Guidewire Software’s (GWRE) Buy Rating Reiterated at DA Davidson

Guidewire Software (NYSE:GWRE)‘s stock had its “buy” rating reissued by stock analysts at DA Davidson in a note issued to investors on Friday, Benzinga reports. They presently have a $222.00 price target on the technology company’s stock. DA Davidson’s price target would indicate a potential upside of 40.15% from the company’s current price.

GWRE has been the topic of several other research reports. JPMorgan Chase & Co. dropped their target price on shares of Guidewire Software from $300.00 to $258.00 and set an “overweight” rating on the stock in a report on Tuesday, July 14th. Needham & Company LLC reiterated a “hold” rating on shares of Guidewire Software in a report on Friday. Robert W. Baird lifted their price objective on Guidewire Software from $202.00 to $235.00 and gave the stock an “outperform” rating in a research report on Monday. Piper Sandler reissued an “overweight” rating and issued a $210.00 price objective on shares of Guidewire Software in a research note on Friday. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Guidewire Software in a research report on Monday. Thirteen research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $224.29.

Guidewire Software Price Performance

GWRE traded down $44.46 during trading on Friday, hitting $158.40. 1,612,082 shares of the stock traded hands, compared to its average volume of 1,568,555. The business has a 50 day moving average price of $160.22 and a 200 day moving average price of $146.26. The company has a debt-to-equity ratio of 0.51, a current ratio of 2.44 and a quick ratio of 2.44. Guidewire Software has a twelve month low of $102.30 and a twelve month high of $272.60. The company has a market cap of $13.19 billion, a price-to-earnings ratio of 85.45 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, beating the consensus estimate of $0.93 by $0.06. The company had revenue of $411.09 million for the quarter, compared to analyst estimates of $402.61 million. Guidewire Software had a return on equity of 12.62% and a net margin of 11.25%.The company’s revenue for the quarter was up 15.3% compared to the same quarter last year. During the same quarter last year, the company posted $0.84 EPS. Equities research analysts forecast that Guidewire Software will post 1.83 earnings per share for the current fiscal year.

Insider Transactions at Guidewire Software

In other news, President John P. Mullen sold 14,400 shares of the firm’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $185.00, for a total value of $2,664,000.00. Following the completion of the transaction, the president directly owned 116,715 shares of the company’s stock, valued at $21,592,275. This trade represents a 10.98% decrease in their ownership of the stock. The transaction was disclosed in a legal filing 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. Also, CAO David Peterson sold 2,500 shares of the company’s stock in a transaction that occurred 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 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 disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 47,093 shares of company stock valued at $7,185,902. Corporate insiders own 0.46% of the company’s stock.

Hedge Funds Weigh In On Guidewire Software

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Advisors Asset Management Inc. purchased a new stake in Guidewire Software during the 1st quarter valued at about $25,000. Amundi grew its position in Guidewire Software by 703.0% during the 2nd quarter. Amundi now owns 36,093 shares of the technology company’s stock worth $8,220,000 after acquiring an additional 31,598 shares during the last quarter. Jump Financial LLC purchased a new position in Guidewire Software in the 2nd quarter worth approximately $305,000. Bank of Nova Scotia increased its stake in Guidewire Software by 30.9% in the 2nd quarter. Bank of Nova Scotia now owns 2,024 shares of the technology company’s stock worth $477,000 after purchasing an additional 478 shares during the period. Finally, NewEdge Advisors LLC lifted its position in Guidewire Software by 30.6% in the second quarter. NewEdge Advisors LLC now owns 4,911 shares of the technology company’s stock valued at $1,156,000 after purchasing an additional 1,152 shares during the last quarter.

More Guidewire Software News

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

• Positive Sentiment: Guidewire reported fourth-quarter EPS of $0.99, above the $0.93 analyst consensus, while revenue of $411.1 million exceeded expectations of $402.6 million. Revenue increased 15.3% year over year, and EPS improved from $0.84 in the prior-year quarter. Guidewire Announces Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Management issued fiscal 2027 revenue guidance of approximately $1.7 billion and highlighted increasing demand for its core products, new pricing offerings and AI-focused solutions. This supports the longer-term growth narrative. Analysts Revise Forecasts After Q4 Results
• Positive Sentiment: Several analysts remain bullish: Wells Fargo raised its target to $195 with an overweight rating, while Piper Sandler, RBC and Citizens JMP maintained positive ratings with targets ranging from $210 to $220. Citigroup also raised its target to $181, although it kept a neutral rating.
• Neutral Sentiment: Analyst reactions were mixed. Needham reaffirmed a hold rating, while other firms largely maintained their constructive views following the earnings report.
• Negative Sentiment: Fiscal first-quarter 2027 revenue guidance of $372 million to $378 million fell below the $386.1 million consensus estimate. Investors viewed the outlook as a sign of slower near-term growth, despite the quarterly earnings beat. Guidewire Shares Tumble on Weak First-Quarter Guidance
• Negative Sentiment: The weak first-quarter outlook overshadowed the results and triggered a sharp share decline. With GWRE trading at a high earnings multiple, investors appear to be demanding stronger forward guidance before assigning a higher valuation. Guidewire Sinks as Weak Outlook Overshadows Q4 Beat

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.