Guidewire Software Analyst Day to Focus on ARR Targets, AI, Product Momentum, RBC Says

MT Newswires Live10-22

Guidewire Software (GWRE) is expected to update investors on ARR growth, its AI roadmap and momentum across newer products at its Oct. 27 user conference and Analyst Day, with investors seeking clarity on long-term growth targets and cloud expansion, RBC Capital Markets said.

The brokerage said in a Wednesday note that it expects Guidewire to clarify its long-term financial targets, including whether its fiscal 2028 ARR goal of about $1.7 billion remains a floor, following fiscal 2027 growth guidance of roughly 18%. RBC also expects details on how cloud customer cohorts have expanded over time.

RBC will monitor adoption of newer products, with PricingCenter recording 12 deals and ProNavigator 28 in fiscal 2026, as well as updates on Underwriting Center. The brokerage views these products as potential drivers of sustained high-teens growth beyond the cloud migration cycle.

The analyst also expects updates on Guidewire's AI roadmap, including its agentic platform and the potential to shorten cloud migration timelines.

The firm sees AI as a growth opportunity and views the Analyst Day as a chance for management to reinforce the durability of the cloud transition, highlight product momentum and refocus investors on its long-term financial targets following the stock's post-fiscal Q4 decline.

RBC has an outperform rating on the stock with a $215 price target.

Guidewire Software shares were up 3.1% in Thursday trading.

Price: 187.60, Change: +5.70, Percent Change: +3.13

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2677642529?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-10-22 22:59","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2677642529","market":"sh","top_or_hot":-1,"title":"Guidewire Software Analyst Day to Focus on ARR Targets, AI, Product Momentum, RBC Says","media":"MT Newswires Live","content":"<html><body><p> <a href=\"https://laohu8.com/S/GWRE\">Guidewire Software</a> (GWRE) is expected to update investors on ARR growth, its AI roadmap and momentum across newer products at its Oct. 27 user conference and Analyst Day, with investors seeking clarity on long-term growth targets and cloud expansion, RBC Capital Markets said.</p><p>The brokerage said in a Wednesday note that it expects Guidewire to clarify its long-term financial targets, including whether its fiscal 2028 ARR goal of about $1.7 billion remains a floor, following fiscal 2027 growth guidance of roughly 18%. RBC also expects details on how cloud customer cohorts have expanded over time.</p><p>RBC will monitor adoption of newer products, with PricingCenter recording 12 deals and ProNavigator 28 in fiscal 2026, as well as updates on Underwriting Center. The brokerage views these products as potential drivers of sustained high-teens growth beyond the cloud migration cycle.</p><p>The analyst also expects updates on Guidewire's AI roadmap, including its agentic platform and the potential to shorten cloud migration timelines.</p><p>The firm sees AI as a growth opportunity and views the Analyst Day as a chance for management to reinforce the durability of the cloud transition, highlight product momentum and refocus investors on its long-term financial targets following the stock's post-fiscal Q4 decline.</p><p>RBC has an outperform rating on the stock with a $215 price target.</p><p>Guidewire Software shares were up 3.1% in Thursday trading.</p><p>Price: 187.60, Change: +5.70, Percent Change: +3.13</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Guidewire Software Analyst Day to Focus on ARR Targets, AI, Product Momentum, RBC Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGuidewire Software Analyst Day to Focus on ARR Targets, AI, Product Momentum, RBC Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-10-22 22:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> <a href=\"https://laohu8.com/S/GWRE\">Guidewire Software</a> (GWRE) is expected to update investors on ARR growth, its AI roadmap and momentum across newer products at its Oct. 27 user conference and Analyst Day, with investors seeking clarity on long-term growth targets and cloud expansion, RBC Capital Markets said.</p><p>The brokerage said in a Wednesday note that it expects Guidewire to clarify its long-term financial targets, including whether its fiscal 2028 ARR goal of about $1.7 billion remains a floor, following fiscal 2027 growth guidance of roughly 18%. RBC also expects details on how cloud customer cohorts have expanded over time.</p><p>RBC will monitor adoption of newer products, with PricingCenter recording 12 deals and ProNavigator 28 in fiscal 2026, as well as updates on Underwriting Center. The brokerage views these products as potential drivers of sustained high-teens growth beyond the cloud migration cycle.</p><p>The analyst also expects updates on Guidewire's AI roadmap, including its agentic platform and the potential to shorten cloud migration timelines.</p><p>The firm sees AI as a growth opportunity and views the Analyst Day as a chance for management to reinforce the durability of the cloud transition, highlight product momentum and refocus investors on its long-term financial targets following the stock's post-fiscal Q4 decline.</p><p>RBC has an outperform rating on the stock with a $215 price target.</p><p>Guidewire Software shares were up 3.1% in Thursday trading.</p><p>Price: 187.60, Change: +5.70, Percent Change: +3.13</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0963586101.USD","symbol_name":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2677642529","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2677642529","pubTimestamp":1792681177,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Guidewire Software (GWRE) is expected to update investors on ARR growth, its AI roadmap and momentum across newer products at its Oct. 27 user conference and Analyst Day, with investors seeking clarit","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","AGIX":"通用人工智能 ETF-AGIX","GWRE":"Guidewire Software","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","VTHR":"Vanguard Russell 3000 ETF","QTOC":"Innovator Growth Accelerated Plus ETF - October","BK4023":"应用软件","ARTY":"ISHARES FUTURE AI & TECH ETF","AIPO":"Defiance AI and Power Infrastructure ETF"},"translate_title":"加拿大皇家银行表示，Guidewire 软件分析师日将重点关注 ARR 目标、人工智能、产品势头","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARTY":1.5,"GWRE":1.5,"CHAT":1.5,"AGIX":1.5,"QTOC":1.5,"VTHR":1.5,"AIPO":1.5},"content_text":"Guidewire Software (GWRE) is expected to update investors on ARR growth, its AI roadmap and momentum across newer products at its Oct. 27 user conference and Analyst Day, with investors seeking clarity on long-term growth targets and cloud expansion, RBC Capital Markets said.The brokerage said in a Wednesday note that it expects Guidewire to clarify its long-term financial targets, including whether its fiscal 2028 ARR goal of about $1.7 billion remains a floor, following fiscal 2027 growth guidance of roughly 18%. RBC also expects details on how cloud customer cohorts have expanded over time.RBC will monitor adoption of newer products, with PricingCenter recording 12 deals and ProNavigator 28 in fiscal 2026, as well as updates on Underwriting Center. The brokerage views these products as potential drivers of sustained high-teens growth beyond the cloud migration cycle.The analyst also expects updates on Guidewire's AI roadmap, including its agentic platform and the potential to shorten cloud migration timelines.The firm sees AI as a growth opportunity and views the Analyst Day as a chance for management to reinforce the durability of the cloud transition, highlight product momentum and refocus investors on its long-term financial targets following the stock's post-fiscal Q4 decline.RBC has an outperform rating on the stock with a $215 price target.Guidewire Software shares were up 3.1% in Thursday trading.Price: 187.60, Change: +5.70, Percent Change: +3.13","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.52.0","shortVersion":"4.52.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2677642529","isCrawlerRequest":true}