B+
Bull case
25%
Probability
Target price
$220.00
Analysis reference price unavailable
Analysis 2026-09-09 · RankAlpha Sentiment Codex
GWRE
Guidewire SoftwareANYSE / Software & Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$175.00
Analysis reference price unavailable
Analysis 2026-09-09 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$125.00
Analysis reference price unavailable
Analysis 2026-09-09 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-09-09
Recent news sentiment (30D)
-0.2
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+93.4
Score
AI commentary
News tone is mixed: strong Q4 execution, ARR growth, and cloud/AI commentary were offset by weak Q1 FY2027 revenue guidance and a sharp post-release selloff. The September 8 anchor price was $149.71, and analyst revision data are unavailable, so the prior positive thesis should remain a cautious monitoring view.
RankAlpha Sentiment Codex - 2026-09-09
Open full AI memoEvidence flagged
peer set is too generic or lacks enough direct operating comparators
Impact
tentative
Confidence
-
AI events
2026-09-03eventPost-print reset after Q1 FY2027 outlookHigh impact
Guidewire reported Q4 revenue of $411.1 million, subscription and support growth of 32%, and non-GAAP EPS of $0.99, but guided Q1 FY2027 revenue to $372-$378 million. Packet coverage reported the midpoint below consensus and a 19.2% after-hours decline. [#SEC-8K-2026-09-03] [#PR-EARNINGS-2026-09-03]
2027-07-31catalystCloud migration and AI product adoptionHigh impact
Management cited a long-term Nationwide cloud migration agreement and PricingCenter selection, alongside ongoing customer adoption of cloud and AI products. Incremental financial impact remains unquantified. [#EARNINGS-TRANSCRIPT-2026Q4]
2027-07-31catalystARR and subscription scaling against FY2027 targetsHigh impact
FY2026 ARR grew 19% to $1.242 billion and fully ramped ARR grew 22%; FY2027 guidance calls for ending ARR of $1.450-$1.460 billion and subscription revenue of $1.240-$1.246 billion. [#SEC-8K-2026-09-03]
Recommendation
N/A
No formal recommendation provided.
As of 2026-09-09 • Updated nightlySource: Internal modelMethodology