Guidewire Software (GWRE) slides 5.1% as investors digest earlier earnings-driven rally amid choppy tech tape

Guidewire Software, Inc. (GWRE) is down 5.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The move looks less like a company-specific headline and more like a pullback after a strong, earnings-fueled run-up in March. Broader rate and inflation crosscurrents and software-sector risk appetite may also be pressuring higher-multiple names, which can amplify downside on quiet news days.

Details:

In early March, Guidewire posted quarterly results for the period ended January 31, 2026, and updated its outlook, which helped drive a strong post-earnings advance that may be cooling off now.

U.S. equities were choppy this week with shifting inflation and interest-rate expectations; moves in Treasury yields often hit long-duration software valuations harder than the broader market.

Recent sessions have also shown periods of thinner trading activity for the stock, which can make price swings look larger when buyers step back.

There has been periodic insider selling activity disclosed via Form 4 filings in recent weeks, which can act as an incremental sentiment overhang even when sales are pre-planned.

Sources:

Guidewire Investor Relations, AP News, MarketBeat, Fintel

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$GWRE Insider Trading Activity

$GWRE insiders have traded $GWRE stock on the open market 43 times in the past 6 months. Of those trades, 0 have been purchases and 43 have been sales.

Here’s a breakdown of recent trading of $GWRE stock by insiders over the last 6 months:

MICHAEL GEORGE ROSENBAUM (Chief Executive Officer) has made 0 purchases and 27 sales selling 43,152 shares for an estimated $7,985,780.
JOHN P MULLEN (President) has made 0 purchases and 4 sales selling 20,551 shares for an estimated $3,945,206.
JEFFREY ELLIOTT COOPER (Chief Financial Officer) has made 0 purchases and 5 sales selling 11,012 shares for an estimated $1,903,046.
JAMES WINSTON KING (Chief Admin Officer, Gen Couns) has made 0 purchases and 5 sales selling 5,914 shares for an estimated $1,180,232.
DAVID FRANKLIN PETERSON (Chief Accounting Officer) has made 0 purchases and 2 sales selling 631 shares for an estimated $113,496.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$GWRE Hedge Fund Activity

We have seen 260 institutional investors add shares of $GWRE stock to their portfolio, and 384 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BLACKROCK, INC. removed 1,832,822 shares (-17.1%) from their portfolio in Q4 2025, for an estimated $368,415,550
LINONIA PARTNERSHIP LP added 1,050,577 shares (+24.4%) to their portfolio in Q4 2025, for an estimated $211,176,482
ROYAL BANK OF CANADA added 1,023,747 shares (+403.3%) to their portfolio in Q4 2025, for an estimated $205,783,384
CAPITAL WORLD INVESTORS added 1,006,940 shares (+inf%) to their portfolio in Q4 2025, for an estimated $202,405,009
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 752,423 shares (-74.8%) from their portfolio in Q4 2025, for an estimated $151,244,547
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 557,620 shares (-11.6%) from their portfolio in Q4 2025, for an estimated $112,087,196
DARSANA CAPITAL PARTNERS LP added 500,000 shares (+25.0%) to their portfolio in Q4 2025, for an estimated $100,505,000

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$GWRE Analyst Ratings

Wall Street analysts have issued reports on $GWRE in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

BTIG issued a "Buy" rating on 12/17/2025
DA Davidson issued a "Buy" rating on 12/17/2025
Citizens issued a "Market Outperform" rating on 12/12/2025

To track analyst ratings and price targets for $GWRE, check out Quiver Quantitative's $GWRE forecast page.

$GWRE Price Targets

Multiple analysts have issued price targets for $GWRE recently. We have seen 8 analysts offer price targets for $GWRE in the last 6 months, with a median target of $248.0.

Here are some recent targets:

Peter Heckmann from DA Davidson set a target price of $246.0 on 03/10/2026
Allan Verkhovski from BTIG set a target price of $200.0 on 03/06/2026
Rishi Jaluria from RBC Capital set a target price of $250.0 on 03/06/2026
Parker Lane from Stifel set a target price of $250.0 on 03/06/2026
Ken Wong from Oppenheimer set a target price of $250.0 on 02/24/2026
Michael Turrin from Wells Fargo set a target price of $210.0 on 02/04/2026
Aaron Kimson from Citizens set a target price of $300.0 on 12/12/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.