Guidewire Software stock gains as fiscal growth reaches 23%
Published on 09/24/2026 at 01:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Guidewire Software stock gained 1.62 percent to USD 152.89 on the NYSE after hours on September 23, 2026. The move followed fiscal 2026 results showing total revenue of USD 1,475.4 million, up 23 percent from fiscal 2025, according to Guidewire.
Recurring revenue leads growth
Guidewire's recurring revenue base expanded faster than total sales. Annual recurring revenue reached USD 1,242 million as of July 31, 2026, an increase of 19 percent on a constant currency basis, while subscription and support revenue rose 33 percent to USD 970.9 million.
The mix matters because subscription and support revenue now represents the largest recurring component of the business, while fiscal 2026 license revenue declined 7 percent to USD 234.6 million. That contrast shows the company is shifting toward contracted cloud revenue rather than relying on one-time license activity.
Profitability adds operating leverage
Guidewire also reported USD 339.9 million in fiscal 2026 non-GAAP operating income, up 63 percent from USD 208.2 million in fiscal 2025. GAAP income from operations reached USD 149.9 million, compared with USD 41.1 million in the prior year.
Cash generation provides another measurable support point. Cash from operations rose to USD 389.7 million in fiscal 2026 from USD 300.9 million in fiscal 2025, while the company repurchased 4,085,350 shares at an average price of USD 148.41.
Fiscal 2027 sets a higher base
Guidewire's fiscal 2027 guidance calls for total revenue of USD 1,707 million to USD 1,727 million and ending ARR of USD 1,450 million to USD 1,460 million, per the September 3, 2026 release. The forecast places execution on subscription growth and customer expansion ahead of the next reporting cycle.
Investing.com lists an average 12-month analyst price target of USD 213.29, based on 14 analysts, against a September 23 stock price of USD 152.89. That target is a market expectation, not a company forecast, and the gap makes future growth delivery central to the valuation discussion.
Stock remains below its yearly high
Guidewire Software stock stood at USD 152.89 on September 23, 2026, with a market capitalization of USD 12,729,070,996. The price was 40.3 percent below the 52-week high of USD 255.89 and above the 52-week low of USD 102.30.
Guidewire Software stock data
- Company: Guidewire Software, Inc.
- Ticker: GWRE
- Trading venue: NYSE
- Price as of September 23, 2026: USD 152.89
- Market capitalization: USD 12,729,070,996 as of September 23, 2026
- 52-week range: USD 102.30-255.89
- Sector / Industry: Software and cloud technology for property and casualty insurers
