Equity Profile

GWRE

Guidewire Software, Inc.

Information TechnologyApplication Software$11.3B

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

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

0.74

Revenue

Revenue growth is crucial for assessing the company's ability to expand its market share and sustain operations.

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 embraces 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 beating 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 cautiously optimistic about Guidewire's upcoming earnings, expecting continued strong performance based on recent trends.

Bull Case

If the company can exceed the EPS estimate, it may signal robust demand for its software solutions, driving further stock appreciation.

Bear Case

On the other hand, if revenue growth slows or fails to meet expectations, it could raise concerns about the company's market position and future prospects.

Key Metrics to Watch

Earnings Per Share (EPS)

0.74

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

356M

Revenue growth is crucial for assessing the company's ability to expand its market share and sustain operations.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $0.74?

A beat on EPS could reinforce confidence in the company's profitability and growth trajectory.

What is the revenue outlook for the upcoming quarters?

Guidance on revenue will be critical for assessing the company's growth potential and market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Guidewire's growth potential, particularly in the cloud segment, which could drive higher-than-expected revenue.

Supporting Evidence

Recent earnings surprises indicate strong operational execution.

Options pricing suggests traders expect significant volatility, which may reflect underlying strength.

Insider selling could be misinterpreted; it might not indicate a lack of confidence in future growth.

Key Risk

If revenue growth exceeds $360M, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching how Guidewire balances growth with profitability, especially in a competitive landscape.

Bull Confirmed If

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

Bear Confirmed If

An EPS below $0.65 would raise concerns about 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, 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)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$310,224.00

2,400 sh

1 insider

Net

$310,224.00

Net selling

Most Active Insiders· 2 open-market trades

Chief Executive OfficerRosenbaum Michael George
$310,224.00

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Guidewire beats expectations, history suggests a potential average one-day move of +2.08%, confirming strong demand for its solutions.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns indicating an average one-day drop of -0.47%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cloud adoption rates among customers.
2Insights into customer retention and satisfaction metrics.
3Details on new market expansions or product launches.
4Management's outlook on industry trends and competition.
5Any commentary on cost management and operational efficiency.

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PreviewView

Company Snapshot

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

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

0.74

Revenue

Revenue growth is crucial for assessing the company's ability to expand its market share and sustain operations.

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 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 cautiously optimistic about Guidewire's upcoming earnings, expecting continued strong performance based on recent trends.

Bull Case

If the company can exceed the EPS estimate, it may signal robust demand for its software solutions, driving further stock appreciation.

Bear Case

On the other hand, if revenue growth slows or fails to meet expectations, it could raise concerns about the company's market position and future prospects.

Key Metrics to Watch

Earnings Per Share (EPS)

0.74

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

356M

Revenue growth is crucial for assessing the company's ability to expand its market share and sustain operations.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $0.74?

A beat on EPS could reinforce confidence in the company's profitability and growth trajectory.

What is the revenue outlook for the upcoming quarters?

Guidance on revenue will be critical for assessing the company's growth potential and market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Guidewire's growth potential, particularly in the cloud segment, which could drive higher-than-expected revenue.

Supporting Evidence

Recent earnings surprises indicate strong operational execution.

Options pricing suggests traders expect significant volatility, which may reflect underlying strength.

Insider selling could be misinterpreted; it might not indicate a lack of confidence in future growth.

Key Risk

If revenue growth exceeds $360M, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching how Guidewire balances growth with profitability, especially in a competitive landscape.

Bull Confirmed If

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

Bear Confirmed If

An EPS below $0.65 would raise concerns about 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, 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)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$310,224.00

2,400 sh

1 insider

Net

$310,224.00

Net selling

Most Active Insiders· 2 open-market trades

Chief Executive OfficerRosenbaum Michael George
$310,224.00

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Guidewire beats expectations, history suggests a potential average one-day move of +2.08%, confirming strong demand for its solutions.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns indicating an average one-day drop of -0.47%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cloud adoption rates among customers.
2Insights into customer retention and satisfaction metrics.
3Details on new market expansions or product launches.
4Management's outlook on industry trends and competition.
5Any commentary on cost management and operational efficiency.