GWRE

NetApp (NTAP) came out with quarterly earnings of $2.43 per share, beating the Zacks Consensus Estimate of $2.27 per share. This compares to earnings of $1.93 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +7.05%. A quarter ago, it was expected that this data storage company would post earnings of $2.07 per share when it actually produced earnings of $2.12, delivering a surprise of +2.42%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. NetApp, which belongs to the Zacks Computer- Storage Devices industry, posted revenues of $1.95 billion for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 4.51%. This compares to year-ago revenues of $1.73 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. NetApp shares have added about 33.3% since the beginning of the year versus the S&P 500's gain of 9.9%. While NetApp has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for NetApp was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. I...

Workday (WDAY) came out with quarterly earnings of $2.66 per share, beating the Zacks Consensus Estimate of $2.49 per share. This compares to earnings of $2.23 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +6.94%. A quarter ago, it was expected that this maker of human resources software would post earnings of $2.3 per share when it actually produced earnings of $2.47, delivering a surprise of +7.39%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Workday, which belongs to the Zacks Internet - Software industry, posted revenues of $2.54 billion for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 0.99%. This compares to year-ago revenues of $2.24 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Workday shares have lost about 41.1% since the beginning of the year versus the S&P 500's gain of 8.6%. While Workday has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Workday was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy)...

SAN MATEO, Calif., May 21, 2026--(BUSINESS WIRE)--Guidewire (NYSE: GWRE) announced that it will release its financial results for the fiscal quarter ended April 30, 2026 after market close on Thursday, June 4, 2026. On that day, management will host an audio webcast at 2:00 p.m. PT (5:00 p.m. ET) to review and discuss the Company’s results for the third quarter fiscal year 2026. The live audio webcast will be accessible to the public through the Investor Relations website at https://ir.guidewire.com/. A replay of the webcast will be available two hours after the conclusion of the live event and archived for a period of three months. About Guidewire Software Guidewire is the platform P&C insurers trust to engage, innovate, and grow efficiently. More than 570 insurers in 43 countries, from new ventures to the largest and most complex in the world, rely on Guidewire products. With core systems leveraging data and analytics, digital, and artificial intelligence, Guidewire defines cloud platform excellence for P&C insurers. We are proud of our unparalleled implementation record, with 1,700+ successful projects supported by the industry’s largest R&D team and SI partner ecosystem. Our marketplace represents the largest partner community in P&C, where customers can access hundreds of applications to accelerate integration, localization, and innovation. For more information, please visit www.guidewire.com and follow us on X and LinkedIn. NOTE: For information about Guidewire’s trademarks, visit https://www.guidewire.com/legal-notices. View source version on businesswire.com: https://www.businesswire.com/news/home/20260521117573/en/ Contacts Investor Contact: Alex HughesGuidewire+1 (650) [email protected] Media Contact: Melissa CobbGuidewire+1 (650) [email protected]

Badger Meter, Inc. BMI reported earnings per share (EPS) of 93 cents for first-quarter 2026, which missed the Zacks Consensus Estimate by 22.5%. The bottom line compared unfavorably with the year-ago quarter’s EPS of $1.30. Quarterly net sales were $202.3 million, down 9% from $222.2 million in the year-ago quarter due to delayed project deployments and weaker-than-expected short-cycle order activity. The Zacks Consensus Estimate was pegged at $230.1 million. Management highlighted that the year-over-year decline in revenue and the associated operating leverage primarily stemmed from fluctuations in project timing and short-cycle customer ordering patterns, rather than any deterioration in underlying demand, competitive positioning, or long-term market drivers. The company maintains confidence in its outlook, supported by a solid pipeline of awarded projects set to commence in the second half of 2026 and a robust multi-year opportunity funnel. Amid this near-term variability, the company remains focused on executing its long-term strategy. As part of this effort, it has announced a definitive agreement to acquire UDlive, a U.K.-based provider of hardware-enabled software solutions for sewer line monitoring. The addition of UDlive enhances the SmartCover platform by broadening sewer line monitoring capabilities across diverse use cases, network conditions and geographies. These solutions strengthen the company’s leadership in a growing global market driven by aging infrastructure, evolving regulatory requirements and climate-related challenges. Furthermore, UDlive bolsters the BlueEdge suite, enabling utilities to gain deeper, actionable insights across the water cycle, while expanding the company’s presence and supporting the growth of higher-margin, recurring software revenue over time. Image Source: Zacks Investment Research BMI’s shares fell 24% on Friday, closing at $115.54 in response to the weaker-than-expected results. In the past six months, shares have lost 34.5% against the Zacks Instruments-Control industry’s growth of 4.9%. In the quarter under review, utility water sales decreased 10% year over year. The decline was due to project timing variability and softer short-cycle municipal customer orders, partially offset by strength in SaaS, SmartCover, water quality and network monitoring solutions. Flow instrumentation sales decreased 4% year over y...

BlackBerry Limited BB reported fourth-quarter fiscal 2026 non-GAAP earnings per share (EPS) of 6 cents. The figure beat the company’s estimate of 3-5 cents. In the year-ago quarter, it reported a non-GAAP EPS of 3 cents. The Zacks Consensus Estimate was pegged at 5 cents per share. BlackBerry reported quarterly revenue of $156 million, surpassing the top end of its guidance ($138-$148 million), driven by stronger-than-expected sales across both its QNX and Secure Communications divisions. Revenue also increased 10% year over year. BlackBerry Limited price-consensus-eps-surprise-chart | BlackBerry Limited Quote For fiscal 2027, BlackBerry expects QNX revenue of $290–$307 million, with the higher end implying nearly 15% growth and serving as its target. However, due to macroeconomic uncertainty, it has included some downside risk into the lower end of the range. The company continues to invest in QNX to leverage growth opportunities and anticipates this will generate adjusted EBITDA of $69–$81 million for the year. It expects Secure Communications to return to full-year growth for the first time in six years, marking a crucial inflection point. Growth is being propelled by digital sovereignty tailwinds and investments such as Secusmart iOS support, FedRAMP High for AtHoc and UEM BSI certification, which are stabilizing UEM and boosting AtHoc and Secusmart. Fiscal 2027 revenue is projected to grow 4–8% to $270–$280 million, with adjusted EBITDA forecasted at $57–$65 million. BlackBerry’s licensing business remains a stable source of cash flow and profitability, with revenue of about $24 million and adjusted EBITDA of roughly $20 million. Overall, the company expects fiscal 2027 revenue to grow 6–11% to $584–$611 million, with adjusted EBITDA of $110–$130 million and non-GAAP EPS rising to 15–19 cents, excluding any potential share repurchases. Stronger cash conversion is expected to drive full-year operating cash flow to approximately $100 million, nearly doubling year over year. Following better-than-anticipated performance, BB’s shares rose 8.22% in trading and closed at $3.82 yesterday. Shares also gained 2.3% in today’s pre-market trading. The stock has gained 21.7% over the past year, outperforming the Zacks Internet-Software industry’s fall of 0.3%. Image Source: Zacks Investment Research QNX delivered record quarterly revenue of $78.7 million, up 20% yea...

Simulations Plus, Inc. SLP reported second-quarter fiscal 2026 adjusted earnings of 35 cents per share, surpassing the Zacks Consensus Estimate by 29%. The bottom line also compared favorably with the prior-year quarter’s 31 cents. Simulations Plus reported quarterly revenue of $24.3 million, marking an 8% year-over-year increase. This growth reflects continued demand for its core offerings, especially in drug discovery and development. The software segment remains the backbone of the company’s business model. Growth was driven by strong adoption of discovery and development solutions — areas where AI and modeling tools are becoming increasingly indispensable in biopharma workflows. However, SLP noted a decline in clinical operations software, which appears to be a structural shift rather than a temporary dip. The company continues to see strong momentum in new client acquisition (logo additions) alongside ongoing upselling efforts, contributing to an 18% increase in backlog and strong visibility into future revenues. On the macro front, management highlighted an improving funding environment for biopharma clients, easing tariff pressures and the growing adoption of new approach methodologies. These factors are driving higher client activity, as reflected in robust renewals and bookings. The company’s ability to grow both software and services while expanding margins suggests a healthy, scalable business model. In response to the results, SLP’s shares climbed 18% in pre-market today. Simulations Plus, Inc. price-consensus-eps-surprise-chart | Simulations Plus, Inc. Quote Fiscal second-quarter revenues from Software (60% of total quarterly revenues) rose 9% year over year to $14.6 million. Software revenue was led by Development products, mainly GastroPlus and MonolixSuite, which contributed 78%, while Discovery products, primarily ADMET Predictor, accounted for 19%, and Clinical Ops products, led by Proficiency, made up the remaining 3%. SLP ended the quarter with 297 commercial clients, generating average revenue of $124,000 per client and an 91% renewal rate. SLP’s top 25 customers account for roughly 46% of its total software revenue, with this group remaining highly stable, reflected in 100% logo retention and gross revenue retention exceeding 90%. Services’ revenues (40%) improved 8% to $9.7 million. For the quarter, development services (biosimulation)...

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Guidewire Software (NYSE:GWRE) and the best and worst performers in the vertical software industry. Software is eating the world, and while a large number of solutions such as project management or video conferencing software can be useful to a wide array of industries, some have very specific needs. As a result, vertical software, which addresses industry-specific workflows, is growing and fueled by the pressures to improve productivity, whether it be for a life sciences, education, or banking company. The 4 vertical software stocks we track reported a strong Q4. As a group, revenues beat analysts’ consensus estimates by 3.5% while next quarter’s revenue guidance was in line. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 7.1% since the latest earnings results. With its systems powering the operations of hundreds of insurance brands across 42 countries, Guidewire Software (NYSE:GWRE) provides a technology platform that helps property and casualty insurance companies manage their core operations, digital engagement, and analytics. Guidewire Software reported revenues of $359.1 million, up 24% year on year. This print exceeded analysts’ expectations by 4.8%. Overall, it was an exceptional quarter for the company with a solid beat of analysts’ billings estimates and an impressive beat of analysts’ EBITDA estimates. Guidewire Software pulled off the biggest analyst estimates beat and fastest revenue growth of the whole group. Investor expectations, however, were likely higher than Wall Street’s published projections, leaving some wishing for even better results (analysts’ consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 13.7% since reporting and currently trades at $138.82. We think Guidewire Software is a good business, but is it a buy today? Read our full report here, it’s free. Pioneering the concept of "digital twins" for infrastructure projects long before it became an industry buzzword, Bentley Systems (NASDAQ:BSY) provides software solutions that help engineers design, build, and operate infrastructure projects across sectors including roads, bridges, util...

It is not surprising that before an earnings season, every investor looks for stocks that can beat market expectations. This is because investors always try to position themselves ahead of time and look to tap high-quality stocks. In this regard, we ran a screener that yielded stocks like Inspire Medical Systems INSP, Silicon Motion Technology SIMO, Guidewire Software GWRE and Allstate ALL as the likely winners on their earnings beat potential. Historically, stocks of companies with solid quarterly earnings (on a nominal basis) tank if they miss or merely meet market expectations. After all, a 20% earnings rise (though apparently looks good) doesn’t tell you if earnings growth has been exhibiting a decelerating trend. Also, seasonal fluctuations come into play sometimes. If a company’s first quarter is seasonally weak and the fourth quarter strong, then it is likely to report a sequential earnings decline. In such cases, growth rates are misleading while judging the true health of a company. On the other hand, after much brainstorming and analysis of companies’ financials and initiatives, Wall Street analysts project the earnings of companies. They, in fact, club their insights and a company’s guidance when deriving an earnings estimate. Thus, outperforming that estimate is almost equivalent to beating the company’s own expectation as well as the market perception. And if the margin of earnings surprise is big, it typically drives the stock higher right after the release. Thus, more than anything else, an earnings surprise can push a stock higher. Now, finding stocks that have the potential to beat on the bottom line may be investors’ dream but not an easy job. One way to do this is to look at the earnings surprise history of the company. An impressive track in this regard generally acts as a catalyst in sending a stock higher. It indicates the company’s ability to surpass estimates. And investors generally believe that the company will apply the same secret sauce to execute yet another earnings beat in its next release. In order to shortlist stocks that are likely to come up with an earnings surprise, we chose the following as our primary screening parameters. Last EPS Surprise greater than or equal to 10%: Stocks delivering positive surprise in the last quarter tend to surprise again. Average EPS Surprise in the last four quarters greater than 20%: We lift...

Guidewire’s fourth quarter was marked by strong underlying demand for its cloud-based insurance platform and growing adoption of its analytics and AI tools. Management attributed the company’s outperformance to momentum in core system modernization projects, particularly among large insurers, and cited “increased urgency from customers to move off legacy systems.” CEO Mike Rosenbaum emphasized that Guidewire’s success relies on “deep partnership and customer success,” with gross annual recurring revenue retention rates above 99%. Is now the time to buy GWRE? Find out in our full research report (it’s free). Revenue: $359.1 million vs analyst estimates of $342.7 million (24% year-on-year growth, 4.8% beat) Adjusted EPS: $1.17 vs analyst estimates of $0.77 (52.5% beat) Adjusted Operating Income: $87.39 million vs analyst estimates of $71.68 million (24.3% margin, 21.9% beat) The company lifted its revenue guidance for the full year to $1.44 billion at the midpoint from $1.41 billion, a 2.3% increase Operating Margin: 10.7%, up from 4% in the same quarter last year Annual Recurring Revenue: $1.12 billion (22.1% year-on-year growth, beat) Billings: $415.7 million at quarter end, up 26% year on year Market Capitalization: $13.4 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Adam Hotchkiss (Goldman Sachs) asked about Guidewire’s strategy in the insurance AI stack. CEO Mike Rosenbaum replied that Guidewire aims to be the most trusted core system, enabling both in-house and partner AI, rather than “owning AI” in the industry. Hoi-Fung Wong (Oppenheimer) questioned early customer engagement with PricingCenter. Rosenbaum said interest is high, particularly among PolicyCenter clients, but emphasized that deal cycles are lengthy due to integration and customer diligence. Rishi Jaluria (RBC) pressed on AI competition and partnerships with LLM vendors. Rosenbaum and President John Mullen described Guidewire’s open architecture as “additive, not competitive,” supporting both internal and external AI solutions for insurers. Joseph Vruwink (Baird) inquired about how AI could accelerate modernization timelines. Rosenbaum not...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Guidewire Software (GWRE) is back in focus after quarterly results came in ahead of expectations, and management raised full year revenue and operating income guidance, pointing to stronger demand for its cloud and AI driven insurance platform. See our latest analysis for Guidewire Software. The upbeat guidance and cloud momentum have come after a sharp move higher, with a 27.39% 1 month share price return following the earnings beat and outlook upgrade. Even so, the share price is still down 12.97% year to date. The 3 year total shareholder return of 125.68% and 5 year total shareholder return of 52.95% point to a much stronger longer term picture. If Guidewire’s AI focus has caught your attention, this could be a good moment to see what else is on the move with our screener of 60 profitable AI stocks that aren't just burning cash. So with earnings and guidance well ahead of forecasts, a 24% revenue jump in the latest reported quarter, and the stock still posting a negative 1 year return, is this a genuine opportunity or is the market already pricing in future growth? Guidewire Software’s most followed narrative pegs fair value at $268.38, well above the last close of $163.30, which sets up a clear valuation gap for investors to examine. The industry's transition to cloud-based systems, particularly in the property and casualty insurance sector, is steadily accelerating, which should facilitate future revenue growth as more customers migrate to the Guidewire Cloud Platform. Strong performance in annual recurring revenue (ARR) and new customer acquisitions, including global expansion into markets like Brazil and Belgium, indicate potential for sustained revenue growth. Read the complete narrative. Want to understand why this narrative supports a higher fair value? It relies on steady revenue compounding, earnings expansion, and richer margins built around cloud and data products. Are you curious which assumptions really move the model and how sensitive that fair value is to small changes? Result: Fair Value of $268.38 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh execution risks in the shift to cloud, as well as the impact of foreign exch...

Guidewire Software (GWRE) came out with quarterly earnings of $1.17 per share, beating the Zacks Consensus Estimate of $0.77 per share. This compares to earnings of $0.51 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +52.94%. A quarter ago, it was expected that this provider of software to the insurance industry would post earnings of $0.66 per share when it actually produced earnings of $0.66, delivering no surprise. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Guidewire Software, which belongs to the Zacks Internet - Software industry, posted revenues of $359.1 million for the quarter ended January 2026, surpassing the Zacks Consensus Estimate by 4.84%. This compares to year-ago revenues of $289.48 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Guidewire Software shares have lost about 23.5% since the beginning of the year versus the S&P 500's gain of 0.4%. While Guidewire Software has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Guidewire Software was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. Y...

Image source: The Motley Fool. Thursday, Mar. 5, 2026 at 5 p.m. ET Chief Executive Officer — Mike Rosenbaum Chief Financial Officer — Jeff Cooper President and Chief Revenue Officer — John Mullen Vice President, Investor Relations — Alex Hughes Need a quote from a Motley Fool analyst? Email [email protected] Mike Rosenbaum: Good afternoon, and thanks, everyone, for joining us today. Q2 was another strong quarter with ARR growing 22%. We continue to see momentum and demand increasing, and the results across the board this quarter reflect what we believe makes Guidewire Software, Inc. a uniquely durable business. Before I go into the details, I want to take a step back and provide my perspective on the position Guidewire Software, Inc. occupies in our industry, the role we play inside an insurance company, and why that combination creates long-term durability even in periods of technology disruption and change. Guidewire Software, Inc. is the standalone leader in delivering mission-critical core systems for the P&C insurance industry. We are now a SaaS company, but understanding what our solutions actually do inside an insurance company is essential to understanding our durability. Insurance is a highly regulated, trust-based industry that evolves deliberately and depends on precision, resilience, compliance, and accuracy at scale. Guidewire Software, Inc. sits at the center of that environment as the operational backbone of the insurer, embedded across the core operating functions of underwriting, claims, finance, and regulatory reporting. Our platform supports the complex financial and regulatory framework that underpins the industry, establishing reserves, tracking premiums collected and claims paid, and enabling a highly regulated structure that spans hundreds of integrated systems, millions of insureds, and trillions of dollars in transactions. At the transactional level, we serve as the system of record for risk. When a policy is written, when a loss occurs, when a claim is filed and paid—those commitments and outcomes are executed through Guidewire Software, Inc. And today, we do not simply provide that software; we operate it as a continuously improving, secure, reliable, and scalable cloud platform that strengthens over time. The complexity of replacing a core system in the insurance industry means deal cycles and implementation projects are almost always m...