Guidewire Software is trading 17.7% down now at $167 as investors focused on its fiscal 2027 outlook despite strong fourth-quarter results.
- Management projected fiscal 2027 total revenue of $1.707-$1.727 billion and ending ARR of $1.450-$1.460 billion.
- Fiscal 2026 ARR grew 19% and revenue rose 23%.
- Coverage linked the selloff to concerns about slowing forward growth and the cloud-transition pace.