Guidewire Software/$GWRE

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About Guidewire Software

Guidewire Software provides cloud-based software solutions for property and casualty insurers. The flagship product, InsuranceSuite is a system of record and comprises ClaimCenter, a claims management system; PolicyCenter, a policy management system including policy definitions, quotas, issuance, maintenance, and renewal; and BillingCenter, for billing management, payment plans, and agent commissions. The company also offers InsuranceNow, a midmarket offering, as well as a variety of other add-on applications and services.

Ticker

$GWRE

Sector

Software & Cloud Services

Primary listing

NYSE

Employees

3,596

GWRE Metrics

BasicAdvanced
$21B
312.27
$0.81
1.22
-

What the Analysts think about GWRE

Analyst ratings (Buy, Hold, Sell) for Guidewire Software stock.

Bulls say / Bears say

The company posted record Q3 FY25 results, with adjusted EPS of $0.88 (up 238% YoY) and $293.5 million in revenue (up 22% YoY), surpassing analyst forecasts and causing its stock to jump 18%.
Guidewire secured a record 17 cloud deals in fiscal Q3, raising annual recurring revenue to $960 million and underscoring the accelerating shift of insurers to its cloud platform.
The company aims to double its India workforce to 1,000 by 2028, boosting its global professional services resources and enhancing support for cloud implementations.
In Q2 FY25, Guidewire’s non-GAAP EPS was $0.51, just below the consensus estimate of $0.52, pointing to possible margin pressures from ongoing investments in cloud migration.
Guidewire retired $100 million in convertible notes in December 2024, incurring a $53.3 million debt retirement cost. This, along with other spending, led to a roughly $169 million decrease in cash reserves from Q2 to Q3 FY25.
License revenue rose only 2% YoY in Q3 FY25, significantly slower than the 32% growth in subscriptions, highlighting lagging adoption of on-premises and professional services offerings.
Data summarised monthly by Lightyear AI. Last updated on 30 Aug 2025.

GWRE Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

GWRE Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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