Guidewire Software Reports Strong Q3 Results, Boosts Cash Flow, and Authorizes New $500M Share Repurchase Program
GWRE is trading near its 52-week low of $115.57 (12% above the low) on elevated volume (2.1× avg).
Summary
Guidewire Software reported strong Q3 2026 financial results, including significant revenue and non-GAAP EPS growth, increased cash flow, and authorized a new $500 million share repurchase program.
Key Events · Earnings and Guidance · GWRE
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Strong Q3 Financial Performance
Total revenue increased 26.9% year-over-year to $372.5 million, and non-GAAP diluted EPS rose 49.1% to $0.82, significantly beating estimates.
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Increased Cash Flow Generation
Net cash provided by operating activities for the nine months ended April 30, 2026, grew 88.9% to $105.8 million, with free cash flow reaching $82.0 million, up 91.8% year-over-year.
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New Share Repurchase Program Authorized
The board authorized a new $500 million share repurchase program in January 2026, with $240.5 million remaining available as of April 30, 2026. The company repurchased $392.4 million in shares during the nine months ended April 30, 2026.
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Insider 10b5-1 Plan Updates
CFO Jeff Cooper terminated a Rule 10b5-1 plan for up to 35,894 shares and adopted a new one for up to 16,760 shares. CAO Winston King amended a plan for up to 25,691 shares. These are pre-planned future sales.
Analysis · GWRE · Technology
Guidewire Software's Q3 2026 results demonstrate robust operational performance with significant revenue and non-GAAP EPS growth, alongside a substantial increase in operating and free cash flow. The authorization of a new $500 million share repurchase program signals confidence in future value and provides a direct return to shareholders. While GAAP net income decreased, this was primarily due to non-operating foreign currency fluctuations.
At the time of this filing, GWRE was trading at $130.00 on NYSE in the Technology sector, with a market capitalization of approximately $12.8B. The 52-week trading range was $115.57 to $272.60. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.