Guidewire Software (NYSE:GWRE – Get Free Report) had its price objective dropped by Stifel Nicolaus from $225.00 to $200.00 in a report released on Friday,Benzinga reports. The brokerage presently has a “buy” rating on the technology company’s stock. Stifel Nicolaus’ target price would suggest a potential upside of 46.05% from the company’s current price.
A number of other research firms also recently weighed in on GWRE. Zacks Research downgraded Guidewire Software from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 25th. BTIG Research reissued a “buy” rating and set a $200.00 price objective on shares of Guidewire Software in a report on Tuesday. Weiss Ratings restated a “hold (c)” rating on shares of Guidewire Software in a research report on Wednesday. Royal Bank Of Canada cut their target price on Guidewire Software from $250.00 to $215.00 and set an “outperform” rating for the company in a research note on Friday. Finally, DA Davidson reissued a “buy” rating and set a $246.00 price target on shares of Guidewire Software in a research note on Tuesday. Eleven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $237.67.
Guidewire Software Price Performance
Guidewire Software (NYSE:GWRE – Get Free Report) last posted its quarterly earnings data on Thursday, June 4th. The technology company reported $0.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.79 by $0.03. Guidewire Software had a net margin of 14.11% and a return on equity of 13.44%. The company had revenue of $372.54 million during the quarter, compared to the consensus estimate of $355.92 million. During the same period in the previous year, the firm posted $0.88 EPS. The firm’s revenue was up 26.9% compared to the same quarter last year. Equities research analysts forecast that Guidewire Software will post 1.84 earnings per share for the current year.
Insider Buying and Selling at Guidewire Software
In related news, CEO Michael George Rosenbaum sold 1,200 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $158.92, for a total transaction of $190,704.00. Following the completion of the sale, the chief executive officer directly owned 208,006 shares in the company, valued at $33,056,313.52. This represents a 0.57% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 33,679 shares of company stock valued at $5,214,878. Insiders own 0.46% of the company’s stock.
Hedge Funds Weigh In On Guidewire Software
A number of large investors have recently bought and sold shares of GWRE. IFP Advisors Inc lifted its position in shares of Guidewire Software by 4.6% in the third quarter. IFP Advisors Inc now owns 1,104 shares of the technology company’s stock worth $254,000 after buying an additional 49 shares in the last quarter. Smartleaf Asset Management LLC boosted its position in shares of Guidewire Software by 9.3% during the 3rd quarter. Smartleaf Asset Management LLC now owns 624 shares of the technology company’s stock valued at $145,000 after acquiring an additional 53 shares during the last quarter. American Trust grew its holdings in shares of Guidewire Software by 3.9% in the third quarter. American Trust now owns 1,632 shares of the technology company’s stock valued at $375,000 after purchasing an additional 61 shares in the last quarter. Vident Advisory LLC increased its position in Guidewire Software by 1.7% in the third quarter. Vident Advisory LLC now owns 4,074 shares of the technology company’s stock worth $936,000 after purchasing an additional 70 shares during the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. increased its position in Guidewire Software by 18.3% in the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 505 shares of the technology company’s stock worth $102,000 after purchasing an additional 78 shares during the last quarter.
Key Headlines Impacting Guidewire Software
Here are the key news stories impacting Guidewire Software this week:
- Positive Sentiment: Guidewire reported fiscal Q3 EPS of $0.82, topping estimates of $0.79, while revenue of $372.5 million also beat Wall Street’s $355.9 million forecast. Revenue grew 26.9% year over year, showing continued momentum in its insurance software business. Guidewire Announces Third Quarter Fiscal Year 2026 Financial Results
- Positive Sentiment: The company’s Q4 revenue guidance of $396 million to $406 million was slightly above the consensus estimate, and management said the quarter positions Guidewire for a “record fourth quarter,” which supports the longer-term growth story. Guidewire Announces Third Quarter Fiscal Year 2026 Financial Results
- Neutral Sentiment: Citizens JMP lowered its price target on Guidewire Software (NYSE: GWRE) from $300 to $220, but kept a “market outperform” rating. That still implies upside from current levels, yet the cut may signal some caution about near-term valuation or execution. Benzinga
- Neutral Sentiment: Investors were also parsing the earnings call transcript and post-earnings commentary for clues on margins, FY2026 guidance, and how much upside remains after the strong results.
About Guidewire Software
Guidewire Software, Inc develops software products and cloud services for property and casualty (P&C) insurance carriers. Headquartered in San Mateo, California, the company’s offerings are designed to help insurers manage the core functions of their business—policy administration, billing and claims—while supporting digital engagement, analytics and operational modernization.
Guidewire’s core product portfolio is commonly known as the InsuranceSuite, which includes PolicyCenter for policy administration, BillingCenter for billing and receivables, and ClaimCenter for claims management.
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