Zacks Research Has Optimistic Outlook of GWRE Q2 Earnings

Guidewire Software, Inc. (NYSE:GWRE) – Equities research analysts at Zacks Research raised their Q2 2027 earnings estimates for shares of Guidewire Software in a report issued on Tuesday, May 26th. Zacks Research analyst Team now expects that the technology company will post earnings per share of $0.66 for the quarter, up from their prior estimate of $0.65. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for Guidewire Software’s current full-year earnings is $1.84 per share.

Guidewire Software (NYSE:GWRE) last released its quarterly earnings data on Thursday, March 5th. The technology company reported $1.17 EPS for the quarter, topping analysts’ consensus estimates of $0.77 by $0.40. The company had revenue of $359.10 million during the quarter, compared to the consensus estimate of $342.88 million. Guidewire Software had a net margin of 14.11% and a return on equity of 13.44%. The firm’s revenue for the quarter was up 24.0% compared to the same quarter last year. During the same period last year, the firm earned $0.51 EPS.

Several other brokerages have also commented on GWRE. BTIG Research boosted their price target on Guidewire Software from $175.00 to $200.00 and gave the company a “buy” rating in a research note on Friday, March 6th. Oppenheimer decreased their price target on Guidewire Software from $250.00 to $180.00 and set an “outperform” rating on the stock in a research note on Monday, May 18th. DA Davidson reaffirmed a “buy” rating and issued a $246.00 price target on shares of Guidewire Software in a research note on Tuesday, March 10th. Stifel Nicolaus decreased their price target on Guidewire Software from $300.00 to $250.00 and set a “buy” rating on the stock in a research note on Friday, March 6th. Finally, Royal Bank Of Canada decreased their price target on Guidewire Software from $300.00 to $250.00 and set an “outperform” rating on the stock in a research note on Friday, March 6th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $244.46.

Guidewire Software Price Performance

NYSE:GWRE opened at $137.55 on Wednesday. The company has a 50-day moving average of $141.00 and a 200-day moving average of $164.33. The company has a debt-to-equity ratio of 0.45, a quick ratio of 2.93 and a current ratio of 2.93. The company has a market capitalization of $11.64 billion, a price-to-earnings ratio of 62.52 and a beta of 0.91. Guidewire Software has a 52 week low of $115.57 and a 52 week high of $272.60.

Institutional Trading of Guidewire Software

Hedge funds and other institutional investors have recently made changes to their positions in the business. Measured Wealth Private Client Group LLC acquired a new stake in shares of Guidewire Software in the third quarter valued at $29,000. Root Financial Partners LLC acquired a new stake in shares of Guidewire Software in the third quarter valued at $29,000. Advisors Asset Management Inc. acquired a new stake in shares of Guidewire Software in the first quarter valued at $25,000. Cornerstone Planning Group LLC raised its position in Guidewire Software by 620.0% in the 3rd quarter. Cornerstone Planning Group LLC now owns 144 shares of the technology company’s stock worth $34,000 after purchasing an additional 124 shares during the last quarter. Finally, Hazlett Burt & Watson Inc. bought a new position in Guidewire Software in the 3rd quarter worth approximately $35,000.

Insider Activity

In other Guidewire Software news, CAO David Franklin Peterson sold 273 shares of the company’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $163.86, for a total transaction of $44,733.78. Following the sale, the chief accounting officer directly owned 12,533 shares of the company’s stock, valued at approximately $2,053,657.38. This represents a 2.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Michael George Rosenbaum sold 1,200 shares of the company’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $138.51, for a total transaction of $166,212.00. Following the sale, the chief executive officer directly owned 209,206 shares in the company, valued at $28,977,123.06. This represents a 0.57% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 32,479 shares of company stock worth $5,024,174 over the last ninety days. Insiders own 0.46% of the company’s stock.

Guidewire Software Company Profile

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.