Guidewire Software (NYSE:GWRE) Price Target Raised to $210.00

Guidewire Software (NYSE:GWRE) had its price target increased by Guggenheim from $180.00 to $210.00 in a report published on Thursday,Benzinga reports. Guggenheim currently has a buy rating on the technology company’s stock.

Several other research firms have also recently commented on GWRE. DA Davidson lowered their target price on shares of Guidewire Software from $246.00 to $222.00 and set a “buy” rating on the stock in a research note on Monday, June 8th. Royal Bank Of Canada reduced their price target on shares of Guidewire Software from $250.00 to $215.00 and set an “outperform” rating for the company in a research note on Friday, June 5th. Zacks Research cut shares of Guidewire Software from a “strong-buy” rating to a “hold” rating in a report on Monday, May 25th. Wells Fargo & Company lowered their price objective on shares of Guidewire Software from $210.00 to $190.00 and set an “overweight” rating on the stock in a research note on Friday, June 5th. Finally, BTIG Research reissued a “buy” rating and set a $175.00 target price on shares of Guidewire Software in a report on Thursday, July 2nd. Thirteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $223.79.

Guidewire Software Stock Performance

Shares of NYSE GWRE opened at $205.81 on Thursday. The company has a current ratio of 2.44, a quick ratio of 2.44 and a debt-to-equity ratio of 0.51. Guidewire Software has a 12-month low of $102.30 and a 12-month high of $272.60. The stock has a 50 day simple moving average of $152.89 and a 200-day simple moving average of $144.13. The company has a market cap of $17.14 billion, a PE ratio of 111.25 and a beta of 0.92.

Guidewire Software (NYSE:GWRE) last released its quarterly earnings results on Thursday, June 4th. The technology company reported $0.82 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.74 by $0.08. Guidewire Software had a return on equity of 12.62% and a net margin of 11.25%.The company had revenue of $372.54 million during the quarter, compared to analysts’ expectations of $355.92 million. During the same quarter in the prior year, the business posted $0.88 earnings per share. The company’s revenue for the quarter was up 26.9% compared to the same quarter last year. On average, equities research analysts forecast that Guidewire Software will post 1.83 EPS for the current year.

Insider Buying and Selling

In related news, CEO Michael George Rosenbaum sold 5,830 shares of the stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $118.74, for a total transaction of $692,254.20. Following the completion of the sale, the chief executive officer directly owned 199,776 shares of the company’s stock, valued at $23,721,402.24. This represents a 2.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 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, CFO Jeffrey Elliott Cooper sold 2,594 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $118.74, for a total transaction of $308,011.56. Following the sale, the chief financial officer owned 63,467 shares of the company’s stock, valued at $7,536,071.58. The trade was a 3.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 47,093 shares of company stock worth $7,131,278. 0.46% of the stock is owned by insiders.

Institutional Investors Weigh In On Guidewire Software

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

Key Headlines Impacting Guidewire Software

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

• Positive Sentiment: Guggenheim raised its price target for Guidewire Software (GWRE) from $180 to $210 and maintained a Buy rating. The analyst expects the company to meet or potentially exceed fourth-quarter estimates, supported by recurring-revenue growth and continued migration of insurers to Guidewire’s cloud platform. Guidewire Software gains as analyst target hike and upbeat growth expectations lift sentiment
• Positive Sentiment: Fundamental momentum remains favorable. Guidewire recently reported annual recurring revenue of approximately $1.147 billion, up 19% year over year, and raised its fiscal 2026 revenue outlook to $1.460 billion–$1.470 billion. New cloud capabilities, including AI-agent functionality, and insurer migration activity are reinforcing the long-term growth narrative.
• Neutral Sentiment: The September 3 earnings release is the next major catalyst. Wall Street expects earnings growth, although a Zacks preview said Guidewire lacks the usual combination of indicators associated with a likely earnings beat. Investors will also watch initial fiscal 2027 guidance for evidence that cloud momentum is continuing. Guidewire Software Reports Next Week
• Neutral Sentiment: Institutional activity has been mixed, with some large investors adding shares while others reduced positions. At a valuation above 100 times earnings, the stock may remain particularly sensitive to earnings execution and forward guidance.
• Negative Sentiment: Chief Accounting Officer David Franklin Peterson sold 2,500 shares for $500,000, reducing his position by about 20%. The sale was made under a pre-arranged Rule 10b5-1 plan, which makes it a weaker discretionary bearish signal. However, recent sales by other executives and the absence of reported insider purchases create an overhang. SEC Form 4 Filing

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.