Guidewire Software’s (GWRE) “Market Outperform” Rating Reiterated at Citizens Jmp

Citizens Jmp reiterated their market outperform rating on shares of Guidewire Software (NYSE:GWRE) in a report issued on Friday morning, MarketBeat.com reports. They currently have a $220.00 target price on the technology company’s stock.

GWRE has been the subject of several other reports. Robert W. Baird upped their target price on Guidewire Software from $202.00 to $235.00 and gave the stock an “outperform” rating in a report on Monday, August 31st. Royal Bank Of Canada decreased their price objective on Guidewire Software from $250.00 to $215.00 and set an “outperform” rating for the company in a report on Friday, June 5th. Zacks Research lowered shares of Guidewire Software from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 25th. Piper Sandler reiterated an “overweight” rating and set a $210.00 target price on shares of Guidewire Software in a report on Friday. Finally, DA Davidson dropped their target price on shares of Guidewire Software from $246.00 to $222.00 and set a “buy” rating on the stock in a report on Monday, June 8th. Twelve analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $216.23.

Guidewire Software Stock Up 0.0%

Shares of NYSE GWRE opened at $162.48 on Friday. Guidewire Software has a 52-week low of $102.30 and a 52-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. The stock has a 50 day moving average price of $161.05 and a 200 day moving average price of $146.51. The company has a debt-to-equity ratio of 0.57, a quick ratio of 2.44 and a current ratio of 1.79.

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

Insiders Place Their Bets

In related news, CAO David Peterson sold 2,500 shares of the company’s stock in a transaction on Thursday, August 27th. The stock was sold at an average price of $200.00, for a total transaction of $500,000.00. Following the completion of the sale, the chief accounting officer directly owned 9,787 shares in the company, valued at $1,957,400. This represents a 20.35% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, President John P. Mullen sold 14,400 shares of the firm’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $185.00, for a total value of $2,664,000.00. Following the sale, the president directly owned 116,715 shares in the company, valued at approximately $21,592,275. The trade was a 10.98% decrease in their position. 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. In the last three months, insiders sold 45,893 shares of company stock worth $7,023,158. Insiders own 0.46% of the company’s stock.

Institutional Trading of Guidewire Software

Hedge funds have recently modified their holdings of the company. Measured Wealth Private Client Group LLC bought a new position in shares of Guidewire Software during the 3rd quarter worth approximately $29,000. Advisors Asset Management Inc. purchased a new stake in Guidewire Software during the first quarter valued at approximately $25,000. Fiduciary Financial Advisors acquired a new stake in Guidewire Software in the second quarter valued at approximately $29,000. Leonteq Securities AG acquired a new stake in Guidewire Software in the first quarter valued at approximately $36,000. Finally, Bogart Wealth LLC boosted its stake in Guidewire Software by 127.8% in the first quarter. Bogart Wealth LLC now owns 246 shares of the technology company’s stock valued at $37,000 after acquiring an additional 138 shares in the last quarter.

Key Stories 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

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.