Have you evaluated the performance of Guidewire Software's (GWRE) international operations for the quarter ending April 2025? Given the extensive global presence of this provider of software to the insurance industry, analyzing the patterns in international revenues is crucial for understanding its financial strength and potential for growth.In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shaping its overall financial he ...

I give a hold rating for Guidewire Software (NYSE: GWRE ) as I think most of the near-term positives are now fairly priced in. 3Q25 results were strong, with solid revenue growth and growing cloud traction, but the stock alreadyI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit eco ...

Guidewire Software (GWRE) FY Conference June 05, 2025 10:20 AM ET Speaker0 you, everybody. My name is Dylan Becker. I am the research analyst here at William Blair that covers Guidewire software. We have the CFO, Jeff Cooper, here with us today. Jeff, thank you for joining us. Prior before we get started, he's got a presentation. He'll run through about ten or fifteen minutes on background on the business. Before that, all of the necessary disclosures for this presentation and the conversation can be found ...

Guidewire Software, Inc. GWRE reported better-than-expected third-quarter financial results on Tuesday.Guidewire Software reported quarterly earnings of 88 cents per share which beat the analyst consensus estimate of 47 cents per share. The company reported quarterly sales of $293.51 million which beat the analyst consensus estimate of $286.39 million.“We delivered exceptional third-quarter results, highlighted by record Q3 sales activity and 17 cloud deals,” said Mike Rosenbaum, chief executive officer, Gu ...

Guidewire Software TodayGWREGuidewire Software$250.88 +32.70 (+14.99%) 52-Week Range$117.69▼$263.20P/E Ratio696.89Price Target$232.83Add to WatchlistGuidewire NYSE: GWRE stock is rocketing higher because its AI-enabled, cloud-based SaaS platform service for insurance companies is crushing the estimates. The FQ3 results were so far above the consensus estimate that they have entirely altered the outlook for this company. The takeaway for traders and investors is that the news sparked a 15% surge in the stoc ...

Key Takeaways Guidewire Software, Inc (GWRE) reported non-GAAP earnings per share of 88 cents in third-quarter fiscal 2025 (ended April 30, 2025), up 238.5% year over year and beat the Zacks Consensus Estimate by 91.3%. The company reported revenues of $293.5 million, up 22% year over year. Revenues beat the Zacks Consensus Estimate by 2.7%. The figure also surpassed the company's guided range of $283-$289 million. This uptick was driven by solid sales activity. Guidewire Cloud continued to gain momentum in ...

PISCATAWAY, N.J. and SAN MATEO, Calif., June 4, 2025 /PRNewswire/ -- ValueMomentum, a leading services and solutions provider exclusively focused on supporting property and casualty (P&C) insurers, and Guidewire (NYSE: GWRE) congratulate Farm Bureau Insurance Company of Idaho on the successful upgrade of Guidewire InsuranceSuite to Guidewire Cloud Platform. ValueMomentum, a Guidewire PartnerConnect Consulting partner at the Select level, was the lead partner in the implementation project. ValueMomentum Pres ...

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Core Insights - Guidewire Software (GWRE) reported revenue of $293.51 million for the quarter ended April 2025, marking a year-over-year increase of 22% and exceeding the Zacks Consensus Estimate of $285.72 million by 2.73% [1] - The company achieved an EPS of $0.88, significantly higher than the $0.26 reported a year ago, resulting in an EPS surprise of 91.30% compared to the consensus estimate of $0.46 [1] Financial Performance Metrics - Annual recurring revenue reached $960 million, surpassing the average estimate of $944.40 million by four analysts [4] - Subscription and support revenue was reported at $181.82 million, exceeding the average estimate of $178.14 million by five analysts, reflecting a year-over-year increase of 31.8% [4] - License revenue amounted to $57.23 million, slightly above the average estimate of $55.33 million, with a year-over-year change of 1.8% [4] - Services revenue was reported at $54.45 million, exceeding the average estimate of $52 million, representing a year-over-year increase of 17.1% [4] - Gross profit from subscription and support was $124.41 million, above the average estimate of $120.51 million [4] - Gross profit from services was $1.95 million, below the average estimate of $3.92 million [4] - Gross profit from license revenue was $56.34 million, exceeding the average estimate of $54.87 million [4] Stock Performance - Over the past month, Guidewire Software's shares returned +2.3%, while the Zacks S&P 500 composite saw a +4.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Viewpoint - Guidewire Software reported strong quarterly earnings of $0.88 per share, significantly exceeding the Zacks Consensus Estimate of $0.46 per share, and showing a substantial increase from $0.26 per share a year ago [1][2]. Financial Performance - The company achieved revenues of $293.51 million for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 2.73% and up from $240.68 million year-over-year [3]. - Guidewire Software has consistently outperformed consensus estimates, surpassing EPS estimates three out of the last four quarters and revenue estimates four times in the same period [2][3]. Stock Performance - Since the beginning of the year, Guidewire Software shares have increased by approximately 27.7%, in contrast to the S&P 500's gain of 0.9% [4]. - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [7]. Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.59, with projected revenues of $331.29 million, while the estimate for the current fiscal year is $1.97 on revenues of $1.17 billion [8]. - The outlook for the Internet - Software industry is favorable, ranking in the top 22% of over 250 Zacks industries, suggesting potential for outperformance [9].