Guidewire Software, Inc. (NYSE:GWRE) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Posted by Caroline Horne on Jan 12th, 2026

Shares of Guidewire Software, Inc. (NYSE:GWRE – Get Free Report) have been given a consensus rating of “Moderate Buy” by the seventeen ratings firms that are presently covering the stock, MarketBeat reports. One research analyst has rated the stock with a sell recommendation, four have assigned a hold recommendation, eleven have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 12-month target price among brokers that have issued a report on the stock in the last year is $269.50.

GWRE has been the topic of a number of research analyst reports. Wells Fargo & Company reduced their target price on Guidewire Software from $275.00 to $250.00 and set an “overweight” rating on the stock in a report on Thursday. Wall Street Zen lowered Guidewire Software from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. Citigroup lifted their target price on Guidewire Software from $242.00 to $245.00 and gave the company a “neutral” rating in a research report on Friday, December 5th. Citizens Jmp reissued a “market outperform” rating and issued a $281.00 target price on shares of Guidewire Software in a report on Wednesday, December 10th. Finally, Zacks Research downgraded shares of Guidewire Software from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, December 2nd.

Check Out Our Latest Stock Report on Guidewire Software

Guidewire Software Trading Up 2.6%

GWRE opened at $185.18 on Monday. The stock has a market capitalization of $15.74 billion, a price-to-earnings ratio of 176.36, a P/E/G ratio of 12.06 and a beta of 1.08. The company has a quick ratio of 3.48, a current ratio of 3.48 and a debt-to-equity ratio of 0.44. Guidewire Software has a twelve month low of $165.08 and a twelve month high of $272.60. The company has a 50-day simple moving average of $206.92 and a 200 day simple moving average of $222.56.

Guidewire Software (NYSE:GWRE – Get Free Report) last released its earnings results on Wednesday, December 3rd. The technology company reported $0.66 EPS for the quarter, meeting the consensus estimate of $0.66. The firm had revenue of $332.64 million for the quarter, compared to analyst estimates of $316.62 million. Guidewire Software had a net margin of 7.23% and a return on equity of 10.15%. The business’s quarterly revenue was up 26.5% compared to the same quarter last year. During the same period last year, the firm earned $0.43 EPS. Analysts predict that Guidewire Software will post 0.52 EPS for the current fiscal year.

Guidewire Software declared that its Board of Directors has approved a stock buyback plan on Thursday, January 8th that authorizes the company to repurchase $500.00 million in shares. This repurchase authorization authorizes the technology company to buy up to 3.1% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s board of directors believes its shares are undervalued.

Trending Headlines about Guidewire Software

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

Positive Sentiment: Board authorizes $500M share repurchase (completes prior program). Management approved a new $500.0 million buyback and completed the prior authorization, which can reduce float and support EPS and the stock price; this is the primary near-term catalyst for investor buying. Guidewire Announces $500.0 Million Share Repurchase Program and Completion of Prior Authorization
Positive Sentiment: Market commentary frames the buyback as a meaningful bullish signal — analysts and media are debating whether the $500M program changes the bull case, which amplifies investor interest and buying momentum. Does Guidewire’s New US$500 Million Buyback Authorization Change The Bull Case For GWRE?
Positive Sentiment: Coverage noting why GWRE is trading up ties the buyback, volume and company fundamentals together—helping attract short-term and momentum buyers. Guidewire Software (GWRE) Stock Trades Up, Here Is Why
Positive Sentiment: Insurtech ecosystem activity: Tempo Labs was named to Guidewire’s Insurtech Vanguards program—incremental validation of the platform strategy and partner momentum. Tempo Labs Inc. Named to Guidewire Insurtech Vanguards Program
Neutral Sentiment: Unusual options activity: Claims of a large lift in call-option volume (1,297 calls, well above average) suggest speculative bullish positioning by traders but don’t guarantee follow-through. Stock Traders Buy High Volume of Guidewire Software Call Options (NYSE:GWRE)
Negative Sentiment: Wells Fargo lowered its price target from $275 to $250 (still an Overweight rating). The cut is a modest negative signal for longer-term target expectations even though the bank retains a constructive view. Wells Fargo Lowers Guidewire Price Target

Insider Activity

In other news, CFO Jeffrey Elliott Cooper sold 1,232 shares of the company’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $195.00, for a total transaction of $240,240.00. Following the completion of the transaction, the chief financial officer directly owned 72,969 shares in the company, valued at approximately $14,228,955. This represents a 1.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, President John P. Mullen sold 7,975 shares of the stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $192.08, for a total value of $1,531,838.00. Following the completion of the transaction, the president owned 141,983 shares of the company’s stock, valued at $27,272,094.64. The trade was a 5.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 51,340 shares of company stock valued at $10,523,458. 0.46% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. Measured Wealth Private Client Group LLC acquired a new position in Guidewire Software in the 3rd quarter valued at $29,000. Root Financial Partners LLC acquired a new stake in shares of Guidewire Software in the third quarter valued at about $29,000. Newbridge Financial Services Group Inc. acquired a new stake in shares of Guidewire Software in the second quarter valued at about $30,000. Advisors Asset Management Inc. purchased a new position in shares of Guidewire Software in the first quarter worth about $25,000. Finally, Westside Investment Management Inc. acquired a new position in Guidewire Software during the second quarter worth about $32,000.

About Guidewire Software

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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.