Guidewire Software (NYSE:GWRE) Receives Outperform Rating from Royal Bank Of Canada

Guidewire Software (NYSE:GWRE)‘s stock had its “outperform” rating reaffirmed by equities research analysts at Royal Bank Of Canada in a research report issued to clients and investors on Friday, Benzinga reports. They presently have a $215.00 price target on the technology company’s stock. Royal Bank Of Canada’s price objective indicates a potential upside of 36.45% from the stock’s current price.

GWRE has been the topic of a number of other reports. Robert W. Baird upped their price target on Guidewire Software from $202.00 to $235.00 and gave the stock an “outperform” rating in a research note on Monday. Stifel Nicolaus dropped their price objective on Guidewire Software from $225.00 to $200.00 and set a “buy” rating for the company in a research note on Friday, June 5th. Weiss Ratings reiterated a “hold (c)” rating on shares of Guidewire Software in a report on Monday. Citizens Jmp reissued a “market outperform” rating and set a $220.00 target price on shares of Guidewire Software 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 company a “buy” rating in a report on Wednesday. Thirteen research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $223.93.

Guidewire Software Trading Down 22.3%

Shares of GWRE traded down $45.30 during trading on Friday, reaching $157.56. 607,282 shares of the company traded hands, compared to its average volume of 1,561,729. The stock has a 50-day simple moving average of $160.22 and a 200-day simple moving average of $146.26. The stock has a market cap of $13.12 billion, a PE ratio of 85.05 and a beta of 0.97. Guidewire Software has a twelve month low of $102.30 and a twelve month high of $272.60. The company has a quick ratio of 2.44, a current ratio of 2.44 and a debt-to-equity ratio of 0.51.

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

Insider Activity

In other news, CEO Michael Rosenbaum sold 1,200 shares of the firm’s stock in a transaction on Monday, August 31st. The shares were sold at an average price of $204.44, for a total value of $245,328.00. Following the sale, the chief executive officer directly owned 186,576 shares in the company, valued at approximately $38,143,597.44. This trade represents a 0.64% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider James King sold 1,684 shares of Guidewire Software stock in a transaction on Thursday, July 9th. The stock was sold at an average price of $130.64, for a total transaction of $219,997.76. Following the sale, the insider directly owned 30,018 shares of the company’s stock, valued at approximately $3,921,551.52. This trade represents a 5.31% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 47,093 shares of company stock valued at $7,185,902. 0.46% of the stock is currently owned by company insiders.

Institutional Trading of Guidewire Software

Institutional investors have recently bought and sold shares of the business. California State Teachers Retirement System raised its position in shares of Guidewire Software by 11,874.0% during the 2nd quarter. California State Teachers Retirement System now owns 11,757,428 shares of the technology company’s stock worth $1,446,752,000 after acquiring an additional 11,659,237 shares in the last quarter. Bamco Inc. NY acquired a new position in Guidewire Software in the second quarter valued at approximately $1,106,768,000. Linonia Partnership LP purchased a new position in Guidewire Software in the second quarter valued at approximately $853,165,000. Route One Investment Company L.P. purchased a new position in Guidewire Software in the second quarter valued at approximately $227,564,000. Finally, Geode Capital Management LLC raised its holdings in Guidewire Software by 8.9% during 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 in the last quarter.

Guidewire Software News Summary

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.