Q2 EPS Estimate for Guidewire Software Raised by Analyst

Guidewire Software, Inc. (NYSE:GWRE) – Stock analysts at Zacks Research boosted their Q2 2026 earnings estimates for shares of Guidewire Software in a report released on Wednesday, December 24th. Zacks Research analyst Team now forecasts that the technology company will post earnings of $0.29 per share for the quarter, up from their previous forecast of $0.25. Zacks Research currently 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 Q3 2026 earnings at $0.21 EPS and Q1 2028 earnings at $0.80 EPS.

Several other research firms have also recently commented on GWRE. Weiss Ratings reissued a “hold (c)” rating on shares of Guidewire Software in a research report on Wednesday, October 8th. DA Davidson upgraded Guidewire Software from a “neutral” rating to a “buy” rating and lifted their price target for the stock from $246.00 to $250.00 in a report on Wednesday, December 17th. Royal Bank Of Canada upped their price objective on Guidewire Software from $290.00 to $300.00 and gave the company an “outperform” rating in a research note on Friday, September 5th. Oppenheimer increased their price target on shares of Guidewire Software from $275.00 to $300.00 and gave the company an “outperform” rating in a research report on Friday, September 5th. Finally, The Goldman Sachs Group lifted their price objective on shares of Guidewire Software from $270.00 to $305.00 and gave the stock a “buy” rating in a research report on Friday, September 5th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $271.29.

Guidewire Software Price Performance

Shares of NYSE:GWRE opened at $205.39 on Monday. The stock’s 50 day moving average is $217.98 and its 200-day moving average is $226.25. Guidewire Software has a twelve month low of $165.08 and a twelve month high of $272.60. The company has a quick ratio of 3.48, a current ratio of 3.48 and a debt-to-equity ratio of 0.44. The firm has a market capitalization of $17.46 billion, a price-to-earnings ratio of 195.61, a PEG ratio of 13.46 and a beta of 1.08.

Guidewire Software (NYSE:GWRE) last posted its earnings results on Wednesday, December 3rd. The technology company reported $0.66 EPS for the quarter, hitting analysts’ consensus estimates of $0.66. Guidewire Software had a net margin of 7.23% and a return on equity of 10.15%. The firm had revenue of $332.64 million during the quarter, compared to analysts’ expectations of $316.62 million. During the same quarter in the prior year, the business earned $0.43 earnings per share. The business’s revenue for the quarter was up 26.5% compared to the same quarter last year.

Insider Activity

In related news, CFO Jeffrey Elliott Cooper sold 2,872 shares of the firm’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $192.08, for a total value of $551,653.76. Following the completion of the sale, the chief financial officer owned 74,201 shares of the company’s stock, valued at $14,252,528.08. This trade represents a 3.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider James Winston King sold 1,860 shares of Guidewire Software stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $195.00, for a total value of $362,700.00. Following the sale, the insider owned 33,702 shares in the company, valued at $6,571,890. This represents a 5.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 55,740 shares of company stock valued at $11,586,424. 0.46% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Guidewire Software

A number of hedge funds and other institutional investors have recently modified their holdings of GWRE. Vanguard Group Inc. lifted its position in Guidewire Software by 1.3% during the third quarter. Vanguard Group Inc. now owns 9,039,377 shares of the technology company’s stock valued at $2,077,791,000 after purchasing an additional 116,726 shares during the last quarter. Geode Capital Management LLC lifted its holdings in shares of Guidewire Software by 5.6% in the 2nd quarter. Geode Capital Management LLC now owns 1,578,442 shares of the technology company’s stock valued at $372,105,000 after acquiring an additional 84,152 shares during the last quarter. AQR Capital Management LLC grew its position in Guidewire Software by 18.9% in the third quarter. AQR Capital Management LLC now owns 1,271,528 shares of the technology company’s stock worth $292,146,000 after acquiring an additional 202,064 shares in the last quarter. Qube Research & Technologies Ltd increased its stake in Guidewire Software by 34.4% during the third quarter. Qube Research & Technologies Ltd now owns 982,747 shares of the technology company’s stock worth $225,894,000 after acquiring an additional 251,280 shares during the last quarter. Finally, Franklin Resources Inc. raised its position in Guidewire Software by 9.7% during the third quarter. Franklin Resources Inc. now owns 856,487 shares of the technology company’s stock valued at $196,872,000 after purchasing an additional 75,955 shares during the period.

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.