What is Zacks Research's Estimate for GWRE FY2026 Earnings?

Guidewire Software, Inc. (NYSE:GWRE - Free Report) - Zacks Research boosted their FY2026 earnings per share (EPS) estimates for Guidewire Software in a note issued to investors on Thursday, December 5th. Zacks Research analyst R. Department now forecasts that the technology company will post earnings of $0.81 per share for the year, up from their prior forecast of $0.80. The consensus estimate for Guidewire Software's current full-year earnings is $0.53 per share.

Guidewire Software (NYSE:GWRE - Get Free Report) last released its quarterly earnings results on Thursday, September 5th. The technology company reported $0.62 earnings per share for the quarter, topping the consensus estimate of $0.54 by $0.08. The company had revenue of $291.50 million for the quarter, compared to analysts' expectations of $283.84 million. Guidewire Software had a return on equity of 2.36% and a net margin of 2.91%. The business's quarterly revenue was up 8.0% compared to the same quarter last year. During the same period in the previous year, the business posted $0.30 earnings per share.

Other analysts have also recently issued reports about the company. Stifel Nicolaus boosted their price target on Guidewire Software from $200.00 to $220.00 and gave the stock a "buy" rating in a report on Tuesday, November 19th. DA Davidson reiterated a "buy" rating and issued a $210.00 target price on shares of Guidewire Software in a report on Wednesday, December 4th. JMP Securities reiterated a "market outperform" rating and issued a $231.00 target price on shares of Guidewire Software in a report on Friday. Citigroup upped their target price on Guidewire Software from $123.00 to $165.00 and gave the company a "neutral" rating in a report on Monday, September 9th. Finally, Needham & Company LLC reiterated a "hold" rating on shares of Guidewire Software in a report on Friday. One research analyst has rated the stock with a sell rating, two have issued a hold rating and eleven have given a buy rating to the stock. According to MarketBeat.com, Guidewire Software presently has a consensus rating of "Moderate Buy" and a consensus price target of $193.00.

Guidewire Software Stock Performance

Shares of NYSE:GWRE traded down $3.65 during midday trading on Monday, hitting $173.92. 2,242,469 shares of the stock were exchanged, compared to its average volume of 727,338. The stock has a market capitalization of $14.53 billion, a price-to-earnings ratio of 493.25, a P/E/G ratio of 45.93 and a beta of 1.18. The business's 50-day moving average price is $191.58 and its 200 day moving average price is $161.08. Guidewire Software has a 12 month low of $95.02 and a 12 month high of $209.15.

Institutional Investors Weigh In On Guidewire Software

Institutional investors have recently bought and sold shares of the stock. Massachusetts Financial Services Co. MA grew its stake in Guidewire Software by 24.7% in the 3rd 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 period. International Assets Investment Management LLC grew its stake in Guidewire Software by 18,001.5% in the 3rd quarter. International Assets Investment Management LLC now owns 258,128 shares of the technology company's stock valued at $472,220,000 after purchasing an additional 256,702 shares during the period. Teca Partners LP bought a new position in Guidewire Software in the 2nd quarter valued at $25,893,000. 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 purchasing an additional 185,077 shares during the period. Finally, Great Lakes Advisors LLC bought a new position in Guidewire Software in the 2nd quarter valued at $22,318,000.

Insider Buying and Selling at Guidewire Software

In other news, CEO Michael George Rosenbaum sold 23,379 shares of the company's stock in a transaction that occurred on Tuesday, September 17th. The stock was sold at an average price of $172.16, for a total transaction of $4,024,928.64. Following the transaction, the chief executive officer now directly owns 287,662 shares of the company's stock, valued at $49,523,889.92. This represents a 7.52 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider John P. Mullen sold 6,718 shares of the company's stock in a transaction that occurred on Tuesday, September 17th. The stock was sold at an average price of $172.16, for a total value of $1,156,570.88. Following the transaction, the insider now directly owns 160,099 shares in the company, valued at $27,562,643.84. The trade was a 4.03 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 52,601 shares of company stock valued at $9,116,179. 0.48% of the stock is currently owned by company 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.