Wall Street Zen Downgrades Guidewire Software (NYSE:GWRE) to Hold

Guidewire Software (NYSE:GWRE) was downgraded by stock analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research note issued to investors on Friday.

A number of other equities analysts have also recently commented on the company. Needham & Company LLC reaffirmed a “hold” rating on shares of Guidewire Software in a report on Wednesday, June 4th. Citigroup raised their target price on Guidewire Software from $199.00 to $247.00 and gave the stock a “neutral” rating in a report on Thursday, June 5th. Bank of America raised their target price on Guidewire Software from $135.00 to $160.00 and gave the stock an “underperform” rating in a report on Wednesday, June 4th. JPMorgan Chase & Co. raised their target price on Guidewire Software from $271.00 to $288.00 and gave the stock an “overweight” rating in a report on Wednesday, June 25th. Finally, Stifel Nicolaus raised their target price on Guidewire Software from $270.00 to $300.00 and gave the stock a “buy” rating in a report on Friday. Nine research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $270.42.

Guidewire Software Price Performance

NYSE GWRE opened at $261.32 on Friday. The business’s fifty day moving average price is $221.56 and its 200-day moving average price is $212.03. The stock has a market capitalization of $22.00 billion, a price-to-earnings ratio of 326.65, a PEG ratio of 18.38 and a beta of 1.22. The company has a debt-to-equity ratio of 0.49, a current ratio of 3.23 and a quick ratio of 3.23. Guidewire Software has a 1-year low of $159.00 and a 1-year high of $272.60.

Guidewire Software (NYSE:GWRE) last released its quarterly earnings results on Thursday, September 4th. The technology company reported $0.84 earnings per share for the quarter, beating the consensus estimate of $0.62 by $0.22. Guidewire Software had a return on equity of 9.27% and a net margin of 5.81%.The firm had revenue of $356.57 million for the quarter, compared to analysts’ expectations of $337.82 million. During the same period in the prior year, the firm earned $0.62 EPS. The company’s revenue was up 22.3% compared to the same quarter last year. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. On average, equities analysts predict that Guidewire Software will post 0.52 earnings per share for the current year.

Insiders Place Their Bets

In other Guidewire Software news, President John P. Mullen sold 3,000 shares of the stock in a transaction on Tuesday, September 2nd. The stock was sold at an average price of $214.30, for a total value of $642,900.00. Following the completion of the sale, the president owned 140,489 shares in the company, valued at approximately $30,106,792.70. This represents a 2.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Michael George Rosenbaum sold 1,400 shares of the stock in a transaction on Tuesday, September 2nd. The stock was sold at an average price of $214.30, for a total value of $300,020.00. Following the completion of the sale, the chief executive officer owned 223,268 shares of the company’s stock, valued at $47,846,332.40. The trade was a 0.62% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 30,941 shares of company stock worth $6,980,859. Corporate insiders own 0.48% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in GWRE. Baird Financial Group Inc. grew its position in shares of Guidewire Software by 98.5% during the fourth quarter. Baird Financial Group Inc. now owns 7,504 shares of the technology company’s stock valued at $1,265,000 after purchasing an additional 3,723 shares in the last quarter. Bridgeway Capital Management LLC purchased a new position in shares of Guidewire Software during the fourth quarter valued at about $1,222,000. Cetera Investment Advisers grew its position in shares of Guidewire Software by 22.3% during the fourth quarter. Cetera Investment Advisers now owns 21,292 shares of the technology company’s stock valued at $3,589,000 after purchasing an additional 3,883 shares in the last quarter. Colonial Trust Co SC grew its position in shares of Guidewire Software by 176.0% during the fourth quarter. Colonial Trust Co SC now owns 287 shares of the technology company’s stock valued at $48,000 after purchasing an additional 183 shares in the last quarter. Finally, Ethic Inc. grew its position in shares of Guidewire Software by 18.0% during the fourth quarter. Ethic Inc. now owns 8,419 shares of the technology company’s stock valued at $1,419,000 after purchasing an additional 1,282 shares in the last quarter.

About Guidewire Software

Guidewire Software, Inc provides a platform for property and casualty (P&C) insurers worldwide. The company offers Guidewire InsuranceSuite Cloud, such as PolicyCenter Cloud, BillingCenter Cloud, and ClaimCenter Cloud applications. It also provides Guidewire InsuranceNow, a cloud-based platform that offers policy, billing, and claims management functionality to insurers; and Guidewire InsuranceSuite for Self-Managed.