$GWRE 0.55 Developing

Notable posts

• @wallstengine neutral 110 eng

  Today's Key Events (All EST) — 09/03/2026 $TSLA Cybercab launch event 05:30: US Challenger Layoffs 08:30: US Initial Jobless Claims 08:30: US Trade Balance 08:30: Fed's Waller 09:45: US S&P Services PMI Final 10:00: US ISM Services PMI 15:00: Fed's Hammack 15:05: Fed's Goolsbee Before Open 👇 05:45: Duluth Holdings $DLTH 06:00: BRP $DOO 06:45: Lands' End $LE 06:50: Genesco $GCO 07:00: Ciena $CIEN 07:00: Victoria's Secret & Co. $VSXY 07:00: Brady $BRC 07:15: The Campbell's $CPB 07:30: John Wiley & Sons $WLY 08:30: The Toro $TTC BMO: Polestar $PSNY After Hours 👇 16:05: Docusign $DOCU 16:05: Zscaler $ZS 16:05: lululemon athletica $LULU 16:05: Ambarella $AMBA 16:05: Asana $ASAN 16:05: Guidewire Software $GWRE 16:05: Smith & Wesson Brands $SWBI 16:05: Concrete Pumping Holdings $BBCP 16:05: American Outdoor Brands $AOUT 16:05: Torrid Holdings $CURV 16:05: Oxford Industries $OXM 16:10: UiPath $PATH 16:10: Samsara $IOT 16:10: Planet Labs PBC $PL 16:15: Quanex Building Products $NX Follow @wallstengine for detailed earnings highlights from many of these companies throughout the day.

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• @wallstengine neutral 39 eng

  GUIDEWIRE $GWRE Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $411.1M (Est. $402M) 🟢; +15% YoY 🔹 Adj. EPS: $0.99 (Est. $0.94) 🟢; +22% YoY 🔹 Non-GAAP Oper Income: $111.3M (Est. $91.6M) 🟢; +51% YoY 🔹 FCF: $276.7M (Est. $266M) 🟢 FY27 Guide: 🔹 Ending ARR: $1.45B-$1.46B (Est. $1.45B) 🟡 🔹 Total Revenue: $1.71B-$1.73B (Est. $1.7B) 🟢 🔹 Non-GAAP Oper Income: $403M-$423M (Est. $408M) 🟢 🔹 Subscription & Support Revenue: $1.24B-$1.25B 🔹 GAAP Operating Income: $197M-$217M 🔹 Operating Cash Flow: $445M-$465M Q1 Guide: 🔹 Total Revenue: $372M-$378M (Est. $387M) 🔴 🔹 Non-GAAP Oper Income: $64M-$70M (Est. $80M) 🟢 🔹 Ending ARR: $1.25B-$1.26B 🔹 Subscription & Support Revenue: $279M-$283M 🔹 GAAP Operating Income: $19M-$25M Segment Net Revenue: 🔹 Subscription & Support: $266.7M; +32% YoY 🔹 License: $77.1M; -18% YoY 🔹 Services: $67.3M; +10% YoY Other Q4 Metrics: 🔹 ARR: $1.24B 🔹 Cash From Operations: $283.9M Comments: 🔸 “AI is driving our momentum, as more of our insurance customers choose to align their AI transformation with Guidewire.” 🔸 “the lowest ARR gross attrition rate since we started measuring ARR”

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