Guidewire Software’s (GWRE) “Overweight” Rating Reiterated at Piper Sandler

Guidewire Software (NYSE:GWRE)‘s stock had its “overweight” rating restated by equities research analysts at Piper Sandler in a research report issued to clients and investors on Friday, Benzinga reports. They currently have a $210.00 price target on the technology company’s stock. Piper Sandler’s target price would indicate a potential upside of 3.85% from the company’s previous close.

GWRE has been the subject of several other reports. DA Davidson reduced their price objective on Guidewire Software from $246.00 to $222.00 and set a “buy” rating for the company in a research report on Monday, June 8th. Citizens Jmp lowered their target price on Guidewire Software from $300.00 to $220.00 and set a “market outperform” rating on the stock in a research report on Friday, June 5th. Zacks Research downgraded Guidewire Software from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 25th. Wells Fargo & Company reduced their price target on Guidewire Software from $210.00 to $190.00 and set an “overweight” rating for the company in a research report on Friday, June 5th. Finally, Oppenheimer raised their price target on Guidewire Software from $180.00 to $200.00 and gave the company an “outperform” rating in a report on Monday, August 17th. Thirteen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Guidewire Software presently has an average rating of “Moderate Buy” and an average target price of $223.93.

Guidewire Software Trading Up 4.9%

Shares of NYSE:GWRE opened at $202.22 on Friday. The company has a market cap of $16.84 billion, a PE ratio of 109.31 and a beta of 0.97. The company’s 50-day moving average price is $160.22 and its 200 day moving average price is $146.26. Guidewire Software has a fifty-two week low of $102.30 and a fifty-two week 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.

Guidewire Software (NYSE:GWRE) last posted its earnings results on Thursday, September 3rd. The technology company reported $0.99 earnings per share (EPS) 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 firm 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 posted $0.84 EPS. Guidewire Software’s revenue was up 15.3% on a year-over-year basis. Sell-side analysts anticipate that Guidewire Software will post 1.83 earnings per share for the current year.

Insider Buying and Selling at Guidewire Software

In other news, CEO Michael Rosenbaum sold 1,200 shares of the firm’s stock in a transaction on Monday, August 31st. The stock was sold at an average price of $204.44, for a total transaction of $245,328.00. Following the completion of the sale, the chief executive officer directly owned 186,576 shares of the company’s stock, valued at $38,143,597.44. This trade represents a 0.64% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO David Peterson sold 2,500 shares of Guidewire Software stock in a transaction dated Thursday, August 27th. The stock was 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 in the company, valued at $1,957,400. This represents a 20.35% 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. Over the last three months, insiders have sold 47,093 shares of company stock valued at $7,185,902. 0.46% of the stock is currently owned by corporate insiders.

Institutional Trading of Guidewire Software

Hedge funds have recently made changes to their positions in the stock. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in Guidewire Software during the second quarter valued at approximately $1,116,000. Vancity Investment Management Ltd lifted its position in Guidewire Software by 24.0% in the 2nd quarter. Vancity Investment Management Ltd now owns 8,525 shares of the technology company’s stock worth $1,049,000 after buying an additional 1,651 shares in the last quarter. California State Teachers Retirement System boosted its stake 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 valued at $1,446,752,000 after buying an additional 11,659,237 shares during the period. Angeles Wealth Management LLC boosted its stake in shares of Guidewire Software by 5.1% during the 2nd quarter. Angeles Wealth Management LLC now owns 2,761 shares of the technology company’s stock valued at $340,000 after buying an additional 135 shares during the period. Finally, AlphaGrep UK Ltd purchased a new position in Guidewire Software in the second quarter valued at about $495,000.

Guidewire Software News Roundup

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

• Positive Sentiment: Fiscal Q4 results exceeded expectations: Guidewire reported adjusted earnings of $0.99 per share versus consensus estimates of roughly $0.93–$0.94, while revenue rose 15.3% year over year to $411.1 million, topping the $402.6 million estimate. EPS increased from $0.84 a year earlier. Guidewire Announces Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Demand and AI momentum remain encouraging: Management said insurers are deepening commitments to Guidewire’s core products and expanding into new pricing and artificial-intelligence-focused offerings, supporting the company’s longer-term growth outlook. Guidewire Q4 2026 Earnings Call Transcript
• Positive Sentiment: BTIG became more bullish: BTIG Research raised its price target from $175 to $230 and maintained a Buy rating, implying additional upside based on the supplied current-price reference. Guidewire Stock Price Expected to Rise, BTIG Research Analyst Says
• Neutral Sentiment: Fiscal 2027 revenue outlook is broadly in line for the full year: Guidewire projected approximately $1.7 billion in fiscal 2027 revenue, roughly matching consensus expectations.
• Negative Sentiment: Near-term guidance disappointed investors: First-quarter fiscal 2027 revenue guidance of $372 million to $378 million was below the $386.1 million analyst consensus. That cautious outlook is driving the share-price decline despite the quarterly earnings and revenue beats. Guidewire Shares Tumble on Weak First Quarter Guidance

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.