Guidwire (GWRE) Offers Impressive Upside Following a New Buyback Program
Guidewire Software (GWRE) is considered an oversold software stock with a highly bullish sentiment from analysts, projecting a significant upside. The company recently completed a share buyback program and immediately approved a new authorization to repurchase up to an additional $500 million in shares. Guidewire provides cloud-based platforms and applications for property and casualty insurers globally.
Why Is Guidewire Software (GWRE) Stock Rocketing Higher Today
Shares of Guidewire Software (GWRE) jumped 6.3% after announcing a long-term agreement with Sompo Group, a Japanese insurance firm, to expand the global adoption of its Guidewire Cloud Platform. This deal, deepening a 12-year partnership, involves Sompo moving existing applications to the cloud and implementing new solutions, including AI-powered tools, to modernize operations and enhance efficiency. The news comes after a recent dip in GWRE's stock due to investor concerns about AI models potentially cannibalizing traditional software.
12 Analysts Assess Guidewire Software: What You Need To Know
Guidewire Software (NYSE: GWRE) has been evaluated by 12 analysts over the last three months, showing a mix of bullish and indifferent sentiments. The average 12-month price target is $245.75, a 4.27% decrease from the previous average. The company shows strong financial performance with impressive revenue growth, net margin, ROE, and ROA, though its market capitalization is below industry benchmarks.
Guidewire Wins Long-Term Deal To Modernize Sompo's Worldwide Operations
Sompo Group has solidified its 12-year partnership with Guidewire Software through a new long-term agreement. This deal will accelerate Sompo's global adoption of the Guidewire Cloud Platform to modernize operations and enhance data-driven decision-making. The initiative includes migrating existing applications to the cloud and deploying new solutions, with an initial focus on Sompo's global commercial businesses and an expanded rollout in Japan.
Guidewire Software Inc (GWRE) Shares Gap Down to $120.865 on Feb 17
Shares of Guidewire Software Inc (GWRE) gapped down by 4.85% on February 17, trading at $120.87. Wall Street analysts forecast an average target price of $253.64 for GWRE, indicating an upside of 109.85%, while GuruFocus estimates a fair value of $205.39. The stock currently holds an "Outperform" status based on brokerage firm recommendations.
GWRE Stock Price, Forecast & Analysis | GUIDEWIRE SOFTWARE INC (NYSE:GWRE)
Guidewire Software Inc. (GWRE) currently trades at $127.66 with a market cap of $10.85 billion. ChartMill assigns it a fundamental rating of 5/10, noting excellent financial health but minor profitability concerns. Analysts forecast an average price target of $261.85, suggesting a 105.12% increase, with expected EPS growth of 13.23% and revenue growth of 19.37% in the next year.
Guidewire Software Inc (GWRE) CEO Michael Rosenbaum Sells 1,200 Shares
Guidewire Software Inc (GWRE) CEO Michael Rosenbaum sold 1,200 shares on February 17, 2026, bringing his total ownership to 230,743 shares. Over the past year, Rosenbaum has sold 118,794 shares, with a total of 93 insider sells and no insider buys for the company. Despite the insider selling, GWRE is considered significantly undervalued with a price-to-GF-Value ratio of 0.71, based on a stock price of $127 and a GF Value of $177.94.
Sompo Group and Guidewire Enter Long-Term Agreement to Enhance Global Operations with Guidewire Cloud Platform
Sompo Group and Guidewire have announced a long-term agreement for Sompo to adopt Guidewire Cloud Platform applications globally. This partnership will enable Sompo to unify decision-making across its entities, migrate existing Guidewire applications to the cloud, and implement new AI-powered solutions to optimize operations and accelerate growth. The initial focus will be on Sompo's global commercial businesses and modernizing direct insurance operations in Japan.
Guidewire Software stock hits 52-week low at 121.83 USD
Guidewire Software Inc. (GWRE) has reached a new 52-week low at $121.83, representing a 40.12% decrease over the past year. Despite this downturn, the company reported 22.8% revenue growth in the last twelve months, and analysts maintain an optimistic "Buy" rating. Guidewire also recently announced a new $500 million share repurchase program and received a stock upgrade from DA Davidson.
2 Reasons to Like GWRE (and 1 Not So Much)
Guidewire Software (GWRE) has seen a significant stock price drop, but the article highlights two positive aspects: strong billings growth indicating robust customer demand and a short customer acquisition cost payback period demonstrating efficiency. However, a detractor is its disappointing long-term revenue growth. Despite this, the article concludes that the positives outweigh the negatives and suggests the current price might be an opportune buying point.
Guidewire Software, Inc. (NYSE:GWRE) Short Interest Update
Guidewire Software (NYSE:GWRE) saw its short interest increase by 53.2% in January, reaching 2,680,583 shares, which is about 3.2% of its outstanding shares. This comes as the company's Board approved a $500 million share buyback, suggesting management believes the stock is undervalued despite a high PE ratio of 121. Guidewire recently reported quarterly revenue of $332.6 million, a 26.5% year-over-year increase, and met EPS estimates of $0.66.
Guidewire Software, Inc. $GWRE Shares Sold by Lyell Wealth Management LP
Lyell Wealth Management LP significantly reduced its stake in Guidewire Software (GWRE) by 22.7% in Q3, selling 7,978 shares. Despite this, Guidewire has seen insider selling totaling over $9 million in the last 90 days but has also approved a $500 million share buyback and reported strong revenue growth of 26.5% year-over-year. The company's recent earnings were in line with estimates, and analysts hold a "Moderate Buy" rating with an average price target of $266.64.
Guidewire Software (GWRE): Wells Fargo Identifies AI, Secular Trends as Primary 2026 Performance Drivers
Wells Fargo has identified AI and secular trends as the primary drivers for Guidewire Software's 2026 performance, despite lowering the price target. Guidewire reported strong Q1 2026 results, with significant increases in annual recurring revenue and total revenue, driven by cloud demand and new AI-driven tools. The company also raised its fiscal year 2026 outlook, anticipating continued growth through cloud migrations and GenAI integration.
Guidewire Software (GWRE): Wells Fargo Identifies AI, Secular Trends as Primary 2026 Performance Drivers
Wells Fargo analyst Michael Turrin lowered Guidewire Software's price target to $250 from $275, maintaining an Overweight rating, citing AI and secular trends as key performance drivers for 2026. Guidewire reported strong FQ1 2026 results with a 21% YOY increase in annual recurring revenue and a 27% increase in total revenue, driven by cloud demand and new AI-driven tools. The company raised its fiscal year 2026 outlook, expecting continued growth from cloud migrations and GenAI integration.
Guidewire Software (GWRE): Wells Fargo Identifies AI, Secular Trends as Primary 2026 Performance Drivers
Wells Fargo identified AI and secular trends as the primary drivers for Guidewire Software's 2026 performance, setting a price target of $250. Guidewire reported strong FQ1 2026 results with significant growth in annual recurring revenue and total revenue, driven by cloud demand and new AI-driven tools. The company also raised its fiscal year 2026 outlook, anticipating further growth through cloud migrations and GenAI integration.
Guidewire Software Inc (GWRE) Shares Down 4.35% on Feb 11
Shares of Guidewire Software Inc (GWRE) dropped 4.35% on February 11, trading at $127.45. Despite the dip, analysts forecast an average target price of $253.64, suggesting a 99.02% upside, and a consensus "Outperform" rating. GuruFocus estimates a one-year fair value of $205.39 for GWRE.
Guidewire Software Inc (GWRE) Shares Up 5.16% on Feb 10
Shares of Guidewire Software Inc (GWRE) increased by 5.16% on February 10, closing at $132.29. Wall Street analysts maintain an "Outperform" status for GWRE, with an average target price of $253.64, suggesting a significant upside. GuruFocus estimates a fair value of $205.39 for the stock based on historical data and future performance predictions.
Guidewire (GWRE) Sets to Capture 30-50% Market Share in the P&C Insurance Industry
Baron Funds highlighted Guidewire Software, Inc. (NYSE: GWRE) in its Q4 2025 investor letter, noting the company's strong progress in cloud transition despite a stock decline. The firm believes Guidewire will become a critical software vendor for the P&C insurance industry, aiming to capture 30-50% of the $15-30 billion total addressable market. Guidewire reported $333 million in Q1 2026 revenue, a 27% year-over-year increase, with 72 hedge funds holding positions in GWRE.
The Trade Desk, SentinelOne, GitLab, Guidewire Software, and Rapid7 Shares Are Falling, What You Need To Know
Shares of The Trade Desk, SentinelOne, GitLab, Guidewire Software, and Rapid7 all fell after new AI models from Anthropic and OpenAI sparked concerns about autonomous agents cannibalizing traditional software. The market is aggressively repricing the software application layer, viewing specialized applications as potentially becoming mere features within frontier AI models. Despite the market overreaction, such price drops could present buying opportunities for high-quality stocks.
The Trade Desk, SentinelOne, GitLab, Guidewire Software, and Rapid7 Shares Are Falling, What You Need To Know
Shares of The Trade Desk, SentinelOne, GitLab, Guidewire Software, and Rapid7 declined after new AI models from Anthropic and OpenAI raised concerns about autonomous agents challenging traditional software applications. The market is aggressively repricing the software application layer, viewing specialized applications as potentially becoming mere features within these advanced AI models. SentinelOne, for example, dropped 4.4% and has been particularly volatile, facing broader sectorwide sell-offs driven by AI impact concerns.
Guidewire Software (NYSE:GWRE) Given New $210.00 Price Target at Wells Fargo & Company
Wells Fargo & Company has lowered its price target for Guidewire Software (NYSE:GWRE) from $250.00 to $210.00, although it maintained an "overweight" rating. This new target suggests a potential upside of approximately 61.49% from the current stock price. Additionally, Guidewire Software's board has authorized a $500 million share repurchase program, indicating management's belief that the stock may be undervalued.
January 2027 Options Now Available For Guidewire Software (GWRE)
New options contracts for Guidewire Software (GWRE) with a January 2027 expiration are now available. These contracts offer opportunities for investors to potentially earn higher premiums due to the longer time until expiration, with specific put and call options at the $120.00 and $135.00 strike prices, respectively, highlighted for their potential returns and YieldBoost.
AGF Management Ltd. Cuts Stake in Guidewire Software, Inc. $GWRE
AGF Management Ltd. significantly reduced its holdings in Guidewire Software, Inc. by 76.4% in the third quarter of 2025, selling 50,305 shares and now owning 15,515 shares valued at $3.56 million. Other institutional investors showed mixed activity, with some increasing and others initiating new positions. Meanwhile, Guidewire Software's stock has been trading down, and company insiders have also sold shares, though the company recently authorized a $500 million share repurchase program.
Guidewire Software (NYSE:GWRE) Reaches New 12-Month Low After Insider Selling
Guidewire Software (NYSE:GWRE) reached a new 52-week low of $124.47 after its CEO, Michael Rosenbaum, sold 1,200 shares. Despite this insider selling, the company's board approved a $500 million stock buyback program, suggesting confidence in the stock's undervaluation. Analysts maintain a "Moderate Buy" rating with an average target price of $269.50, following recent earnings that met estimates.
Insider Sell: Michael Rosenbaum Sells Shares of Guidewire Softwa
Guidewire Software Inc's CEO, Michael Rosenbaum, sold 1,200 shares on February 2, 2026, bringing his total ownership to 233,143 shares. This transaction is part of a trend of 92 insider sells and no buys over the past year for the company. Despite the insider selling, GuruFocus estimates Guidewire Software Inc to be modestly undervalued with a price-to-GF-Value ratio of 0.79.
Guidewire Software (NYSE:GWRE) CEO Michael George Rosenbaum Sells 1,200 Shares
Guidewire Software CEO Michael George Rosenbaum sold 1,200 shares on February 2nd for $168,012, reducing his stake by 0.51% to 233,143 shares. This sale is part of a series of insider transactions, yet the company's board has authorized a $500 million share buyback program, suggesting management believes the stock is undervalued. Despite the insider selling, Guidewire beat revenue estimates for its last quarter, and analysts maintain a "Moderate Buy" rating with a consensus target price of $269.50.
Guidewire Olos boosts pricing speed and workers' compensation outcomes
Guidewire's Olos platform has significantly enhanced workers' compensation outcomes by improving pricing speed and efficiency. The platform helps insurers streamline the pricing process, leading to more accurate premiums and better claim management. This advancement ultimately benefits both insurers and policyholders in the workers' compensation sector.
Why Guidewire Software (GWRE) Stock Is Nosediving
Shares of Guidewire Software (GWRE) fell 9.7% due to a broad sell-off in the software sector, driven by concerns about AI's impact and a shift away from traditional SaaS providers. This market movement, following a previous drop related to semiconductor export issues and political friction, indicates that while significant, investors don't see it as a fundamental change to the business. The stock is down 33.4% year-to-date and 52.3% below its 52-week high.
Brown Capital Management LLC Has $95.22 Million Stake in Guidewire Software, Inc. $GWRE
Brown Capital Management LLC has decreased its stake in Guidewire Software, holding 414,259 shares now valued at $95.22 million, making it their fifth-largest position. Guidewire Software recently surpassed revenue estimates with a 26.5% year-over-year increase and announced a $500 million share buyback program. Analysts maintain a "Moderate Buy" rating with a consensus price target of $269.50, despite the stock trading at a high trailing PE ratio.
Bank of New York Mellon Corp Decreases Stock Position in Guidewire Software, Inc. $GWRE
Bank of New York Mellon Corp reduced its stake in Guidewire Software, Inc. by 6.0% in the third quarter, now owning 541,231 shares valued at $124.4 million. Despite institutional selling, Guidewire's board approved a $500 million stock buyback program, suggesting management views the stock as undervalued. Analysts have a "Moderate Buy" rating with an average target price of $269.50, and the company reported strong Q3 earnings, beating revenue estimates by 26.5% year-over-year.
Guidewire Software, Inc. $GWRE Shares Sold by Great Lakes Advisors LLC
Great Lakes Advisors LLC significantly reduced its stake in Guidewire Software, Inc. (NYSE:GWRE) by 44.0% in Q3, selling 8,499 shares and ending with 10,816 shares valued at $2.486 million. This reduction comes as Guidewire's board authorized a $500 million share repurchase plan and the company reported strong Q3 earnings, meeting EPS estimates and exceeding revenue expectations with a 26.5% year-over-year increase. Despite mixed signals from insider selling and analyst ratings (ranging from "Buy" to "Hold"), the stock is trading near its 52-week low with a high P/E ratio.
New York State Common Retirement Fund Decreases Stock Position in Guidewire Software, Inc. $GWRE
The New York State Common Retirement Fund has reduced its holdings in Guidewire Software, Inc. by 57.5% in Q3, selling over 200,000 shares. This move comes amid significant insider selling by Guidewire's President and CFO in December, collectively valued at over $2 million. However, Guidewire's board recently authorized a $500 million stock buyback program, suggesting they believe the company's stock is currently undervalued.
Guidewire Software, Inc. (NYSE:GWRE) Shares May Have Slumped 27% But Getting In Cheap Is Still Unlikely
Guidewire Software (NYSE:GWRE) shares have dropped 27% in the last month, continuing a 30% decline over the past year. Despite this slump, its high price-to-sales (P/S) ratio of 9.9x suggests it may still be overvalued compared to the industry average of 4.4x. Analysts forecast a 15% annual revenue growth for Guidewire, significantly lower than the industry's projected 32%, indicating that its elevated P/S might not be justified and could pose a risk to investors.
Guidewire Software, Inc. (NYSE:GWRE) Receives Consensus Rating of "Moderate Buy" from Analysts
Guidewire Software, Inc. (NYSE:GWRE) has received a "Moderate Buy" consensus rating from analysts, with an average 1-year price target of $269.50. The company's board has authorized a $500 million share repurchase program, indicating management believes the stock may be undervalued. Despite recent insider sales of 51,558 shares, significant institutional investors have increased their stakes in the company.
Guidewire Software stock hits 52-week low at 154.37 USD By Investing.com
Guidewire Software Inc.'s stock has fallen to a 52-week low of $154.37 USD, marking a 26.65% decline over the past year due to market pressures and competitive challenges. Despite the downturn, the company has announced a new $500 million share repurchase program and has received upgraded ratings from analysts, indicating positive sentiment regarding its strategic financial decisions. Investors are closely watching the company's efforts to reverse its stock's performance.
Guidewire Software stock hits 52-week low at 154.37 USD
Guidewire Software Inc.'s stock has fallen to a 52-week low of $154.37, marking a 26.65% decrease over the past year due to market pressures. Despite this, the company announced a new $500 million share repurchase program, and analysts from DA Davidson and Citizens have maintained positive ratings, suggesting confidence in Guidewire's strategic financial decisions. Investors are closely watching the company's initiatives to reverse the downward trend.
Universal Beteiligungs und Servicegesellschaft mbH Trims Holdings in Guidewire Software, Inc. $GWRE
Universal Beteiligungs und Servicegesellschaft mbH significantly reduced its stake in Guidewire Software, Inc. by 33.2% in the third quarter, selling 8,667 shares and retaining 17,449 shares valued at approximately $4.01 million. This comes as Guidewire Software surpassed revenue estimates with $332.6 million and reported $0.66 EPS, leading its board to approve a $500 million share buyback program. Despite analyst ratings of a "Moderate Buy" and an average price target of $269.50, the stock is currently trading near $160 within a 52-week range of $154.51–$272.60.
UK rural insurer NFU Mutual shifts to Guidewire's cloud to speed service
NFU Mutual, the UK's leading rural insurer, is migrating its on-premises Guidewire InsuranceSuite to the Guidewire Cloud Platform. This move aims to further enhance customer service, improve user experience for agents, and support growth strategies, particularly in commercial and high-net-worth offerings. The long-term partnership between NFU Mutual and Guidewire spans over 15 years, with the cloud migration enabling greater efficiency, scalability, and access to advanced data management and digital capabilities.
Scalar Gauge Management LLC Makes New Investment in Guidewire Software, Inc. $GWRE
Scalar Gauge Management LLC has made a new investment in Guidewire Software, acquiring 23,000 shares worth approximately $5.287 million, making it their 16th largest holding. Guidewire Software recently reported strong Q3 results with EPS in line with estimates and a 26.5% year-over-year revenue increase, alongside approving a $500.00 million share repurchase program. The stock has seen mixed analyst ratings but holds a "Moderate Buy" consensus.
Guidewire software CEO Rosenbaum sells $192k in shares By Investing.com
Guidewire Software Inc's CEO, Michael George Rosenbaum, sold 1,200 shares for $192,384, with the transaction occurring automatically under a pre-arranged trading plan. Despite the sale happening near a 52-week low, analysts maintain a "Buy" rating for GWRE, which is trading above its Fair Value. The company also recently announced a new $500 million share repurchase program and received upgrades from DA Davidson and reiterations from Citizens.
Insider Sell: Michael Rosenbaum Sells Shares of Guidewire Softwa
Michael Rosenbaum, CEO of Guidewire Software Inc (GWRE), sold 1,200 shares of the company on January 26, 2026. This transaction leaves him with 234,343 shares. Over the past year, Rosenbaum has sold 119,394 shares with no purchases, and the company has seen 94 insider sells versus 0 buys.
Guidewire software CEO Rosenbaum sells $192k in shares By Investing.com
Michael George Rosenbaum, CEO of Guidewire Software Inc (NYSE:GWRE), sold 1,200 shares of the company's common stock for $192,384 on January 26, 2026. This transaction occurred near the stock's 52-week low and was part of a pre-arranged 10b5-1 trading plan. Despite the sale, analysts maintain a Buy rating on GWRE, and the company recently announced a new $500 million share repurchase program.
Guidewire software CEO Rosenbaum sells $192k in shares By Investing.com
Michael George Rosenbaum, CEO of Guidewire Software Inc (NYSE:GWRE), sold 1,200 shares valued at $192,384 on January 26, 2026, at $160.32 per share. This transaction occurred near the company's 52-week low and was part of a pre-arranged 10b5-1 trading plan. Despite the sale, analysts maintain a "Buy" rating for GWRE, and the company recently announced a new $500 million share repurchase program.
Guidewire Software (NYSE:GWRE) CEO Michael George Rosenbaum Sells 1,200 Shares
Guidewire Software CEO Michael George Rosenbaum sold 1,200 shares of company stock on January 26th for $192,384, reducing his holding by 0.51%. This is part of a pattern of insider selling observed since November. Despite this, the company's board authorized a $500 million share buyback, and recent quarterly earnings showed a 26.5% year-over-year revenue increase with EPS meeting estimates.
Guidewire software CEO Rosenbaum sells $192k in shares
Guidewire Software Inc.'s CEO, Michael George Rosenbaum, sold 1,200 shares of common stock for $192,384 on January 26, 2026. This transaction occurred under a pre-arranged 10b5-1 trading plan, with shares trading near their 52-week low despite analysts maintaining a "Buy" rating. The company also recently announced a new $500 million share repurchase program and received an upgrade from DA Davidson, while Citizens reiterated its "Market Outperform" rating.
Guidewire Software, Inc. $GWRE Shares Acquired by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC increased its stake in Guidewire Software, Inc. (GWRE) by 57.0%, now owning 51,694 shares valued at $11.74 million. Guidewire reported strong Q3 financial results with revenue up 26.5% year-over-year and EPS matching estimates, and authorized a $500 million share buyback program. Despite analyst rating adjustments, the company holds a "Moderate Buy" consensus.
Is It Time To Reconsider Guidewire Software (GWRE) After The Recent Share Price Pullback
Guidewire Software (GWRE) has experienced a significant share price pullback recently, prompting a re-evaluation of its stock. While a Discounted Cash Flow (DCF) analysis suggests it might be undervalued by 12.6% with an intrinsic value of $181.84 per share, its Price-to-Earnings (P/E) ratio of 146.97x is considerably higher than the industry average, indicating it is overvalued by this metric. Investors are encouraged to consider various valuation approaches and company narratives to make informed decisions.
Q3 Earnings Roundup: Guidewire Software (NYSE:GWRE) And The Rest Of The Vertical Software Segment
This article provides a Q3 earnings roundup for the vertical software industry, highlighting Guidewire Software (NYSE:GWRE) as having the weakest full-year guidance update despite strong revenue growth. It also covers Alarm.com (NASDAQ:ALRM) as the best performer, along with results from Bentley Systems (NASDAQ:BSY) and Manhattan Associates (NASDAQ:MANH). The report notes that while revenues generally beat estimates, many company stock prices experienced a decline post-earnings.
Insider Sell: Michael Rosenbaum Sells Shares of Guidewire Softwa
Michael Rosenbaum, CEO of Guidewire Software Inc (GWRE), sold 1,200 shares on January 20, 2026, reducing his total holdings to 235,543 shares. This transaction follows a pattern of 94 insider sells and no buys for the company over the past year. Despite the insider selling, Guidewire Software Inc is considered modestly undervalued with a price-to-GF-Value ratio of 0.89, trading at $156.26 against a GF Value of $176.28.
Michael George Rosenbaum Sells 1,200 Shares of Guidewire Software (NYSE:GWRE) Stock
Guidewire Software CEO Michael George Rosenbaum sold 1,200 shares of company stock on January 20th, contributing to a series of insider sales since November. The sale was valued at $187,512, reducing his position by 0.51%. This follows the board's approval of a $500 million share repurchase program on January 8th, a move often seen as management signaling undervaluation.
