Guidewire Software (NYSE:GWRE) Price Target Lowered to $175.00 at BTIG Research

Guidewire Software (NYSE:GWRE) had its price objective reduced by BTIG Research from $225.00 to $175.00 in a report issued on Wednesday,Benzinga reports. BTIG Research currently has a buy rating on the technology company’s stock.

Several other analysts have also recently weighed in on the company. Zacks Research cut Guidewire Software from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 2nd. DA Davidson upgraded Guidewire Software from a “neutral” rating to a “buy” rating and increased their price objective for the stock from $246.00 to $250.00 in a research report on Wednesday, December 17th. Wall Street Zen cut shares of Guidewire Software from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. Wells Fargo & Company decreased their price target on shares of Guidewire Software from $250.00 to $210.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 4th. Finally, Citigroup lifted their price objective on shares of Guidewire Software from $242.00 to $245.00 and gave the stock a “neutral” rating in a research note on Friday, December 5th. Eleven analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $259.77.

Guidewire Software Stock Up 5.4%

GWRE opened at $128.84 on Wednesday. Guidewire Software has a 1-year low of $120.37 and a 1-year high of $272.60. The stock’s fifty day simple moving average is $168.74 and its 200 day simple moving average is $206.87. The company has a current ratio of 3.48, a quick ratio of 3.48 and a debt-to-equity ratio of 0.44. The stock has a market cap of $10.95 billion, a PE ratio of 122.71, a price-to-earnings-growth ratio of 7.88 and a beta of 1.06.

Guidewire Software (NYSE:GWRE) last posted its earnings results on Wednesday, December 3rd. The technology company reported $0.66 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.66. The company had revenue of $332.64 million during the quarter, compared to analysts’ expectations of $316.62 million. Guidewire Software had a net margin of 7.23% and a return on equity of 10.15%. Guidewire Software’s quarterly revenue was up 26.5% compared to the same quarter last year. During the same quarter last year, the company posted $0.43 EPS. As a group, research analysts expect that Guidewire Software will post 0.52 earnings per share for the current year.

Guidewire Software declared that its board has approved a share buyback plan on Thursday, January 8th that authorizes the company to repurchase $500.00 million in shares. This repurchase authorization authorizes the technology company to buy up to 3.1% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.

Insider Buying and Selling

In related news, insider James Winston King sold 1,860 shares of the stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $195.00, for a total transaction of $362,700.00. Following the sale, the insider owned 33,702 shares in the company, valued at approximately $6,571,890. This trade represents a 5.23% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Michael George Rosenbaum sold 1,200 shares of Guidewire Software stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $127.00, for a total transaction of $152,400.00. Following the completion of the transaction, the chief executive officer directly owned 230,743 shares in the company, valued at $29,304,361. This trade represents a 0.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 45,960 shares of company stock valued at $8,767,044 over the last quarter. 0.46% of the stock is owned by company insiders.

Hedge Funds Weigh In On Guidewire Software

Institutional investors have recently added to or reduced their stakes in the stock. Advisors Asset Management Inc. bought a new stake in shares of Guidewire Software during the first quarter worth $25,000. Root Financial Partners LLC acquired a new stake in shares of Guidewire Software during the 3rd quarter valued at $29,000. Measured Wealth Private Client Group LLC bought a new stake in Guidewire Software during the 3rd quarter worth $29,000. Newbridge Financial Services Group Inc. acquired a new position in Guidewire Software in the 2nd quarter worth about $30,000. Finally, Westside Investment Management Inc. acquired a new position in Guidewire Software in the 2nd quarter worth about $32,000.

Key Stories Impacting Guidewire Software

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

• Positive Sentiment: Sompo Group signed a long‑term agreement to deploy Guidewire Cloud across its global operations — a material enterprise customer win that strengthens Guidewire’s recurring‑revenue cloud footprint and validates product-market fit with a large insurer. Sompo cloud deal
• Positive Sentiment: Guidewire has an existing $500M share‑repurchase authorization, which management is using to buy back stock — a capital allocation move that typically supports per‑share metrics and can provide a floor under the share price. MarketBeat recap
• Neutral Sentiment: BTIG cut its price target to $175 from $225 but kept a “buy” rating — the lower target tempers near‑term upside expectations, yet the maintained buy rating signals continued confidence in Guidewire’s multi‑year story. BTIG price target note
• Neutral Sentiment: Recent press pieces (including a Yahoo “2 Reasons to Like GWRE” and an MSN explainer) highlight the growth case (cloud migration, AI/analytics tailwinds) but also call out valuation and execution risks — useful context for investors weighing longer‑term thesis versus near‑term volatility. 2 Reasons to like GWRE
• Negative Sentiment: CEO Michael Rosenbaum sold 1,200 shares (≈$152k) on Feb. 17 — the sale is disclosed and part of a pattern of insider sales over recent months. While not necessarily signaling a change in company fundamentals, repeated insider sales can create negative sentiment among investors. Insider sale filing

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.