Guidewire Software, Inc. $GWRE Shares Purchased by Stephens Investment Management Group LLC
Stephens Investment Management Group LLC increased its stake in Guidewire Software (NYSE:GWRE) by 3.0% in the first quarter, adding 15,260 shares to reach a total of 524,818 shares valued at approximately $78.5 million. The company reported stronger-than-expected quarterly results with $0.82 EPS and $372.54 million in revenue, a 26.9% year-over-year increase. Despite analyst target trims, the stock maintains a "Moderate Buy" consensus rating with an average price target of $221.36.
GWRE Stock Outlook Built on Cloud Growth, Margin Gains and AI Risks
Guidewire Software (GWRE) is benefiting from the insurance industry's shift to cloud-based core systems, driving strong recurring revenue growth and improved profitability. While the company is executing well on cloud adoption and margin expansion, its outlook faces challenges from the timing of large cloud deals and the need to efficiently scale newer AI products like ProNavigator and PricingCenter without adding complexity. The stock currently holds a Zacks Rank #3 (Hold), indicating a balanced setup with opportunities for growth but also areas requiring careful investor observation.
SG Americas Securities LLC Reduces Position in Guidewire Software, Inc. $GWRE
SG Americas Securities LLC significantly reduced its stake in Guidewire Software, Inc. (NYSE:GWRE) by 69.1% in the first quarter of 2026. This comes despite Guidewire reporting strong quarterly earnings, beating EPS and revenue estimates with a 26.9% year-over-year revenue increase. The company maintains a "Moderate Buy" rating from analysts with an average target price of $221.36, although some price targets have been lowered.
Guidewire Software Jumps 5.4% Amid Sector-Wide Rally
Guidewire Software (GWRE) saw its shares climb 5.4% to $134.54, driven by a broad sector-wide rally in software applications. This surge reflected a general positive sentiment in the software industry, with several peers also experiencing significant gains, rather than any company-specific news for Guidewire. The synchronized movement suggests renewed investor confidence in the sector, and investors are now watching if these gains will be sustained.
Guidewire Software Jumps 5.4% Amid Sector-Wide Rally
Guidewire Software (GWRE) shares surged 5.4% on Thursday, closing at $134.54, as part of a broad sector-wide rally in software applications. This synchronized movement suggests renewed investor confidence driven by growth prospects, favorable technical patterns, or shifting macro factors. Investors are advised to monitor whether this rally has staying power and if fundamental catalysts emerge to support the gains.
Baron Group reports 10.80% stake in Guidewire (NYSE: GWRE)
Baron Capital Group, including its subsidiaries BAMCO and Baron Capital Management, has reported a beneficial ownership of 8,987,623 shares in Guidewire Software, Inc. (NYSE: GWRE), representing a 10.80% stake. Ronald Baron controls the group, which holds shared voting power over 8,898,229 shares and shared dispositive power over 8,987,623 shares. The filing, an amended Schedule 13G/A, clarifies the ownership structure and states that advisory clients of BAMCO and BCM retain rights to dividends or sale proceeds.
Conestoga Capital Advisors LLC Buys 15,243 Shares of Guidewire Software, Inc. $GWRE
Conestoga Capital Advisors LLC has increased its stake in Guidewire Software, Inc. (NYSE:GWRE) by 5.9% in the first quarter, purchasing an additional 15,243 shares to bring its total holdings to 274,841 shares valued at $41.1 million. This move is part of a broader trend of institutional investors boosting their positions in GWRE, including significant increases by Geode Capital Management and Stockbridge Partners. Despite some recent analyst target cuts and insider selling, Guidewire recently surpassed quarterly revenue expectations and maintains a "Moderate Buy" consensus rating among analysts.
Guidewire Software, Veeva Systems, and Paycom Shares Are Soaring, What You Need To Know
Shares of Guidewire Software, Veeva Systems, and Paycom jumped after Guggenheim's John DiFucci upgraded Salesforce and ServiceNow, signaling that the valuation fears affecting the software sector might have overshot. DiFucci's upgrade was based on valuation, not AI benefits, suggesting the "SaaSpocalypse" repricing was excessive. This led to bargain-hunting across similar software peers, despite ongoing market skepticism about AI's impact on traditional subscription models.
Guidewire Software Jumps 6.3% Amid Sector-Wide Rally
Guidewire Software (GWRE) surged 6.3% to $130.83 on Wednesday due to a broad rally in software application stocks. This sector-wide momentum saw several of its peers also posting significant gains, suggesting a rotation of investor interest into the sector despite cautious analyst sentiment for Guidewire itself. The rally, driven by momentum rather than company-specific news, pushed GWRE's market capitalization to $10.9 billion, prompting investors to monitor its sustainability.
Hsbc Holdings PLC Sells 20,112 Shares of Guidewire Software, Inc. $GWRE
Hsbc Holdings PLC significantly reduced its stake in Guidewire Software, selling 20,112 shares, leaving it with 7,237 shares valued at $1.46 million. Despite recent analyst price target cuts, Guidewire Software exceeded quarterly earnings expectations and maintains a "Moderate Buy" consensus from Wall Street analysts. The article also notes recent insider sales and other institutional investment activity in the company.
Why Is Guidewire (NYSE:GWRE) Benefiting From S&P 500 Gains?
Guidewire Software, Inc. (NYSE:GWRE) is benefiting from its role in supporting insurance cloud modernization, while enterprise software is a significant contributor to technology activity within the S&P 500. The article highlights Guidewire's offerings, which include cloud-based software for property-and-casualty insurers, and emphasizes the importance of cloud technology for scalability and digital modernization in the industry. Full access to the article requires logging in or creating an account.
Form 4 Guidewire Software Inc For: 29 June By Investing.com
This article reports on a Form 4 filing for Guidewire Software Inc. (GWRE) on June 29. It includes the Investing.com headline, the company's stock symbol with a slight price change, and a general © Reuters attribution. The content primarily consists of market data and unrelated news headlines within the Investing.com platform.
Q1 EPS Forecast for Guidewire Software Lowered by Analyst
Zacks Research has lowered its Q1 2027 EPS estimate for Guidewire Software (NYSE:GWRE) from $0.56 to $0.37, while maintaining a "Hold" rating on the stock. Despite this reduction, Guidewire recently surpassed Q4 expectations with an EPS of $0.82 and revenue of $372.54 million, up 26.9% year-over-year. Other brokerages generally hold a "Moderate Buy" consensus, though several have recently decreased their price targets for the company.
Guidewire Software (GWRE) Stock Joins Multiple Russell Value Indexes
Guidewire Software (GWRE) has been added to several Russell value indexes, including the Russell 1000 Value and 3000 Value, which is expected to increase its visibility among institutional investors and index-linked funds. The stock's recent performance has been mixed, but it trades significantly below analyst targets and its estimated fair value. However, investors should note significant insider selling in the past three months as a potential caution signal.
Guidewire (GWRE) CEO sells 1,200 shares in pre-set 10b5-1 trade
Guidewire Software CEO Michael George Rosenbaum sold 1,200 shares of the company's common stock at $124.29 per share through a pre-arranged 10b5-1 trading plan established on October 14, 2025. Following this transaction, Rosenbaum directly retains 197,376 shares. The sale represents a relatively small portion of his total holdings, indicating a planned disposition rather than a significant shift in ownership.
GWRE (GWRE) Rule 144 notice: 1,200 restricted shares proposed for resale
Guidewire Software, Inc. (GWRE) has filed a Rule 144 notice indicating a proposed resale of 1,200 restricted common shares through Morgan Stanley Smith Barney LLC. The filing also details multiple recent sales by an individual named "MIKE," including significant share dispositions in June 2026. This notice provides transparency regarding the potential entry of restricted shares into the market.
Guidewire Software, Inc. (NYSE:GWRE) Given Consensus Rating of "Moderate Buy" by Brokerages
Guidewire Software (NYSE:GWRE) has received a "Moderate Buy" consensus rating from brokerages, with an average 12-month price target of $221.36. The company recently surpassed earnings expectations, reporting an EPS of $0.82 on revenues of $372.54 million, a 26.9% increase year-over-year. Despite recent insider share sales totaling 29,709 shares for tax withholding purposes, large institutional investors have been increasing their holdings in the stock.
Louisiana State Employees Retirement System Makes New Investment in Guidewire Software, Inc. $GWRE
The Louisiana State Employees Retirement System has initiated a new position in Guidewire Software (NYSE:GWRE) during the first quarter, purchasing 24,700 shares valued at approximately $3.694 million. This move is part of broader institutional interest, with other major investors also increasing their stakes. Despite some analyst price target reductions, Guidewire Software reported strong quarterly earnings, surpassing revenue and EPS estimates.
Wasatch Advisors LP Has $119.87 Million Holdings in Guidewire Software, Inc. $GWRE
Wasatch Advisors LP significantly increased its stake in Guidewire Software, acquiring an additional 179,945 shares to reach a total holding of 801,489 shares valued at approximately $119.9 million. This investment follows Guidewire's strong first-quarter earnings, where the company exceeded analyst expectations with EPS of $0.82 and a 26.9% year-over-year revenue increase. Despite recent insider selling and some analyst price target trims, the overall analyst sentiment for Guidewire remains positive with a "Moderate Buy" consensus.
Guidewire Software GWRE Slides After Earnings Beat And Higher Outlook
Guidewire Software (GWRE) saw its stock slide by over 11% in early trading despite beating earnings expectations and providing increased full-year guidance. The market reaction was attributed to mixed FY26 guidance, specifically Annual Recurring Revenue (ARR) coming in below estimates, and broader software multiple compression. Analysts, while cutting price targets, maintained "Buy" or "Outperform" ratings, citing the company's competitive strength and traction in cloud and AI solutions.
Guidewire Software Jumps 7.9% Amid Sector-Wide Rally
Guidewire Software (GWRE) saw its shares surge 7.9% to $118.77, fueled by a sector-wide rally that also benefited other software companies. This gain was attributed to broader market momentum rather than company-specific news, pushing its market capitalization to $9.9 billion. Despite the strong performance, recent analyst sentiment has been cautious, with one price target cut and no raises in the past seven days, highlighting a divergence between market action and analyst views.
Guidewire Solutions (GWRE) Stock Continues To Dip Despite Earning And Guidance Beat
Guidewire Software Inc. (GWRE) reported strong Q3 2026 earnings, beating analyst expectations for both revenue and EPS, and raised its full-year guidance. Despite this positive financial performance, and an analyst maintaining a Buy rating with a significant upside, the stock continues to dip. The company offers a cloud-based platform for property and casualty insurers globally.
Guidewire Solutions (GWRE) Stock Continues To Dip Despite Earning And Guidance Beat
Guidewire Software Inc. (GWRE) saw its stock continue to dip despite beating earnings and guidance expectations for Q3 2026. A DA Davidson analyst maintained a Buy rating but lowered the price target due to the
Guidewire Solutions (GWRE) Stock Continues To Dip Despite Earning And Guidance Beat
Guidewire Software Inc. (GWRE) stock continues to dip, despite the company beating Q3 2026 earnings and raising its full-year guidance. DA Davidson analyst Peter Heckmann lowered the price target to $222 from $246 but maintained a Buy rating, noting a 105% upside potential. The company reported strong revenue and EPS beats, and increased its cash flow from operations guidance.
Guidewire Software, Inc. $GWRE Shares Sold by Riverbridge Partners LLC
Riverbridge Partners LLC reduced its stake in Guidewire Software (NYSE:GWRE) by 7.8% in Q1 2026, selling 19,363 shares. Despite this, Guidewire reported better-than-expected earnings of $0.82 EPS and $372.5 million in revenue, a 26.9% year-over-year increase. Analysts maintain a "Moderate Buy" rating with a consensus target price of $229.00, though some have recently lowered their price objectives.
Guidewire (NYSE: GWRE) CEO sells 1,200 shares under 10b5-1 plan
Guidewire Software, Inc. (NYSE: GWRE) CEO Michael George Rosenbaum sold 1,200 shares of common stock at $105.67 per share through a pre-arranged Rule 10b5-1 trading plan adopted on October 14, 2025. Following this transaction, Rosenbaum directly holds 198,576 shares, maintaining a substantial ownership stake in the company. The sale amounted to $126,804 and is categorized as a high-impact, negative sentiment filing.
Form 4 Guidewire Software Inc For: 22 June By Investing.com
This article reports on a Form 4 filing for Guidewire Software Inc (GWRE) on June 22. It is a brief announcement from Investing.com and includes the stock ticker and its current performance. The filing date is also highlighted within the content.
Form 4 Guidewire Software Inc For: 22 June By Investing.com
This article from Investing.com reports on a Form 4 filing for Guidewire Software Inc. dated June 22nd. It focuses on the filing itself rather than providing detailed financial analysis or specific transaction information. The article includes a general market overview with various indices, commodities, and stock prices.
Insider Selling: Guidewire Software (NYSE:GWRE) CEO Sells 1,200 Shares
Guidewire Software CEO Michael George Rosenbaum sold 1,200 shares worth $126,804 on June 22, reducing his direct holdings by 0.60%. This transaction was executed under a pre-arranged Rule 10b5-1 plan, following several other sales in recent months. Despite the stock dropping 4.8% on Monday and trading near its 52-week low, the company reported stronger-than-expected quarterly results, and analysts largely maintain a "Moderate Buy" rating with a $229.00 consensus price target.
Guidewire CFO Jeffrey Cooper sells $142,443 in company stock
Guidewire Software CFO Jeffrey Cooper sold 1,348 shares of company stock for a total of $142,443 on June 22, 2026, executed under a pre-arranged 10b5-1 trading plan. The sale occurred while Guidewire shares were trading near their 52-week low, despite InvestingPro indicating the stock is undervalued. This transaction follows the company's Q3 2026 earnings beat, though some analysts have recently lowered price targets due to mixed guidance.
Form 4 Guidewire Software Inc For: 22 June By Investing.com
This article from Investing.com announces a Form 4 filing for Guidewire Software Inc. on June 22. It is a brief, one-sentence notification focusing solely on the financial filing. The article does not provide further details about the Form 4's content but includes current market data for various indices, commodities, and stocks.
Guidewire (GWRE) CFO executes planned sale of 1,348 shares under 10b5-1 plan
Guidewire Software, Inc.'s CFO, Jeffrey Elliott Cooper, executed a pre-planned sale of 1,348 shares of common stock at $105.67 per share. This transaction, revealed through a Form 4 filing, was conducted under a Rule 10b5-1 trading plan. Following the sale, Cooper still holds 62,119 shares, maintaining a substantial stake in the company.
nCino, JFrog, and Guidewire Software Shares Plummet, What You Need To Know
Shares of nCino, JFrog, and Guidewire Software fell in the afternoon session, attributed to a confluence of AI talent departures from Alphabet, regulatory concerns, and market fears that AI agents will erode traditional enterprise software subscription models. The market's persistent worry about AI cannibalizing existing software revenue, despite counterarguments of indiscriminate selling and companies like Salesforce adapting with AI-focused strategies, continues to pressure the sector. The drop was exacerbated by a macro headwind from an incident in the Strait of Hormuz, impacting software as a long-duration asset particularly sensitive to interest rate expectations.
Jeffrey Cooper sells 2,594 GWRE shares reported in Form 144 (NYSE: GWRE)
Guidewire Software, Inc. (NYSE: GWRE) filed a Form 144 indicating that Jeffrey Cooper sold 2,594 shares of common stock on June 16, 2026, for total proceeds of $308,019.34. The filing also listed 1,348 shares of restricted stock and identified Morgan Stanley Smith Barney LLC as the broker for the transaction. This is a routine regulatory disclosure of an insider sale by an equity compliance specialist.
GWRE (NYSE) Rule 144 filing shows staged insider disposals totaling several thousand shares
Guidewire Software, Inc. (GWRE) has filed a Rule 144 notice indicating multiple dispositions of common stock by an affiliated holder. The filing details a 5,830-share sale on June 16, 2026, for $692,271.69, alongside a series of 1,200-share disposals occurring periodically from March 23, 2026, through June 15, 2026. These securities, identified as Restricted Stock and Performance Shares, were originally issued on June 15, 2023.
Guidewire Software stock hits 52-week low at 107.14 USD
Guidewire Software (GWRE) stock recently hit a 52-week low of $107.14, representing a 55% decline over the past year. Despite this downturn, InvestingPro analysis suggests the stock may be undervalued, with 11 analysts revising earnings upwards and the company showing strong revenue growth of nearly 25% in the last twelve months. Recent Q3 fiscal year 2026 earnings exceeded expectations, though annual recurring revenue fell short for some analysts, leading Wells Fargo, Stifel, and RBC Capital to lower their price targets while maintaining mixed ratings.
Guidewire Software stock hits 52-week low at 107.14 USD By Investing.com
Guidewire Software Inc.'s stock recently reached a 52-week low of $107.14, representing a 55% decline over the past year, despite analysts suggesting it might be undervalued. The company reported strong Q3 FY2026 earnings, surpassing expectations, but annual recurring revenue fell short for some analysts, leading several firms to lower their price targets while maintaining favorable ratings. Investors are closely watching the company's strategies to reverse this downward trend.
Bamco Inc. NY Has $1.03 Billion Holdings in Guidewire Software, Inc. $GWRE
Bamco Inc. NY reduced its stake in Guidewire Software by 0.4% in the fourth quarter but still holds 5.15 million shares valued at $1.03 billion, making it their 7th largest holding. Guidewire reported strong fiscal fourth-quarter results, beating EPS and revenue estimates with 26.9% year-over-year revenue growth. Despite solid earnings, analyst price targets have been cut and insiders have sold shares, though the stock maintains a "Moderate Buy" consensus rating and a $229 target price.
Guidewire Software Inc (GWRE) Earnings Forecast: Future EPS & Revenue Growth Estimates
Guidewire Software Inc (GWRE) has an earnings forecast score of 8.40, ranking 57th in the Software & IT Services industry. Analysts project an average price target of $278.00, with a consensus "Buy" rating based on 15 analysts. The company's recent EPS of $0.71 significantly exceeded the market expectation of $0.20, and the next quarter's EPS is expected to be $0.95 with a revenue forecast of $402.87 million.
Fred Alger Management LLC Sells 11,487 Shares of Guidewire Software, Inc. $GWRE
Fred Alger Management LLC reduced its stake in Guidewire Software, Inc. by 6.2% in the fourth quarter, selling 11,487 shares and ending with 173,068 shares valued at approximately $34.8 million. Despite mixed analyst sentiment and recent price target cuts, Guidewire Software reported better-than-expected quarterly results with EPS of $0.82 and revenue of $372.54 million, exceeding analyst estimates. Other hedge funds have shown varied activity, while company insiders also conducted sales to cover tax obligations.
Blair William & Co. IL Has $228.06 Million Holdings in Guidewire Software, Inc. $GWRE
Blair William & Co. IL recently reported a slight reduction of 2.0% in its stake in Guidewire Software, Inc. (NYSE:GWRE) during the fourth quarter, yet still maintains a substantial holding of 1,134,551 shares valued at approximately $228.1 million. Insiders like President John P. Mullen and CFO Jeffrey Elliott Cooper sold shares to cover tax obligations related to equity awards. Despite these insider sales, Guidewire Software exceeded quarterly earnings and revenue expectations, and analysts generally maintain a "Moderate Buy" rating with an average target price of $229.00.
Guidewire (GWRE) insider files Form 144 to sell RSU shares on 06/15/2026
A Guidewire Software insider has filed a Form 144 notice to sell 246 shares of Common Stock, acquired as Restricted Stock Units, with a proposed transaction date of June 15, 2026. The filing also notes a previous sale of 273 shares on March 17, 2026, for $44,733.19. This procedural filing indicates an insider's intention to sell shares and increases transparency in the market regarding potential stock sales.
Guidewire Software, Inc. $GWRE is Anabranch Capital Management LP's 5th Largest Position
Anabranch Capital Management LP significantly increased its stake in Guidewire Software (GWRE) by 276.7% in the fourth quarter, making it their 5th largest position. Despite insiders selling shares and some analysts trimming price targets, Guidewire reported strong quarterly results with higher-than-expected EPS and revenue. The stock currently holds a consensus "Moderate Buy" rating with an average target price of $229.
Insider sells multiple GWRE share blocks, including a $776K disposition (GWRE)
A Guidewire Software insider reported multiple share dispositions via a Form 144 filing, including frequent open-market sales of 1,200 shares between March and June 2026, and a larger single sale of 4,737 shares valued at $776,194.87. The filing also indicates that 5,830 Restricted Stock Units were acquired as compensation on June 15, 2026. This activity suggests systematic selling by an insider, Michael George Rosenbaum, alongside new equity compensation.
Guidewire (NYSE: GWRE) affiliate files to sell 2,594 RSU shares
An affiliate of Guidewire Software (NYSE: GWRE) has filed a Form 144 to indicate intent to sell 2,594 shares of common stock, which were acquired as Restricted Stock Units (RSUs) on June 15, 2026. The filing also notes a previous sale by an affiliate of 1,935 shares on March 17, 2026, for over $317,000. This regulatory notice is standard for affiliate sales and does not confirm the actual execution or timing of the sale.
Guidewire Software (NYSE:GWRE) CEO Michael George Rosenbaum Sells 5,830 Shares
Guidewire Software CEO Michael George Rosenbaum sold 5,830 shares of the company's stock on June 16th for approximately $692,254. The sale was executed under a pre-arranged 10b5-1 trading plan to cover tax obligations related to equity awards. Despite beating earnings expectations, the stock traded lower and is near its 1-year low, with analysts maintaining a "Moderate Buy" rating and an average price target of $229.
Guidewire Software (NYSE:GWRE) CEO Sells $148,620.00 in Stock
Guidewire Software (NYSE:GWRE) CEO Michael George Rosenbaum sold 1,200 shares of the company's stock for $148,620 on June 15th, under a pre-arranged Rule 10b5-1 plan to cover tax withholding. Despite this sale, he retains over 205,000 shares valued at approximately $25.5 million. The stock price fell 2.1% to $117.50, nearing its 52-week low, even after the company exceeded quarterly earnings and revenue expectations.
Guidewire (GWRE) CFO transfers shares to cover RSU tax obligations
Guidewire Software, Inc.'s CFO, Jeffrey Elliott Cooper, reported a transfer of 2,594 shares of common stock at $118.743 per share. This disposition was not a discretionary market sale but a transfer back to the company to cover tax obligations stemming from the settlement of his Restricted Stock Units. Following this transaction, Cooper still retains a significant equity position of 63,467 shares.
Guidewire (NYSE: GWRE) CAO Winston King sells 999 shares for RSU taxes
Guidewire Software, Inc.'s Chief Administrative Officer and General Counsel, James Winston King, sold 999 shares of common stock at $118.743 per share. This sale was conducted to cover tax obligations stemming from the settlement of Restricted Stock Units. Following this transaction, King directly holds 31,702 common shares, indicating the sale represents a minor portion of his total holdings.
Guidewire Software officer King sells $118,624 in common stock
King James Winston, Guidewire Software's Chief Administrative Officer and General Counsel, sold 999 shares of company common stock for $118,624 to cover taxes related to Restricted Stock Units. This sale occurred while the stock was near its 52-week low and considered overvalued by InvestingPro analysis, despite analysts revising earnings upwards for the upcoming period. The company recently exceeded Q3 fiscal year 2026 earnings expectations, though some analysts adjusted price targets due to modest annual recurring revenue growth.
