
Guidewire Software, Inc. (GWRE) Q2 2026 Earnings Call Transcript
Guidewire Software, Inc. (GWRE) Q2 2026 Earnings Call Transcript
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Guidewire Software, Inc. (GWRE) Q2 2026 Earnings Call Transcript

While the top- and bottom-line numbers for Guidewire Software (GWRE) give a sense of how the business performed in the quarter ended January 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Guidewire Software (GWRE) came out with quarterly earnings of $1.17 per share, beating the Zacks Consensus Estimate of $0.77 per share. This compares to earnings of $0.51 per share a year ago.

SAN MATEO, Calif.--(BUSINESS WIRE)--Guidewire (NYSE: GWRE) today announced its financial results for the fiscal quarter ended January 31, 2026. “We delivered another outstanding quarter highlighted by consistent execution, strong growth, and durable demand for large, multi-year deals,” said Mike Rosenbaum, chief executive officer, Guidewire. “Our momentum continues to build as AI drives core system modernization activity, product development velocity, and customer and partner engagement.” “We a.

Shares of specialty insurer Arch Capital Group Ltd. rose on strong earnings results and active capital management. Veterinary diagnostics leader IDEXX Laboratories, Inc. contributed to performance after again reporting better-than-expected financial results. Shares of specialty insurer Kinsale Capital Group, Inc. fell during the quarter due to concerns about moderating growth amid a cyclical slowdown for the property and casualty insurance industry.

American Century Companies Inc. raised its stake in shares of Guidewire Software, Inc. (NYSE: GWRE) by 3.4% during the undefined quarter, according to its most recent filing with the SEC. The firm owned 520,390 shares of the technology company's stock after acquiring an additional 17,104 shares during the period. American Century Companies Inc.

Besides Wall Street's top-and-bottom-line estimates for Guidewire Software (GWRE), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended January 2026.

Citigroup Inc. trimmed its position in Guidewire Software, Inc. (NYSE: GWRE) by 20.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 56,576 shares of the technology company's stock after selling 14,518 shares during the period. Citigroup Inc.

Guidewire Software (GWRE) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Guidewire Software, Inc. (NYSE: GWRE - Get Free Report) CEO Michael George Rosenbaum sold 1,200 shares of the company's stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $125.50, for a total value of $150,600.00. Following the sale, the chief executive officer owned 229,543 shares in the company,

Fiera Capital Corp lessened its stake in shares of Guidewire Software, Inc. (NYSE: GWRE) by 3.1% during the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor owned 285,014 shares of the technology company's stock after selling 9,208 shares during the period. Fiera Capital Corp owned about 0.34%

Performance in the fourth quarter was led by our exposure to consumer-focused investments as the consumer remains resilient despite macro worries. Shares of FIGS increased 69.8% in the fourth quarter and added 161 bps to performance as the company continues to generate strong results. Shares of Hyatt Hotels increased 13.1% and added 60 bps to performance as the company reported strong RevPAR and unit growth rates despite concerns about the macro economy.

SAN MATEO, Calif.--(BUSINESS WIRE)--Guidewire (NYSE: GWRE) announced that it will release its financial results for the fiscal quarter ended January 31, 2026 after market close on Thursday, March 5, 2026. On that day, management will host an audio webcast at 2:00 p.m. PT (5:00 p.m. ET) to review and discuss the Company's results for the second quarter fiscal year 2026. The live audio webcast will be accessible to the public through the Investor Relations website at https://ir.guidewire.com/. A.

LONDON--(BUSINESS WIRE)--How London Market insurers harness new digital technology to improve speed, integration and ease of doing business, is a major determinant on where brokers place their business, according to a new research from Guidewire. The inaugural Guidewire London Market Tech Barometer - a survey of more than 250 insurance brokers who deal primarily with London Market insurers - revealed that nearly four in five (78%*) brokers surveyed say insurer technology plays a decisive or hig.

TOKYO & SAN MATEO, Calif.--(BUSINESS WIRE)---- $GWRE #GuidewireBillingCenter--Sompo Group and Guidewire announced a long-term agreement supporting Sompo's global adoption of Guidewire Cloud Platform applications and tools.

Baron Partners Fund increased 19.07% (Institutional Shares), exceeding its benchmark, the Russell Midcap Growth Index. SpaceX is generating significant value with the rapid expansion of its Starlink broadband service. Shares of global hotelier Hyatt Hotels Corporation increased during the quarter as the company delivered strong revenue per available room and unit growth despite concerns around a weakening macroeconomic environment.

Marwynn (NASDAQ: MWYN - Get Free Report) and Guidewire Software (NYSE: GWRE - Get Free Report) are both computer and technology companies, but which is the superior business? We will compare the two businesses based on the strength of their valuation, institutional ownership, dividends, risk, earnings, analyst recommendations and profitability. Earnings and Valuation This table compares Marwynn

Fastly (NYSE: FSLY - Get Free Report) and Guidewire Software (NYSE: GWRE - Get Free Report) are both computer and technology companies, but which is the superior business? We will contrast the two companies based on the strength of their risk, valuation, institutional ownership, earnings, dividends, profitability and analyst recommendations. Analyst Recommendations This is a breakdown of

An explanation of why software stocks - especially SaaS - are being structurally disrupted by AI, and how investors can identify survivors.

Guidewire Software, Inc. (NYSE: GWRE - Get Free Report) saw some unusual options trading activity on Wednesday. Traders bought 1,297 call options on the company. This is an increase of 1,563% compared to the average daily volume of 78 call options. Analyst Upgrades and Downgrades A number of equities analysts have recently commented on GWRE shares.