Q1 EPS Forecast for Guidewire Software Lowered by Analyst

Guidewire Software, Inc. (NYSE:GWRE) – Analysts at Zacks Research dropped their Q1 2027 earnings per share (EPS) estimates for shares of Guidewire Software in a research note issued to investors on Thursday, June 25th. Zacks Research analyst Team now anticipates that the technology company will post earnings of $0.37 per share for the quarter, down from their prior forecast of $0.56. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Guidewire Software’s current full-year earnings is $1.83 per share. Zacks Research also issued estimates for Guidewire Software’s Q2 2027 earnings at $0.55 EPS, Q3 2027 earnings at $0.45 EPS, FY2027 earnings at $2.06 EPS, Q1 2028 earnings at $0.61 EPS, Q2 2028 earnings at $0.64 EPS, Q3 2028 earnings at $0.65 EPS and FY2028 earnings at $2.64 EPS.

Guidewire Software (NYSE:GWRE) last issued its earnings results on Thursday, June 4th. The technology company reported $0.82 earnings per share for the quarter, topping the consensus estimate of $0.74 by $0.08. The firm had revenue of $372.54 million for the quarter, compared to analyst estimates of $355.92 million. Guidewire Software had a return on equity of 12.62% and a net margin of 11.25%.The firm’s revenue for the quarter was up 26.9% on a year-over-year basis. During the same period last year, the company earned $0.88 earnings per share.

A number of other research firms have also recently weighed in on GWRE. DA Davidson cut their price target on Guidewire Software from $246.00 to $222.00 and set a “buy” rating on the stock in a report on Monday, June 8th. BTIG Research decreased their price objective on Guidewire Software from $200.00 to $175.00 and set a “buy” rating for the company in a report on Thursday, June 25th. Stifel Nicolaus lowered their target price on Guidewire Software from $225.00 to $200.00 and set a “buy” rating on the stock in a research report on Friday, June 5th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a research note on Wednesday, June 3rd. Finally, 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. Ten analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $221.36.

Guidewire Software Trading Down 0.7%

Guidewire Software stock opened at $120.69 on Tuesday. The firm has a 50-day moving average price of $132.25 and a two-hundred day moving average price of $149.71. Guidewire Software has a 52-week low of $102.30 and a 52-week high of $272.60. The firm has a market capitalization of $10.05 billion, a price-to-earnings ratio of 65.24 and a beta of 0.93. The company has a quick ratio of 2.44, a current ratio of 2.44 and a debt-to-equity ratio of 0.51.

Hedge Funds Weigh In On Guidewire Software

A number of institutional investors and hedge funds have recently added to or reduced their stakes in GWRE. Measured Wealth Private Client Group LLC bought a new stake in shares of Guidewire Software in the 3rd quarter worth $29,000. Advisors Asset Management Inc. acquired a new stake in shares of Guidewire Software in the first quarter valued at $25,000. Flagship Harbor Advisors LLC bought a new position in Guidewire Software during the fourth quarter valued at about $36,000. Leonteq Securities AG bought a new position in Guidewire Software during the first quarter valued at about $36,000. Finally, Bogart Wealth LLC grew its holdings in Guidewire Software by 127.8% during the first quarter. Bogart Wealth LLC now owns 246 shares of the technology company’s stock worth $37,000 after acquiring an additional 138 shares during the period.

Insider Buying and Selling at Guidewire Software

In other Guidewire Software news, President John P. Mullen sold 4,292 shares of the business’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $118.74, for a total transaction of $509,632.08. Following the sale, the president directly owned 131,115 shares in the company, valued at approximately $15,568,595.10. The trade was a 3.17% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Jeffrey Elliott Cooper sold 2,594 shares of the company’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $118.74, for a total transaction of $308,011.56. Following the completion of the sale, the chief financial officer directly owned 63,467 shares of the company’s stock, valued at approximately $7,536,071.58. This represents a 3.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders have sold 29,709 shares of company stock valued at $3,740,332. Company insiders own 0.46% of the company’s stock.

Key Stories Impacting Guidewire Software

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

• Positive Sentiment: Guidewire is still seen favorably by some brokers, with consensus brokerage coverage noted as a “Moderate Buy,” suggesting the long-term thesis remains intact. Guidewire Software, Inc. (NYSE:GWRE) Given Consensus Recommendation of “Moderate Buy” by Brokerages
• Positive Sentiment: A recent commentary argued that AI could be a tailwind rather than a threat for Guidewire, which may support optimism about the company’s product positioning. Guidewire: AI Is A Tailwind, Not A Threat
• Neutral Sentiment: Zacks Research reiterated a “Hold” rating while making positive estimate commentary for one quarter, but the rating itself does not imply a strong near-term catalyst. Zacks Research Has Positive Estimate for GWRE Q4 Earnings
• Negative Sentiment: Zacks Research lowered earnings estimates for multiple upcoming periods, including Q1 2027, Q2 2027, Q3 2027, FY2027, Q1 2028, Q2 2028, Q3 2028, and FY2028, signaling expectations for slower profit growth ahead.
• Negative Sentiment: The most notable cuts were for FY2028 EPS to $2.64 from $3.29 and FY2027 EPS to $2.06 from $2.45, which likely pressured the stock as investors recalibrate valuation assumptions.

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.