Royal Bank Of Canada Lowers Guidewire Software (NYSE:GWRE) Price Target to $250.00

Guidewire Software (NYSE:GWRE) had its price objective reduced by stock analysts at Royal Bank Of Canada from $300.00 to $250.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has an “outperform” rating on the technology company’s stock. Royal Bank Of Canada’s price target points to a potential upside of 47.92% from the stock’s previous close.

GWRE has been the subject of several other research reports. Zacks Research cut shares of Guidewire Software from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 2nd. Oppenheimer reduced their price target on shares of Guidewire Software from $300.00 to $250.00 and set an “outperform” rating for the company in a research report on Tuesday, February 24th. Citizens Jmp reaffirmed a “market outperform” rating and set a $281.00 price objective on shares of Guidewire Software in a report on Wednesday, December 10th. Citigroup lifted their target price on Guidewire Software from $242.00 to $245.00 and gave the stock a “neutral” rating in a research report on Friday, December 5th. Finally, Stifel Nicolaus decreased their target price on Guidewire Software from $300.00 to $250.00 and set a “buy” rating for the company in a research report on Friday. Eleven analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $250.15.

Guidewire Software Trading Up 5.1%

NYSE:GWRE opened at $169.01 on Friday. Guidewire Software has a 1 year low of $120.37 and a 1 year high of $272.60. The stock has a market cap of $14.37 billion, a P/E ratio of 76.82, a P/E/G ratio of 10.88 and a beta of 1.06. The company has a debt-to-equity ratio of 0.44, a quick ratio of 3.48 and a current ratio of 3.48. The stock has a 50-day simple moving average of $154.71 and a 200-day simple moving average of $200.84.

Guidewire Software (NYSE:GWRE) last issued its earnings results on Thursday, March 5th. The technology company reported $1.17 earnings per share for the quarter, topping the consensus estimate of $0.77 by $0.40. The business had revenue of $359.10 million for the quarter, compared to analyst estimates of $342.88 million. Guidewire Software had a return on equity of 13.58% and a net margin of 14.11%.The business’s quarterly revenue was up 24.0% on a year-over-year basis. During the same quarter last year, the company earned $0.51 EPS. As a group, analysts anticipate that Guidewire Software will post 0.52 earnings per share for the current fiscal year.

Guidewire Software declared that its Board of Directors has initiated a stock buyback program on Thursday, January 8th that allows the company to buyback $500.00 million in outstanding shares. This buyback authorization allows the technology company to repurchase up to 3.1% of its shares through open market purchases. Shares buyback programs are generally a sign that the company’s board believes its stock is undervalued.

Insider Buying and Selling at Guidewire Software

In related news, President John P. Mullen sold 7,975 shares of the firm’s stock in a transaction dated 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 transaction, the president owned 141,983 shares of the company’s stock, valued at $27,272,094.64. This trade represents a 5.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Michael George Rosenbaum sold 6,015 shares of the business’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $192.08, for a total value of $1,155,361.20. Following the completion of the transaction, the chief executive officer owned 240,743 shares in the company, valued at $46,241,915.44. This trade represents a 2.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 42,760 shares of company stock valued at $7,978,508. Company insiders own 0.46% of the company’s stock.

Institutional Trading of Guidewire Software

A number of hedge funds have recently added to or reduced their stakes in GWRE. Wealth Enhancement Advisory Services LLC raised its position in Guidewire Software by 57.0% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 51,694 shares of the technology company’s stock worth $11,735,000 after buying an additional 18,774 shares during the last quarter. Scalar Gauge Management LLC acquired a new position in shares of Guidewire Software during the third quarter worth about $5,287,000. American Century Companies Inc. increased its stake in shares of Guidewire Software by 3.4% during the third quarter. American Century Companies Inc. now owns 520,390 shares of the technology company’s stock worth $119,617,000 after acquiring an additional 17,104 shares during the period. Allspring Global Investments Holdings LLC purchased a new position in Guidewire Software during the third quarter worth about $51,967,000. Finally, Y Intercept Hong Kong Ltd lifted its position in Guidewire Software by 59.6% in the third quarter. Y Intercept Hong Kong Ltd now owns 27,763 shares of the technology company’s stock valued at $6,382,000 after purchasing an additional 10,364 shares during the period.

Guidewire Software News Roundup

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.