Equity Profile

GWRE

Guidewire Software, Inc.

Information TechnologyApplication Software$15.2B

Jun4Thu

Pre-Earnings Brief

UpcomingQ3-2026After Close5:00 PM EDT

Company Snapshot

Guidewire Software, Inc. is a technology company that provides software solutions for the insurance industry....

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 growth indicates the company's ability to attract and retain customers, which is crucial for its long-term success.

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. is a technology company that provides software solutions for the insurance industry. With a focus on cloud-based applications, it helps insurers manage their operations more efficiently, which is increasingly important as the industry adapts to digital transformation.

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 exceeding expectations. The stock reacted positively, gaining 4.58% the following day.

Management Promises & Guidance

Continued focus on enhancing cloud offerings.
Commitment to improving customer satisfaction.
Plans to expand into new markets.

Expectations

Wall Street Expectations

Analysts are generally optimistic about Guidewire's upcoming earnings, expecting solid EPS and revenue figures. The company has a strong track record of beating estimates.

Bull Case

If Guidewire continues its trend of outperforming expectations, it could signal robust demand for its software solutions, leading to further stock appreciation.

Bear Case

However, if the company fails to meet even the lowered expectations, it could raise concerns about its growth trajectory and market competitiveness.

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 growth indicates the company's ability to attract and retain customers, which is crucial for its long-term success.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $0.74?

A higher EPS could reinforce investor confidence and indicate strong operational performance.

What are the specific revenue figures compared to the consensus of $356M?

Revenue performance will be critical in assessing the company's growth and market demand for its products.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Guidewire's growth potential due to its recent strong performance and market position.

Supporting Evidence

The company has consistently exceeded EPS estimates in recent quarters.

Options pricing suggests a significant move, indicating market anticipation of strong results.

The insurance sector is increasingly adopting digital solutions, which could benefit Guidewire.

Key Risk

If the EPS falls below $0.65, it could challenge the current bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching Guidewire's ability to maintain its growth momentum amid increasing competition in the software industry.

Bull Confirmed If

An EPS of $0.80 or higher would confirm strong profitability and growth potential.

Bear Confirmed If

An EPS below $0.65 would raise concerns about the company's ability to sustain its growth trajectory.

Pre-Earnings Positioning

Options Market

Implied Move

±15.24%

Historical Avg

±2.1%

Pricing rich

The options market is pricing in a significant move, indicating 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)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Guidewire beats expectations, history suggests the stock could rise by approximately 2% on the first trading day post-earnings.

In-Line / Cautious

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

Miss

A miss could lead to a decline of around 2% or more, reflecting disappointment in growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention rates.
2Details on cloud revenue growth and its contribution to overall sales.
3Management's outlook on market conditions and competitive landscape.
4Insights into operational efficiencies and cost management strategies.
5Any new product announcements or enhancements.

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Company Snapshot

Guidewire Software, Inc. is a technology company that provides software solutions for the insurance industry....

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 growth indicates the company's ability to attract and retain customers, which is crucial for its long-term success.

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 exceeding expectations. The stock reacted positively, gaining 4.58% the following day.

Management Promises & Guidance

Continued focus on enhancing cloud offerings.
Commitment to improving customer satisfaction.
Plans to expand into new markets.

Expectations

Wall Street Expectations

Analysts are generally optimistic about Guidewire's upcoming earnings, expecting solid EPS and revenue figures. The company has a strong track record of beating estimates.

Bull Case

If Guidewire continues its trend of outperforming expectations, it could signal robust demand for its software solutions, leading to further stock appreciation.

Bear Case

However, if the company fails to meet even the lowered expectations, it could raise concerns about its growth trajectory and market competitiveness.

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 growth indicates the company's ability to attract and retain customers, which is crucial for its long-term success.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $0.74?

A higher EPS could reinforce investor confidence and indicate strong operational performance.

What are the specific revenue figures compared to the consensus of $356M?

Revenue performance will be critical in assessing the company's growth and market demand for its products.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Guidewire's growth potential due to its recent strong performance and market position.

Supporting Evidence

The company has consistently exceeded EPS estimates in recent quarters.

Options pricing suggests a significant move, indicating market anticipation of strong results.

The insurance sector is increasingly adopting digital solutions, which could benefit Guidewire.

Key Risk

If the EPS falls below $0.65, it could challenge the current bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching Guidewire's ability to maintain its growth momentum amid increasing competition in the software industry.

Bull Confirmed If

An EPS of $0.80 or higher would confirm strong profitability and growth potential.

Bear Confirmed If

An EPS below $0.65 would raise concerns about the company's ability to sustain its growth trajectory.

Pre-Earnings Positioning

Options Market

Implied Move

±15.24%

Historical Avg

±2.1%

Pricing rich

The options market is pricing in a significant move, indicating 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)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Guidewire beats expectations, history suggests the stock could rise by approximately 2% on the first trading day post-earnings.

In-Line / Cautious

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

Miss

A miss could lead to a decline of around 2% or more, reflecting disappointment in growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention rates.
2Details on cloud revenue growth and its contribution to overall sales.
3Management's outlook on market conditions and competitive landscape.
4Insights into operational efficiencies and cost management strategies.
5Any new product announcements or enhancements.