Guidewire Software (GWRE)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$162.42-19.93%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
Research Workspace
Put GWRE beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 25% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 45% growth a year, above the roughly 19% analysts expect, leaving little room for error.
View ValuationThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 61% in its worst 12-month stretch.
View RiskGuidewire Software's growth in annual recurring revenue must continue to justify its price. The company reported $411 million in revenue, exceeding estimates by 2.2%. It trades at 50× P/E, while the peer median is 27×. The market expects more growth than the company forecasts. A weak outlook could hurt revenue and income growth objectives. Peer multiples imply a price about 45% below where it trades. This read is provisional. Our read remains intact.
Trailing returns as of 2026-09-04. GWRE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 18 analysts currently covering GWRE (as of Sep 2026).
Based on 12 Wall Street analysts offering 12-month price targets for GWRE in the last 4 months.
Continue this research
Compare GWRE with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| GWRE Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put GWRE next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Raise fiscal year revenue outlook
Fiscal 2027 outlook downgrade impacts revenue growth expectations.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $162.42
The last 12 months of price, then the range of analyst 12-month targets from today’s $162.42.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Raise fiscal year revenue outlook
19% ARR growth supports revenue outlook.
Threatens: Raise fiscal year revenue outlook
Cautious outlook may hinder revenue growth expectations.
Threatens: Increase operating income guidance
20% drop indicates potential issues with operating income guidance.
Stock plunge suggests investor concerns about future performance.
Weak outlook directly undermines revenue and income growth objectives.
Advances: Raise fiscal year revenue outlook
Record ARR growth supports revenue outlook increase.
Advances: Raise fiscal year revenue outlook
Increased FY2027 ARR outlook supports revenue growth objective.
