Guidewire Software gains as analyst target hike and upbeat growth expectations lift sentiment

Guidewire Software (GWRE) is up 5.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be a fresh analyst price-target increase ahead of next week’s earnings, combined with continued optimism around Guidewire’s recurring-revenue growth and cloud migration momentum. The move also looks supported by expectations that fourth-quarter results and initial fiscal 2027 commentary could come in at or above market expectations.

Details:

Sources:

Guidewire, Investing.com, TipRanks, PR Newswire

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$GWRE Insider Trading Activity

$GWRE insiders have traded $GWRE stock on the open market 40 times in the past 6 months. Of those trades, 0 have been purchases and 40 have been sales.

Here’s a breakdown of recent trading of $GWRE stock by insiders over the last 6 months:

• MICHAEL GEORGE ROSENBAUM (Chief Executive Officer) has made 0 purchases and 27 sales selling 40,567 shares for an estimated $5,815,070.
• JOHN P MULLEN (President) has made 0 purchases and 3 sales selling 25,268 shares for an estimated $4,251,174.
• JEFFREY ELLIOTT COOPER (Chief Financial Officer) has made 0 purchases and 4 sales selling 10,634 shares for an estimated $1,522,558.
• DAVID FRANKLIN PETERSON (Chief Accounting Officer) has made 0 purchases and 3 sales selling 3,019 shares for an estimated $573,943.
• JAMES WINSTON KING (Chief Admin Officer, Gen Couns) has made 0 purchases and 3 sales selling 3,684 shares for an estimated $502,643.

To track insider transactions, check out Quiver Quantitative’s insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$GWRE Hedge Fund Activity

We have seen 250 institutional investors add shares of $GWRE stock to their portfolio, and 480 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• BAMCO INC /NY/ added 2,397,003 shares (+36.3%) to their portfolio in Q2 2026, for an estimated $294,951,219
• JPMORGAN CHASE & CO added 2,249,339 shares (+inf%) to their portfolio in Q2 2026, for an estimated $276,781,163
• ROYAL BANK OF CANADA removed 1,844,455 shares (-90.6%) from their portfolio in Q2 2026, for an estimated $226,960,187
• VAN ECK ASSOCIATES CORP added 1,215,855 shares (+inf%) to their portfolio in Q2 2026, for an estimated $149,610,957
• T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 1,198,824 shares (+inf%) to their portfolio in Q2 2026, for an estimated $147,515,293
• CURATED WEALTH PARTNERS LLC added 1,120,357 shares (+inf%) to their portfolio in Q2 2026, for an estimated $137,859,928
• CAPITAL WORLD INVESTORS removed 1,006,940 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $150,597,946

To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$GWRE Price Targets

Multiple analysts have issued price targets for $GWRE recently. We have seen 8 analysts offer price targets for $GWRE in the last 6 months, with a median target of $207.5.

Here are some recent targets:

• Allan Verkhovski from BTIG set a target price of $175.0 on 07/02/2026
• Peter Heckmann from DA Davidson set a target price of $222.0 on 06/08/2026
• Rishi Jaluria from RBC Capital set a target price of $215.0 on 06/05/2026
• Michael Turrin from Wells Fargo set a target price of $190.0 on 06/05/2026
• Aaron Kimson from Citizens set a target price of $220.0 on 06/05/2026
• Parker Lane from Stifel set a target price of $200.0 on 06/05/2026
• Adam Hotchkiss from Goldman Sachs set a target price of $225.0 on 06/05/2026

This article is not financial advice. See Quiver Quantitative’s disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.