Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Guidewire Software, Inc.
Next earnings Sep 2, 2026 (after close) · consensus $0.96 EPS, $411M rev
Last earnings -2.5% on 2026-06-04
Guidewire's cloud transition is paying off with 23% growth and a swing to profit, but 133x earnings and 7.6x sales price in near-perfection.
Sources: SEC EDGAR (CIK 0001528396, latest 10-Q filed 2026-06-05) · EODHD · analysis by claude-code · as of 6/21/2026, 8:52:02 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~72% above fair value) leave little margin of safety — a wait-and-see.
Guidewire is the dominant core-systems software platform for the global property-and-casualty insurance industry, and its multi-year transition from licensed software to cloud subscriptions has reached the payoff phase. FY2025 revenue grew 22.6% to $1.20B, gross margin expanded to 62.5% (gross profit up 28.9%), and the company swung decisively to profitability — net income of $69.8M and EPS of $0.81, versus a -$6.10M loss the prior year and four straight years of losses before that. Operating cash flow surged 53.7% to $301M against trivial capex of $5.74M, confirming the high-quality, recurring-revenue, cloud-economics inflection.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $743M | $813M | $905M | $980M | $1.20B |
| Gross profit | $390M | $377M | $458M | $583M | $752M |
| Operating income | -$106M | -$199M | -$149M | -$52.6M | $41.1M |
| Net income | -$66.5M | -$180M | -$112M | -$6.10M | $69.8M |
| Diluted EPS | -$0.79 | -$2.16 | -$1.36 | -$0.07 | $0.81 |
| Net margin | -8.9% | -22.2% | -12.4% | -0.6% | 5.8% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 9 sales
| 2026-06-16 | Rosenbaum Michael George Chief Executive Officer | Sell | 5.83K @ $118.74 | $692K |
| 2026-06-16 | Cooper Jeffrey Elliott Chief Financial Officer | Sell | 2.59K @ $118.74 | $308K |
| 2026-06-16 | Peterson David Franklin Chief Accounting Officer | Sell | 246.00 @ $118.74 | $29.2K |
| 2026-06-16 | King James Winston Chief Admin Officer, Gen Couns | Sell | 999.00 @ $118.74 | $119K |
| 2026-06-16 | Mullen John P President | Sell | 4.29K @ $118.74 | $510K |
| 2026-06-15 | Rosenbaum Michael George Chief Executive Officer | Sell | 1.20K @ $123.85 | $149K |
| 2026-06-08 | Rosenbaum Michael George Chief Executive Officer | Sell | 1.20K @ $135.62 | $163K |
| 2026-06-01 | Rosenbaum Michael George Chief Executive Officer | Sell | 1.20K @ $158.92 | $191K |
| 2026-05-26 | Rosenbaum Michael George Chief Executive Officer | Sell | 1.20K @ $138.51 | $166K |