On September 14, Guidewire rose 5.02% in regular trading, trading at $148.06 per share, with turnover of $66.16 million. The rebound follows a sharp post-earnings selloff of over 20%, as the stock now appears to be staging an oversold recovery supported by strong underlying Q4 results.
Guidewire reported fiscal Q4 adjusted EPS of $0.99, beating the consensus estimate of $0.94 by 5.3%, while revenue of $411.1 million exceeded the $402.2 million estimate. Despite the beat, shares initially plunged after hours as the fiscal 2027 ARR guidance of $1.45 billion to $1.46 billion came in slightly below the most bullish expectations of over 18% growth. Oppenheimer noted that management is approaching the outlook prudently and sees potential for estimates to trend higher. Citigroup raised its price target to $181 from $137, maintaining a Neutral rating, while the average analyst target stands at $201.08 with a Buy consensus.
Guidewire is a leading cloud platform provider for property and casualty insurers, serving over 570 insurance companies across 43 countries. The company recently launched its Qusar release with AI agent capabilities and added Santam, Africa's largest general insurer, as a key client.
(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)
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