Guidewire Software (NYSE:GWRE) Given New $220.00 Price Target at Citizens Jmp

Guidewire Software (NYSE:GWRE) had its price target lowered by Citizens Jmp from $300.00 to $220.00 in a report released on Friday,Benzinga reports. The firm currently has a market outperform rating on the technology company’s stock.

Other analysts also recently issued research reports about the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of Guidewire Software in a report on Wednesday. Oppenheimer cut their price target on shares of Guidewire Software from $250.00 to $180.00 and set an “outperform” rating for the company in a report on Monday, May 18th. Royal Bank Of Canada cut their price target on shares of Guidewire Software from $300.00 to $250.00 and set an “outperform” rating for the company in a report on Friday, March 6th. Zacks Research downgraded shares of Guidewire Software from a “strong-buy” rating to a “hold” rating in a report on Monday, May 25th. Finally, BTIG Research restated a “buy” rating and set a $200.00 price target on shares of Guidewire Software in a report on Tuesday. Eleven research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $231.00.

Guidewire Software Stock Down 9.5%

GWRE stock opened at $136.82 on Friday. The company has a market cap of $11.58 billion, a price-to-earnings ratio of 73.96 and a beta of 0.93. The company has a current ratio of 2.93, a quick ratio of 2.93 and a debt-to-equity ratio of 0.45. Guidewire Software has a 12 month low of $115.57 and a 12 month high of $272.60. The firm has a 50-day moving average of $140.07 and a two-hundred day moving average of $160.91.

Guidewire Software (NYSE:GWRE) last released its quarterly earnings data on Thursday, June 4th. The technology company reported $0.82 EPS for the quarter, beating analysts’ consensus estimates of $0.79 by $0.03. The company had revenue of $372.54 million during the quarter, compared to the consensus estimate of $355.92 million. Guidewire Software had a net margin of 11.25% and a return on equity of 12.23%. Guidewire Software’s quarterly revenue was up 26.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.88 EPS. As a group, analysts forecast that Guidewire Software will post 1.84 earnings per share for the current fiscal year.

Insider Activity

In other news, CEO Michael George Rosenbaum sold 1,200 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $158.92, for a total transaction of $190,704.00. Following the completion of the sale, the chief executive officer owned 208,006 shares in the company, valued at $33,056,313.52. This trade represents a 0.57% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 33,679 shares of company stock worth $5,214,878. 0.46% of the stock is owned by company insiders.

Institutional Trading of Guidewire Software

Institutional investors have recently added to or reduced their stakes in the stock. Capital World Investors acquired a new stake in Guidewire Software in the 4th quarter valued at approximately $202,405,000. Principal Financial Group Inc. increased its holdings in Guidewire Software by 547.3% in the 1st quarter. Principal Financial Group Inc. now owns 1,180,334 shares of the technology company’s stock valued at $176,537,000 after purchasing an additional 997,992 shares during the last quarter. Alliancebernstein L.P. increased its holdings in Guidewire Software by 405.1% in the 2nd quarter. Alliancebernstein L.P. now owns 538,303 shares of the technology company’s stock valued at $126,743,000 after purchasing an additional 431,725 shares during the last quarter. Stockbridge Partners LLC increased its holdings in Guidewire Software by 39.0% in the 4th quarter. Stockbridge Partners LLC now owns 1,445,206 shares of the technology company’s stock valued at $290,501,000 after purchasing an additional 405,850 shares during the last quarter. Finally, Assenagon Asset Management S.A. increased its holdings in Guidewire Software by 179.0% in the 1st quarter. Assenagon Asset Management S.A. now owns 628,759 shares of the technology company’s stock valued at $94,037,000 after purchasing an additional 403,370 shares during the last quarter.

Key Stories Impacting Guidewire Software

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

• Positive Sentiment: GWRE beat fiscal Q3 expectations with EPS of $0.82 versus $0.79 expected and revenue of $372.54 million versus $355.92 million expected, with revenue up 26.9% year over year. Article Title
• Positive Sentiment: Management raised outlook for both the fourth quarter and full fiscal 2026, and said recurring demand remains strong as insurers continue modernizing core systems. Article Title
• Positive Sentiment: ARR grew 19%, reinforcing the company’s subscription and cloud momentum, which is typically viewed favorably by investors. Article Title
• Neutral Sentiment: Several major brokerages cut price targets, including Goldman Sachs, Stifel, RBC, Wells Fargo, and Citi JMP, but most reiterated bullish ratings and still implied meaningful upside from current levels. Article Title
• Negative Sentiment: Despite the earnings beat, the stock has been declining as the market appears to be reacting to the lowered valuation targets and broader software-sector pressure rather than the company’s operating results. Article Title

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.