B+
Bull case
25%
Probability
Target price
$205.00
Analysis reference price unavailable
Analysis 2026-09-16 · RankAlpha Sentiment Codex
GWRE
Guidewire SoftwareCNYSE / Software & Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$165.00
Analysis reference price unavailable
Analysis 2026-09-16 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$120.00
Analysis reference price unavailable
Analysis 2026-09-16 · 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 2026-09-16
Recent news sentiment (30D)
-0.3
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+59.0
Score
AI commentary
News tone is mixed: the company reported strong FY2026 recurring growth, profitability, cash flow, and major customer wins, but trusted coverage described a sharp post-release selloff tied to Q1 guidance. The $148.88 anchor is well below late-August Form 4 transaction prices, confirming substantial repricing without proving the cause. No reliable post-print analyst-revision set, options data, short-interest data, employee score, or sufficient social sample was supplied; the unavailable sentiment fields are represented as neutral placeholders and should not be interpreted as measured readings.
RankAlpha Sentiment Codex - 2026-09-16
Open full AI memoEvidence flagged
peer set is too generic or lacks enough direct operating comparators
Impact
tentative
Confidence
-
AI events
2026-12-31eventFirst-quarter FY2027 guidance testHigh impact
Guidewire guided to Q1 FY2027 ending ARR of $1.253-$1.259 billion, total revenue of $372-$378 million, and non-GAAP operating income of $64-$70 million. The next report, whose date was not available, will test whether the apparently cautious near-term outlook reflects timing rather than weaker demand. [#IR-2026-09-03]
2027-07-31catalystNationwide cloud migration and PricingCenter executionHigh impact
Management identified a long-term Nationwide cloud-migration agreement and its selection of PricingCenter as major Q4 wins. Successful implementation would validate Guidewire's platform and pricing product at Tier 1 scale, although financial contribution and deployment timing were not quantified. [#PR-EARNINGS-2026-09-09]
2027-07-31catalystFY2027 recurring-revenue and margin deliveryHigh impact
FY2026 ARR grew 19%, fully ramped ARR grew 22%, and revenue grew 23%, while management guided FY2027 ending ARR to $1.450-$1.460 billion, revenue to $1.707-$1.727 billion, non-GAAP operating income to $403-$423 million, and operating cash flow to $445-$465 million. Delivery would support the cloud-transition thesis and continued operating leverage. [#IR-2026-09-03]
Recommendation
N/A
No formal recommendation provided.
As of 2026-09-16 • Updated nightlySource: Internal modelMethodology