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Cwm LLC reduced its stake in shares of Guidewire Software, Inc. (NYSE: GWRE) by 36.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 20,167 shares of the technology company's stock after selling 11,605 shares during the period. Cwm LLC's holdings in Guidewire
The heavy selling pressure might have exhausted for Guidewire Software (GWRE) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
Guidewire Software remains a buy as demand broadens, with cloud adoption and customer commitments expanding beyond a single large client. GWRE's fully ramped ARR reached $1.42B in Q2, outpacing reported ARR growth and signaling a robust growth runway. Customers are signing longer contracts—average new deal duration exceeds six years—while RPO surged 63% y/y to $3.5B, indicating increased platform importance.
Aquatic Capital Management LLC decreased its position in shares of Guidewire Software, Inc. (NYSE: GWRE) by 45.3% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 41,381 shares of the technology company's stock after selling 34,318 shares during the period. Aquatic Capital
Examine Guidewire Software's (GWRE) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.
Guidewire Software, Inc. reported strong growth in Q2, and raised the FY2026 guidance for the second time already. GWRE's signings continue to boost ARR. Revenue growth remains very accretive to margins, even though outperformance on financial metrics is even expected to cause a margin headwind in H2 due to bonus accruals. I now estimate GWRE stock to have 16% upside to $196. The stock's valuation finally matches its growth.
GWRE posts Q2 EPS of $1.17, topping estimates as revenue jumps 24% to $359M, fueled by strong multi-year deal demand and AI-driven modernization momentum.
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.
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.