Guidewire Software: A Maturing Compounder Still Waiting For The Right Price [Seeking Alpha]
Guidewire Software, Inc. (GWRE)
Last guidewire software, inc. earnings: 3/4 04:15 pm
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US:NYSE Investor Relations:
ir.guidewire.com
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Source: Seeking Alpha
Margins are stable—subscription/support gross margins guided at 72-73% and overall gross margin at 66%—but lack meaningful expansion, shifting the thesis from margin-led to volume-led growth. FCF margins remain steady near 20%, with Rule of 40 metrics robust; a new $500M buyback should offset SBC dilution over the next three years. I maintain a strong Hold rating: GWRE's growth durability is intact, but further valuation compression (to ~8x EV/forward revenue or 3-4% FCF yield) is needed for a Buy. Suwatchai Wongaong/iStock via Getty Images In August last year, I had initiated coverage for Guidewire Software, Inc. ( GWRE ). At the time, I saw decent fundamentals with improving margin and steady growth. The gating variable at that point was valuations, despite This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I w
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GWRE
News
- Guidewire Software, American Express Global Business Travel, Appian, Braze, and Fastly Shares Plummet, What You Need To Know [Yahoo! Finance]Yahoo! Finance
- Vaudoise Becomes First Swiss Insurer to Go-Live with Guidewire Cloud Platform [Yahoo! Finance]Yahoo! Finance
- Vaudoise Becomes First Swiss Insurer to Go-Live with Guidewire Cloud PlatformBusiness Wire
- Guidewire Software (GWRE) Stock Trades Up, Here Is Why [Yahoo! Finance]Yahoo! Finance
- Guidewire Announces $500.0 Million Share Repurchase Program and Completion of Prior AuthorizationBusiness Wire
GWRE
Earnings
- 12/3/25 - Beat
GWRE
Sec Filings
- 1/15/26 - Form 4
- 1/15/26 - Form 4
- 1/13/26 - Form 144
- GWRE's page on the SEC website