Guidewire Software Inc (GWRE)

Nov 11, 2026

Jefferies initiated coverage on ServiceTitan (TTAN) and Guidewire (GWRE) with Hold ratings, citing a need for clearer evidence of AI monetization before upgrading the stocks. The firm notes that vertical software has underperformed in recent years and recommends selective exposure until AI-driven benefits are demonstrated. While both companies show promising aspects like growth and sticky platforms, Jefferies advises waiting for better entry points due to valuation concerns and decelerating growth for ServiceTitan.

Nov 10, 2026

Shares of several growth-oriented technology companies, including ZoomInfo, HubSpot, Amplitude, Asana, and Guidewire Software, declined after higher-than-expected October consumer inflation data and hawkish comments from the Federal Reserve reignited interest rate concerns. Federal Reserve Governor Christopher Waller suggested a December rate hike is probable, with a potential 50-basis-point increase if inflation persists. This market reaction, particularly affecting long-duration cash flows, presents a potential buying opportunity for high-quality stocks.

Nov 9, 2026

Guidewire Software CEO Michael Rosenbaum sold 1,200 shares of company stock for $191,520 on November 9th, under a pre-arranged Rule 10b5-1 trading plan. This transaction is part of a series of recent sales by Rosenbaum, although he still retains 271,266 shares. The company recently exceeded quarterly earnings and revenue expectations, with revenue increasing 15.3% year-over-year, and analysts currently hold a "Moderate Buy" consensus rating with a target price of $216.23.

Nov 3, 2026

Guidewire Software CEO Michael Rosenbaum sold 1,200 shares of company stock for $192,192 on November 2nd, reducing his direct holdings by 0.44%. This sale was part of a pre-arranged Rule 10b5-1 plan, and follows several other weekly 1,200-share transactions and a larger sale in September. The company recently reported strong quarterly revenue and EPS, exceeding analyst expectations, and maintains a "Moderate Buy" consensus rating.

Nov 1, 2026

Guidewire Software (NYSE:GWRE) has received a "Moderate Buy" consensus rating from 16 analysts, with an average 12-month price target of $216.23. The company recently surpassed quarterly earnings and revenue estimates, reporting EPS of $0.99 against a $0.93 estimate and revenue of $411.09 million. While insiders have sold shares, several institutional investors have increased their positions in the company.