--- title: "Guidewire Software (GWRE) Reports Q2: Everything You Need To Know Ahead Of Earnings" description: "Guidewire Software (GWRE) is set to report Q2 earnings this Thursday. Last quarter, it exceeded revenue expectations by 2.4%, with revenues of $293.5 million, a 22% year-on-year increase. Analysts exp" type: "news" locale: "en" url: "https://longbridge.com/en/news/255707088.md" published_at: "2025-09-03T03:04:28.000Z" --- # Guidewire Software (GWRE) Reports Q2: Everything You Need To Know Ahead Of Earnings > Guidewire Software (GWRE) is set to report Q2 earnings this Thursday. Last quarter, it exceeded revenue expectations by 2.4%, with revenues of $293.5 million, a 22% year-on-year increase. Analysts expect a 15.7% revenue growth this quarter to $337.1 million, with adjusted earnings of $0.63 per share. Despite missing revenue estimates twice in the past two years, analysts remain optimistic. Guidewire's stock is down 3.9% recently, with an average price target of $249.79 against a current price of $217.46. Insurance software provider Guidewire Software will be reporting earnings this Thursday afternoon. Here’s what you need to know. Guidewire Software beat analysts’ revenue expectations by 2.4% last quarter, reporting revenues of $293.5 million, up 22% year on year. It was a strong quarter for the company, with an impressive beat of analysts’ billings estimates and a solid beat of analysts’ EBITDA estimates. Is Guidewire Software a buy or sell going into earnings? Read our full analysis here, it’s free. This quarter, analysts are expecting Guidewire Software’s revenue to grow 15.7% year on year to $337.1 million, improving from the 8% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.63 per share. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Guidewire Software has missed Wall Street’s revenue estimates twice over the last two years. Looking at Guidewire Software’s peers in the vertical software segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Manhattan Associates delivered year-on-year revenue growth of 2.7%, beating analysts’ expectations by 3.3%, and Alarm.com reported revenues up 8.8%, topping estimates by 4.3%. Manhattan Associates traded up 7% following the results while Alarm.com’s stock price was unchanged. Read our full analysis of Manhattan Associates’s results here and Alarm.com’s results here. Investors in the vertical software segment have had steady hands going into earnings, with share prices up 1.5% on average over the last month. Guidewire Software is down 3.9% during the same time and is heading into earnings with an average analyst price target of $249.79 (compared to the current share price of $217.46). StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. ### Related Stocks - [GWRE.US - Guidewire Software](https://longbridge.com/en/quote/GWRE.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Envestnet 資產管理公司出售了 Guidewire 軟件公司的 9,537 股股票,股票代碼為$GWRE | Envestnet Asset Management Inc. 在第三季度減少了對 Guidewire Software, Inc. 的持股比例,下降了 5.0%,出售了 9,537 股,剩餘持有 182,749 股,價值 4200 萬美元 | [Link](https://longbridge.com/en/news/275580756.md) | | Guidewire 軟件首席執行官 Michael George Rosenbaum 報告出售普通股 | 邁克爾·喬治·羅森鮑姆(Michael George Rosenbaum),Guidewire Software Inc. 的首席執行官,報告了該公司普通股的出售。完整的文件可以通過提供的鏈接獲取。此消息由公共技術公司生成,僅供參考,不應被 | [Link](https://longbridge.com/en/news/275515552.md) | | 上一次 “軟件要亡” 論發生在 10 年前,後續如何了? | 巴克萊指出,當前對 AI 的恐慌與 10 年前 AWS 崛起時如出一轍,但歷史證明沒有軟件巨頭因此破產,微軟等反而實現數倍增長。如今軟件板塊估值大幅壓縮,無差別拋售創造了巨大的錯配機會,擁有護城河的公司被錯誤定價。 | [Link](https://longbridge.com/en/news/275998314.md) | | AI 恐慌壓垮了軟件——但市場真的錯了嗎? | AI 顛覆軟件的恐慌導致板塊遭無差別拋售,但機構指出軟件正被 AI 增強而非取代。市場已過度反應:軟件市盈率從 51 倍驟降至 27 倍,低於汽車、半導體等板塊。數據印證分化:AI 採用者盈利修正幅度比受干擾者高出 102%。積極整合 AI | [Link](https://longbridge.com/en/news/275909538.md) | | 高盛推出 “抗 AI 衝擊” 主題投資組合:做多算力與安全,做空可被替代的軟件股 | 高盛推出一項新的軟件股多空組合,做多那些業務難以被人工智能取代、或直接受益於 AI 需求增長的公司,同時做空可能被自動化或被企業內部替代的軟件企業。此前隨着 Anthropic 等公司推出面向法務和税務的 AI 工具,引發相關軟件股大幅下跌 | [Link](https://longbridge.com/en/news/275943203.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.