GWRETechnology · Software - ApplicationThe 16 Wall Street analysts covering Guidewire Software, Inc. hold a median 12-month price target of $215 — +32.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 68 of 100 as at 5 Sept 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Guidewire Software, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (88): The business earns solid, repeatable profits on what it owns.
Momentum (22): The shares have been drifting down relative to others.
Size (13): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on GWRE, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +32.4% from it.
Of the 20 most recent actions, 7 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 4 Sept 2026 | BTIG | Maintains | Buy | $230 → $220 |
| 4 Sept 2026 | Citigroup | Maintains | Neutral | $137 → $181 |
| 4 Sept 2026 | Citizens | Reiterates | Market Outperform | $220 |
| 4 Sept 2026 | DA Davidson | Maintains | Buy | $222 |
| 4 Sept 2026 | Needham | Reiterates | Hold | — |
| 4 Sept 2026 | Oppenheimer | Maintains | Outperform | $200 → $210 |
| 4 Sept 2026 | Piper Sandler | Maintains | Overweight | $210 |
| 4 Sept 2026 | RBC Capital | Reiterates | Outperform | $215 |
| 4 Sept 2026 | Wells Fargo | Maintains | Overweight | $190 → $195 |
| 2 Sept 2026 | BTIG | Maintains | Buy | $175 → $230 |
| 31 Aug 2026 | Baird | Maintains | Outperform | $202 → $235 |
| 27 Aug 2026 | Guggenheim | Maintains | Buy | $180 → $210 |
| 17 Aug 2026 | Oppenheimer | Maintains | Outperform | $180 → $200 |
| 17 Aug 2026 | Oppenheimer | Maintains | Outperform | — |
| 10 Aug 2026 | Piper Sandler | Initiates | Overweight | — |
| 10 Aug 2026 | Piper Sandler | Initiates | Overweight | $210 |
| 23 July 2026 | Guggenheim | Initiates | Buy | $180 |
| 23 July 2026 | Guggenheim | Initiates | Buy | — |
| 14 July 2026 | JP Morgan | Maintains | Overweight | — |
| 14 July 2026 | JP Morgan | Maintains | Overweight | $300 → $258 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. GWRE appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Sept 2026, Guidewire Software, Inc. returned −25.1% against +20.0% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 7% of US stocks
Cheaper than 13% of US stocks
Cheaper than 8% of US stocks
Cheaper than 2% of US stocks
Higher than 76% of US stocks
Higher than 7% of US stocks
Higher than 77% of US stocks
Higher than 61% of US stocks
Higher than 72% of US stocks
Higher than 68% of US stocks
Higher than 65% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Guidewire Software, Inc. has a market value of $13.5B and an enterprise value of $13.4B.
Revenue in the twelve months to 30 Apr 2026: $1.4B. The latest quarter grew 15.3% year on year.
Net income over the same four quarters: $159.8M, a 11.2% net margin.
Diluted earnings per share, trailing twelve months: $1.85.
Free cash flow in the twelve months to 30 Apr 2026: $319.6M, after $17.7M of capital spending.
Trailing P/E: 86.9×; forward P/E: 30.4× — the forward figure prices analyst consensus estimates, not reported earnings.
Guidewire Software, Inc. employs 4,049 people — $351K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Guidewire Software, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Guidewire Software reported fourth-quarter results that came in ahead of expectations on Thursday. Following the release, analysts revised their forecasts for the company.
Why it matters — A strong earnings report and subsequent analyst forecast revisions signal the latest read on Guidewire's financial performance for investors tracking the company.
Guidewire reported Q4 results with 15% YoY revenue growth, 19% ARR growth, and margin expansion, though its guidance points to a near-term growth slowdown. The stock fell 15% after earnings, yet the report notes it still trades at high multiples.
Why it matters — The piece highlights a potential disconnect between Guidewire's strong execution in its high-moat insurance software niche and the valuation it still commands after its post-earnings decline, which matters to investors weighing growth versus price.
Guidewire Software's stock declined after its fiscal Q4 results, which showed significantly slower overall revenue growth. However, cloud momentum remained consistent, with new deals for PricingCenter and ProNavigator, and ARR and earnings momentum are guided to stay steady in FY2027 despite a subdued Q1 ARR outlook.
Why it matters — GWRE watchers would care because the quarterly results point to slower near-term growth even as the company's cloud business and product deals maintain momentum into FY2027.
Guidewire Software, Inc. published its Q4 2026 earnings call transcript, covering the company's fourth-quarter results and management discussion with analysts.
Why it matters — A Guidewire watcher would look to this transcript for management's own commentary on the quarter's performance and outlook.
Guidewire Software closed fiscal 2026 with annual recurring revenue above its guidance range, supported by cloud migrations, low customer attrition, and demand for its newer artificial intelligence and pricing products, according to highlights from its Q4 earnings call.
Why it matters — A GWRE watcher would care because exceeding its ARR guidance suggests the company's cloud migration and product trends continued to perform well through the fiscal year.
The 16 Wall Street analysts covering Guidewire Software, Inc. have a median 12-month price target of $215, with estimates ranging from $137 to $258. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 16 analysts covering Guidewire Software, Inc., 13 rate it a Buy, 2 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Guidewire Software, Inc. 68 out of 100 across roughly 4,600 US stocks as at 5 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 5 Sept 2026, Guidewire Software, Inc. ranks 68 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (88 of 100).
No one can know that. What the data says: the median 12-month target from 16 analysts implies +32.4% from the last close, and Ticker Nerd's factor model ranks Guidewire Software, Inc. 68 out of 100 as at 5 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Guidewire Software, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for GWRE are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $137 to $258 over the next 12 months.
Guidewire Software, Inc. returned -25.1% over the 12 months to 4 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Guidewire Software Inc. is a software company that provides cloud-based platform solutions for property and casualty insurers.
The most recent item we track (Benzinga, 4 Sept 2026): "These Analysts Revise Their Forecasts On Guidewire Software After Q4 Results". Guidewire Software reported fourth-quarter results that came in ahead of expectations on Thursday. Following the release, analysts revised their forecasts for the company.
Guidewire Software Inc. is a software company that provides cloud-based platform solutions for property and casualty insurers. Its products help insurers manage core operations such as policy administration, billing, claims, digital engagement, data management, analytics, and artificial intelligence within a single technology stack. The company’s flagship offerings include InsuranceSuite Cloud, InsuranceNow, and self-managed software, along with modular applications such as PolicyCenter, BillingCenter, and ClaimCenter. Guidewire also offers tools for risk assessment, underwriting support, reinsurance, and business intelligence, serving insurers across personal, commercial, and specialty lines. Guidewire Software Inc. plays a central role in the insurance technology market by helping carriers streamline operations, improve customer and agent experiences, and modernize mission-critical workflows.
CEO Mr. Michael George Rosenbaum · 4,049 employees · United States · https://www.guidewire.com
