Citigroup Forecasts Strong Price Appreciation for Guidewire Software (NYSE:GWRE) Stock

Guidewire Software (NYSE:GWRE) had its target price hoisted by investment analysts at Citigroup from $137.00 to $181.00 in a research report issued to clients and investors on Friday, Benzinga reports. The brokerage currently has a “neutral” rating on the technology company’s stock. Citigroup’s price objective indicates a potential upside of 11.57% from the company’s previous close.

GWRE has been the subject of a number of other research reports. Oppenheimer increased their price target on shares of Guidewire Software from $200.00 to $210.00 and gave the company an “outperform” rating in a report on Friday. Needham & Company LLC restated a “hold” rating on shares of Guidewire Software in a research note on Friday. Robert W. Baird increased their target price on Guidewire Software from $202.00 to $235.00 and gave the company an “outperform” rating in a research report on Monday. Zacks Research lowered Guidewire Software from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 25th. Finally, BTIG Research raised their price objective on Guidewire Software from $175.00 to $230.00 and gave the company a “buy” rating in a research report on Wednesday. Thirteen equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $220.43.

Guidewire Software Price Performance

NYSE GWRE traded down $40.64 during trading hours on Friday, reaching $162.22. The company’s stock had a trading volume of 2,128,838 shares, compared to its average volume of 1,571,740. Guidewire Software has a 1 year low of $102.30 and a 1 year high of $272.60. The company has a quick ratio of 2.44, a current ratio of 2.44 and a debt-to-equity ratio of 0.51. The company has a market capitalization of $13.51 billion, a price-to-earnings ratio of 86.69 and a beta of 0.97. The firm’s 50-day moving average price is $160.22 and its 200-day moving average price is $146.26.

Guidewire Software (NYSE:GWRE) last released its earnings results on Thursday, September 3rd. The technology company reported $0.99 EPS for the quarter, topping the consensus estimate of $0.93 by $0.06. The firm had revenue of $411.09 million for the quarter, compared to the consensus estimate of $402.61 million. Guidewire Software had a net margin of 11.25% and a return on equity of 12.62%. The company’s quarterly revenue was up 15.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.84 earnings per share. On average, equities research analysts predict that Guidewire Software will post 1.83 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, CAO David Peterson sold 2,500 shares of the stock in a transaction that occurred on Thursday, August 27th. The shares were sold at an average price of $200.00, for a total value of $500,000.00. Following the completion of the transaction, the chief accounting officer directly owned 9,787 shares of the company’s stock, valued at $1,957,400. This trade represents a 20.35% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, President John P. Mullen sold 14,400 shares of the business’s stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $185.00, for a total transaction of $2,664,000.00. Following the sale, the president directly owned 116,715 shares in the company, valued at approximately $21,592,275. This represents a 10.98% decrease in their position. 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 ninety days, 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

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Measured Wealth Private Client Group LLC purchased a new position in shares of Guidewire Software in the third quarter worth about $29,000. Advisors Asset Management Inc. purchased a new stake in shares of Guidewire Software in the 1st quarter valued at $25,000. Fiduciary Financial Advisors acquired a new stake in shares of Guidewire Software in the second quarter worth $29,000. Leonteq Securities AG acquired a new position in Guidewire Software during the first quarter valued at $36,000. Finally, Bogart Wealth LLC lifted its holdings in shares of Guidewire Software by 127.8% in the 1st quarter. Bogart Wealth LLC now owns 246 shares of the technology company’s stock valued at $37,000 after buying an additional 138 shares during the period.

Key Guidewire Software News

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

• Positive Sentiment: Guidewire reported fourth-quarter EPS of $0.99, above the $0.93 analyst consensus, while revenue of $411.1 million exceeded expectations of $402.6 million. Revenue increased 15.3% year over year, and EPS improved from $0.84 in the prior-year quarter. Guidewire Announces Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Management issued fiscal 2027 revenue guidance of approximately $1.7 billion and highlighted increasing demand for its core products, new pricing offerings and AI-focused solutions. This supports the longer-term growth narrative. Analysts Revise Forecasts After Q4 Results
• Positive Sentiment: Several analysts remain bullish: Wells Fargo raised its target to $195 with an overweight rating, while Piper Sandler, RBC and Citizens JMP maintained positive ratings with targets ranging from $210 to $220. Citigroup also raised its target to $181, although it kept a neutral rating.
• Neutral Sentiment: Analyst reactions were mixed. Needham reaffirmed a hold rating, while other firms largely maintained their constructive views following the earnings report.
• Negative Sentiment: Fiscal first-quarter 2027 revenue guidance of $372 million to $378 million fell below the $386.1 million consensus estimate. Investors viewed the outlook as a sign of slower near-term growth, despite the quarterly earnings beat. Guidewire Shares Tumble on Weak First-Quarter Guidance
• Negative Sentiment: The weak first-quarter outlook overshadowed the results and triggered a sharp share decline. With GWRE trading at a high earnings multiple, investors appear to be demanding stronger forward guidance before assigning a higher valuation. Guidewire 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.