Guidewire Software Analyst Ratings: A Deep Dive into Recent Changes and Price Targets

Guidewire Software GWRE has seen 16 analysts share their evaluations, with 2 being bullish, 9 somewhat bullish, 4 indifferent, and 1 somewhat bearish. The average 12-month price target is $258.12, with a high of $290.00 and a low of $160.00. Analysts have raised their price targets, with an increase of 11.8% compared to the previous average of $230.87.

Guidewire Software (NYSE: GWRE) has seen a surge in analyst interest, with 16 analysts sharing their evaluations. The consensus is largely bullish, with 2 analysts expressing strong buy sentiments, 9 somewhat bullish, 4 indifferent, and 1 somewhat bearish. This diverse outlook reflects the varied perspectives on the company's growth prospects and market positioning.

The average 12-month price target for GWRE has risen to $258.12, a notable increase of 11.8% from the previous average of $230.87. The high price target of $290.00 was set by RBC Capital, while the low of $160.00 was established by Wells Fargo. This upward trend in price targets underscores analysts' optimism about GWRE's future performance.

The recent earnings report, where GWRE posted earnings per share of $0.88, beating analysts' expectations by $0.41, has likely contributed to the optimism. The company's revenue for the quarter was up 22.0% year-over-year, demonstrating robust growth. Additionally, the company's net margin of 3.04% and return on equity of 6.96% highlight its financial strength.

The increase in price targets is also supported by insider activity. James Winston King, an insider, sold 2,482 shares of GWRE, while President John P. Mullen sold 3,000 shares. While these sales could indicate a decrease in insider ownership, the total value of the transactions was relatively small compared to the company's market capitalization, suggesting that insiders may still hold a significant stake.

Institutional investors have also shown interest in GWRE. Several large investors, including SBI Securities Co. Ltd. and MassMutual Private Wealth & Trust FSB, have increased their holdings in the company. This institutional support can be seen as a vote of confidence in GWRE's long-term prospects.

Despite the positive outlook, some analysts remain cautious. The mixed technical indicators and valuation metrics suggest that GWRE may be overvalued, and there is a risk that the stock could face downward pressure if market conditions change.

In conclusion, the rising price targets and positive analyst evaluations indicate that Guidewire Software is well-positioned to benefit from continued growth in the property and casualty insurance market. However, investors should remain vigilant and monitor the company's performance closely to ensure that it meets the high expectations set by analysts.

References:
[1] https://www.marketbeat.com/instant-alerts/robert-w-baird-boosts-guidewire-software-nysegwre-price-target-to-27000-2025-07-21/
[2] https://www.tipranks.com/stocks/gwre/forecast