Guidewire Software (NYSE:GWRE) Stock Price Expected to Rise, BTIG Research Analyst Says

Guidewire Software (NYSE:GWRE) had its price target hoisted by equities research analysts at BTIG Research from $175.00 to $200.00 in a report issued on Friday,Benzinga reports. The firm currently has a “buy” rating on the technology company’s stock. BTIG Research’s price objective indicates a potential upside of 18.34% from the company’s previous close.

GWRE has been the topic of a number of other research reports. DA Davidson raised Guidewire Software from a “neutral” rating to a “buy” rating and raised their price target for the stock from $246.00 to $250.00 in a research report on Wednesday, December 17th. Oppenheimer lowered their target price on Guidewire Software from $300.00 to $250.00 and set an “outperform” rating for the company in a research note on Tuesday, February 24th. Citizens Jmp reaffirmed a “market outperform” rating and issued a $281.00 price target on shares of Guidewire Software in a research note on Wednesday, December 10th. Wells Fargo & Company reduced their price target on shares of Guidewire Software from $250.00 to $210.00 and set an “overweight” rating for the company in a report on Wednesday, February 4th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Guidewire Software in a report on Thursday, January 22nd. Eleven investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $250.15.

Guidewire Software Price Performance

Shares of GWRE stock opened at $169.01 on Friday. 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 $120.37 and a 12-month high of $272.60. The firm has a fifty day moving average of $154.71 and a 200-day moving average of $200.84. The firm has a market capitalization of $14.37 billion, a price-to-earnings ratio of 76.82, a price-to-earnings-growth ratio of 10.88 and a beta of 1.06.

Guidewire Software (NYSE:GWRE) last issued its quarterly earnings data on Thursday, March 5th. The technology company reported $1.17 EPS for the quarter, topping the consensus estimate of $0.77 by $0.40. Guidewire Software had a return on equity of 13.58% and a net margin of 14.11%.The business had revenue of $359.10 million for the quarter, compared to the consensus estimate of $342.88 million. During the same quarter last year, the business posted $0.51 EPS. The firm’s revenue was up 24.0% compared to the same quarter last year. On average, equities research analysts forecast that Guidewire Software will post 0.52 earnings per share for the current year.

Guidewire Software announced that its board has approved a stock buyback plan on Thursday, January 8th that permits the company to repurchase $500.00 million in outstanding shares. This repurchase authorization permits the technology company to buy up to 3.1% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s board believes its stock is undervalued.

Insider Buying and Selling at Guidewire Software

In other news, 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 directly owned 33,702 shares in the company, valued at $6,571,890. This trade represents a 5.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, President John P. Mullen sold 7,975 shares of the business’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $192.08, for a total transaction of $1,531,838.00. Following the completion of the sale, the president directly owned 141,983 shares in the company, valued at approximately $27,272,094.64. This represents a 5.32% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 42,760 shares of company stock valued at $7,978,508 over the last quarter. Insiders own 0.46% of the company’s stock.

Hedge Funds Weigh In On Guidewire Software

A number of large investors have recently modified their holdings of the business. Caitong International Asset Management Co. Ltd raised its holdings in Guidewire Software by 471.3% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 497 shares of the technology company’s stock worth $100,000 after acquiring an additional 410 shares in the last quarter. MidFirst Bank acquired a new position in shares of Guidewire Software during the 4th quarter worth approximately $212,000. Avory & Company LLC raised its stake in shares of Guidewire Software by 10.0% during the 4th quarter. Avory & Company LLC now owns 1,187 shares of the technology company’s stock worth $239,000 after purchasing an additional 108 shares in the last quarter. Pacer Advisors Inc. grew its stake in shares of Guidewire Software by 20.6% in the fourth quarter. Pacer Advisors Inc. now owns 13,528 shares of the technology company’s stock valued at $2,719,000 after buying an additional 2,313 shares in the last quarter. Finally, Kera Capital Partners Inc. grew its stake in shares of Guidewire Software by 22.9% in the fourth quarter. Kera Capital Partners Inc. now owns 1,673 shares of the technology company’s stock valued at $336,000 after buying an additional 312 shares in the last quarter.

Key Stories Impacting Guidewire Software

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

• Positive Sentiment: Q2 results beat and company raised fiscal‑2026 outlook — Guidewire reported revenue of $359.1M (up 24% YoY), non‑GAAP EPS of $1.17 (vs. $0.77 estimate) and raised full‑year revenue and profit targets; management cited durable demand for large, multi‑year deals. Guidewire Announces Second Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Cloud & AI tailwinds highlighted as growth drivers — Coverage and management commentary point to accelerating cloud migrations and AI‑driven modernization that are lifting ARR, subscription revenue and multi‑year deal activity. GWRE Q4 deep dive: Cloud momentum and AI tailwinds shape upbeat outlook
• Positive Sentiment: Key metrics show strong subscription traction — Subscription & support revenue grew ~33% and commentary stressed 22% ARR growth, supporting a recurring‑revenue story that investors favor. Guidewire Q2 Earnings & Revenues Beat Estimates, Up Y/Y, Stock Rises
• Positive Sentiment: Capital return boost — Company disclosed a new $500M share repurchase authorization, which can support near‑term stock demand and EPS accretion. Guidewire shares rise after Q2 results beat expectations and full-year outlook was raised
• Neutral Sentiment: Analysts revise models and targets — Several firms updated forecasts after the quarter; some raised targets while others trimmed their price targets (mix of upgrades and cuts leaves consensus view mixed). These Analysts Revise Their Forecasts On Guidewire Software Following Q2 Results
• Negative Sentiment: Significant insider selling noted — Reports show extensive insider sales over recent months, which investors may view as a cautionary signal despite strong operating results. Guidewire shares rise after Q2 results beat expectations and full-year outlook was raised

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.