Guidewire Software (NYSE:GWRE) Price Target Raised to $181.00

Key Points

• Citigroup raised Guidewire Software’s price target to $181 from $137 while maintaining a neutral rating, implying 11.57% upside from the prior close.
• Analyst sentiment remains broadly positive, with 13 Buy ratings and four Holds producing a “Moderate Buy” consensus and an average target of $220.43, despite mixed individual views.
• Guidewire beat quarterly expectations with EPS of $0.99 and revenue of $411.1 million, up 15.3% year over year, but weaker-than-expected fiscal first-quarter guidance contributed to a sharp share-price decline.

Guidewire Software (NYSE:GWRE - Get Free Report) had its price target upped by stock analysts at Citigroup from $137.00 to $181.00 in a note issued to investors on Friday, Benzinga reports. The firm presently has a "neutral" rating on the technology company's stock. Citigroup's price objective points to a potential upside of 11.57% from the company's previous close.

GWRE has been the subject of a number of other reports. Stifel Nicolaus reduced their price objective on shares of Guidewire Software from $225.00 to $200.00 and set a "buy" rating for the company in a research note on Friday, June 5th. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $215.00 price target on shares of Guidewire Software in a report on Friday. Needham & Company LLC reiterated a "hold" rating on shares of Guidewire Software in a research report on Friday. Wells Fargo & Company boosted their price objective on Guidewire Software from $190.00 to $195.00 and gave the company an "overweight" rating in a research note on Friday. Finally, BTIG Research raised their target price on Guidewire Software from $175.00 to $230.00 and gave the stock a "buy" rating in a research note on Wednesday. Thirteen investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $220.43.

Guidewire Software Stock Performance

Shares of GWRE traded down $40.64 during mid-day trading on Friday, hitting $162.22. The stock had a trading volume of 2,128,838 shares, compared to its average volume of 1,571,740. Guidewire Software has a 52 week low of $102.30 and a 52 week high of $272.60. 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 business has a fifty day moving average price of $160.22 and a 200-day moving average price of $146.26. The firm has a market cap of $13.51 billion, a P/E ratio of 86.69 and a beta of 0.97.

Guidewire Software (NYSE:GWRE - Get Free Report) last released its quarterly earnings data on Thursday, September 3rd. The technology company reported $0.99 EPS for the quarter, beating the consensus estimate of $0.93 by $0.06. The business had revenue of $411.09 million for the quarter, compared to the consensus estimate of $402.61 million. Guidewire Software had a net margin of 11.25% and a return on equity of 12.62%. The company's revenue was up 15.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.84 earnings per share. On average, equities research analysts expect that Guidewire Software will post 1.83 EPS for the current year.

Insider Activity

In other news, CAO David Peterson sold 2,500 shares of Guidewire Software stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $200.00, for a total value of $500,000.00. Following the transaction, the chief accounting officer owned 9,787 shares in the company, valued at approximately $1,957,400. The trade was a 20.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeffrey Cooper sold 2,594 shares of the firm'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 value of $308,011.56. Following the transaction, the chief financial officer owned 63,467 shares in the company, valued at approximately $7,536,071.58. The trade was a 3.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders sold 47,093 shares of company stock valued at $7,185,902. Company insiders own 0.46% of the company's stock.

Hedge Funds Weigh In On Guidewire Software

Hedge funds and other institutional investors have recently modified their holdings of the company. Principal Financial Group Inc. raised its stake in Guidewire Software by 547.3% during the 1st quarter. Principal Financial Group Inc. now owns 1,180,334 shares of the technology company's stock valued at $176,537,000 after buying an additional 997,992 shares during the last quarter. Stephens Investment Management Group LLC increased its position in shares of Guidewire Software by 3.0% during the 1st quarter. Stephens Investment Management Group LLC now owns 524,818 shares of the technology company's stock valued at $78,492,000 after purchasing an additional 15,260 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of 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 buying an additional 145,924 shares during the last quarter. Weiss Asset Management LP purchased a new stake in Guidewire Software during the first quarter valued at approximately $6,087,000. Finally, Entropy Technologies LP purchased a new position in shares of Guidewire Software during the 4th quarter worth $5,837,000.

Trending Headlines about Guidewire Software

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.

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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