Research Analysts Issue Forecasts for GWRE FY2026 Earnings

Guidewire Software, Inc. (NYSE:GWRE) – Equities researchers at Zacks Research boosted their FY2026 earnings estimates for shares of Guidewire Software in a note issued to investors on Wednesday, December 3rd. Zacks Research analyst Team now expects that the technology company will post earnings per share of $1.14 for the year, up from their previous forecast of $1.13. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Guidewire Software’s current full-year earnings is $0.52 per share. Zacks Research also issued estimates for Guidewire Software’s Q4 2026 earnings at $0.45 EPS, Q2 2027 earnings at $0.49 EPS, Q3 2027 earnings at $0.38 EPS and Q1 2028 earnings at $0.81 EPS.

GWRE has been the topic of several other reports. Stifel Nicolaus boosted their target price on Guidewire Software from $270.00 to $300.00 and gave the company a “buy” rating in a research note on Friday, September 5th. Citigroup lifted their price objective on Guidewire Software from $242.00 to $245.00 and gave the company a “neutral” rating in a report on Friday. Wells Fargo & Company boosted their price objective on Guidewire Software from $265.00 to $275.00 and gave the company an “overweight” rating in a research report on Friday, September 5th. Weiss Ratings restated a “hold (c)” rating on shares of Guidewire Software in a report on Wednesday, October 8th. Finally, Robert W. Baird lifted their price target on shares of Guidewire Software from $270.00 to $288.00 and gave the company an “outperform” rating in a research note on Friday, September 5th. Nine equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Guidewire Software has an average rating of “Moderate Buy” and an average price target of $272.25.

Guidewire Software Price Performance

Shares of GWRE stock opened at $210.74 on Monday. 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 12-month low of $165.08 and a 12-month high of $272.60. The firm has a fifty day moving average of $228.24 and a 200-day moving average of $229.15. The firm has a market capitalization of $17.92 billion, a price-to-earnings ratio of 200.71, a price-to-earnings-growth ratio of 12.94 and a beta of 1.08.

Guidewire Software (NYSE:GWRE) last issued 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 during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.43 earnings per share.

Insider Activity

In other news, CEO Michael George Rosenbaum sold 30,317 shares of the firm’s stock in a transaction that occurred on Tuesday, September 16th. The shares were sold at an average price of $242.87, for a total transaction of $7,363,089.79. Following the completion of the transaction, the chief executive officer directly owned 264,958 shares of the company’s stock, valued at $64,350,349.46. This trade represents a 10.27% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO David Franklin Peterson sold 1,811 shares of the business’s stock in a transaction on Tuesday, September 16th. The stock was sold at an average price of $242.87, for a total transaction of $439,837.57. Following the completion of the sale, the chief accounting officer directly owned 14,164 shares in the company, valued at approximately $3,440,010.68. This represents a 11.34% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 110,942 shares of company stock worth $26,748,168. 0.46% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Guidewire Software

A number of large investors have recently modified their holdings of GWRE. Allworth Financial LP increased its position in shares of Guidewire Software by 56.0% in the third quarter. Allworth Financial LP now owns 1,137 shares of the technology company’s stock valued at $261,000 after acquiring an additional 408 shares during the last quarter. IFP Advisors Inc boosted its position in Guidewire Software by 4.6% during the third quarter. IFP Advisors Inc now owns 1,104 shares of the technology company’s stock valued at $254,000 after purchasing an additional 49 shares during the last quarter. Swiss Life Asset Management Ltd grew its stake in Guidewire Software by 78.9% in the third quarter. Swiss Life Asset Management Ltd now owns 3,700 shares of the technology company’s stock valued at $850,000 after purchasing an additional 1,632 shares in the last quarter. Cambria Investment Management L.P. acquired a new position in shares of Guidewire Software during the 3rd quarter worth approximately $265,000. Finally, CIBC Private Wealth Group LLC increased its position in shares of Guidewire Software by 5.4% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 189,033 shares of the technology company’s stock worth $43,451,000 after purchasing an additional 9,747 shares during the last quarter.

Guidewire Software Company Profile

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.