Guidewire Software (NYSE:GWRE) Price Target Cut to $225.00 by Analysts at The Goldman Sachs Group

Guidewire Software (NYSE:GWRE) had its price target trimmed by The Goldman Sachs Group from $255.00 to $225.00 in a research report sent to investors on Friday,Benzinga reports. The firm currently has a buy rating on the technology company’s stock.

A number of other equities analysts also recently issued reports on the company. Citizens Jmp reduced their price target on Guidewire Software from $300.00 to $220.00 and set a “market outperform” rating on the stock in a research report on Friday. Stifel Nicolaus reduced their price target on Guidewire Software from $225.00 to $200.00 and set a “buy” rating on the stock in a research report on Friday. Oppenheimer reduced their price target on Guidewire Software from $250.00 to $180.00 and set an “outperform” rating on the stock in a research report on Monday, May 18th. BTIG Research reaffirmed a “buy” rating and set a $200.00 price target on shares of Guidewire Software in a research report on Tuesday. Finally, Zacks Research downgraded Guidewire Software from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 25th. Eleven equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $231.00.

Guidewire Software Stock Down 9.5%

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

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

Insider Activity at Guidewire Software

In related news, CFO Jeffrey Elliott Cooper sold 4,757 shares of the company’s stock in a transaction on Friday, March 13th. The stock was sold at an average price of $158.72, for a total value of $755,031.04. Following the transaction, the chief financial officer directly owned 67,996 shares of the company’s stock, valued at $10,792,325.12. This represents a 6.54% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Michael George Rosenbaum sold 4,737 shares of the company’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $163.86, for a total value of $776,204.82. Following the completion of the transaction, the chief executive officer directly owned 221,206 shares in the company, valued at approximately $36,246,815.16. The trade was a 2.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 33,679 shares of company stock valued at $5,214,878 in the last ninety days. Company insiders own 0.46% of the company’s stock.

Hedge Funds Weigh In On Guidewire Software

Several hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. increased its position in shares of Guidewire Software by 1.3% in the 3rd quarter. Vanguard Group Inc. now owns 9,039,377 shares of the technology company’s stock valued at $2,077,791,000 after acquiring an additional 116,726 shares during the period. Geode Capital Management LLC increased its position in shares of Guidewire Software by 8.9% in the 4th quarter. Geode Capital Management LLC now owns 1,778,201 shares of the technology company’s stock valued at $357,504,000 after acquiring an additional 145,924 shares during the period. Stockbridge Partners LLC increased its position in shares of 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 acquiring an additional 405,850 shares during the period. AQR Capital Management LLC increased its position in shares of Guidewire Software by 3.6% in the 4th quarter. AQR Capital Management LLC now owns 1,316,817 shares of the technology company’s stock valued at $264,693,000 after acquiring an additional 45,289 shares during the period. Finally, Principal Financial Group Inc. increased its position in shares of 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 acquiring an additional 997,992 shares during the period.

Trending Headlines about 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

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.