Wells Fargo & Company Has Lowered Expectations for Guidewire Software (NYSE:GWRE) Stock Price

Guidewire Software (NYSE:GWRE) had its target price dropped by analysts at Wells Fargo & Company from $210.00 to $190.00 in a research report issued on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the technology company’s stock. Wells Fargo & Company‘s price objective would indicate a potential upside of 38.43% from the stock’s current price.

GWRE has been the topic of a number of other research reports. Royal Bank Of Canada dropped their price objective on shares of Guidewire Software from $250.00 to $215.00 and set an “outperform” rating on the stock in a report on Friday. Citizens Jmp dropped their price target on shares of Guidewire Software from $300.00 to $220.00 and set a “market outperform” rating on the stock in a research note on Friday. Stifel Nicolaus reduced their price objective on Guidewire Software from $300.00 to $250.00 and set a “buy” rating for the company in a research note on Friday, March 6th. DA Davidson reiterated a “buy” rating and set a $246.00 target price on shares of Guidewire Software in a research report on Tuesday. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Guidewire Software in a report on Wednesday. Eleven investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $241.83.

Guidewire Software Stock Performance

GWRE traded down $13.91 during mid-day trading on Friday, reaching $137.26. 857,149 shares of the company traded hands, compared to its average volume of 1,576,451. The stock has a market capitalization of $11.62 billion, a P/E ratio of 63.64 and a beta of 0.93. The company has a quick ratio of 2.93, a current ratio of 2.93 and a debt-to-equity ratio of 0.45. The company’s fifty day moving average price is $140.32 and its 200-day moving average price is $161.08. Guidewire Software has a 52-week low of $115.57 and a 52-week high of $272.60.

Guidewire Software (NYSE:GWRE) last released its quarterly earnings results on Thursday, June 4th. The technology company reported $0.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.79 by $0.03. Guidewire Software had a return on equity of 13.44% and a net margin of 14.11%.The firm had revenue of $372.54 million for the quarter, compared to the consensus estimate of $355.92 million. During the same period last year, the business posted $0.88 EPS. The company’s revenue for the quarter was up 26.9% on a year-over-year basis. On average, sell-side analysts expect that Guidewire Software will post 1.84 EPS for the current year.

Insider Activity

In other Guidewire Software news, CEO Michael George Rosenbaum sold 4,737 shares of the firm’s stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $163.86, for a total transaction of $776,204.82. Following the completion of the transaction, the chief executive officer owned 221,206 shares in the company, valued at $36,246,815.16. This trade represents a 2.10% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CFO Jeffrey Elliott Cooper sold 4,757 shares of the business’s stock in a transaction on Friday, March 13th. The stock was sold at an average price of $158.72, for a total transaction of $755,031.04. Following the completion of the sale, the chief financial officer owned 67,996 shares in the company, valued at $10,792,325.12. This represents a 6.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 33,679 shares of company stock worth $5,214,878 over the last 90 days. Corporate insiders own 0.46% of the company’s stock.

Institutional Trading of Guidewire Software

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Capital World Investors bought a new stake in Guidewire Software in the fourth quarter worth $202,405,000. Principal Financial Group Inc. increased its position in Guidewire Software by 547.3% during the first quarter. Principal Financial Group Inc. now owns 1,180,334 shares of the technology company’s stock valued at $176,537,000 after acquiring an additional 997,992 shares during the last quarter. Alliancebernstein L.P. raised its stake in shares of Guidewire Software by 405.1% in the second quarter. Alliancebernstein L.P. now owns 538,303 shares of the technology company’s stock valued at $126,743,000 after acquiring an additional 431,725 shares during the period. Stockbridge Partners LLC lifted its holdings in shares of Guidewire Software by 39.0% in the 4th quarter. Stockbridge Partners LLC now owns 1,445,206 shares of the technology company’s stock worth $290,501,000 after acquiring an additional 405,850 shares during the last quarter. Finally, Assenagon Asset Management S.A. boosted its stake in shares of Guidewire Software by 179.0% during the 1st quarter. Assenagon Asset Management S.A. now owns 628,759 shares of the technology company’s stock worth $94,037,000 after purchasing an additional 403,370 shares during the period.

Key Guidewire Software News

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

• Positive Sentiment: Guidewire reported fiscal Q3 EPS of $0.82, topping estimates of $0.79, while revenue of $372.5 million also beat Wall Street’s $355.9 million forecast. Revenue grew 26.9% year over year, showing continued momentum in its insurance software business. Guidewire Announces Third Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: The company’s Q4 revenue guidance of $396 million to $406 million was slightly above the consensus estimate, and management said the quarter positions Guidewire for a “record fourth quarter,” which supports the longer-term growth story. Guidewire Announces Third Quarter Fiscal Year 2026 Financial Results
• Neutral Sentiment: Citizens JMP lowered its price target on Guidewire Software (NYSE: GWRE) from $300 to $220, but kept a “market outperform” rating. That still implies upside from current levels, yet the cut may signal some caution about near-term valuation or execution. Benzinga
• Neutral Sentiment: Investors were also parsing the earnings call transcript and post-earnings commentary for clues on margins, FY2026 guidance, and how much upside remains after the strong results.

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.