Guidewire Software (NYSE:GWRE) Price Target Lowered to $200.00 at Stifel Nicolaus

Guidewire Software (NYSE:GWRE) had its target price lowered by Stifel Nicolaus from $225.00 to $200.00 in a report released on Friday morning,Benzinga reports. Stifel Nicolaus currently has a buy rating on the technology company’s stock.

GWRE has been the subject of a number of other research reports. BTIG Research reaffirmed a “buy” rating and issued a $200.00 price target on shares of Guidewire Software in a research note on Tuesday. DA Davidson reiterated a “buy” rating and issued a $246.00 target price on shares of Guidewire Software in a research report on Tuesday. Citizens Jmp decreased their target price on Guidewire Software from $300.00 to $220.00 and set a “market outperform” rating on the stock in a research report on Friday. Weiss Ratings reiterated a “hold (c)” rating on shares of Guidewire Software in a research report on Wednesday. Finally, Wells Fargo & Company decreased their target price on Guidewire Software from $210.00 to $190.00 and set an “overweight” rating on the stock in a research report on Friday. Eleven investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, Guidewire Software currently has an average rating of “Moderate Buy” and a consensus target price of $231.00.

Guidewire Software Stock Down 9.5%

GWRE stock opened at $136.82 on Friday. The company has a debt-to-equity ratio of 0.45, a current ratio of 2.93 and a quick ratio of 2.93. The stock has a market capitalization of $11.58 billion, a price-to-earnings ratio of 73.96 and a beta of 0.93. The business’s fifty day moving average price is $140.07 and its two-hundred day moving average price is $160.91. Guidewire Software has a fifty-two week low of $115.57 and a fifty-two week high of $272.60.

Guidewire Software (NYSE:GWRE) last posted its quarterly earnings data on Thursday, June 4th. The technology company reported $0.82 earnings per share for the quarter, topping the consensus estimate of $0.79 by $0.03. The firm had revenue of $372.54 million for the quarter, compared to analysts’ expectations of $355.92 million. Guidewire Software had a return on equity of 12.23% and a net margin of 11.25%.The company’s quarterly revenue was up 26.9% compared to the same quarter last year. During the same quarter last year, the business earned $0.88 EPS. On average, equities analysts anticipate that Guidewire Software will post 1.84 earnings per share for the current year.

Insider Activity at Guidewire Software

In other news, CEO Michael George Rosenbaum sold 1,200 shares of Guidewire Software stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $158.92, for a total transaction of $190,704.00. Following the sale, the chief executive officer directly owned 208,006 shares of the company’s stock, valued at approximately $33,056,313.52. This trade represents a 0.57% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 33,679 shares of company stock worth $5,214,878 over the last quarter. Company insiders own 0.46% of the company’s stock.

Hedge Funds Weigh In On Guidewire Software

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Advisors Asset Management Inc. bought a new stake in Guidewire Software in the first quarter worth approximately $25,000. Amundi increased its holdings in Guidewire Software by 703.0% in the second quarter. Amundi now owns 36,093 shares of the technology company’s stock worth $8,220,000 after purchasing an additional 31,598 shares in the last quarter. Jump Financial LLC bought a new stake in Guidewire Software in the second quarter worth approximately $305,000. Bank of Nova Scotia increased its holdings in Guidewire Software by 30.9% in the second quarter. Bank of Nova Scotia now owns 2,024 shares of the technology company’s stock worth $477,000 after purchasing an additional 478 shares in the last quarter. Finally, NewEdge Advisors LLC increased its holdings in Guidewire Software by 30.6% in the second quarter. NewEdge Advisors LLC now owns 4,911 shares of the technology company’s stock worth $1,156,000 after purchasing an additional 1,152 shares in the last quarter.

Guidewire Software News Roundup

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

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.