Zacks Research Issues Pessimistic Estimate for GWRE Earnings

Guidewire Software, Inc. (NYSE:GWRE) – Analysts at Zacks Research decreased their Q3 2026 earnings per share (EPS) estimates for shares of Guidewire Software in a research report issued on Tuesday, May 26th. Zacks Research analyst Team now forecasts that the technology company will post earnings of $0.31 per share for the quarter, down from their previous estimate of $0.32. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Guidewire Software’s current full-year earnings is $1.84 per share. Zacks Research also issued estimates for Guidewire Software’s FY2026 earnings at $1.81 EPS, Q4 2027 earnings at $0.69 EPS, FY2027 earnings at $2.45 EPS and Q1 2028 earnings at $0.81 EPS.

Several other analysts also recently weighed in on GWRE. Royal Bank Of Canada dropped their price target on Guidewire Software from $300.00 to $250.00 and set an “outperform” rating on the stock in a research note on Friday, March 6th. Stifel Nicolaus dropped their price target on Guidewire Software from $300.00 to $250.00 and set a “buy” rating on the stock in a research note on Friday, March 6th. DA Davidson reiterated a “buy” rating and set a $246.00 price target on shares of Guidewire Software in a research note on Tuesday, March 10th. Wells Fargo & Company dropped their price target on Guidewire Software from $250.00 to $210.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 4th. Finally, BTIG Research boosted their price objective on Guidewire Software from $175.00 to $200.00 and gave the company a “buy” rating in a report on Friday, March 6th. Eleven analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $244.46.

Guidewire Software Stock Down 3.0%

Guidewire Software stock opened at $133.18 on Thursday. The company has a debt-to-equity ratio of 0.45, a quick ratio of 2.93 and a current ratio of 2.93. The business’s 50-day simple moving average is $140.43 and its two-hundred day simple moving average is $163.76. The company has a market cap of $11.28 billion, a PE ratio of 60.54 and a beta of 0.91. Guidewire Software has a fifty-two week low of $115.57 and a fifty-two week high of $272.60.

Guidewire Software (NYSE:GWRE) last posted its quarterly earnings results on Thursday, March 5th. The technology company reported $1.17 earnings per share for the quarter, beating the consensus estimate of $0.77 by $0.40. The business had revenue of $359.10 million for the quarter, compared to the consensus estimate of $342.88 million. Guidewire Software had a return on equity of 13.44% and a net margin of 14.11%.The company’s quarterly revenue was up 24.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.51 EPS.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of GWRE. Advisors Asset Management Inc. purchased a new position in shares of Guidewire Software during the first quarter worth $25,000. Amundi boosted its holdings in Guidewire Software by 703.0% in the second quarter. Amundi now owns 36,093 shares of the technology company’s stock valued at $8,220,000 after purchasing an additional 31,598 shares during the period. Jump Financial LLC purchased a new position in Guidewire Software in the second quarter valued at $305,000. Bank of Nova Scotia boosted its holdings in Guidewire Software by 30.9% in the second quarter. Bank of Nova Scotia now owns 2,024 shares of the technology company’s stock valued at $477,000 after purchasing an additional 478 shares during the period. Finally, NewEdge Advisors LLC lifted its holdings in Guidewire Software by 30.6% during the 2nd quarter. NewEdge Advisors LLC now owns 4,911 shares of the technology company’s stock worth $1,156,000 after buying an additional 1,152 shares during the last quarter.

Insider Buying and Selling at Guidewire Software

In related news, CEO Michael George Rosenbaum sold 4,737 shares of the stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $163.86, for a total value of $776,204.82. Following the completion of the sale, the chief executive officer owned 221,206 shares of the company’s stock, valued at approximately $36,246,815.16. This trade represents a 2.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, President John P. Mullen sold 6,576 shares of the firm’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $163.86, for a total value of $1,077,543.36. Following the sale, the president directly owned 135,407 shares of the company’s stock, valued at approximately $22,187,791.02. This trade represents a 4.63% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 32,479 shares of company stock valued at $5,024,174 over the last quarter. 0.46% of the stock is currently owned by insiders.

Guidewire Software Company Profile

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.