Guidewire Software’s (GWRE) Hold Rating Reiterated at Needham & Company LLC

Needham & Company LLC reaffirmed their hold rating on shares of Guidewire Software (NYSE:GWRE) in a research report report published on Friday morning,Benzinga reports.

Several other analysts have also recently issued reports on the stock. Royal Bank Of Canada reduced their price target on shares of Guidewire Software from $250.00 to $215.00 and set an “outperform” rating on the stock in a research report on Friday, June 5th. Wells Fargo & Company cut their target price on Guidewire Software from $210.00 to $190.00 and set an “overweight” rating on the stock in a research report on Friday, June 5th. DA Davidson cut their price target 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. BTIG Research boosted their price objective on Guidewire Software from $175.00 to $230.00 and gave the company a “buy” rating in a research note on Wednesday, September 2nd. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a report on Monday, August 31st. Twelve analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Guidewire Software presently has a consensus rating of “Moderate Buy” and an average target price of $216.23.

Guidewire Software Stock Up 0.0%

Shares of GWRE opened at $162.48 on Friday. The company’s 50-day moving average price is $161.05 and its 200 day moving average price is $146.51. The firm has a market cap of $13.53 billion, a P/E ratio of 99.68 and a beta of 0.97. Guidewire Software has a 12-month low of $102.30 and a 12-month high of $272.60. The company has a current ratio of 1.79, a quick ratio of 2.44 and a debt-to-equity ratio of 0.57.

Guidewire Software (NYSE:GWRE) last issued 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. Guidewire Software had a net margin of 9.44% and a return on equity of 12.66%. The firm had revenue of $411.09 million for the quarter, compared to analyst estimates of $402.61 million. During the same period in the prior year, the business posted $0.84 EPS. The business’s revenue for the quarter was up 15.3% compared to the same quarter last year. On average, sell-side analysts forecast that Guidewire Software will post 2.15 earnings per share for the current year.

Insider Activity at Guidewire Software

In other Guidewire Software news, CAO David Peterson sold 2,500 shares of the company’s stock in a transaction dated Thursday, August 27th. The shares were sold at an average price of $200.00, for a total transaction of $500,000.00. Following the transaction, the chief accounting officer directly owned 9,787 shares in the company, valued at approximately $1,957,400. This represents a 20.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael Rosenbaum sold 1,200 shares of the stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $204.44, for a total transaction of $245,328.00. Following the completion of the transaction, the chief executive officer directly owned 186,576 shares of the company’s stock, valued at approximately $38,143,597.44. This trade represents a 0.64% decrease in their ownership of the stock. 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. Insiders have sold 45,893 shares of company stock worth $7,023,158 over the last three months. 0.46% of the stock is currently owned by company insiders.

Institutional Trading of Guidewire Software

Large investors have recently bought and sold shares of the company. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in shares of Guidewire Software in the second quarter valued at $1,116,000. Vancity Investment Management Ltd grew its position in shares of Guidewire Software by 24.0% in the second quarter. Vancity Investment Management Ltd now owns 8,525 shares of the technology company’s stock valued at $1,049,000 after purchasing an additional 1,651 shares during the last quarter. California State Teachers Retirement System raised its position in shares of Guidewire Software by 11,874.0% during the 2nd 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 last quarter. Angeles Wealth Management LLC lifted its position in shares of Guidewire Software by 5.1% in the second quarter. Angeles Wealth Management LLC now owns 2,761 shares of the technology company’s stock valued at $340,000 after acquiring an additional 135 shares in the last quarter. Finally, AlphaGrep UK Ltd purchased a new stake in Guidewire Software during the 2nd quarter worth about $495,000.

Guidewire Software News Roundup

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

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.