Guidewire Software’s (GWRE) Outperform Rating Reiterated at Royal Bank Of Canada

Royal Bank Of Canada restated their outperform rating on shares of Guidewire Software (NYSE:GWRE) in a report issued on Friday morning,Benzinga reports. They currently have a $215.00 price objective on the technology company’s stock.

A number of other research firms have also recently commented on GWRE. Needham & Company LLC reiterated a “hold” rating on shares of Guidewire Software in a research note on Friday. Citizens Jmp restated a “market outperform” rating and set a $220.00 price target on shares of Guidewire Software in a research note on Friday. Stifel Nicolaus cut their price objective on shares of Guidewire Software from $225.00 to $200.00 and set a “buy” rating on the stock in a report on Friday, June 5th. DA Davidson decreased their price objective on shares of Guidewire Software from $246.00 to $222.00 and set a “buy” rating for the company in a research report on Monday, June 8th. Finally, BTIG Research increased their price objective on shares of Guidewire Software from $175.00 to $230.00 and gave the company a “buy” rating in a research report on Wednesday, September 2nd. Twelve research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $216.23.

Guidewire Software Stock Performance

Shares of GWRE stock opened at $162.48 on Friday. The business’s fifty day simple moving average is $161.05 and its 200-day simple moving average is $146.51. The company has a market cap of $13.53 billion, a PE ratio of 99.68 and a beta of 0.97. The company has a current ratio of 1.79, a quick ratio of 2.44 and a debt-to-equity ratio of 0.57. Guidewire Software has a 12-month low of $102.30 and a 12-month high of $272.60.

Guidewire Software (NYSE:GWRE) last posted its quarterly earnings data on Thursday, September 3rd. The technology company reported $0.99 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.06. The firm had revenue of $411.09 million during the quarter, compared to analysts’ expectations of $402.61 million. Guidewire Software had a return on equity of 12.66% and a net margin of 9.44%.The business’s quarterly revenue was up 15.3% on a year-over-year basis. During the same quarter last year, the firm earned $0.84 EPS. Analysts expect that Guidewire Software will post 2.15 earnings per share for the current fiscal year.

Insider Transactions at Guidewire Software

In related news, CEO Michael Rosenbaum sold 5,830 shares of the firm’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $118.74, for a total value of $692,254.20. Following the completion of the transaction, the chief executive officer owned 199,776 shares in the company, valued at $23,721,402.24. This trade represents a 2.84% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CAO David Peterson sold 2,500 shares of Guidewire Software stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $200.00, for a total value of $500,000.00. Following the sale, the chief accounting officer directly owned 9,787 shares of the company’s stock, valued at approximately $1,957,400. This represents a 20.35% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 45,893 shares of company stock worth $7,023,158 over the last 90 days. Insiders own 0.46% of the company’s stock.

Institutional Investors Weigh In On Guidewire Software

A number of large investors have recently bought and sold shares of the company. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in Guidewire Software in the 2nd quarter worth approximately $1,116,000. Vancity Investment Management Ltd lifted its stake in Guidewire Software by 24.0% during the 2nd quarter. Vancity Investment Management Ltd now owns 8,525 shares of the technology company’s stock valued at $1,049,000 after acquiring an additional 1,651 shares during the period. California State Teachers Retirement System lifted its stake in Guidewire Software by 11,874.0% during 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 acquiring an additional 11,659,237 shares during the period. Angeles Wealth Management LLC lifted its stake in Guidewire Software by 5.1% during the 2nd quarter. Angeles Wealth Management LLC now owns 2,761 shares of the technology company’s stock valued at $340,000 after acquiring an additional 135 shares during the period. Finally, AlphaGrep UK Ltd purchased a new stake in shares of Guidewire Software in the 2nd quarter valued at $495,000.

Guidewire Software News Summary

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.