Nama Insights

Guidewire Software (GWRE)

Technology · Software Application · NYSE

Guidewire Software (GWRE) is a Technology company in the Software Application industry. It has a market capitalization of $13.34B, a trailing price-to-earnings ratio of 44.3 and a free-cash-flow yield of 2.6%. Over the most recent reported fiscal year, revenue grew 22.7% and free cash flow per share grew 28.7%. Nama's AI scorecard rates it Buy, 7.0 out of 10. On 12-month momentum it ranks in the lagging band of its market.
AI scorecard
Buy · 7.0/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Lagging · -23.8% over 12 months ex. last
Second-worst fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-40.8%
How far the last close sits under the highest price of the past five years.
Market cap$13.34B
Trailing P/E44.3
Price / book11.1
Price / sales9.0
FCF yield2.6%
Dividend yield—
Gross margin64.2%
Operating margin10.2%
Net margin9.4%
Revenue growth (YoY)+22.7%
Revenue growth (3-yr annual)+17.7%
EPS growth (YoY)+36.8%
FCF/share growth (YoY)+28.7%
Beta1.0
ExchangeNYSE
SectorTechnology
IndustrySoftware Application

GWRE earnings

Next report: Dec 3, 2026 (Q1 2027, EPS estimate $0.72). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q4 2026 Sep 3, 2026 $0.99 $0.94 +5.3% $411.09M
Q3 2026 Jun 4, 2026 $0.82 $0.74 +10.8% $372.54M
Q2 2026 Mar 5, 2026 $1.17 $0.77 +52.0% $359.10M
Q1 2026 Dec 3, 2025 $0.66 $0.61 +8.2% $332.64M

GWRE analyst price target

Median target $215.00 from 14 analysts, ranging $170.00 – $258.00.

Software Application peers

TickerCompanyMarket capP/E
SAP SAP $269.45B 29.7
SHOP Shopify $191.58B 85.1
CRM Salesforce $175.83B 12.7
UBER Uber Technologies $140.05B 40.6
ADP Automatic Data Processing $119.75B 26.5
NOW ServiceNow $105.84B 26.9
SNOW Snowflake $97.33B 195.7
ADBE Adobe $93.14B 10.1
Explore live GWRE data on Nama Insights →

Recent Congressional trades

Guidewire Software trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Lisa McClain House Sell $1,001 - $15,000 Sep 12, 2025
Lisa McClain House Buy $1,001 - $15,000 Sep 12, 2025
Lisa McClain House Sell $1,001 - $15,000 Aug 13, 2025
Lisa McClain House Buy $1,001 - $15,000 Aug 13, 2025
Rob Bresnahan House Sell $1,001 - $15,000 Jun 23, 2025

GWRE FAQ

Is GWRE a buy?
Nama's AI scorecard currently rates Guidewire Software Buy (7.0 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is GWRE's P/E ratio?
Guidewire Software trades at a trailing price-to-earnings ratio of 44.3.
When does GWRE report earnings?
Guidewire Software's next scheduled report is on Dec 3, 2026. Analysts expect EPS of $0.72.
What is the GWRE price target?
The median analyst price target from 14 analysts is $215.00, with a range of $170.00 – $258.00.
Is GWRE Shariah compliant?
Nama's AAOIFI-style screen reads Guidewire Software as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.