BTIG Research Issues Positive Forecast for Guidewire Software (NYSE:GWRE) Stock Price

Guidewire Software (NYSE:GWRE) had its price target upped by BTIG Research from $175.00 to $200.00 in a research report report published on Friday,Benzinga reports. They currently have a buy rating on the technology company’s stock.

GWRE has been the topic of several other research reports. Citizens Jmp reissued a “market outperform” rating and set a $281.00 target price on shares of Guidewire Software in a research note on Wednesday, December 10th. Citigroup lifted their price objective on shares of Guidewire Software from $242.00 to $245.00 and gave the company a “neutral” rating in a research report on Friday, December 5th. Wall Street Zen lowered shares of Guidewire Software from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. Oppenheimer reduced their price target on shares of Guidewire Software from $300.00 to $250.00 and set an “outperform” rating on the stock in a report on Tuesday, February 24th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Guidewire Software in a research note on Thursday, January 22nd. Eleven equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Guidewire Software has an average rating of “Moderate Buy” and a consensus price target of $250.15.

Guidewire Software Price Performance

Guidewire Software stock traded up $8.17 during mid-day trading on Friday, hitting $169.01. The stock had a trading volume of 3,772,870 shares, compared to its average volume of 1,894,411. Guidewire Software has a one year low of $120.37 and a one year high of $272.60. The company has a current ratio of 3.48, a quick ratio of 3.48 and a debt-to-equity ratio of 0.44. The firm has a market capitalization of $14.37 billion, a P/E ratio of 76.82, a P/E/G ratio of 10.37 and a beta of 1.06. The firm’s 50 day moving average is $154.71 and its 200 day moving average is $200.92.

Guidewire Software (NYSE:GWRE) last posted its quarterly earnings results on Thursday, March 5th. The technology company reported $1.17 EPS for the quarter, beating analysts’ consensus estimates of $0.77 by $0.40. The business had revenue of $359.10 million for the quarter, compared to analysts’ expectations of $342.88 million. Guidewire Software had a return on equity of 13.58% and a net margin of 14.11%.The business’s quarterly revenue was up 24.0% on a year-over-year basis. During the same period last year, the firm earned $0.51 earnings per share. On average, sell-side analysts forecast that Guidewire Software will post 0.52 earnings per share for the current fiscal year.

Guidewire Software declared that its board has authorized a share repurchase plan on Thursday, January 8th that allows the company to repurchase $500.00 million in shares. This repurchase authorization allows the technology company to purchase up to 3.1% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s board believes its stock is undervalued.

Insider Buying and Selling

In related news, insider James Winston King sold 1,860 shares of the company’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $195.00, for a total transaction of $362,700.00. Following the sale, the insider owned 33,702 shares of the company’s stock, valued at $6,571,890. This represents a 5.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Michael George Rosenbaum sold 1,200 shares of the stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $125.50, for a total transaction of $150,600.00. Following the transaction, the chief executive officer owned 229,543 shares of the company’s stock, valued at $28,807,646.50. This trade represents a 0.52% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 42,760 shares of company stock worth $7,978,508. Insiders own 0.46% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Advisors Asset Management Inc. purchased a new stake in Guidewire Software during the first quarter valued at approximately $25,000. Assetmark Inc. boosted its holdings in shares of Guidewire Software by 21.2% in the 2nd quarter. Assetmark Inc. now owns 3,314 shares of the technology company’s stock worth $780,000 after purchasing an additional 579 shares during the period. Atria Investments Inc increased its position in shares of Guidewire Software by 27.2% during the 2nd quarter. Atria Investments Inc now owns 4,241 shares of the technology company’s stock valued at $998,000 after purchasing an additional 906 shares during the last quarter. Sigma Planning Corp purchased a new stake in Guidewire Software during the 2nd quarter valued at $593,000. Finally, Bank of New York Mellon Corp lifted its position in Guidewire Software by 2.8% in the second quarter. Bank of New York Mellon Corp now owns 575,845 shares of the technology company’s stock worth $135,583,000 after buying an additional 15,544 shares during the last quarter.

Key Stories Impacting Guidewire Software

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

• Positive Sentiment: Q2 results beat and company raised fiscal‑2026 outlook — Guidewire reported revenue of $359.1M (up 24% YoY), non‑GAAP EPS of $1.17 (vs. $0.77 estimate) and raised full‑year revenue and profit targets; management cited durable demand for large, multi‑year deals. Guidewire Announces Second Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Cloud & AI tailwinds highlighted as growth drivers — Coverage and management commentary point to accelerating cloud migrations and AI‑driven modernization that are lifting ARR, subscription revenue and multi‑year deal activity. GWRE Q4 deep dive: Cloud momentum and AI tailwinds shape upbeat outlook
• Positive Sentiment: Key metrics show strong subscription traction — Subscription & support revenue grew ~33% and commentary stressed 22% ARR growth, supporting a recurring‑revenue story that investors favor. Guidewire Q2 Earnings & Revenues Beat Estimates, Up Y/Y, Stock Rises
• Positive Sentiment: Capital return boost — Company disclosed a new $500M share repurchase authorization, which can support near‑term stock demand and EPS accretion. Guidewire shares rise after Q2 results beat expectations and full-year outlook was raised
• Neutral Sentiment: Analysts revise models and targets — Several firms updated forecasts after the quarter; some raised targets while others trimmed their price targets (mix of upgrades and cuts leaves consensus view mixed). These Analysts Revise Their Forecasts On Guidewire Software Following Q2 Results
• Negative Sentiment: Significant insider selling noted — Reports show extensive insider sales over recent months, which investors may view as a cautionary signal despite strong operating results. Guidewire shares rise after Q2 results beat expectations and full-year outlook was raised

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.