Piper Sandler Reaffirms “Overweight” Rating for Guidewire Software (NYSE:GWRE)

Guidewire Software (NYSE:GWRE)‘s stock had its “overweight” rating reaffirmed by analysts at Piper Sandler in a report issued on Friday, Benzinga reports. They currently have a $210.00 price target on the technology company’s stock. Piper Sandler’s price objective points to a potential upside of 3.85% from the stock’s current price.

GWRE has been the subject of several other research reports. Weiss Ratings restated a “hold (c)” rating on shares of Guidewire Software in a research note on Monday. Royal Bank Of Canada decreased their target price on shares of Guidewire Software from $250.00 to $215.00 and set an “outperform” rating on the stock in a research report on Friday, June 5th. Stifel Nicolaus decreased their price target on Guidewire Software from $225.00 to $200.00 and set a “buy” rating on the stock in a research note on Friday, June 5th. JPMorgan Chase & Co. decreased their price objective on shares of Guidewire Software from $300.00 to $258.00 and set an “overweight” rating on the stock in a research note on Tuesday, July 14th. Finally, Guggenheim raised their target price on Guidewire Software from $180.00 to $210.00 and gave the company a “buy” rating in a research note on Thursday, August 27th. Thirteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, Guidewire Software presently has a consensus rating of “Moderate Buy” and an average price target of $223.93.

Guidewire Software Trading Up 4.9%

Shares of NYSE:GWRE opened at $202.22 on Friday. The stock has a market capitalization of $16.84 billion, a PE ratio of 109.31 and a beta of 0.97. Guidewire Software has a 1 year low of $102.30 and a 1 year high of $272.60. The firm has a fifty day moving average price of $160.22 and a 200 day moving average price of $146.26. The company has a current ratio of 2.44, a quick 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, beating analysts’ consensus estimates of $0.93 by $0.06. The business had revenue of $411.09 million for the quarter, compared to analyst estimates of $402.61 million. Guidewire Software had a return on equity of 12.62% and a net margin of 11.25%.The firm’s revenue for the quarter was up 15.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.84 EPS. Analysts expect that Guidewire Software will post 1.83 EPS for the current fiscal year.

Insider Activity at Guidewire Software

In other Guidewire Software news, President John P. Mullen sold 14,400 shares of the firm’s stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $185.00, for a total value of $2,664,000.00. Following the transaction, the president directly owned 116,715 shares of the company’s stock, valued at approximately $21,592,275. This trade represents a 10.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael Rosenbaum sold 5,830 shares of the company’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $118.74, for a total transaction of $692,254.20. Following the sale, the chief executive officer owned 199,776 shares of the company’s stock, valued at $23,721,402.24. The trade was a 2.84% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders sold 47,093 shares of company stock worth $7,185,902. Insiders own 0.46% of the company’s stock.

Institutional Investors Weigh In On Guidewire Software

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

Key Stories Impacting Guidewire Software

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

• Positive Sentiment: Fiscal Q4 results exceeded expectations: Guidewire reported adjusted earnings of $0.99 per share versus consensus estimates of roughly $0.93–$0.94, while revenue rose 15.3% year over year to $411.1 million, topping the $402.6 million estimate. EPS increased from $0.84 a year earlier. Guidewire Announces Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Demand and AI momentum remain encouraging: Management said insurers are deepening commitments to Guidewire’s core products and expanding into new pricing and artificial-intelligence-focused offerings, supporting the company’s longer-term growth outlook. Guidewire Q4 2026 Earnings Call Transcript
• Positive Sentiment: BTIG became more bullish: BTIG Research raised its price target from $175 to $230 and maintained a Buy rating, implying additional upside based on the supplied current-price reference. Guidewire Stock Price Expected to Rise, BTIG Research Analyst Says
• Neutral Sentiment: Fiscal 2027 revenue outlook is broadly in line for the full year: Guidewire projected approximately $1.7 billion in fiscal 2027 revenue, roughly matching consensus expectations.
• Negative Sentiment: Near-term guidance disappointed investors: First-quarter fiscal 2027 revenue guidance of $372 million to $378 million was below the $386.1 million analyst consensus. That cautious outlook is driving the share-price decline despite the quarterly earnings and revenue beats. Guidewire Shares Tumble on Weak First Quarter Guidance

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.