Zacks Research Brokers Decrease Earnings Estimates for GWRE

30 Sep 2026, 01:13 by Jessica Moore · The Cerbat Gem

Guidewire Software, Inc. (NYSE:GWRE – Free Report) – Zacks Research lowered their Q1 2027 earnings per share estimates for Guidewire Software in a research report issued on Thursday, September 24th. Zacks Research analyst Team now forecasts that the technology company will post earnings of $0.26 per share for the quarter, down from their previous estimate of $0.37. The consensus estimate for Guidewire Software’s current full-year earnings is $2.45 per share. Zacks Research also issued estimates for Guidewire Software’s Q2 2027 earnings at $0.44 EPS, Q3 2027 earnings at $0.48 EPS, Q4 2027 earnings at $0.80 EPS, FY2027 earnings at $1.98 EPS, Q1 2028 earnings at $0.63 EPS, Q2 2028 earnings at $0.73 EPS, Q3 2028 earnings at $0.81 EPS, Q4 2028 earnings at $1.00 EPS, FY2028 earnings at $3.18 EPS and FY2029 earnings at $4.36 EPS.

Guidewire Software (NYSE:GWRE – Get Free Report) last posted its quarterly earnings data on Thursday, September 3rd. The technology company reported $0.99 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.06. Guidewire Software had a return on equity of 12.66% and a net margin of 9.44%.The firm had revenue of $411.09 million for the quarter, compared to analysts’ expectations of $402.61 million. During the same period in the previous year, the firm earned $0.84 EPS. The business’s quarterly revenue was up 15.3% on a year-over-year basis.

GWRE has been the subject of several other research reports. BTIG Research increased their target price on Guidewire Software from $175.00 to $230.00 and gave the stock a “buy” rating in a research report on Wednesday, September 2nd. Guggenheim boosted their target price on shares of Guidewire Software from $180.00 to $210.00 and gave the stock a “buy” rating in a report on Thursday, August 27th. JPMorgan Chase & Co. cut their target price on shares of Guidewire Software from $300.00 to $258.00 and set an “overweight” rating for the company in a research note on Tuesday, July 14th. Needham & Company LLC reiterated a “hold” rating on shares of Guidewire Software in a research note on Friday, September 4th. Finally, Piper Sandler reaffirmed an “overweight” rating and issued a $210.00 target price on shares of Guidewire Software in a report on Friday, September 4th. Twelve research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $216.23.

Check Out Our Latest Stock Report on Guidewire Software

Guidewire Software Trading Down 1.9%

Shares of GWRE stock opened at $142.45 on Tuesday. The stock has a fifty day simple moving average of $164.56 and a two-hundred day simple moving average of $146.94. Guidewire Software has a 52-week low of $102.30 and a 52-week high of $255.89. The firm has a market capitalization of $11.86 billion, a PE ratio of 87.39 and a beta of 0.97. The company has a debt-to-equity ratio of 0.57, a quick ratio of 1.79 and a current ratio of 1.79.

Hedge Funds Weigh In On Guidewire Software

Large investors have recently modified their holdings of the stock. Greenwich Wealth Management LLC boosted its stake in Guidewire Software by 0.4% during the second quarter. Greenwich Wealth Management LLC now owns 37,614 shares of the technology company’s stock worth $4,628,000 after buying an additional 146 shares during the period. QRG Capital Management Inc. lifted its holdings in shares of Guidewire Software by 5.1% in the 2nd quarter. QRG Capital Management Inc. now owns 5,280 shares of the technology company’s stock worth $650,000 after acquiring an additional 258 shares during the last quarter. Tidal Investments LLC boosted its stake in shares of Guidewire Software by 20.5% during the 2nd quarter. Tidal Investments LLC now owns 11,134 shares of the technology company’s stock worth $1,370,000 after purchasing an additional 1,895 shares during the period. Integrated Wealth Concepts LLC bought a new position in Guidewire Software during the 2nd quarter valued at about $53,000. Finally, Baird Financial Group Inc. raised its position in Guidewire Software by 86.8% in the 2nd quarter. Baird Financial Group Inc. now owns 2,811 shares of the technology company’s stock worth $346,000 after purchasing an additional 1,306 shares during the period.

Insider Transactions at Guidewire Software

In other Guidewire Software news, CAO David Peterson sold 1,905 shares of the business’s stock in a transaction that occurred on Thursday, September 17th. The stock was sold at an average price of $144.47, for a total transaction of $275,215.35. Following the sale, the chief accounting officer directly owned 12,233 shares of the company’s stock, valued at $1,767,301.51. The trade was a 13.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Jeffrey Cooper sold 9,941 shares of the company’s stock in a transaction that occurred on Friday, September 18th. The shares were sold at an average price of $142.61, for a total value of $1,417,686.01. Following the sale, the chief financial officer owned 85,420 shares in the company, valued at approximately $12,181,746.20. This trade represents a 10.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders sold 192,032 shares of company stock worth $28,623,576. 0.46% of the stock is currently owned by corporate insiders.

Trending Headlines about Guidewire Software

Here are the key news stories impacting Guidewire Software this week:

Positive Sentiment: Guidewire ended fiscal 2026 with operating cash flow up 30% and repurchased $606 million of stock, suggesting stronger profitability, operating leverage and continued capital returns. Guidewire’s Cash Flow and Buybacks: Can Both Keep Scaling?
Positive Sentiment: West Bend is laying the groundwork for AI-driven claims processing on Guidewire’s platform, providing evidence of potential demand for the company’s artificial-intelligence capabilities and insurance software. West Bend Lays the Foundation for AI-Driven Claims on Guidewire
Positive Sentiment: Zacks Research raised its FY2028 EPS forecast to $3.18 from $2.64 and projects FY2029 EPS of $4.36, signaling expectations for substantial longer-term earnings growth. Several 2028 quarterly estimates were also increased. Guidewire Software analyst estimates
Neutral Sentiment: Brown Capital Management’s second-quarter investor letter said elevated expectations are weighing on Guidewire, with broader market volatility tied to uncertainty over AI spending and geopolitical tensions. Elevated Expectations Weigh on Guidewire
Negative Sentiment: Zacks Research cut its FY2027 EPS forecast to $1.98 from $2.06 and reduced Q1 2027 EPS to $0.26 from $0.37 and Q2 EPS to $0.44 from $0.55. The firm described its earnings outlook as pessimistic, raising concern about near-term execution and the stock’s premium valuation. Zacks Research Issues Pessimistic Outlook for GWRE Earnings

Guidewire Software Company Profile

(Get Free Report)

Guidewire Software, Inc develops software for the property and casualty (P&C) insurance industry. Its platform is designed to help insurers manage core operations, modernize legacy systems, and support digital interactions with policyholders, agents, brokers, and other stakeholders.