Guidewire Software (NYSE:GWRE) Stock Price Down 4.6% - Here's Why

Key Points

• Guidewire (GWRE) stock fell 4.6% on Friday to about $191.78, with only 79,958 shares traded—down 93% from average session volume—indicating a low‑liquidity price move.
• Analysts remain broadly positive, with several firms raising price targets (some to $300); MarketBeat shows a consensus rating of "Moderate Buy" and an average price target of $271.29.
• Guidewire beat revenue expectations for the quarter—$332.6M, up 26.5% year‑over‑year—and reported EPS of $0.66 in line with estimates, while insiders have recently sold shares totaling 54,140 (~$11.18M) over the past 90 days.

Guidewire Software, Inc. (NYSE:GWRE - Get Free Report)'s stock price traded down 4.6% during trading on Friday . The stock traded as low as $192.50 and last traded at $191.7770. 79,958 shares changed hands during mid-day trading, a decline of 93% from the average session volume of 1,163,994 shares. The stock had previously closed at $201.01.

Analyst Ratings Changes

A number of brokerages have weighed in on GWRE. Royal Bank Of Canada raised their price objective on Guidewire Software from $290.00 to $300.00 and gave the company an "outperform" rating in a research note on Friday, September 5th. Robert W. Baird lifted their price target on shares of Guidewire Software from $270.00 to $288.00 and gave the stock an "outperform" rating in a research note on Friday, September 5th. Citigroup boosted their target price on shares of Guidewire Software from $242.00 to $245.00 and gave the stock a "neutral" rating in a research report on Friday, December 5th. BTIG Research reaffirmed a "buy" rating and set a $250.00 price target on shares of Guidewire Software in a research report on Wednesday, December 17th. Finally, Oppenheimer lifted their price target on Guidewire Software from $275.00 to $300.00 and gave the stock an "outperform" rating in a research note on Friday, September 5th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Guidewire Software currently has an average rating of "Moderate Buy" and a consensus price target of $271.29.

Guidewire Software Stock Down 5.4%

The company has a quick ratio of 3.48, a current ratio of 3.48 and a debt-to-equity ratio of 0.44. The firm has a market cap of $16.16 billion, a P/E ratio of 180.93, a price-to-earnings-growth ratio of 13.09 and a beta of 1.08. The firm's 50-day moving average price is $213.94 and its 200 day moving average price is $225.22.

Guidewire Software (NYSE:GWRE - Get Free Report) last released its quarterly earnings results on Wednesday, December 3rd. The technology company reported $0.66 earnings per share for the quarter, meeting analysts' consensus estimates of $0.66. Guidewire Software had a return on equity of 10.15% and a net margin of 7.23%.The company had revenue of $332.64 million for the quarter, compared to analysts' expectations of $316.62 million. During the same quarter in the previous year, the company posted $0.43 earnings per share. The business's revenue for the quarter was up 26.5% compared to the same quarter last year. As a group, research analysts expect that Guidewire Software, Inc. will post 0.52 earnings per share for the current year.

Insiders Place Their Bets

In other news, insider James Winston King sold 1,860 shares of the firm's stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $195.00, for a total transaction of $362,700.00. Following the transaction, the insider directly owned 33,702 shares of the company's stock, valued at approximately $6,571,890. This trade represents a 5.23% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, President John P. Mullen sold 7,975 shares of the company's stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $192.08, for a total transaction of $1,531,838.00. Following the completion of the sale, the president directly owned 141,983 shares of the company's stock, valued at $27,272,094.64. The trade was a 5.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 54,140 shares of company stock worth $11,181,164. 0.46% of the stock is owned by company insiders.

Institutional Trading of Guidewire Software

Several institutional investors have recently modified their holdings of the company. Allworth Financial LP raised its position in Guidewire Software by 56.0% in the third quarter. Allworth Financial LP now owns 1,137 shares of the technology company's stock worth $261,000 after acquiring an additional 408 shares in the last quarter. IFP Advisors Inc raised its holdings in shares of Guidewire Software by 4.6% in the 3rd quarter. IFP Advisors Inc now owns 1,104 shares of the technology company's stock worth $254,000 after purchasing an additional 49 shares in the last quarter. Swiss Life Asset Management Ltd lifted its stake in Guidewire Software by 78.9% during the third quarter. Swiss Life Asset Management Ltd now owns 3,700 shares of the technology company's stock valued at $850,000 after purchasing an additional 1,632 shares during the last quarter. Cambria Investment Management L.P. bought a new stake in Guidewire Software during the third quarter worth approximately $265,000. Finally, CIBC Private Wealth Group LLC grew its position in Guidewire Software by 5.4% in the third quarter. CIBC Private Wealth Group LLC now owns 189,033 shares of the technology company's stock worth $43,451,000 after buying an additional 9,747 shares during the last quarter.

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.

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