GWRETechnology · Software - ApplicationThe 16 Wall Street analysts covering Guidewire Software, Inc. hold a median 12-month price target of $215 — +31.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 72 of 100 as at 5 Oct 2026 — in the upper half. Here, the model and the Street point the same way.
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 (91): The business earns solid, repeatable profits on what it owns.
Momentum (35): The shares have been drifting down relative to others.
Size (12): 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 +31.7% from it.
Of the 20 most recent actions, 3 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Oct 2026 | DA Davidson | Maintains | Buy | $222 |
| 9 Sept 2026 | DA Davidson | Maintains | Buy | $222 |
| 9 Sept 2026 | DA Davidson | Maintains | Buy | — |
| 4 Sept 2026 | BTIG | Maintains | Buy | $230 → $220 |
| 4 Sept 2026 | BTIG | Maintains | Buy | — |
| 4 Sept 2026 | Citigroup | Maintains | Neutral | — |
| 4 Sept 2026 | Citigroup | Maintains | Neutral | $137 → $181 |
| 4 Sept 2026 | Citizens | Reiterates | Market Outperform | — |
| 4 Sept 2026 | Citizens | Reiterates | Market Outperform | $220 |
| 4 Sept 2026 | DA Davidson | Maintains | Buy | $222 |
| 4 Sept 2026 | DA Davidson | Maintains | Buy | — |
| 4 Sept 2026 | Needham | Reiterates | Hold | — |
| 4 Sept 2026 | Needham | Reiterates | Hold | — |
| 4 Sept 2026 | Oppenheimer | Maintains | Outperform | $200 → $210 |
| 4 Sept 2026 | Oppenheimer | Maintains | Outperform | — |
| 4 Sept 2026 | Piper Sandler | Maintains | Overweight | — |
| 4 Sept 2026 | Piper Sandler | Maintains | Overweight | $210 |
| 4 Sept 2026 | RBC Capital | Reiterates | Outperform | — |
| 4 Sept 2026 | RBC Capital | Reiterates | Outperform | $215 |
| 4 Sept 2026 | Wells Fargo | Maintains | Overweight | $190 → $195 |
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 5 Oct 2026, Guidewire Software, Inc. returned −29.0% against +17.0% 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 8% of US stocks
Cheaper than 16% of US stocks
Cheaper than 9% of US stocks
Cheaper than 3% of US stocks
Higher than 63% of US stocks
Higher than 13% of US stocks
Higher than 77% of US stocks
Higher than 73% of US stocks
Higher than 69% of US stocks
Higher than 65% of US stocks
Higher than 68% of US stocks
Higher than 1% of US dividend payers
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 $12.5B and an enterprise value of $12.4B.
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: 93.3×; forward P/E: 28.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Guidewire Software, Inc. employs 4,174 people — $340K 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 closed fiscal 2026 with operating cash flow up 30% year over year and $606 million in share repurchases, supported by stronger profitability and operating leverage.
Why it matters — The combination of higher operating cash flow and continued buybacks signals improving financial strength for Guidewire investors to watch.
West Bend, based in West Bend, Wis., is laying the foundation for AI-driven claims on Guidewire's platform, according to a press release from the companies. The announcement, sourced from PRNewsWire, highlights West Bend's move toward AI-enabled claims processing built on Guidewire technology.
Why it matters — This signals that a customer is adopting Guidewire's platform as the foundation for advanced, AI-driven claims capabilities, underscoring the technology's role in modern insurance operations.
Guidewire Software reported strong performance for fiscal 2026, exiting the period with 19% annual recurring revenue (ARR) growth, while cloud ARR rose 35%. The company's contracted backlog is expected to support visibility into fiscal 2027.
Why it matters — A GWRE watcher would care because strong ARR and cloud growth, backed by a contracted backlog, point to continued revenue momentum heading into the next fiscal year.
Lititz Mutual has selected Guidewire's ProNavigator, an embedded AI assistant, to provide agents and employees with instant answers and guided recommendations within their daily workflows. The announcement was made jointly from Lititz, Pa., and San Mateo, Calif.
Why it matters — This adoption of Guidewire's AI-powered assistant signals continued customer uptake of its newer AI capabilities, expanding the company's footprint in the insurance technology market.
Zacks Investment Research highlighted Guidewire Software (GWRE) as a top growth stock for the long term, using its Style Scores system that helps investors identify top-rated stocks by investing style.
Why it matters — A Guidewire watcher would care because the company is being recognized by a prominent research firm as a strong long-term growth stock.
The 16 Wall Street analysts covering Guidewire Software, Inc. have a median 12-month price target of $215, with estimates ranging from $170 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, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Guidewire Software, Inc. 72 out of 100 across roughly 4,600 US stocks as at 5 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 5 Oct 2026, Guidewire Software, Inc. ranks 72 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 (91 of 100).
No one can know that. What the data says: the median 12-month target from 16 analysts implies +31.7% from the last close, and Ticker Nerd's factor model ranks Guidewire Software, Inc. 72 out of 100 as at 5 Oct 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: $170 to $258 over the next 12 months.
Guidewire Software, Inc. returned -29.0% over the 12 months to 5 Oct 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 (Zacks Investment Research, 29 Sept 2026): "Guidewire's Cash Flow and Buybacks: Can Both Keep Scaling?". Guidewire closed fiscal 2026 with operating cash flow up 30% year over year and $606 million in share repurchases, supported by stronger profitability and operating leverage.
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 · 4,174 employees · United States · https://www.guidewire.com
