Insurance software provider Guidewire's Q1 revenue rises 27%, beats analyst estimates

Guidewire Software

03/12/2025 21:25

Overview

Guidewire fiscal Q1 2026 revenue grows 27%, beating analyst expectations

Adjusted EPS for fiscal Q1 2026 beats consensus

ARR grows 22% yr/yr, reflecting strong sales momentum

Outlook

Guidewire expects Q2 total revenue between $339 mln and $345 mln

Company sees FY 2026 total revenue between $1,403 mln and $1,419 mln

Guidewire anticipates FY 2026 ARR between $1,220 mln and $1,230 mln

Result Drivers

CLOUD PLATFORM MOMENTUM - Guidewire reports strong momentum for its cloud platform, contributing to positive fiscal Q1 results

PRODUCT LAUNCHES - Launch of new AI-powered pricing and underwriting products at customer conference supported revenue growth

ARR GROWTH - ARR increased 22% yr/yr, reflecting strong sales momentum

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$332.60 mln
$316.62 mln (14 Analysts)
Q1 Adjusted EPS
Beat
$0.66
$0.61 (14 Analysts)
Q1 EPS
$0.36
Q1 Adjusted Net Income
Beat
$57 mln
$52.97 mln (13 Analysts)
Q1 Net Income
$31.30 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Guidewire Software Inc is $278.00, about 29.5% above its December 2 closing price of $214.72

The stock recently traded at 65 times the next 12-month earnings vs. a P/E of 77 three months ago

Press Release: ID:nBw2Vfxq6a

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)