Guidewire Software (NYSE:GWRE) Price Target Raised to $230.00

Guidewire Software (NYSE:GWRE) had its price objective increased by BTIG Research from $175.00 to $230.00 in a research note published on Wednesday morning,Benzinga reports. BTIG Research currently has a buy rating on the technology company’s stock.

Other equities research analysts have also issued reports about the stock. Guggenheim raised their price objective on shares of Guidewire Software from $180.00 to $210.00 and gave the company a “buy” rating in a report on Thursday, August 27th. Robert W. Baird boosted their target price on shares of Guidewire Software from $202.00 to $235.00 and gave the stock an “outperform” rating in a research note on Monday, August 31st. Weiss Ratings reissued a “hold (c)” rating on shares of Guidewire Software in a report on Monday. Citizens Jmp cut their price target on Guidewire Software from $300.00 to $220.00 and set a “market outperform” rating on the stock in a research note on Friday, June 5th. Finally, Zacks Research cut Guidewire Software from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 25th. Twelve equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $216.23.

Guidewire Software Stock Down 19.9%

GWRE stock opened at $162.48 on Wednesday. The company’s 50 day moving average price is $161.05 and its 200 day moving average price is $146.37. The company has a debt-to-equity ratio of 0.51, a quick ratio of 2.44 and a current ratio of 2.44. Guidewire Software has a fifty-two week low of $102.30 and a fifty-two week high of $272.60. The firm has a market capitalization of $13.53 billion, a price-to-earnings ratio of 99.68 and a beta of 0.97.

Guidewire Software (NYSE:GWRE) last issued its quarterly earnings results on Thursday, September 3rd. The technology company reported $0.99 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.06. Guidewire Software had a net margin of 9.44% and a return on equity of 12.09%. The company had revenue of $411.09 million during the quarter, compared to the consensus estimate of $402.61 million. During the same quarter in the previous year, the firm earned $0.84 earnings per share. The firm’s quarterly revenue was up 15.3% on a year-over-year basis. On average, equities research analysts anticipate that Guidewire Software will post 2.15 EPS for the current fiscal year.

Insider Activity at Guidewire Software

In related news, CAO David Peterson sold 2,500 shares of Guidewire Software stock in a transaction on Thursday, August 27th. The shares were sold at an average price of $200.00, for a total transaction of $500,000.00. Following the sale, the chief accounting officer directly owned 9,787 shares in the company, valued at $1,957,400. This trade represents a 20.35% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider James King sold 1,684 shares of the business’s stock in a transaction on Thursday, July 9th. The shares were sold at an average price of $130.64, for a total transaction of $219,997.76. Following the completion of the sale, the insider directly owned 30,018 shares of the company’s stock, valued at approximately $3,921,551.52. This trade represents a 5.31% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 47,093 shares of company stock worth $7,185,902 over the last 90 days. 0.46% of the stock is owned by corporate insiders.

Institutional Trading of Guidewire Software

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. California State Teachers Retirement System increased its stake in Guidewire Software by 11,874.0% in the 2nd quarter. California State Teachers Retirement System now owns 11,757,428 shares of the technology company’s stock valued at $1,446,752,000 after buying an additional 11,659,237 shares during the period. Bamco Inc. NY acquired a new stake in shares of Guidewire Software in the 2nd quarter worth $1,106,768,000. Linonia Partnership LP purchased a new stake in shares of Guidewire Software in the second quarter valued at about $853,165,000. Route One Investment Company L.P. acquired a new position in shares of Guidewire Software during the second quarter worth about $227,564,000. Finally, Van ECK Associates Corp purchased a new position in Guidewire Software during the second quarter worth about $149,611,000.

Key Headlines Impacting Guidewire Software

Here are the key news stories impacting Guidewire Software this week:

• Positive Sentiment: Guidewire reported fourth-quarter adjusted earnings of $0.99 per share, above the roughly $0.93–$0.94 consensus, while revenue of $411.1 million exceeded estimates of $402.6 million and increased 15.3% year over year. Guidewire Announces Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Management highlighted strong demand for its core insurance software, new pricing products and artificial-intelligence offerings. Fiscal 2027 revenue guidance of approximately $1.7 billion was broadly in line with full-year expectations, and analysts largely retained bullish views. These Analysts Revise Their Forecasts On Guidewire Software After Q4 Results
• Neutral Sentiment: Citigroup raised its price target to $181 but maintained a Neutral rating. Oppenheimer, Wells Fargo, Piper Sandler, RBC, Citizens JMP and DA Davidson reiterated positive ratings and set targets ranging from $195 to $222, while Needham maintained a Hold rating. Citigroup Adjusts Guidewire Software Price Target
• Negative Sentiment: The primary pressure came from fiscal 2027 first-quarter revenue guidance of $372 million–$378 million, below the $386.1 million analyst consensus. Reports also pointed to lower quarterly profit and a cautious outlook, causing investors to discount the earnings beat and question the pace of near-term growth. Guidewire Software Q4 Income Declines and Issues FY27 Outlook

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.