Equity Profile

GWRE

Guidewire Software, Inc.

Information TechnologyApplication Software$11.7B

Jun4Thu

Pre-Earnings Brief

UpcomingQ3-2026After Close5:00 PM EDT

Company Snapshot

Guidewire Software, Inc. (GWRE) provides software solutions for the insurance industry, helping companies manage their operations more efficiently....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating revenue.

0.74

Revenue

Revenue figures will provide insight into the company's sales performance and market demand for its software solutions.

356M

Wall Street expectations, options signals, track record, and call prep available with Pro.

GWRE Q3-2026 Earnings Preview

Context

Company Snapshot

Guidewire Software, Inc. (GWRE) provides software solutions for the insurance industry, helping companies manage their operations more efficiently. As a player in the information technology sector, it benefits from trends like digital transformation and cloud adoption, which are increasingly important in today's market.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+346.24%

Avg Stock Reaction

-0.47%

Last Quarter Recap

In Q2-2026, Guidewire reported an impressive EPS of $1.17, significantly beating estimates. This strong performance reflects the company's ability to exceed market expectations.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are generally optimistic about Guidewire's upcoming earnings, expecting solid EPS and revenue figures. The company's recent performance has set a positive tone heading into this report.

Bull Case

If Guidewire continues its trend of beating earnings estimates, it could signal strong demand for its products and lead to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet even the lowered expectations, it may raise concerns about its growth trajectory and market position.

Key Metrics to Watch

EPS

0.74

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating revenue.

Revenue

356M

Revenue figures will provide insight into the company's sales performance and market demand for its software solutions.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed $0.74, and by how much?

Given the company's history of beating estimates, a strong EPS could reinforce investor confidence and drive the stock higher.

What are the revenue figures, and how do they compare to the $356M consensus?

Revenue performance will indicate market demand and the effectiveness of Guidewire's sales strategies, impacting future growth outlook.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Guidewire to exceed its EPS estimates given its recent track record of significant surprises.

Supporting Evidence

Guidewire has consistently beaten EPS estimates, with a 100% beat rate over the last eight quarters.

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

Recent performance trends indicate strong demand for its software solutions, which may not be fully reflected in current estimates.

Key Risk

If revenue comes in below $350M, it could challenge the bullish narrative and lead to a reassessment of growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching how Guidewire balances profitability with growth, especially after its recent strong earnings.

Bull Confirmed If

An EPS of $0.80 or higher would confirm strong operational performance and market demand.

Bear Confirmed If

An EPS below $0.65 would raise concerns about the company's growth and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±15.24%

Historical Avg

±2.1%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±15.2% while GWRE has averaged ±2.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

61.9%

Calls (26K)P/C Ratio: 0.31Puts (7K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Guidewire beats expectations, history suggests a positive stock reaction, potentially around a 0.5% increase.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors digest the news.

Miss

A miss could lead to a decline, with historical patterns suggesting a drop of around 0.5% or more.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on new customer acquisitions or retention rates.
2Updates on product development and how it aligns with market needs.
3Insights into competitive pressures and market share trends.
4Management's outlook on future revenue growth and market conditions.
5Any changes in guidance or strategic initiatives moving forward.

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Company Snapshot

Guidewire Software, Inc. (GWRE) provides software solutions for the insurance industry, helping companies manage their operations more efficiently....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating revenue.

0.74

Revenue

Revenue figures will provide insight into the company's sales performance and market demand for its software solutions.

356M

Wall Street expectations, options signals, track record, and call prep available with Pro.

GWRE Q3-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+346.24%

Avg Stock Reaction

-0.47%

Last Quarter Recap

In Q2-2026, Guidewire reported an impressive EPS of $1.17, significantly beating estimates. This strong performance reflects the company's ability to exceed market expectations.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are generally optimistic about Guidewire's upcoming earnings, expecting solid EPS and revenue figures. The company's recent performance has set a positive tone heading into this report.

Bull Case

If Guidewire continues its trend of beating earnings estimates, it could signal strong demand for its products and lead to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet even the lowered expectations, it may raise concerns about its growth trajectory and market position.

Key Metrics to Watch

EPS

0.74

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating revenue.

Revenue

356M

Revenue figures will provide insight into the company's sales performance and market demand for its software solutions.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed $0.74, and by how much?

Given the company's history of beating estimates, a strong EPS could reinforce investor confidence and drive the stock higher.

What are the revenue figures, and how do they compare to the $356M consensus?

Revenue performance will indicate market demand and the effectiveness of Guidewire's sales strategies, impacting future growth outlook.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Guidewire to exceed its EPS estimates given its recent track record of significant surprises.

Supporting Evidence

Guidewire has consistently beaten EPS estimates, with a 100% beat rate over the last eight quarters.

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

Recent performance trends indicate strong demand for its software solutions, which may not be fully reflected in current estimates.

Key Risk

If revenue comes in below $350M, it could challenge the bullish narrative and lead to a reassessment of growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching how Guidewire balances profitability with growth, especially after its recent strong earnings.

Bull Confirmed If

An EPS of $0.80 or higher would confirm strong operational performance and market demand.

Bear Confirmed If

An EPS below $0.65 would raise concerns about the company's growth and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±15.24%

Historical Avg

±2.1%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±15.2% while GWRE has averaged ±2.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

61.9%

Calls (26K)P/C Ratio: 0.31Puts (7K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Guidewire beats expectations, history suggests a positive stock reaction, potentially around a 0.5% increase.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors digest the news.

Miss

A miss could lead to a decline, with historical patterns suggesting a drop of around 0.5% or more.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on new customer acquisitions or retention rates.
2Updates on product development and how it aligns with market needs.
3Insights into competitive pressures and market share trends.
4Management's outlook on future revenue growth and market conditions.
5Any changes in guidance or strategic initiatives moving forward.