Zacks Research Issues Optimistic Forecast for GWRE Earnings

Guidewire Software, Inc. (NYSE:GWRE) – Equities researchers at Zacks Research upped their FY2025 earnings per share (EPS) estimates for shares of Guidewire Software in a report issued on Thursday, December 19th. Zacks Research analyst R. Department now anticipates that the technology company will post earnings of $0.44 per share for the year, up from their previous forecast of $0.37. The consensus estimate for Guidewire Software’s current full-year earnings is $0.51 per share. Zacks Research also issued estimates for Guidewire Software’s Q4 2025 earnings at $0.28 EPS and Q3 2026 earnings at $0.12 EPS.

Several other equities analysts also recently issued reports on GWRE. Oppenheimer lifted their price target on shares of Guidewire Software from $220.00 to $230.00 and gave the company an “outperform” rating in a report on Friday, December 6th. Wells Fargo & Company increased their price objective on shares of Guidewire Software from $215.00 to $220.00 and gave the company an “overweight” rating in a report on Friday, December 6th. Robert W. Baird raised their target price on Guidewire Software from $204.00 to $220.00 and gave the stock an “outperform” rating in a report on Tuesday, November 19th. Stifel Nicolaus raised their price objective on Guidewire Software from $200.00 to $220.00 and gave the stock a “buy” rating in a research note on Tuesday, November 19th. Finally, DA Davidson reissued a “buy” rating and issued a $210.00 target price on shares of Guidewire Software in a research note on Wednesday, December 4th. One analyst has rated the stock with a sell rating, two have issued a hold rating and eleven have assigned a buy rating to the stock. According to data from MarketBeat.com, Guidewire Software currently has a consensus rating of “Moderate Buy” and a consensus target price of $193.00.

Guidewire Software Price Performance

Shares of NYSE:GWRE opened at $174.62 on Monday. Guidewire Software has a 1-year low of $102.66 and a 1-year high of $209.15. The firm has a market capitalization of $14.58 billion, a PE ratio of 485.06, a PEG ratio of 45.60 and a beta of 1.18. The company has a current ratio of 2.66, a quick ratio of 1.55 and a debt-to-equity ratio of 0.53. The business’s 50 day moving average is $189.02 and its 200-day moving average is $165.59.

Institutional Trading of Guidewire Software

A number of large investors have recently added to or reduced their stakes in the stock. Massachusetts Financial Services Co. MA lifted its stake in Guidewire Software by 24.7% in the third quarter. Massachusetts Financial Services Co. MA now owns 3,426,907 shares of the technology company’s stock valued at $626,918,000 after purchasing an additional 679,558 shares during the last quarter. Linonia Partnership LP grew its stake in Guidewire Software by 8.4% in the 2nd quarter. Linonia Partnership LP now owns 2,395,601 shares of the technology company’s stock valued at $330,329,000 after buying an additional 185,077 shares in the last quarter. Geode Capital Management LLC lifted its holdings in Guidewire Software by 0.5% during the 3rd quarter. Geode Capital Management LLC now owns 1,330,074 shares of the technology company’s stock worth $243,580,000 after purchasing an additional 6,223 shares in the last quarter. Whale Rock Capital Management LLC boosted its position in shares of Guidewire Software by 3.3% in the third quarter. Whale Rock Capital Management LLC now owns 972,743 shares of the technology company’s stock valued at $177,954,000 after acquiring an additional 31,512 shares during the period. Finally, Jacobs Levy Equity Management Inc. boosted its holdings in Guidewire Software by 7.6% in the 3rd quarter. Jacobs Levy Equity Management Inc. now owns 764,400 shares of the technology company’s stock valued at $139,839,000 after purchasing an additional 53,967 shares during the period.

Insider Transactions at Guidewire Software

In related news, CEO Michael George Rosenbaum sold 5,932 shares of the stock in a transaction on Tuesday, December 17th. The stock was sold at an average price of $171.06, for a total value of $1,014,727.92. Following the transaction, the chief executive officer now directly owns 281,730 shares in the company, valued at $48,192,733.80. This trade represents a 2.06 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, President John P. Mullen sold 1,350 shares of Guidewire Software stock in a transaction dated Wednesday, November 20th. The shares were sold at an average price of $197.72, for a total value of $266,922.00. Following the transaction, the president now owns 189,261 shares of the company’s stock, valued at $37,420,684.92. This trade represents a 0.71 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 23,347 shares of company stock worth $4,057,594 over the last ninety days. 0.48% of the stock is owned by insiders.

About Guidewire Software

Guidewire Software, Inc provides a platform for property and casualty (P&C) insurers worldwide. The company offers Guidewire InsuranceSuite Cloud, such as PolicyCenter Cloud, BillingCenter Cloud, and ClaimCenter Cloud applications. It also provides Guidewire InsuranceNow, a cloud-based platform that offers policy, billing, and claims management functionality to insurers; and Guidewire InsuranceSuite for Self-Managed.