In early September 2026, Guidewire Software reported fourth-quarter revenue of US$411.09 million and full-year revenue of US$1.48 billion, with annual net income rising to US$139.28 million even as quarterly profit eased versus the prior year. The company paired this with fiscal 2027 guidance that points to more moderate growth in revenue and ending ARR, tempering earlier enthusiasm about its cloud and AI-driven momentum. The guidance calls for total revenue of US$1.707 billion to US$1.727 billion and ending ARR of US$1.45 billion to US$1.46 billion, signaling slower growth than in fiscal 2026. This softer near-term outlook has led to a 21.1% drop in the stock, despite solid ARR trends, as investors reassess the premium valuation tied to cloud and AI adoption.
Guidewire Software IncFiscal 2027 guidance signals slower growth, triggering a 21.1% stock drop.
