GWRE 8-K SEC Filing Analysis

Final — all horizons settled through T+60d

GWRE ▲ +1.51% at T+60d

LONG call ✓ call won +1.51% · α vs SPY -11.27% · entry $168.87 → $171.42

Currently $124.51 · -26.27% from $168.87 entry

Entry anchored
Mar 5, 03:59 PM ET
via Databento tick

T+1d

-3.30%

call -3.30% · α -4.14%

$163.30

settled 3mo ago

T+5d

-4.92%

call -4.92% · α -3.39%

$160.57

settled 3mo ago

T+20d

-12.46%

call -12.46% · α -10.41%

$147.83

settled 2mo ago

T+60d

+1.51%

call +1.51% · α -11.27%

$171.42

settled 9d ago

Price Chart

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Executive Summary

Guidewire Software reported strong second-quarter fiscal 2026 results with total revenue of $359.1 million, up 24% year-over-year, driven by 33% growth in subscription and support revenue. The company raised its full-year revenue guidance to $1.438-$1.448 billion and increased its share repurchase program by $500 million.

Key Financial Metrics

Revenue

$359.1M

+24.0% YoY

Adj. EPS

$1.17

GAAP: $0.70

Guidance

$1.438B-$1.448B

raised

Free Cash Flow

$105.7M

Gross Margin

64.48%

Actionable Insight

The strong revenue growth, particularly in high-margin subscription revenue, and raised guidance suggest continued momentum in Guidewire's core insurance software business. The new share buyback program adds shareholder value.

Key Facts

Total revenue of $359.1 million, up 24% YoY
Subscription and support revenue grew 33% YoY to $237.2 million
GAAP net income turned positive at $60.1 million vs. $37.3 million loss YoY
Raised full-year revenue guidance to $1.438-$1.448 billion
Authorized new $500 million share repurchase program

Financial Impact

Revenue growth of 24% YoY with raised guidance of $1.438-$1.448 billion for fiscal 2026

revenueepsprofitabilityguidancedilution

Segment Breakdown

Segment	Revenue	Growth
Subscription and support	$237.2M	+33.0%
License	$59.5M	-7.0%
Services	$62.4M	+30.0%

Risk Factors

License revenue declined 7% YoY to $59.5 million
Cash balance decreased from $1.48 billion to $1.35 billion

Market Snapshot

Exchange

NYSE

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001528396-26-000013
Document: gwre-20260305.htm	0001528396-26-000013
Document: 0001528396-26-000013-index-headers.html	0001528396-26-000013
Document: 0001528396-26-000013-index.html	0001528396-26-000013
Document: 0001528396-26-000013.txt	0001528396-26-000013

5 reports for GWRE

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for GWRE — sortable, filterable
	Type				Now
Jun 4, 2026 5d ago	8-K BULLISH ★ 7/10	$151.07 awaiting T+20	awaiting T+20	—	$124.51 (−17.58%)
Mar 17, 2026 12w ago	Insider Cluster NEUTRAL ★ 3/10	$163.11 $136.57	▼ −16.27%	▼ −20.57%	$124.51 (−23.67%)
Mar 13, 2026 12w ago	Insider Cluster BEARISH ★ 7/10	$160.57 $124.18	▲ +22.66%	▲ +26.25%	$124.51 (+22.46%)
Mar 9, 2026 13w ago	Insider Cluster NEUTRAL ★ 3/10	$163.30 $146.08	▼ −10.54%	▼ −7.74%	$124.51 (−23.75%)
Mar 5, 2026 13w ago	8-K BULLISH ★ 8/10	$168.87 $147.83	▼ −12.46%	▼ −10.41%	$124.51 (−26.27%)

US Market Status

Market Closed — Opens Thu (11h 16m)

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