$GWRE

Morgan Stanley downgraded Apple (AAPL) to Underperform, citing supply-chain checks that Apple cancelled a 20th anniversary all-glass iPhone model; price target cut to $263.66 from $285.56. It upgraded HPE to Overweight, PT $69 (from $71), and NetApp to Equal Weight, PT $173 (from $137). Other analyst actions included upgrades to Qualcomm, SanDisk, Dick’s Sporting, and Everpure, plus downgrades to Teradata, Akamai, Doximity, and Spectrum Brands.

Analyst actions on Monday included Bank of America reiterating Nvidia as Buy ahead of earnings, with ~16x CY27 forward P/E. Loop raised FirstCash Holdings to Buy, PT $255, and cut Domino’s to Hold, PT $353. UBS reiterated Micron Buy, PT $1,625. Jefferies downgraded Apple to underperform. Citi reiterated SpaceX Buy, PT $200. Bernstein raised Microsoft PT to $660.

Piper Sandler initiated coverage of Guidewire Software with an Overweight rating and a $210 price target, according to the firm. The article also notes Guidewire’s Aug. 3 release of Qusar to help insurers build and control AI agents.

Piper Sandler initiated coverage of Guidewire Software (NYSE:GWRE) with an Overweight rating and a $210 price target. The stock trades around $170.53. Piper cites 30%+ subscription growth from cloud conversions and expects gains from new customer wins and 2025 product launches. The article also notes GWRE’s fiscal Q3 ARR of $1.147B (+19% YoY) and mixed analyst target changes.

Guidewire Software (GWRE) launched its Agentic Framework in the Qusar release, aiming to provide property and casualty insurers AI tools for decision automation and workflow support. The stock rose 6.56% over one day and 25.27% over 30 days, while down 9.11% YTD and 20.04% over one year. Simply Wall St cites fair value of $198.38 versus a $170.53 close, and a SWS DCF fair value of $241.21.

Guidewire Software CEO Michael Rosenbaum sold 1,200 shares on Aug. 3, 2026, for about $187,104, per an SEC Form 4. The weighted average sale price was $155.92. He still holds 191,376 shares (0.23%). Guidewire stock had a -29% return over the prior 12 months.

Guidewire launched its Qusar release in early August 2026, introducing an Agentic Framework for building, deploying, and managing AI agents on the Guidewire Cloud Platform with secure access to policy, claims, and billing data. It also added workflow-specific AI agents and developer assistants. The article cites projected 2028 revenue of $1.7B and earnings of $191.6M, and notes potential margin pressure from security and compliance costs.

Software stocks rose in the afternoon as easing US-Iran tensions lowered Treasury yields and supported growth-oriented tech, according to the article. It cites AI-driven deal activity including Yellow.ai’s $550 million SPAC merger and AutoRek’s acquisition of Grath. It highlights Snowflake’s shares up 7.5%, with Q1 revenue $1.39B and adjusted EPS $0.39, plus product revenue growth and a raised FY product revenue guide to $5.84B.

Guidewire (NYSE: GWRE) launched the Qusar release, adding an Agentic Framework on its Guidewire Cloud Platform to help insurers build, deploy, and manage AI agents. It provides secure access to policy, claims, and billing data and automates multi-step workflows. Guidewire also introduced workflow-specific agents and developer assistants, claiming faster development.

Guidewire Software launched the Qusar release, adding AI agent capabilities, according to the company. The article also notes a Guggenheim initiation of Guidewire at a Buy rating. Guidewire shares were shown trading around $155.19, up about 2.14% on the day.