Guidewire Software (NYSE:GWRE) Price Target Raised to $210.00 at Oppenheimer

Key Points

• Oppenheimer raised Guidewire Software’s price target to $210 from $200 and maintained an “outperform” rating, implying approximately 30.6% upside from the reported share price.
• Analyst sentiment remains broadly positive, with 13 Buy ratings and four Holds; the consensus rating is “Moderate Buy” with an average target price of $225.
• Guidewire exceeded quarterly earnings and revenue estimates, with EPS of $0.99 and revenue of $411.1 million, but weaker-than-expected first-quarter fiscal 2027 guidance pressured the stock, which fell about 20.7%.

Guidewire Software (NYSE:GWRE - Get Free Report) had its price target lifted by stock analysts at Oppenheimer from $200.00 to $210.00 in a report released on Friday, Benzinga reports. The brokerage currently has an "outperform" rating on the technology company's stock. Oppenheimer's price target would indicate a potential upside of 30.57% from the stock's current price.

A number of other equities analysts also recently weighed in on GWRE. The Goldman Sachs Group decreased their target price on shares of Guidewire Software from $255.00 to $225.00 and set a "buy" rating for the company in a research note on Friday, June 5th. Citizens Jmp restated a "market outperform" rating and issued a $220.00 price target on shares of Guidewire Software in a research note on Friday. Zacks Research lowered Guidewire Software from a "strong-buy" rating to a "hold" rating in a research report on Monday, May 25th. Needham & Company LLC reiterated a "hold" rating on shares of Guidewire Software in a research note on Friday. Finally, Weiss Ratings reissued a "hold (c)" rating on shares of Guidewire Software in a report on Monday. Thirteen research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, Guidewire Software currently has an average rating of "Moderate Buy" and a consensus target price of $225.00.

Guidewire Software Stock Down 20.7%

GWRE stock traded down $42.03 during midday trading on Friday, hitting $160.83. The stock had a trading volume of 1,794,927 shares, compared to its average volume of 1,569,497. The firm has a market cap of $13.39 billion, a price-to-earnings ratio of 86.55 and a beta of 0.97. The business has a 50-day moving average of $160.22 and a two-hundred day moving average of $146.26. 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.

Guidewire Software (NYSE:GWRE - Get Free Report) 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 firm had revenue of $411.09 million for 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 company's quarterly revenue was up 15.3% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.84 EPS. As a group, equities 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, President John Mullen sold 14,400 shares of the company's stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $185.00, for a total transaction of $2,664,000.00. Following the transaction, the president directly owned 116,715 shares of the company's stock, valued at $21,592,275. This represents a 10.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through 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 stock in a transaction on Thursday, July 9th. The shares were sold at an average price of $130.64, for a total value of $219,997.76. Following the sale, the insider directly owned 30,018 shares in the company, valued at $3,921,551.52. This trade represents a 5.31% 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 sold a total of 47,093 shares of company stock worth $7,185,902 in the last 90 days. 0.46% of the stock is currently owned by company insiders.

Institutional Trading of Guidewire Software

Large investors have recently made changes to their positions in the stock. Advisors Asset Management Inc. purchased a new stake in Guidewire Software in the first quarter worth approximately $25,000. Fiduciary Financial Advisors purchased a new stake in Guidewire Software during the 2nd quarter valued at $29,000. Measured Wealth Private Client Group LLC bought a new position in shares of Guidewire Software during the 3rd quarter valued at $29,000. Silvant Capital Management LLC bought a new position in shares of Guidewire Software during the 2nd quarter valued at $33,000. Finally, Leonteq Securities AG purchased a new position in shares of Guidewire Software in the 1st quarter worth $36,000.

More Guidewire Software News

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

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.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source