Guidewire Software Q4 Revenue Advances 22%, Shares Surge on Fiscal 2026 Outlook

Guidewire Software (GWRE) reported strong fiscal 2025 Q4 results, with revenue rising 22.3% year-over-year to $356.6 million, exceeding analyst estimates by over $18 million. The company posted adjusted earnings of $0.84 per share, beating expectations by 33%, while GAAP earnings were $0.60 per share, up from $0.20 the prior year. Guidewire's subscription and support revenue grew 33%, contributing to a robust outlook, with fiscal 2026 revenue guidance of $1.39 billion to $1.41 billion, surpassing analyst forecasts. The first quarter revenue guidance of roughly $318 million also came in higher than expected. Wall Street analysts maintain an average 'Outperform' rating for GWRE, with price targets suggesting a potential upside, although some valuation models imply downside risk. Overall, the company's sustained sales growth and positive forward guidance reflect confidence in its insurance software platform amid solid demand across multiple revenue streams.