Overview
Guidewire fiscal Q1 2026 revenue grows 27%, beating analyst expectations
Adjusted EPS for fiscal Q1 2026 beats consensus
ARR grows 22% yr/yr, reflecting strong sales momentum
Outlook
Guidewire expects Q2 total revenue between $339 mln and $345 mln
Company sees FY 2026 total revenue between $1,403 mln and $1,419 mln
Guidewire anticipates FY 2026 ARR between $1,220 mln and $1,230 mln
Result Drivers
CLOUD PLATFORM MOMENTUM - Guidewire reports strong momentum for its cloud platform, contributing to positive fiscal Q1 results
PRODUCT LAUNCHES - Launch of new AI-powered pricing and underwriting products at customer conference supported revenue growth
ARR GROWTH - ARR increased 22% yr/yr, reflecting strong sales momentum
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q1 Revenue | Beat | $332.60 mln | $316.62 mln (14 Analysts) |
Q1 Adjusted EPS | Beat | $0.66 | $0.61 (14 Analysts) |
Q1 EPS | $0.36 | ||
Q1 Adjusted Net Income | Beat | $57 mln | $52.97 mln (13 Analysts) |
Q1 Net Income | $31.30 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Guidewire Software Inc is $278.00, about 29.5% above its December 2 closing price of $214.72
The stock recently traded at 65 times the next 12-month earnings vs. a P/E of 77 three months ago
Press Release: ID:nBw2Vfxq6a
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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