Royal Bank Of Canada Cuts Guidewire Software (NYSE:GWRE) Price Target to $215.00

Guidewire Software (NYSE:GWRE) had its target price lowered by stock analysts at Royal Bank Of Canada from $250.00 to $215.00 in a note issued to investors on Friday,Benzinga reports. The firm presently has an “outperform” rating on the technology company’s stock. Royal Bank Of Canada’s target price indicates a potential upside of 56.64% from the stock’s current price.

A number of other analysts have also recently weighed in on GWRE. Weiss Ratings restated a “hold (c)” rating on shares of Guidewire Software in a research note on Wednesday. Stifel Nicolaus dropped their target price on shares of Guidewire Software from $300.00 to $250.00 and set a “buy” rating on the stock in a report on Friday, March 6th. Zacks Research lowered shares of Guidewire Software from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 25th. DA Davidson restated a “buy” rating and set a $246.00 price target on shares of Guidewire Software in a report on Tuesday. Finally, Citizens Jmp lowered their price target on Guidewire Software from $300.00 to $220.00 and set a “market outperform” rating on the stock in a research report on Friday. Eleven analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $241.83.

Guidewire Software Stock Down 9.2%

Shares of NYSE GWRE traded down $13.91 during mid-day trading on Friday, reaching $137.26. 857,149 shares of the company traded hands, compared to its average volume of 1,576,451. The company’s fifty day moving average is $140.32 and its two-hundred day moving average is $161.08. The company has a debt-to-equity ratio of 0.45, a quick ratio of 2.93 and a current ratio of 2.93. Guidewire Software has a fifty-two week low of $115.57 and a fifty-two week high of $272.60. The stock has a market cap of $11.62 billion, a PE ratio of 63.64 and a beta of 0.93.

Guidewire Software (NYSE:GWRE) last posted its earnings results on Thursday, June 4th. The technology company reported $0.82 earnings per share for the quarter, topping the consensus estimate of $0.79 by $0.03. The firm had revenue of $372.54 million during the quarter, compared to analyst estimates of $355.92 million. Guidewire Software had a return on equity of 13.44% and a net margin of 14.11%.The company’s revenue for the quarter was up 26.9% on a year-over-year basis. During the same period in the previous year, the company earned $0.88 EPS. On average, analysts expect that Guidewire Software will post 1.84 earnings per share for the current year.

Insider Activity

In other news, President John P. Mullen sold 6,576 shares of the firm’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $163.86, for a total transaction of $1,077,543.36. Following the completion of the transaction, 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Jeffrey Elliott Cooper sold 4,757 shares of Guidewire Software stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $158.72, for a total transaction of $755,031.04. Following the sale, the chief financial officer owned 67,996 shares in the company, valued at approximately $10,792,325.12. This trade represents a 6.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 33,679 shares of company stock worth $5,214,878. 0.46% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Guidewire Software

A number of institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its stake in shares of Guidewire Software by 1.3% in the 3rd quarter. Vanguard Group Inc. now owns 9,039,377 shares of the technology company’s stock valued at $2,077,791,000 after purchasing an additional 116,726 shares during the period. Geode Capital Management LLC lifted its position in shares of Guidewire Software by 8.9% during the 4th quarter. Geode Capital Management LLC now owns 1,778,201 shares of the technology company’s stock worth $357,504,000 after buying an additional 145,924 shares during the period. Stockbridge Partners LLC boosted its stake in Guidewire Software by 39.0% in the 4th quarter. Stockbridge Partners LLC now owns 1,445,206 shares of the technology company’s stock valued at $290,501,000 after buying an additional 405,850 shares in the last quarter. AQR Capital Management LLC boosted its stake in Guidewire Software by 3.6% in the 4th quarter. AQR Capital Management LLC now owns 1,316,817 shares of the technology company’s stock valued at $264,693,000 after buying an additional 45,289 shares in the last quarter. Finally, Principal Financial Group Inc. grew its position in Guidewire Software by 547.3% in the first quarter. Principal Financial Group Inc. now owns 1,180,334 shares of the technology company’s stock valued at $176,537,000 after acquiring an additional 997,992 shares during the period.

Guidewire Software News Roundup

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.