GuideWire Software Inc: BTIG cuts target price to $175 from $200

BTIG analyst Allan Verkhovski has lowered the price target for Guidewire Software (NYSE: GWRE) to $175 from $200, while maintaining a "Buy" rating, as part of a sector research note released on February 18, 2026. The adjustment reflects ongoing uncertainties in the software sector, particularly related to the impact of artificial intelligence on business models and market dynamics. Despite the reduced target, the analyst acknowledges Guidewire’s strategic value, especially with recent developments such as a long-term partnership with Sompo Group to migrate its Guidewire applications to the Guidewire Cloud Platform.

Guidewire reported Q1 2026 earnings of $1.17 per share, exceeding the consensus estimate of $0.77, and generated $359.10 million in revenue, surpassing the expected $342.88 million. The company’s stock opened at $171.98 on June 24, 2026, with 50-day moving average of $140.20 and a 200-day moving average of $162.43. Analysts remain divided, with 11 firms maintaining a "Buy" rating, four issuing a "Hold," and one a "Sell." The consensus price target stands at $244.46.

Recent insider transactions include sales by Guidewire’s CEO and CAO, reducing their holdings by 0.57% and 2.13%, respectively. Institutional investors, including Amundi and Bank of Nova Scotia, have increased their stakes in the stock during the second quarter of 2026.