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    Could Guidewire's Q1 2026 Outlook and Insider Selling Reframe Its Long-Term Story for GWRE?

    Simply Wall St·12/03/2025 06:21:46
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    • Guidewire Software recently announced it would report its Q1 2026 results after the market close on December 3, 2025, following a prior quarter in which it exceeded revenue and EBITDA estimates.
    • Analysts now expect solid year-on-year revenue growth and positive adjusted earnings, while insider selling over the past year provides an additional lens on market expectations.
    • We’ll now examine how the upcoming earnings release, with analysts forecasting strong revenue growth and earnings, may influence Guidewire’s investment narrative.

    Find companies with promising cash flow potential yet trading below their fair value.

    Guidewire Software Investment Narrative Recap

    To own Guidewire, you need to believe in insurers’ ongoing shift to cloud platforms and data‑driven tools, and in Guidewire’s ability to convert that into growing recurring revenue and improving profitability. The upcoming Q1 2026 results are a key short term catalyst, but the announcement date itself does not materially change the main risk today, which is execution on cloud migrations at scale while justifying a premium valuation.

    The most relevant recent development is the announcement of the Q1 2026 earnings release, coming after Guidewire exceeded revenue and EBITDA expectations last quarter. With analysts now looking for solid year on year revenue growth and positive adjusted earnings, this update sits squarely at the intersection of the core catalyst of cloud adoption and the risk that operational missteps or slower insurer transitions could pressure revenue, margins, and sentiment.

    Yet against this encouraging setup, investors should still be aware of the execution risk around the industry’s transition to cloud based platforms and how it could affect Guidewire’s ability to...

    Read the full narrative on Guidewire Software (it's free!)

    Guidewire Software's narrative projects $1.7 billion revenue and $191.6 million earnings by 2028. This requires 15.1% yearly revenue growth and about a $157 million earnings increase from $34.6 million today.

    Uncover how Guidewire Software's forecasts yield a $268.38 fair value, a 25% upside to its current price.

    Exploring Other Perspectives

    GWRE Community Fair Values as at Dec 2025
    GWRE Community Fair Values as at Dec 2025

    Three fair value estimates from the Simply Wall St Community span roughly US$149 to US$305 per share, showing how far individual views can stretch. Set against that wide range, the reliance on successful cloud platform execution as a key earnings driver underlines why you may want to consider several different scenarios before forming your own view.

    Explore 3 other fair value estimates on Guidewire Software - why the stock might be worth as much as 42% more than the current price!

    Build Your Own Guidewire Software Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.