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

Guidewire Software (NYSE:GWRE) had its price objective hoisted by Oppenheimer from $200.00 to $210.00 in a research note released on Friday,Benzinga reports. Oppenheimer currently has an outperform rating on the technology company’s stock.

Several other brokerages have also recently weighed in on GWRE. Royal Bank Of Canada restated an “outperform” rating and issued a $215.00 price target on shares of Guidewire Software in a research report on Friday. Citizens Jmp reiterated a “market outperform” rating and set a $220.00 price objective on shares of Guidewire Software in a research report on Friday. Robert W. Baird lifted their price objective on shares of Guidewire Software from $202.00 to $235.00 and gave the stock an “outperform” rating in a research note on Monday, August 31st. Stifel Nicolaus reduced their target price 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. Finally, Piper Sandler restated an “overweight” rating and set a $210.00 target price on shares of Guidewire Software in a research report on Friday. Twelve investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $216.23.

Guidewire Software Stock Performance

NYSE:GWRE opened at $162.48 on Friday. The company has a debt-to-equity ratio of 0.57, a current ratio of 1.79 and a quick ratio of 2.44. Guidewire Software has a 1 year low of $102.30 and a 1 year high of $272.60. The stock’s 50 day simple moving average is $161.05 and its two-hundred day simple moving average is $146.51. The company has a market cap of $13.53 billion, a price-to-earnings ratio of 99.68 and a beta of 0.97.

Guidewire Software (NYSE:GWRE) last issued its quarterly earnings data on Thursday, September 3rd. The technology company reported $0.99 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.06. The business had revenue of $411.09 million for 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 company’s revenue for the quarter was up 15.3% on a year-over-year basis. During the same period in the prior year, the firm earned $0.84 EPS. As a group, equities analysts anticipate that Guidewire Software will post 2.15 earnings per share for the current fiscal year.

Insider Activity

In related news, CEO Michael Rosenbaum sold 5,830 shares of the stock in a transaction on Tuesday, June 16th. The stock was 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 in the company, valued at approximately $23,721,402.24. This represents a 2.84% decrease in their position. The transaction was disclosed in a 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, insider James King sold 1,684 shares of the firm’s stock in a transaction on Thursday, July 9th. The stock was sold at an average price of $130.64, for a total value of $219,997.76. Following the completion of the sale, the insider owned 30,018 shares of the company’s stock, valued at approximately $3,921,551.52. This represents a 5.31% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 45,893 shares of company stock worth $7,023,158. Company insiders own 0.46% of the company’s stock.

Institutional Investors Weigh In On Guidewire Software

Hedge funds and other institutional investors have recently made changes to their positions in the company. Principal Financial Group Inc. boosted its stake in shares of Guidewire Software by 547.3% during the 1st quarter. Principal Financial Group Inc. now owns 1,180,334 shares of the technology company’s stock worth $176,537,000 after purchasing an additional 997,992 shares during the period. Stephens Investment Management Group LLC raised its position in Guidewire Software by 3.0% in the 1st quarter. Stephens Investment Management Group LLC now owns 524,818 shares of the technology company’s stock worth $78,492,000 after purchasing an additional 15,260 shares during the period. Geode Capital Management LLC raised its position in Guidewire Software by 8.9% in the 4th quarter. Geode Capital Management LLC now owns 1,778,201 shares of the technology company’s stock worth $357,504,000 after purchasing an additional 145,924 shares during the period. Entropy Technologies LP bought a new stake in Guidewire Software in the fourth quarter worth about $5,837,000. Finally, Weiss Asset Management LP bought a new stake in Guidewire Software in the first quarter worth about $6,087,000.

Key Guidewire Software News

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.