Zacks Research Analysts Increase Earnings Estimates for GWRE

Guidewire Software, Inc. (NYSE:GWRE) – Investment analysts at Zacks Research increased their FY2025 earnings estimates for shares of Guidewire Software in a research report issued on Tuesday, June 24th. Zacks Research analyst R. Department now anticipates that the technology company will post earnings of $0.87 per share for the year, up from their prior forecast of $0.40. The consensus estimate for Guidewire Software’s current full-year earnings is $0.52 per share. Zacks Research also issued estimates for Guidewire Software’s Q4 2025 earnings at $0.22 EPS, Q1 2026 earnings at $0.04 EPS, Q2 2026 earnings at $0.25 EPS, Q3 2026 earnings at $0.26 EPS, Q4 2026 earnings at $0.40 EPS, FY2026 earnings at $0.93 EPS, Q1 2027 earnings at $0.34 EPS, Q2 2027 earnings at $0.47 EPS, Q3 2027 earnings at $0.32 EPS and FY2027 earnings at $1.60 EPS.

Guidewire Software (NYSE:GWRE) last issued its quarterly earnings data on Tuesday, June 3rd. The technology company reported $0.88 EPS for the quarter, topping analysts’ consensus estimates of $0.47 by $0.41. Guidewire Software had a net margin of 3.04% and a return on equity of 6.96%. The firm had revenue of $293.51 million for the quarter, compared to analyst estimates of $286.40 million. During the same quarter in the previous year, the business posted $0.26 EPS. The firm’s revenue was up 22.0% compared to the same quarter last year.

Other equities research analysts have also issued research reports about the stock. Needham & Company LLC restated a “hold” rating on shares of Guidewire Software in a research note on Wednesday, June 4th. JPMorgan Chase & Co. upped their target price on shares of Guidewire Software from $271.00 to $288.00 and gave the company an “overweight” rating in a research note on Wednesday. The Goldman Sachs Group upped their target price on shares of Guidewire Software from $235.00 to $270.00 and gave the company a “buy” rating in a research note on Wednesday, June 4th. Robert W. Baird upped their target price on shares of Guidewire Software from $230.00 to $236.00 and gave the company an “outperform” rating in a research note on Friday, March 7th. Finally, JMP Securities upped their target price on shares of Guidewire Software from $250.00 to $281.00 and gave the company a “market outperform” rating in a research note on Wednesday, June 4th. One investment analyst has rated the stock with a sell rating, three have issued a hold rating and eleven have given a buy rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $248.31.

Guidewire Software Stock Performance

Shares of GWRE stock opened at $235.37 on Friday. Guidewire Software has a 12 month low of $132.01 and a 12 month high of $263.20. The company has a debt-to-equity ratio of 0.49, a current ratio of 3.23 and a quick ratio of 3.23. The firm has a market capitalization of $19.82 billion, a P/E ratio of 588.41, a P/E/G ratio of 20.71 and a beta of 1.15. The company’s fifty day moving average price is $222.25 and its two-hundred day moving average price is $200.73.

Insiders Place Their Bets

In other Guidewire Software news, Director Michael C. Keller sold 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, June 24th. The shares were sold at an average price of $237.53, for a total value of $237,530.00. Following the sale, the director now owns 10,410 shares in the company, valued at approximately $2,472,687.30. This trade represents a 8.76% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Michael George Rosenbaum sold 1,400 shares of the firm’s stock in a transaction that occurred on Monday, April 7th. The shares were sold at an average price of $167.82, for a total transaction of $234,948.00. Following the completion of the sale, the chief executive officer now owns 258,593 shares in the company, valued at $43,397,077.26. The trade was a 0.54% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 18,160 shares of company stock valued at $3,779,767 over the last quarter. Insiders own 0.48% of the company’s stock.

Institutional Investors Weigh In On Guidewire Software

Large investors have recently made changes to their positions in the company. SBI Securities Co. Ltd. increased its stake in shares of Guidewire Software by 403.8% in the first quarter. SBI Securities Co. Ltd. now owns 131 shares of the technology company’s stock valued at $25,000 after purchasing an additional 105 shares during the period. Advisors Asset Management Inc. acquired a new stake in shares of Guidewire Software in the first quarter valued at approximately $25,000. Quarry LP acquired a new position in shares of Guidewire Software during the first quarter valued at approximately $28,000. Rise Advisors LLC acquired a new stake in Guidewire Software in the first quarter worth approximately $31,000. Finally, MassMutual Private Wealth & Trust FSB boosted its stake in Guidewire Software by 70.0% during the 1st quarter. MassMutual Private Wealth & Trust FSB now owns 170 shares of the technology company’s stock valued at $32,000 after purchasing an additional 70 shares in the last quarter.

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.