Guidewire Software (GWRE) is moving higher as investors continue to react to the company’s fiscal second-quarter 2026 earnings beat and a higher full-year outlook. The guidance lift reinforced confidence that cloud migrations and multi-year deals are translating into durable subscription and support growth. (ir.guidewire.com)

In fiscal Q2 2026, Guidewire reported total revenue of $359.1 million, up 24% year over year, led by subscription and support revenue of $237.2 million, up 33% year over year. The company also reported annual recurring revenue (ARR) of $1.121 billion as of Jan. 31, 2026, and issued updated fiscal 2026 guidance including total revenue of $1.438 billion to $1.448 billion and ending ARR of $1.229 billion to $1.237 billion. (ir.guidewire.com)

The upside move suggests the market is prioritizing the company’s subscription-heavy mix and ARR trajectory, with raised operating income and cash flow targets supporting the view that profitability can scale alongside cloud adoption. Investors will likely watch whether the next-quarter outlook sustains the same pace of subscription and support expansion and whether valuation remains supported as expectations rise. (ir.guidewire.com)