwire InsuranceSuite, InsuranceNow, a cloud-based platform that offers policy, billing, and claims management functionality to insurers. It also provides Guidewires Reinsurance Management to execute reinsurance strategy through underwriting and claims.
- CEO
- Mike Rosenbaum
- Sector
- Services
- Industry
- Computer Software
- Employees
- 3,380
- Headquarters
- California
- Website
- guidewire.com
Management & directors
- Rosenbaum Michael GeorgeChief Executive Officer
- King James WinstonChief Admin Officer, Gen Couns
- Cooper Jeffrey ElliottChief Financial Officer
- Mullen John PPresident
- Peterson David FranklinChief Accounting Officer
Roles derived from SEC Form 4 filings.
Earnings
GWRE Q3 2026 Earnings
Period ends 2026-04-30
MetricActualYoY
Revenue$372.5M↑ +26.9%
Diluted EPS$0.19↓ -64.8%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $742.3M | $743.3M | $812.6M | $905.3M | $980.5M | $1.2B |
| Gross profit | $404.3M | $389.6M | $377.2M | $458.2M | $583.4M | $752.1M |
| Operating income | -$23.9M | -$105.6M | -$199.4M | -$149.5M | -$52.6M | $41.1M |
| Net income | — | — | — | — | — | — |
| Diluted EPS | -$0.33 | -$0.79 | -$2.16 | -$1.36 | -$0.07 | $0.81 |
| Operating cash flow | $113.1M | $111.6M | -$37.9M | $38.4M | $195.7M | $300.9M |
| Free cash flow | $91.7M | $92.6M | -$47.5M | $32.6M | $189.4M | $295.1M |
| Gross margin | 54.5% | 52.4% | 46.4% | 50.6% | 59.5% | 62.5% |
| Operating margin | -3.2% | -14.2% | -24.5% | -16.5% | -5.4% | 3.4% |
| Net margin | — | — | — | — | — | — |
| Line item | Q4 '24 | Q1 '24 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '25 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $291.5M | $262.9M | $289.5M | $293.5M | $356.6M | $332.6M | $359.1M | $372.5M |
| Gross profit | $186.4M | $158.4M | $179.2M | $182.7M | $231.8M | $209.5M | $231.5M | $236.6M |
| Operating income | $10.3M | -$4.7M | $11.7M | $4.5M | $29.6M | $18.5M | $38.4M | $30.6M |
| Net income | — | — | — | — | — | — | — | — |
| Diluted EPS | $0.21 | $0.11 | -$0.45 | $0.54 | $0.61 | $0.36 | $0.70 | $0.19 |
| Operating cash flow | $193.8M | -$62.3M | $86.0M | $32.4M | $244.8M | -$67.4M | $112.0M | $61.2M |
| Free cash flow | $192.1M | -$63.1M | $85.2M | $31.6M | $241.4M | -$72.3M | $108.8M | $59.4M |
| Gross margin | 64.0% | 60.2% | 61.9% | 62.2% | 65.0% | 63.0% | 64.5% | 63.5% |
| Operating margin | 3.5% | -1.8% | 4.0% | 1.5% | 8.3% | 5.6% | 10.7% | 8.2% |
| Net margin | — | — | — | — | — | — | — | — |
Company news
Jul 16, 2026
Jul 14, 2026
Jul 3, 2026
- 17d agoUnpacking Q1 Earnings: Guidewire Software (NYSE:GWRE) In The Context Of Other Vertical Software Stocksfinance.yahoo.com
- 17d agoGWRE Stock Looks Stronger as Cash Flow Growth Backs Executionfinance.yahoo.com
- 17d agoGuidewire Growth Trends Show How AI and Services Are Evolvingfinance.yahoo.com
- 17d agoGWRE Stock Outlook Built on Cloud Growth, Margin Gains and AI Risksfinance.yahoo.com
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-07-13 | Rosenbaum Michael George· Chief Executive Officer | Sale | 1,200 | $138.47 | $166,164.00 | filing |
| 2026-07-09 | King James Winston· Chief Admin Officer, Gen Couns | Sale | 1,684 | $130.64 | $219,997.76 | filing |
| 2026-07-06 | Rosenbaum Michael George· Chief Executive Officer | Sale | 1,200 | $131.63 | $157,956.00 | filing |
| 2026-06-29 | Rosenbaum Michael George· Chief Executive Officer | Sale | 1,200 | $124.29 | $149,148.00 | filing |
| 2026-06-22 | Cooper Jeffrey Elliott· Chief Financial Officer | Sale | 1,348 | $105.67 | $142,443.16 | filing |
| 2026-06-22 | Rosenbaum Michael George· Chief Executive Officer | Sale | 1,200 | $105.67 | $126,804.00 | filing |
| 2026-06-16 | Rosenbaum Michael George· Chief Executive Officer | Sale | 5,830 | $118.74 | $692,271.69 | filing |
| 2026-06-16 | Mullen John P· President | Sale | 4,292 | $118.74 | $509,644.96 | filing |
| 2026-06-16 | Cooper Jeffrey Elliott· Chief Financial Officer | Sale | 2,594 | $118.74 | $308,019.34 | filing |
| 2026-06-16 | King James Winston· Chief Admin Officer, Gen Couns | Sale | 999 | $118.74 | $118,624.26 | filing |
| 2026-06-16 | Peterson David Franklin· Chief Accounting Officer | Sale | 246 | $118.74 | $29,210.78 | filing |
| 2026-06-15 | Rosenbaum Michael George· Chief Executive Officer | Sale | 1,200 | $123.85 | $148,620.00 | filing |
| 2026-06-08 | Rosenbaum Michael George· Chief Executive Officer | Sale | 1,200 | $135.62 | $162,744.00 | filing |
| 2026-06-01 | Rosenbaum Michael George· Chief Executive Officer | Sale | 1,200 | $158.92 | $190,704.00 | filing |
| 2026-05-26 | Rosenbaum Michael George· Chief Executive Officer | Sale | 1,200 | $138.51 | $166,212.00 | filing |
| 2026-05-18 | Rosenbaum Michael George· Chief Executive Officer | Sale | 1,200 | $128.19 | $153,828.00 | filing |
| 2026-05-11 | Rosenbaum Michael George· Chief Executive Officer | Sale | 1,200 | $136.38 | $163,656.00 | filing |
| 2026-05-04 | Rosenbaum Michael George· Chief Executive Officer | Sale | 1,200 | $141.91 | $170,292.00 | filing |
| 2026-04-27 | Rosenbaum Michael George· Chief Executive Officer | Sale | 1,200 | $138.09 | $165,708.00 | filing |
| 2026-04-20 | Rosenbaum Michael George· Chief Executive Officer | Sale | 1,200 | $139.75 | $167,700.00 | filing |
| 2026-04-13 | Rosenbaum Michael George· Chief Executive Officer | Sale | 1,200 | $118.77 | $142,524.00 | filing |
| 2026-04-06 | Rosenbaum Michael George· Chief Executive Officer | Sale | 1,200 | $151.14 | $181,368.00 | filing |
| 2026-03-30 | Rosenbaum Michael George· Chief Executive Officer | Sale | 1,200 | $145.74 | $174,888.00 | filing |
| 2026-03-23 | Rosenbaum Michael George· Chief Executive Officer | Sale | 1,200 | $155.56 | $186,672.00 | filing |
| 2026-03-17 | Mullen John P· President | Sale | 6,576 | $163.86 | $1.1M | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.