Guidewire Software (NYSE:GWRE) Price Target Lowered to $250.00 at Stifel Nicolaus

Guidewire Software (NYSE:GWRE) had its price objective cut by analysts at Stifel Nicolaus from $300.00 to $250.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has a “buy” rating on the technology company’s stock. Stifel Nicolaus’ price target indicates a potential upside of 55.43% from the stock’s current price.

Other equities research analysts also recently issued reports about the company. Oppenheimer reduced their target price on Guidewire Software from $300.00 to $250.00 and set an “outperform” rating for the company in a report on Tuesday, February 24th. Citigroup boosted their price objective on Guidewire Software from $242.00 to $245.00 and gave the stock a “neutral” rating in a report on Friday, December 5th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a research note on Thursday, January 22nd. Citizens Jmp reissued a “market outperform” rating and issued a $281.00 target price on shares of Guidewire Software in a research report on Wednesday, December 10th. Finally, BTIG Research boosted their price target on shares of Guidewire Software from $175.00 to $200.00 and gave the company a “buy” rating in a report on Friday. 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. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $254.00.

Guidewire Software Stock Performance

Shares of NYSE:GWRE opened at $160.84 on Friday. 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 market capitalization of $13.67 billion, a price-to-earnings ratio of 153.18, a PEG ratio of 9.91 and a beta of 1.06. Guidewire Software has a 1-year low of $120.37 and a 1-year high of $272.60. The company has a 50 day moving average price of $155.43 and a 200 day moving average price of $201.24.

Guidewire Software (NYSE:GWRE) last posted its quarterly earnings results on Thursday, March 5th. The technology company reported $1.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.77 by $0.40. Guidewire Software had a return on equity of 10.15% and a net margin of 7.23%.The company had revenue of $359.10 million for the quarter, compared to analysts’ expectations of $342.88 million. During the same quarter in the prior year, the company earned $0.51 earnings per share. The firm’s revenue was up 24.0% on a year-over-year basis. On average, research analysts anticipate that Guidewire Software will post 0.52 EPS for the current fiscal year.

Guidewire Software announced that its board has approved a stock repurchase program on Thursday, January 8th that authorizes the company to buyback $500.00 million in shares. This buyback authorization authorizes the technology company to repurchase up to 3.1% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s board believes its stock is undervalued.

Insider Activity at Guidewire Software

In other Guidewire Software news, CFO Jeffrey Elliott Cooper sold 2,872 shares of the company’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $192.08, for a total value of $551,653.76. Following the transaction, the chief financial officer owned 74,201 shares in the company, valued at approximately $14,252,528.08. This represents a 3.73% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, President John P. Mullen sold 7,975 shares of Guidewire Software stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $192.08, for a total transaction of $1,531,838.00. Following the sale, the president directly owned 141,983 shares of the company’s stock, valued at $27,272,094.64. This trade represents a 5.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders 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 institutional investors have recently added to or reduced their stakes in GWRE. Vanguard Group Inc. raised its holdings in shares of Guidewire Software by 1.3% during 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 purchasing an additional 116,726 shares in the last quarter. Geode Capital Management LLC increased its position in Guidewire Software by 8.9% during the fourth quarter. Geode Capital Management LLC now owns 1,778,201 shares of the technology company’s stock worth $357,504,000 after buying an additional 145,924 shares during the last quarter. Stockbridge Partners LLC raised its holdings in Guidewire Software by 39.0% during the fourth quarter. Stockbridge Partners LLC now owns 1,445,206 shares of the technology company’s stock valued at $290,501,000 after buying an additional 405,850 shares in the last quarter. AQR Capital Management LLC raised its holdings in Guidewire Software by 3.6% during the fourth quarter. AQR Capital Management LLC now owns 1,316,817 shares of the technology company’s stock valued at $264,693,000 after buying an additional 45,289 shares in the last quarter. Finally, Capital World Investors acquired a new stake in shares of Guidewire Software in the fourth quarter worth about $202,405,000.

Guidewire Software News Roundup

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

• Positive Sentiment: Q2 beat and raised outlook — Guidewire reported a strong Q2 with EPS and revenue above consensus and raised its fiscal?2026 outlook, a primary driver of the rally. Guidewire Raises Outlook After Strong Quarter
• Positive Sentiment: Raised fiscal?2026 revenue target to $1.448B — Management cited large deals and accelerating AI-driven modernization as reasons for lifting the revenue outlook, supporting expectations for continued top?line acceleration. Guidewire raises fiscal 2026 revenue outlook to $1.448B
• Positive Sentiment: Company release & messaging — Official BusinessWire release emphasized durable demand for large, multi?year deals and AI-driven product momentum, reinforcing the guidance raise and positive management commentary. Guidewire Announces Second Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Analyst upgrade / price?target lift — BTIG raised its price target from $175 to $200 and maintained a buy rating, adding analyst conviction and potential incremental buy-side interest. BTIG price target raise (Benzinga)
• Positive Sentiment: Unusual options activity — Large call buying was noted (1,297 calls), signaling speculative or hedged bullish bets that can amplify intraday moves.
• Neutral Sentiment: Q2 / ARR highlights coverage — Analyst and media recaps emphasize strong ARR growth and cloud momentum; useful detail for modeling subscription cadence but largely descriptive rather than new. Q2 2026 Earnings Call Highlights (Yahoo)
• Neutral Sentiment: Earnings call transcript & details — Full transcript provides color on large deals, AI initiatives, and cadence for ARR conversion — helpful for longer?term modeling but not incremental to the headline beat. Earnings Call Transcript (Seeking Alpha)
• Neutral Sentiment: Metric analysis — Zacks and other outlets note outperformance versus estimates on top and bottom lines; useful for comparing execution but mostly confirms the beat. Guidewire Q2 earnings vs. estimates (Zacks)

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.