Guidewire Software (NYSE:GWRE) Stock Price Expected to Rise, Oppenheimer Analyst Says

Guidewire Software (NYSE:GWRE) had its price objective lifted by analysts at Oppenheimer from $200.00 to $210.00 in a research report issued to clients and investors on Friday, Benzinga reports. The firm presently has an “outperform” rating on the technology company’s stock. Oppenheimer’s price objective would suggest a potential upside of 30.57% from the stock’s current price.

Other equities analysts have also recently issued reports about the company. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $215.00 target price on shares of Guidewire Software in a report on Friday. Guggenheim lifted their price objective on Guidewire Software from $180.00 to $210.00 and gave the company a “buy” rating in a research report on Thursday, August 27th. Needham & Company LLC reissued a “hold” rating on shares of Guidewire Software in a report on Friday. JPMorgan Chase & Co. decreased their target price on shares of Guidewire Software from $300.00 to $258.00 and set an “overweight” rating on the stock in a research note on Tuesday, July 14th. Finally, Stifel Nicolaus lowered their price objective 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. Thirteen investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $225.00.

Guidewire Software Stock Performance

Shares of GWRE traded down $42.03 on Friday, reaching $160.83. The company’s stock had a trading volume of 1,794,927 shares, compared to its average volume of 1,569,497. The company has a debt-to-equity ratio of 0.51, a current ratio of 2.44 and a quick ratio of 2.44. The stock has a market capitalization of $13.39 billion, a P/E ratio of 86.55 and a beta of 0.97. The stock’s 50 day simple moving average is $160.22 and its two-hundred day simple moving average is $146.26. Guidewire Software has a 12-month low of $102.30 and a 12-month high of $272.60.

Guidewire Software (NYSE:GWRE) last announced its earnings results on Thursday, September 3rd. The technology company reported $0.99 EPS for the quarter, beating analysts’ consensus estimates of $0.93 by $0.06. The business had revenue of $411.09 million during the quarter, compared to analysts’ expectations of $402.61 million. Guidewire Software had a net margin of 11.25% and a return on equity of 12.62%. The firm’s revenue was up 15.3% on a year-over-year basis. During the same period in the prior year, the company earned $0.84 earnings per share. Research analysts forecast that Guidewire Software will post 1.83 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, insider James King sold 1,684 shares of Guidewire Software stock in a transaction on Thursday, July 9th. The stock was sold at an average price of $130.64, for a total transaction of $219,997.76. Following the completion of the sale, the insider directly owned 30,018 shares in the company, valued at approximately $3,921,551.52. This trade represents a 5.31% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 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 stock was sold at an average price of $204.44, for a total transaction of $245,328.00. Following the completion of the transaction, the chief executive officer owned 186,576 shares in the company, valued at approximately $38,143,597.44. The trade was a 0.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 47,093 shares of company stock valued at $7,185,902 in the last three months. 0.46% of the stock is owned by company insiders.

Hedge Funds Weigh In On Guidewire Software

A number of institutional investors have recently modified their holdings of GWRE. California State Teachers Retirement System raised its stake in shares of Guidewire Software by 11,874.0% during the second 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 acquiring an additional 11,659,237 shares in the last quarter. Bamco Inc. NY purchased a new stake in shares of Guidewire Software in the 2nd quarter worth approximately $1,106,768,000. Linonia Partnership LP purchased a new stake in shares of Guidewire Software in the 2nd quarter worth approximately $853,165,000. Route One Investment Company L.P. bought a new position in shares of Guidewire Software during the second quarter valued at approximately $227,564,000. Finally, Geode Capital Management LLC boosted its stake in shares of Guidewire Software by 8.9% during the fourth quarter. Geode Capital Management LLC now owns 1,778,201 shares of the technology company’s stock valued at $357,504,000 after purchasing an additional 145,924 shares in the last quarter.

Guidewire Software News Roundup

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

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.