Guidewire shares rise after Q2 results beat expectations and full-year outlook was raised

Guidewire Software, Inc. (GWRE) is up 3.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to the company’s fiscal Q2 2026 earnings report, which showed strong year-over-year growth and profitability improvement alongside a higher full-year outlook. Investors likely also reacted positively to commentary around durable demand for multi-year deals and continued cloud momentum.

Details:

Guidewire reported fiscal Q2 2026 revenue of $359.1 million, up 24% year over year, with subscription and support revenue up 33%.

Non-GAAP diluted EPS was $1.17 (versus $0.51 in the prior-year quarter), alongside higher operating income and a swing to GAAP net income.

Management raised its fiscal 2026 outlook, including total revenue guidance of $1.438 billion to $1.448 billion and higher targets for operating income and cash flow.

The company also disclosed a new $500 million share repurchase authorization (with most of the authorization remaining as of quarter-end), which can be supportive to sentiment.

Sources:

Guidewire, The Associated Press, Zacks

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 54 times in the past 6 months. Of those trades, 0 have been purchases and 54 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 69,732 shares for an estimated $15,347,401.
JOHN P MULLEN (President) has made 0 purchases and 5 sales selling 32,844 shares for an estimated $7,413,921.
JEFFREY ELLIOTT COOPER (Chief Financial Officer) has made 0 purchases and 9 sales selling 25,958 shares for an estimated $6,130,478.
JAMES WINSTON KING (Chief Admin Officer, Gen Couns) has made 0 purchases and 9 sales selling 19,224 shares for an estimated $4,534,525.
DAVID FRANKLIN PETERSON (Chief Accounting Officer) has made 0 purchases and 3 sales selling 3,169 shares for an estimated $758,456.
DAVID S BAUER sold 500 shares for an estimated $115,365

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

$GWRE Hedge Fund Activity

We have seen 265 institutional investors add shares of $GWRE stock to their portfolio, and 449 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:

DA Davidson issued a "Buy" rating on 12/17/2025
BTIG 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:

Parker Lane from Stifel set a target price of $250.0 on 03/06/2026
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
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
Peter Heckmann from DA Davidson set a target price of $246.0 on 12/17/2025
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.