Guidewire Software (NYSE:GWRE) Earns Market Outperform Rating from Citizens Jmp

Key Points

• Citizens JMP reiterated its “Market Outperform” rating on Guidewire Software and set a $220 price target, implying 32.81% upside from the prior close. Analysts overall maintain a “Moderate Buy” consensus with an average target of $223.93.
• Guidewire’s latest quarter exceeded expectations, with EPS of $0.99 versus $0.93 expected and revenue of $411.1 million, up 15.3% year over year.
• Despite the earnings beat, the company’s fiscal 2027 first-quarter revenue guidance of $372 million–$378 million was below the $386.1 million consensus, raising concerns about near-term growth and its premium valuation.

Guidewire Software (NYSE:GWRE - Get Free Report)'s stock had its "market outperform" rating restated by stock analysts at Citizens Jmp in a research note issued on Friday, Benzinga reports. They presently have a $220.00 price objective on the technology company's stock. Citizens Jmp's target price would indicate a potential upside of 32.81% from the company's previous close.

Other equities analysts also recently issued reports about the stock. Wells Fargo & Company decreased their price target on shares of Guidewire Software from $210.00 to $190.00 and set an "overweight" rating on the stock in a research note on Friday, June 5th. JPMorgan Chase & Co. decreased their price target on Guidewire Software from $300.00 to $258.00 and set an "overweight" rating on the stock in a research report on Tuesday, July 14th. Oppenheimer upped their price target on shares of Guidewire Software from $180.00 to $200.00 and gave the stock an "outperform" rating in a report on Monday, August 17th. Piper Sandler reiterated an "overweight" rating and issued a $210.00 price target on shares of Guidewire Software in a research note on Friday. Finally, Royal Bank Of Canada dropped their price objective on Guidewire Software from $250.00 to $215.00 and set an "outperform" rating for the company in a research report on Friday, June 5th. Thirteen equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. According to MarketBeat.com, Guidewire Software currently has an average rating of "Moderate Buy" and a consensus price target of $223.93.

Guidewire Software Price Performance

Guidewire Software stock opened at $165.65 on Friday. Guidewire Software has a 12 month low of $102.30 and a 12 month high of $272.60. The stock's 50 day moving average is $160.22 and its 200-day moving average is $146.26. The company has a current ratio of 2.44, a quick ratio of 2.44 and a debt-to-equity ratio of 0.51. The company has a market capitalization of $13.79 billion, a price-to-earnings ratio of 89.04 and a beta of 0.97.

Guidewire Software (NYSE:GWRE - Get Free Report) last released its quarterly earnings results on Thursday, September 3rd. The technology company reported $0.99 earnings per share for the quarter, topping the consensus estimate 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 return on equity of 12.62% and a net margin of 11.25%.The firm's revenue for the quarter was up 15.3% compared to the same quarter last year. During the same period last year, the firm posted $0.84 EPS. Equities research analysts expect that Guidewire Software will post 1.83 EPS for the current year.

Insider Buying and Selling at Guidewire Software

In related news, CAO David Peterson sold 2,500 shares of Guidewire Software stock in a transaction on Thursday, August 27th. The shares were sold at an average price of $200.00, for a total transaction of $500,000.00. Following the completion of the transaction, the chief accounting officer owned 9,787 shares of the company's stock, valued at $1,957,400. This trade represents a 20.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider James King sold 1,684 shares of the business's stock in a transaction dated Thursday, July 9th. The shares were sold at an average price of $130.64, for a total value of $219,997.76. Following the completion of the transaction, the insider directly owned 30,018 shares in the company, valued at $3,921,551.52. This represents a 5.31% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 47,093 shares of company stock worth $7,185,902. Company insiders own 0.46% of the company's stock.

Institutional Investors Weigh In On Guidewire Software

A number of large investors have recently bought and sold shares of GWRE. American Trust raised its stake in Guidewire Software by 3.9% during the 3rd quarter. American Trust now owns 1,632 shares of the technology company's stock worth $375,000 after buying an additional 61 shares during the period. Vident Advisory LLC increased its position in shares of Guidewire Software by 1.7% during the third quarter. Vident Advisory LLC now owns 4,074 shares of the technology company's stock worth $936,000 after acquiring an additional 70 shares in the last quarter. Castleark Management LLC raised its holdings in shares of Guidewire Software by 1.6% in the 1st quarter. Castleark Management LLC now owns 5,180 shares of the technology company's stock worth $775,000 after acquiring an additional 80 shares during the last quarter. Cassaday & Co Wealth Management LLC lifted its position in Guidewire Software by 9.9% in the 4th quarter. Cassaday & Co Wealth Management LLC now owns 1,085 shares of the technology company's stock valued at $218,000 after acquiring an additional 98 shares in the last quarter. Finally, Avory & Company LLC boosted its stake in Guidewire Software by 10.0% during the 4th quarter. Avory & Company LLC now owns 1,187 shares of the technology company's stock valued at $239,000 after purchasing an additional 108 shares during the last quarter.

Key Guidewire Software News

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

• Positive Sentiment: Guidewire reported fourth-quarter adjusted earnings of $0.99 per share, above the approximately $0.93–$0.94 analyst consensus, while revenue of $411.1 million exceeded estimates near $402.6 million. Revenue increased 15.3% year over year, and EPS rose from $0.84 in the prior-year quarter. Guidewire Announces Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Management cited expanding customer demand, deeper commitments to Guidewire’s core products, and growing interest in new pricing and artificial-intelligence-focused offerings. Piper Sandler reaffirmed its Overweight rating and raised or maintained a $210 price target, while BTIG also expressed a positive view. Guidewire Stock Price Expected to Rise
• Neutral Sentiment: Citigroup increased its price target to $181 from $137 but retained a Neutral rating. Needham likewise reaffirmed its Hold rating, highlighting continued analyst caution despite the quarterly beat. Citigroup Adjusts Guidewire Price Target
• Negative Sentiment: Fiscal 2027 first-quarter revenue guidance of $372 million to $378 million fell below the $386.1 million consensus estimate. The softer near-term outlook raised concerns about growth momentum and caused the strong earnings beat to be discounted by investors. Guidewire Shares Tumble on Weak First Quarter Guidance
• Negative Sentiment: Reports also noted declining fourth-quarter income and questioned whether Guidewire’s premium valuation—reflected in a price-to-earnings ratio above 100—can be justified without stronger forward growth. The stock’s decrease reflects disappointment with guidance rather than a failure to beat fourth-quarter estimates. Guidewire Software Sinks as Weak Outlook Overshadows Q4 Beat

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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