Needham & Company LLC Reiterates Hold Rating for Guidewire Software (NYSE:GWRE)

Guidewire Software (NYSE:GWRE)‘s stock had its “hold” rating restated by equities researchers at Needham & Company LLC in a report issued on Friday, Benzinga reports.

Other research analysts have also issued research reports about the company. Wells Fargo & Company reduced their target price on Guidewire Software from $210.00 to $190.00 and set an “overweight” rating for the company in a report on Friday, June 5th. Royal Bank Of Canada lowered their price target on shares of Guidewire Software from $250.00 to $215.00 and set an “outperform” rating on the stock in a report on Friday, June 5th. JPMorgan Chase & Co. cut their price objective on shares of Guidewire Software from $300.00 to $258.00 and set an “overweight” rating for the company in a research report on Tuesday, July 14th. DA Davidson reduced their price objective on shares of Guidewire Software from $246.00 to $222.00 and set a “buy” rating for the company in a research note on Monday, June 8th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Guidewire Software in a research note on Monday. Thirteen equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $223.93.

Guidewire Software Price Performance

Guidewire Software stock opened at $202.22 on Friday. Guidewire Software has a one year low of $102.30 and a one year high of $272.60. The business has a fifty day moving average price of $160.22 and a 200-day moving average price of $146.26. The company has a debt-to-equity ratio of 0.51, a current ratio of 2.44 and a quick ratio of 2.44. The firm has a market capitalization of $16.84 billion, a P/E ratio of 109.31 and a beta of 0.97.

Guidewire Software (NYSE:GWRE) last released its quarterly earnings data on Thursday, September 3rd. The technology company reported $0.99 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.06. The company 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% compared to the same quarter last year. During the same period in the previous year, the company posted $0.84 EPS. As a group, equities research analysts forecast that Guidewire Software will post 1.83 EPS for the current year.

Insiders Place Their Bets

In other news, CFO Jeffrey Cooper sold 2,594 shares of the business’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $118.74, for a total transaction of $308,011.56. Following the completion of the transaction, the chief financial officer owned 63,467 shares of the company’s stock, valued at approximately $7,536,071.58. The trade was a 3.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Michael Rosenbaum sold 5,830 shares of the company’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $118.74, for a total transaction of $692,254.20. Following the completion of the transaction, the chief executive officer owned 199,776 shares in the company, valued at approximately $23,721,402.24. This trade represents a 2.84% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders sold 47,093 shares of company stock worth $7,185,902. 0.46% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Guidewire Software

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

Key Guidewire Software News

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

About Guidewire Software

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.