Analyst Consensus ?
ConsensusBuy25 ratings
Bullish1872.0%
Neutral624.0%
Bearish14.0%
Guidewire Software, Inc. · GWRE · FY2025 Q2 · Calendar Q1 2025
Guidewire raises outlook as cloud adoption accelerates
The current analysis supports a constructive view of Guidewire's cloud-led growth: demand, migrations and the partner ecosystem are strengthening, but the case still depends on execution, services profitability and sustained customer conversion.
Reported Before market openNYSETechnology
$15.50B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.52
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $285.7M
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-5.3%
Event window
SPY move
-1.8%
Same window
Abnormal move
-3.5%
Stock minus SPY
Volume
1.7×
Versus trailing sessions
Subsequent drift
-1.5%
Up to 20 sessions
GWRESPY benchmark
Ask FN2 about GWRE FY2025 Q2
Transcript, numbers and history already loaded
What drove GWRE's -5.3% move after FY2025 Q2 earnings?What changed in GWRE's guidance and outlook in FY2025 Q2?Give me the bull and bear case for GWRE after FY2025 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior quarter, the analysis points to stronger cloud momentum, a raised outlook, improved services execution and further progress on capital management. The main unresolved questions shifted toward seasonality, migration timing, foreign exchange and the durability of margin gains.
Guidance delta
Management raised its outlook, with the transcript analysis attributing the change to strong cloud demand and ARR performance.
Key takeaways
- Cloud migration remains the central growth engine.
- Management highlighted momentum in full-suite conversions and new customer wins.
- Profitability and services execution improved, while services margin remains a watchpoint.
- Capital management and the partner ecosystem support the broader cloud strategy.
Management priorities
- Scale Guidewire Cloud adoption and full-suite conversions.
- Develop AI capabilities for underwriting, claims and service efficiency.
- Expand product development and R&D investment.
- Broaden global delivery and partner capacity while pursuing margin expansion.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$189Current
$95Low
$191.54Average
$250High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 25, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| DA Davidson | Buy | Buy | Maintain | Oct 2, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Sep 4, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Sep 4, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | Sep 4, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Sep 4, 2026 |
| Needham | Hold | Hold | Maintain | Sep 4, 2026 |
| Citizens | Market Outperform | Market Outperform | Maintain | Sep 4, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Sep 4, 2026 |
| BTIG | Buy | Buy | Maintain | Sep 4, 2026 |
| Baird | Outperform | Outperform | Maintain | Aug 31, 2026 |
| Guggenheim | Buy | Buy | Maintain | Aug 27, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Jul 14, 2026 |
| Stifel | Buy | Buy | Maintain | Jun 5, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Jun 5, 2026 |
| Raymond James | Outperform | Outperform | Maintain | Sep 5, 2025 |
| JMP Securities | Market Outperform | Market Outperform | Maintain | Jun 4, 2025 |
| B of A Securities | Underperform | Underperform | Maintain | Jun 4, 2025 |
| Citizens Capital Markets | Market Outperform | Market Outperform | Maintain | Mar 26, 2025 |
| Stifel Nicolaus | Hold | Hold | Maintain | Sep 27, 2019 |
| PiperJaffray | Neutral | Overweight | Downgrade | Mar 4, 2019 |
| Deutsche Bank | Hold | Buy | Downgrade | Oct 9, 2018 |
| KeyBanc | Overweight | Overweight | Maintain | Sep 21, 2018 |
| Bank of America | Neutral | Neutral | Maintain | Sep 21, 2018 |
| Jefferies | Overweight | Neutral | Upgrade | Jun 13, 2017 |
| UBS | Buy | Buy | Maintain | Jun 2, 2016 |
Named analyst price targets
Upside is calculated against the persisted current price $189. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Oppenheimer | Analyst unavailable | $210 | $202.86 | +11.1% | Sep 4, 2026 |
| BTIG | Analyst unavailable | $220 | $202.86 | +16.4% | Sep 4, 2026 |
| Wells Fargo | Michael Turrin | $195 | $202.86 | +3.2% | Sep 4, 2026 |
| BTIG | Allan Verkhovski | $230 | $201.09 | +21.7% | Sep 2, 2026 |
| Robert W. Baird | Joe Vruwink | $235 | $205.85 | +24.3% | Aug 31, 2026 |
| Guggenheim | Analyst unavailable | $210 | $191.07 | +11.1% | Aug 27, 2026 |
| UBS | Analyst unavailable | $210 | $170.53 | +11.1% | Aug 10, 2026 |
| Piper Sandler | Billy Fitzsimmons | $210 | $170.53 | +11.1% | Aug 10, 2026 |
| Guggenheim | Tamjid Chowdhury | $180 | $133.97 | -4.8% | Jul 22, 2026 |
| D.A. Davidson | Peter Heckmann | $222 | $136.06 | +17.5% | Jun 8, 2026 |
| Goldman Sachs | Adam Hotchkiss | $225 | $141.84 | +19.0% | Jun 5, 2026 |
| Raymond James | Alexander Sklar | $180 | $151.17 | -4.8% | Jun 5, 2026 |
| Wells Fargo | Michael Turrin | $190 | $151.17 | +0.5% | Jun 5, 2026 |
| Stifel Nicolaus | Parker Lane | $200 | $151.17 | +5.8% | Jun 5, 2026 |
| RBC Capital | Rishi Jaluria | $215 | $151.17 | +13.8% | Jun 5, 2026 |
| Stifel Nicolaus | Parker Lane | $225 | $142.13 | +19.0% | May 29, 2026 |
| Stifel Nicolaus | Parker Lane | $250 | $162.24 | +32.3% | Mar 6, 2026 |
| Oppenheimer | Analyst unavailable | $250 | $122.22 | +32.3% | Feb 24, 2026 |
| BTIG | Allan Verkhovski | $175 | $122.29 | -7.4% | Feb 18, 2026 |
| RBC Capital | Rishi Jaluria | $300 | $185.06 | +58.7% | Jan 9, 2026 |
| Wells Fargo | Michael Turrin | $250 | $187.68 | +32.3% | Jan 8, 2026 |
| D.A. Davidson | Analyst unavailable | $246 | $193.59 | +30.2% | Dec 17, 2025 |
| BTIG | Analyst unavailable | $250 | $193.59 | +32.3% | Dec 16, 2025 |
| D.A. Davidson | Peter Heckmann | $250 | $252.3 | +32.3% | Oct 29, 2025 |
| Stifel Nicolaus | Parker Lane | $300 | $260.71 | +58.7% | Sep 5, 2025 |
| D.A. Davidson | Peter Heckmann | $226 | $208 | +19.6% | May 22, 2025 |
| Robert W. Baird | Analyst unavailable | $236 | $173.24 | +24.9% | Mar 7, 2025 |
| JMP Securities | Analyst unavailable | $250 | $173.24 | +32.3% | Mar 7, 2025 |
| Bank of America Securities | Brad Sills | $135 | $185.82 | -28.6% | Oct 11, 2024 |
| Wells Fargo | Michael Turrin | $205 | $183.37 | +8.5% | Oct 11, 2024 |
| Robert W. Baird | Joe Vruwink | $204 | $182.17 | +7.9% | Oct 8, 2024 |
| Oppenheimer | Ken Wong | $200 | $184.22 | +5.8% | Oct 4, 2024 |
| RBC Capital | Rishi Jaluria | $180 | $162.96 | -4.8% | Sep 6, 2024 |
| Stifel Nicolaus | Parker Lane | $175 | $143.93 | -7.4% | Sep 6, 2024 |
| Robert W. Baird | Jon Vruwink | $175 | $143.93 | -7.4% | Sep 6, 2024 |
| BTIG | Matt VanVliet | $165 | $147.5 | -12.7% | Aug 30, 2024 |
| Wells Fargo | Michael Turrin | $175 | $146.92 | -7.4% | Aug 21, 2024 |
| Oppenheimer | Ken Wong | $170 | $148.4 | -10.1% | Aug 20, 2024 |
| RBC Capital | Rishi Jaluria | $170 | $134.86 | -10.1% | Jun 27, 2024 |
| Wells Fargo | Michael Turrin | $150 | $135.61 | -20.6% | Jun 21, 2024 |
| Robert W. Baird | Jon Vruwink | $152 | $127.46 | -19.6% | Jun 6, 2024 |
| D.A. Davidson | Peter Heckmann | $142 | $127.46 | -24.9% | Jun 5, 2024 |
| Stifel Nicolaus | Parker Lane | $140 | $108.05 | -25.9% | Jun 5, 2024 |
| Wells Fargo | Michael Turrin | $140 | $108.05 | -25.9% | Jun 5, 2024 |
| RBC Capital | Rishi Jaluria | $130 | $108.05 | -31.2% | Jun 5, 2024 |
| Oppenheimer | Ken Wong | $140 | $108.05 | -25.9% | Jun 5, 2024 |
| Goldman Sachs | Kevin Kumar | $146 | $108.05 | -22.8% | Jun 5, 2024 |
| BTIG | Matthew VanVliet | $140 | $108.05 | -25.9% | Jun 5, 2024 |
| Stifel Nicolaus | Parker Lane | $95 | $93.82 | -49.7% | Sep 8, 2023 |
| Wells Fargo | Michael Turrin | $85 | $83.8 | -55.0% | Aug 31, 2023 |
| RBC Capital | Rishi Jaluria | $90 | $75.32 | -52.4% | Mar 7, 2023 |
| JMP Securities | Joe Goodwinm | $95 | $75 | -49.7% | Mar 7, 2023 |
| RBC Capital | Rishi Jaluria | $100 | $59.96 | -47.1% | Dec 7, 2022 |
| RBC Capital | Analyst unavailable | $125 | $92.8 | -33.9% | Apr 19, 2022 |
| Bank of America Securities | Bradley Sills | $125 | $113.12 | -33.9% | Oct 4, 2021 |
Track every rating change on GWRE the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationGuidewire Software, Inc. is a global supplier of software solutions tailored for the property and casualty insurance industry. Its primary offering is Guidewire InsuranceSuite, a comprehensive platform that incorporates core applications like PolicyCenter, BillingCenter, and ClaimCenter. The company also furnishes Guidewire InsuranceNow, a cloud-native platform providing integrated policy, billing, and claims administration for insurers, alongside a self-managed version of the InsuranceSuite. Guidewire's product portfolio extends to specialized management tools, including Rating Management for accurate insurance product pricing, Reinsurance Management for executing rules-based reinsurance strategies throughout underwriting and claims processes, Client Data Management for effective utilization of customer information, and Product Content Management, which provides software tools and standardized templates to streamline the introduction and modification of insurance products.…
Historical context
All GWRE earningsTechnology peers this season
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| VRSN VeriSign, Inc. | FY2026 Q3 · Calendar Q4 2026 | -2.0% | -0.9% | VeriSign reports record registrations as renewal mix becomes a key watchpoint |
| TTMI TTM Technologies, Inc. | FY2026 Q3 · Calendar Q4 2026 | +16.8% | -27.7% | TTM Technologies Q3: Record Growth, Higher Investment, More Deal Risk |
| NOK Nokia Oyj | FY2026 Q3 · Calendar Q4 2026 | +25.0% | -14.8% | Nokia Q3: AI and cloud growth lifts margins as cash flow stays negative |
Latest beats and misses
Who reports nextBeat on EPS
- FCNCAFY2026 Q3 · October 23, 2026+19.9% EPS+8.2% move
- FCNCNFY2026 Q3 · October 23, 2026+19.9% EPS+0.2% move
- FCNCOFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- FCNCPFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- RDYFY2027 Q2 · October 23, 2026+24.0% EPS-0.2% move
- SLBFY2026 Q3 · October 23, 2026+3.7% EPS+7.1% move
Missed on EPS
- INFYFY2027 Q2 · October 23, 2026-4.8% EPS-6.6% move
- BBDFY2026 Q3 · October 22, 2026-7.7% EPS+3.0% move
- SNAFY2026 Q3 · October 22, 2026-5.9% EPS-3.4% move
- SPOTFY2026 Q3 · October 22, 2026-11.6% EPS+11.1% move
- VRSNFY2026 Q3 · October 22, 2026-2.0% EPS-0.9% move
- HBANMFY2026 Q3 · October 22, 2026-5.3% EPS+0.5% move
Get the GWRE recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-02-20T00:00:54.474485+00:00
- Polygon adjusted daily market bars · 2026-10-25T17:30:41.606269+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-25T17:30:41.603474+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-25. For educational purposes only; not investment advice.