Guidewire Software (NYSE: GWRE) is set to announce its earnings for the first quarter of fiscal year 2026 after the market closes on December 3, 2025. Analysts anticipate that the company will report earnings of $0.66 per share, alongside revenues of approximately $316.62 million for the quarter. The earnings call is scheduled for 5:00 PM ET, and interested parties can find more information on the company’s website.
The last quarterly earnings report was released on September 4, 2025, revealing an earnings per share (EPS) of $0.84, exceeding analysts’ expectations of $0.62 by $0.22. During this period, Guidewire Software achieved a net revenue of $356.57 million, surpassing the forecast of $337.82 million and reflecting a robust 22.3% increase compared to the same quarter in the previous year. The company also reported a return on equity of 9.00% and a net margin of 5.81%.
Current Stock Performance and Market Position
As of the latest trading session, Guidewire Software’s stock opened at $215.98. The company boasts a market capitalization of $18.36 billion and a price-to-earnings (P/E) ratio of 269.98. Its price-to-earnings-growth (PEG) ratio stands at 14.73, with a beta of 1.19. The firm’s quick and current ratios are both 2.77, while its debt-to-equity ratio is a manageable 0.46. Over the past year, the stock has fluctuated between a low of $165.08 and a high of $272.60.
Recent activity among institutional investors indicates a strong interest in Guidewire Software. For instance, AllianceBernstein L.P. increased its stake by an impressive 405.1% during the second quarter, now holding 538,303 shares valued at approximately $126.74 million. Similarly, Qube Research & Technologies Ltd and AQR Capital Management LLC also expanded their holdings, totaling 982,747 shares worth about $225.89 million and 1,271,528 shares valued at $292.15 million, respectively.
Analyst Ratings and Market Outlook
Wall Street analysts have issued mixed ratings for Guidewire Software. Robert W. Baird raised its price target from $270.00 to $288.00, maintaining an “outperform” rating. Conversely, Citigroup adjusted its target downward from $267.00 to $242.00, citing a “neutral” stance on the stock. Overall, data from MarketBeat reveals that one analyst has assigned a “Strong Buy” rating, with nine others indicating a “Buy” rating, four a “Hold,” and one a “Sell.” The consensus price target stands at $272.00, suggesting a generally positive outlook for the company.
Guidewire Software continues to solidify its position as a leader in providing technology solutions for property and casualty insurers worldwide. Its offerings include the Guidewire InsuranceSuite Cloud, which encompasses various applications for policy, billing, and claims management, as well as the Guidewire InsuranceNow platform designed for insurers seeking cloud-based functionalities.
As the company prepares for its upcoming earnings announcement, stakeholders will be keenly observing the latest financial results and strategic guidance for fiscal year 2026.
