GWRE
Guidewire Software, Inc.
September 14, 2026 · market open
- Rarity
- 1.22
- Peak move
- +9.14%
- Float cap
- $11.5B
Guidewire Software, Inc. provides a cloud-based platform for property and casualty insurers, offering core systems for product definition, pricing and rating, underwriting, policy administration, billing, and claims management. It sells subscription services, digital engagement, analytics, and AI capabilities to insurers of all sizes, from global carriers to regional and local providers, and also offers term licenses, support, and professional services.
Where do you see this going?
no votes yetVoting closed at 4:00 PM ET.
What we found
8 events · 0 from SEC or newswire · 0 timed with the moveanalyst_ratingOn Sept 14 MarketBeat reported Guidewire Software shares traded 6.8% higher mid-day Monday, citing Oppenheimer's Sept 4 price-target increase to $210 from $200 with an Outperform rating, Piper Sandler's $210 overweight, and Guggenheim's Aug 27 target raise to $210 from $180 with a Buy rating.
operational_disruptionGuidewire reported a service interruption to its Advanced Product Designer affecting multiple customers in the APAC production environment, with the Sydney runtime and Tokyo design and runtime regions impacted and restoration estimated within 30 minutes.
analyst_ratingCitigroup raised its Guidewire price target to $181 from $137 while retaining a Neutral rating, and Needham reaffirmed its Hold rating.
insider_saleGuidewire CEO Michael Rosenbaum sold 1,200 shares at an average $204.44 (~$245,328) on Aug 31 and CAO David Peterson sold 2,500 shares at $200.00 (~$500,000) on Aug 27, with insiders selling 47,093 shares worth ~$7.2M in the prior 90 days.
analyst_ratingOppenheimer kept Outperform and raised its Guidewire target to $210, DA Davidson reiterated Buy at $222, Baird kept Outperform and raised its target to $235 from $202, and Goldman Sachs held Buy while cutting its target from $255 to $225.
guidance_changeGuidewire guided FY2027 ending ARR to $1.450-1.460B (~18% constant-currency growth, down from 19% in FY26) and Q1 FY27 revenue to $372-378M, below the ~$386M consensus, and flagged a $46M FY27 license revenue decline.
earnings_releaseGuidewire reported Q4 FY2026 revenue of $411.1M (up 15% YoY), non-GAAP EPS of $0.99 vs $0.93 consensus, ARR of $1.242B up 19%, cloud ARR up 35%, and full-year revenue of $1.475B.
major_contractNationwide, a Fortune 100 insurer and decade-long Guidewire customer, signed a multi-year agreement to migrate its entire InsuranceSuite estate to Guidewire Cloud Platform and became the first U.S. Tier-1 customer for PricingCenter.