Q1 EPS Forecast for Guidewire Software Decreased by Analyst

Guidewire Software, Inc. (NYSE:GWRE) – Stock analysts at Zacks Research lowered their Q1 2027 EPS estimates for shares of Guidewire Software in a report issued on Thursday, September 24th. Zacks Research analyst Team now expects that the technology company will post earnings of $0.26 per share for the quarter, down from their prior estimate of $0.37. The consensus estimate for Guidewire Software’s current full-year earnings is $2.45 per share. Zacks Research also issued estimates for Guidewire Software’s Q2 2027 earnings at $0.44 EPS, Q3 2027 earnings at $0.48 EPS, Q4 2027 earnings at $0.80 EPS, FY2027 earnings at $1.98 EPS, Q1 2028 earnings at $0.63 EPS, Q2 2028 earnings at $0.73 EPS, Q3 2028 earnings at $0.81 EPS, Q4 2028 earnings at $1.00 EPS, FY2028 earnings at $3.18 EPS and FY2029 earnings at $4.36 EPS.

Guidewire Software (NYSE:GWRE) last issued its earnings results on Thursday, September 3rd. The technology company reported $0.99 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.06. Guidewire Software had a net margin of 9.44% and a return on equity of 12.66%. The company had revenue of $411.09 million for the quarter, compared to analysts’ expectations of $402.61 million. During the same quarter last year, the company earned $0.84 EPS. The firm’s revenue was up 15.3% compared to the same quarter last year.

Other equities analysts have also issued reports about the company. Guggenheim raised their price target on Guidewire Software from $180.00 to $210.00 and gave the stock a “buy” rating in a research report on Thursday, August 27th. Robert W. Baird increased their price objective on Guidewire Software from $202.00 to $235.00 and gave the company an “outperform” rating in a research note on Monday, August 31st. Needham & Company LLC restated a “hold” rating on shares of Guidewire Software in a report on Friday, September 4th. The Goldman Sachs Group decreased their target price on shares of Guidewire Software from $255.00 to $225.00 and set a “buy” rating on the stock in a research note on Friday, June 5th. Finally, Wells Fargo & Company increased their price target on shares of Guidewire Software from $190.00 to $195.00 and gave the company an “overweight” rating in a research report on Friday, September 4th. Twelve equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $216.23.

Guidewire Software Stock Up 0.3%

GWRE opened at $142.92 on Tuesday. Guidewire Software has a 12 month low of $102.30 and a 12 month high of $255.89. The company has a current ratio of 1.79, a quick ratio of 1.79 and a debt-to-equity ratio of 0.57. The business’s 50-day moving average price is $164.74 and its 200-day moving average price is $146.84. The company has a market cap of $11.90 billion, a P/E ratio of 87.68 and a beta of 0.97.

Insider Buying and Selling at Guidewire Software

In other news, insider James King sold 11,814 shares of Guidewire Software stock in a transaction dated Thursday, September 17th. The shares were sold at an average price of $144.47, for a total transaction of $1,706,768.58. Following the sale, the insider owned 45,939 shares of the company’s stock, valued at approximately $6,636,807.33. The trade was a 20.46% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, President John P. Mullen sold 39,683 shares of the business’s stock in a transaction dated Thursday, September 17th. The shares were sold at an average price of $144.47, for a total transaction of $5,733,003.01. Following the transaction, the president owned 183,647 shares in the company, valued at $26,531,482.09. This represents a 17.77% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders sold 193,232 shares of company stock worth $28,794,756. 0.46% of the stock is owned by corporate insiders.

Institutional Trading of Guidewire Software

Institutional investors and hedge funds have recently bought and sold shares of the stock. Bamco Inc. NY bought a new position in shares of Guidewire Software in the 2nd quarter worth approximately $1,106,768,000. Linonia Partnership LP bought a new stake in shares of Guidewire Software during the second quarter valued at approximately $853,165,000. Geode Capital Management LLC grew its stake in Guidewire Software by 8.9% in the fourth quarter. Geode Capital Management LLC now owns 1,778,201 shares of the technology company’s stock worth $357,504,000 after purchasing an additional 145,924 shares during the period. Route One Investment Company L.P. purchased a new stake in Guidewire Software in the second quarter worth $227,564,000. Finally, Capital World Investors bought a new position in Guidewire Software in the fourth quarter worth $202,405,000.

Guidewire Software News Roundup

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

• Positive Sentiment: Guidewire expanded a multi-year partnership with a top-tier insurer on its Cloud platform, supporting continued growth in recurring cloud revenue and enterprise adoption. Guidewire expands top-tier insurer partnership on Cloud platform
• Positive Sentiment: West Bend is laying the groundwork for AI-driven claims processing on Guidewire’s platform, reinforcing the company’s positioning in insurance automation and artificial intelligence. West Bend Lays the Foundation for AI-Driven Claims on Guidewire
• Positive Sentiment: A Zacks analysis highlighted 30% fiscal-2026 operating-cash-flow growth and $606 million of share repurchases, suggesting improving profitability, operating leverage and ongoing capital returns. Guidewire’s Cash Flow and Buybacks: Can Both Keep Scaling?
• Positive Sentiment: Zacks Research raised its FY2028 EPS forecast to $3.18 from $2.64 and projects FY2029 EPS of $4.36, pointing to expectations for substantial longer-term earnings growth.
• Neutral Sentiment: CEO Michael Rosenbaum sold 1,200 shares for approximately $171,000, reducing his direct holdings by just 0.43%. Because the sale occurred under a pre-arranged Rule 10b5-1 plan, it provides limited evidence of a change in management’s outlook. SEC insider trading filing
• Negative Sentiment: Analyst commentary warned that elevated expectations and Guidewire’s high valuation could weigh on the stock if growth or cloud-execution results disappoint. Elevated Expectations Weigh on Guidewire
• Negative Sentiment: Zacks reduced its FY2027 EPS estimate to $1.98 from $2.06 and lowered forecasts for the first two quarters of FY2027, including Q1 EPS to $0.26 from $0.37 and Q2 EPS to $0.44 from $0.55. These cuts may temper the positive impact of higher out-year estimates.

Guidewire Software Company Profile

Guidewire Software, Inc develops software for the property and casualty (P&C) insurance industry. Its platform is designed to help insurers manage core operations, modernize legacy systems, and support digital interactions with policyholders, agents, brokers, and other stakeholders.

The company’s principal offerings include Guidewire InsuranceSuite, a cloud-based platform with applications such as PolicyCenter for policy administration, BillingCenter for billing and payments, and ClaimCenter for claims management.