Guidewire Software (NYSE:GWRE) Shares Gap Down Following Analyst Downgrade

Posted by on Jun 5th, 2026

Guidewire Software, Inc. (NYSE:GWRE – Get Free Report) gapped down before the market opened on Friday after Citizens Jmp lowered their price target on the stock from $300.00 to $220.00. The stock had previously closed at $151.17, but opened at $131.13. Citizens Jmp currently has a market outperform rating on the stock. Guidewire Software shares last traded at $141.7150, with a volume of 640,397 shares traded.

Several other equities analysts have also issued reports on the stock. Zacks Research lowered shares of Guidewire Software from a “strong-buy” rating to a “hold” rating in a report on Monday, May 25th. DA Davidson reissued a “buy” rating and issued a $246.00 price objective on shares of Guidewire Software in a research report on Tuesday. Weiss Ratings restated a “hold (c)” rating on shares of Guidewire Software in a research note on Wednesday. Royal Bank Of Canada reduced their target price on Guidewire Software from $300.00 to $250.00 and set an “outperform” rating on the stock in a research report on Friday, March 6th. Finally, BTIG Research reiterated a “buy” rating and issued a $200.00 price target on shares of Guidewire Software in a research note on Tuesday. Eleven analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Guidewire Software currently has a consensus rating of “Moderate Buy” and a consensus target price of $246.42.

Get Our Latest Stock Analysis on GWRE

Insider Transactions at Guidewire Software

In related news, President John P. Mullen sold 6,576 shares of Guidewire Software stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $163.86, for a total transaction of $1,077,543.36. Following the completion of the sale, the president owned 135,407 shares of the company’s stock, valued at $22,187,791.02. The trade was a 4.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Jeffrey Elliott Cooper sold 4,757 shares of the company’s stock in a transaction that occurred on Friday, March 13th. The shares were sold at an average price of $158.72, for a total value of $755,031.04. Following the completion of the sale, the chief financial officer owned 67,996 shares in the company, valued at approximately $10,792,325.12. This represents a 6.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 33,679 shares of company stock worth $5,214,878 over the last three months. 0.46% of the stock is currently owned by insiders.

Guidewire Software News Summary

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.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in GWRE. Parallel Advisors LLC lifted its position in Guidewire Software by 44.7% during the first quarter. Parallel Advisors LLC now owns 4,561 shares of the technology company’s stock valued at $682,000 after purchasing an additional 1,409 shares during the period. Glenmede Trust Co. NA grew its position in Guidewire Software by 35.5% during the 1st quarter. Glenmede Trust Co. NA now owns 2,030 shares of the technology company’s stock worth $304,000 after purchasing an additional 532 shares during the period. Edgestream Partners L.P. purchased a new position in shares of Guidewire Software during the 1st quarter valued at about $637,000. California State Teachers Retirement System lifted its holdings in shares of Guidewire Software by 22.5% in the 1st quarter. California State Teachers Retirement System now owns 98,191 shares of the technology company’s stock valued at $14,685,000 after buying an additional 18,042 shares during the period. Finally, Regal Partners Ltd acquired a new position in shares of Guidewire Software in the 1st quarter valued at about $3,432,000.

Guidewire Software Stock Down 5.7%

The company has a quick ratio of 2.93, a current ratio of 2.93 and a debt-to-equity ratio of 0.45. The stock has a market cap of $12.06 billion, a PE ratio of 64.62 and a beta of 0.93. The business has a 50 day moving average price of $140.32 and a 200 day moving average price of $161.08.

Guidewire Software (NYSE:GWRE – Get Free Report) last announced its quarterly earnings results on Thursday, June 4th. The technology company reported $0.82 earnings per share for the quarter, beating the consensus estimate of $0.79 by $0.03. Guidewire Software had a return on equity of 13.44% and a net margin of 14.11%.The company had revenue of $372.54 million during the quarter, compared to analysts’ expectations of $355.92 million. During the same period last year, the business earned $0.88 earnings per share. Guidewire Software’s quarterly revenue was up 26.9% on a year-over-year basis. Equities research analysts expect that Guidewire Software, Inc. will post 1.84 EPS for the current fiscal year.

Guidewire Software Company Profile

(Get Free Report)

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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