Guidewire Software Gains as New AI Customer Win Adds to Ongoing Growth Momentum

Guidewire Software (GWRE) is up 6.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely catalyst is a fresh company announcement highlighting another insurer deploying Guidewire’s AI products, which may have reinforced investor confidence in the company’s AI and cloud expansion story. The move also appears supported by momentum from Guidewire’s latest quarterly results, which showed strong recurring revenue growth and a raised full-year outlook.

Details:

Guidewire announced on July 16 that Germania Mutual deployed ProNavigator, its AI assistant, for underwriting and claims workflows, extending Guidewire’s footprint inside a customer’s day-to-day operations.

In third-quarter fiscal 2026 results released in June, total revenue rose 27% year over year to $372.5 million, while subscription and support revenue increased 35%.

Annual recurring revenue reached $1.147 billion as of April 30, 2026, and management raised its fiscal 2026 outlook for revenue, operating income, and cash flow.

Guidewire also disclosed ongoing share repurchases under its $500 million authorization, a capital return signal that can help support sentiment alongside operating momentum.

Sources:

Guidewire Investor Relations, SEC, MarketBeat

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 38 times in the past 6 months. Of those trades, 0 have been purchases and 38 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 40,567 shares for an estimated $5,648,282.
JOHN P MULLEN (President) has made 0 purchases and 2 sales selling 10,868 shares for an estimated $1,587,174.
JEFFREY ELLIOTT COOPER (Chief Financial Officer) has made 0 purchases and 4 sales selling 10,634 shares for an estimated $1,522,558.
JAMES WINSTON KING (Chief Admin Officer, Gen Couns) has made 0 purchases and 3 sales selling 3,684 shares for an estimated $502,643.
DAVID FRANKLIN PETERSON (Chief Accounting Officer) has made 0 purchases and 2 sales selling 519 shares for an estimated $73,943.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$GWRE Hedge Fund Activity

We have seen 283 institutional investors add shares of $GWRE stock to their portfolio, and 332 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

LINONIA PARTNERSHIP LP added 2,288,402 shares (+42.7%) to their portfolio in Q1 2026, for an estimated $342,253,403
DARSANA CAPITAL PARTNERS LP added 1,500,000 shares (+60.0%) to their portfolio in Q1 2026, for an estimated $224,340,000
BAMCO INC /NY/ added 1,449,903 shares (+28.2%) to their portfolio in Q1 2026, for an estimated $216,847,492
STOCKBRIDGE PARTNERS LLC removed 1,308,771 shares (-90.6%) from their portfolio in Q1 2026, for an estimated $195,739,790
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 1,263,149 shares (-29.7%) from their portfolio in Q1 2026, for an estimated $188,916,564
CURATED WEALTH PARTNERS LLC added 1,120,357 shares (+inf%) to their portfolio in Q2 2026, for an estimated $137,859,928
AQR CAPITAL MANAGEMENT LLC removed 1,101,510 shares (-83.6%) from their portfolio in Q1 2026, for an estimated $164,741,835

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$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 $207.5.

Here are some recent targets:

Allan Verkhovski from BTIG set a target price of $175.0 on 07/02/2026
Peter Heckmann from DA Davidson set a target price of $222.0 on 06/08/2026
Rishi Jaluria from RBC Capital set a target price of $215.0 on 06/05/2026
Michael Turrin from Wells Fargo set a target price of $190.0 on 06/05/2026
Aaron Kimson from Citizens set a target price of $220.0 on 06/05/2026
Parker Lane from Stifel set a target price of $200.0 on 06/05/2026
Adam Hotchkiss from Goldman Sachs set a target price of $225.0 on 06/05/2026

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.