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

Guidewire Software (NYSE:GWRE)‘s stock had its “market outperform” rating reaffirmed by equities researchers at Citizens Jmp in a research report issued to clients and investors on Friday, Benzinga reports. They currently have a $220.00 target price on the technology company’s stock. Citizens Jmp’s price target points to a potential upside of 32.81% from the stock’s current price.

A number of other analysts also recently issued reports on the company. Oppenheimer lifted their price target on Guidewire Software from $180.00 to $200.00 and gave the company an “outperform” rating in a research report on Monday, August 17th. Royal Bank Of Canada cut their price target on shares of Guidewire Software from $250.00 to $215.00 and set an “outperform” rating for the company in a research note on Friday, June 5th. BTIG Research increased their price target on shares of Guidewire Software from $175.00 to $230.00 and gave the stock a “buy” rating in a report on Wednesday. Zacks Research cut shares of Guidewire Software from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 25th. Finally, Guggenheim increased their target price on Guidewire Software from $180.00 to $210.00 and gave the company a “buy” rating in a research note on Thursday, August 27th. Thirteen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $223.93.

Guidewire Software Stock Down 18.3%

GWRE opened at $165.65 on Friday. Guidewire Software has a twelve month low of $102.30 and a twelve month high of $272.60. The company’s 50-day moving average price is $160.22 and its two-hundred day moving average price is $146.26. The stock has a market cap of $13.79 billion, a price-to-earnings ratio of 89.04 and a beta of 0.97. The company has a quick ratio of 2.44, a current ratio of 2.44 and a debt-to-equity ratio of 0.51.

Guidewire Software (NYSE:GWRE) last released its quarterly earnings data on Thursday, September 3rd. The technology company reported $0.99 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.06. Guidewire Software had a net margin of 11.25% and a return on equity of 12.62%. The business had revenue of $411.09 million during the quarter, compared to analyst estimates of $402.61 million. During the same period in the previous year, the business earned $0.84 EPS. Guidewire Software’s revenue was up 15.3% compared to the same quarter last year. As a group, equities analysts expect that Guidewire Software will post 1.83 earnings per share for the current year.

Insider Activity

In other Guidewire Software news, President John Mullen sold 14,400 shares of the firm’s stock in a transaction on 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 owned 116,715 shares of the company’s stock, valued at $21,592,275. This trade represents a 10.98% decrease in their position. The sale 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, CEO Michael Rosenbaum sold 1,200 shares of the company’s 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 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. Over the last quarter, insiders have sold 47,093 shares of company stock valued at $7,185,902. 0.46% of the stock is owned by corporate insiders.

Institutional Trading of Guidewire Software

Hedge funds and other institutional investors have recently modified their holdings of the business. Principal Financial Group Inc. boosted its stake in Guidewire Software by 547.3% in 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 boosted its holdings in shares of Guidewire Software by 3.0% during the 1st quarter. Stephens Investment Management Group LLC now owns 524,818 shares of the technology company’s stock valued at $78,492,000 after purchasing an additional 15,260 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of Guidewire Software by 8.9% in the fourth 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 last quarter. Weiss Asset Management LP purchased a new stake in shares of Guidewire Software in the first quarter worth about $6,087,000. Finally, Entropy Technologies LP bought a new position in Guidewire Software during the fourth quarter valued at approximately $5,837,000.

More 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 approximately $0.93–$0.94 analyst consensus, while revenue of $411.1 million exceeded estimates near $402.6 million. Revenue increased 15.3% year over year, and EPS rose from $0.84 in the prior-year quarter. Guidewire Announces Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Management cited expanding customer demand, deeper commitments to Guidewire’s core products, and growing interest in new pricing and artificial-intelligence-focused offerings. Piper Sandler reaffirmed its Overweight rating and raised or maintained a $210 price target, while BTIG also expressed a positive view. Guidewire Stock Price Expected to Rise
• Neutral Sentiment: Citigroup increased its price target to $181 from $137 but retained a Neutral rating. Needham likewise reaffirmed its Hold rating, highlighting continued analyst caution despite the quarterly beat. Citigroup Adjusts Guidewire Price Target
• Negative Sentiment: Fiscal 2027 first-quarter revenue guidance of $372 million to $378 million fell below the $386.1 million consensus estimate. The softer near-term outlook raised concerns about growth momentum and caused the strong earnings beat to be discounted by investors. Guidewire Shares Tumble on Weak First Quarter Guidance
• Negative Sentiment: Reports also noted declining fourth-quarter income and questioned whether Guidewire’s premium valuation—reflected in a price-to-earnings ratio above 100—can be justified without stronger forward growth. The stock’s decrease reflects disappointment with guidance rather than a failure to beat fourth-quarter estimates. Guidewire Software Sinks as Weak Outlook Overshadows Q4 Beat

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.