Guidewire Software’s (GWRE) “Overweight” Rating Reiterated at Piper Sandler

Piper Sandler reiterated their overweight rating on shares of Guidewire Software (NYSE:GWRE) in a research note issued to investors on Friday morning,Benzinga reports. The brokerage currently has a $210.00 target price on the technology company’s stock.

Several other analysts have also issued reports on the company. Stifel Nicolaus dropped their price target on Guidewire Software from $225.00 to $200.00 and set a “buy” rating on the stock in a research report on Friday, June 5th. Oppenheimer lifted their price objective on Guidewire Software from $180.00 to $200.00 and gave the stock an “outperform” rating in a report on Monday, August 17th. Guggenheim boosted their price objective on Guidewire Software from $180.00 to $210.00 and gave the company a “buy” rating in a research note on Thursday, August 27th. Citizens Jmp dropped their price objective on shares of Guidewire Software from $300.00 to $220.00 and set a “market outperform” rating on the stock in a report on Friday, June 5th. Finally, Needham & Company LLC reiterated a “hold” rating on shares of Guidewire Software in a research report on Friday. Twelve analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $216.23.

Guidewire Software Trading Up 0.0%

Shares of GWRE stock opened at $162.48 on Friday. The company has a quick ratio of 2.44, a current ratio of 1.79 and a debt-to-equity ratio of 0.57. The firm has a market cap of $13.53 billion, a P/E ratio of 99.68 and a beta of 0.97. The company has a 50 day moving average of $161.05 and a 200-day moving average of $146.51. 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 EPS for the quarter, beating the consensus estimate of $0.93 by $0.06. Guidewire Software had a return on equity of 12.66% and a net margin of 9.44%.The business had revenue of $411.09 million for the quarter, compared to the consensus estimate of $402.61 million. During the same quarter in the prior year, the business earned $0.84 earnings per share. Guidewire Software’s revenue for the quarter was up 15.3% on a year-over-year basis. Sell-side analysts anticipate that Guidewire Software will post 2.15 earnings per share for the current year.

Insider Buying and Selling

In related news, CEO Michael Rosenbaum sold 5,830 shares of the company’s 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 sale, the chief executive officer owned 199,776 shares of the company’s stock, valued at approximately $23,721,402.24. This represents a 2.84% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 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 Cooper sold 2,594 shares of the 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 completion of the sale, the chief financial officer owned 63,467 shares in the company, valued at $7,536,071.58. This represents 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. Insiders sold 45,893 shares of company stock valued at $7,023,158 in the last three months. Insiders own 0.46% of the company’s stock.

Institutional Investors Weigh In On Guidewire Software

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

Trending Headlines about 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.