$GWRE

Guidewire Software (GWRE) rose 5.2% after an analyst raised its price target to $210 from $180, citing expectations of strong Q4 results and fiscal 2027 guidance. The company reported $1.147B in annual recurring revenue, up 19% YoY, and updated its fiscal 2026 revenue outlook to $1.460B-$1.470B. Recent product updates and cloud migration announcements also contributed to positive sentiment.

Peterson David Franklin (Chief Accounting Officer) sold 2,500 shares of Guidewire Software, Inc. (GWRE) at $200.00 ($0.50M total) on 2026-08-27 under a Rule 10b5-1 trading plan.

Mullen John P (President) sold 14,400 shares of Guidewire Software, Inc. (GWRE) at $185.00 ($2.66M total) on 2026-08-19 under a Rule 10b5-1 trading plan.

BBH Select Mid Cap ETF's Q2 2026 letter notes Guidewire Software (GWRE) as a top holding. GWRE, a P&C insurer platform provider, saw a 17.7% decline despite strong Q3 results and raised guidance. The company's ARR growth met mid-range expectations, and AI integration is reducing migration costs, potentially driving future growth. GWRE closed at $181.18 with a 37.91% one-month return and a 14.98% 52-week loss.

Analysts upgraded Micron (MU) and Guidewire (GWRE) citing improved inventory and AI growth, respectively. Goldman Sachs (GS) and Datadog (DDOG) were downgraded due to valuation concerns and growth expectations.

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.