Guidewire Software stock gains 0.90 percent with USD 216.23 target

Published on 10/08/2026 at 07:19 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Guidewire Software stock carries a Moderate Buy consensus from 16 analysts and a USD 216.23 target on October 7, 2026. Fiscal 2026 revenue rose 23 percent to USD 1.4754 billion.

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Guidewire Software (ISIN US40171V1008) stock was last at USD 164.69 on the NYSE on October 8, 2026, up 0.90 percent, while the analyst target remains materially higher. MarketBeat reported on October 7, 2026, that the consensus rating was Moderate Buy.

Consensus points to USD 216.23

Sixteen analysts cover Guidewire, with 12 Buy ratings and four Hold ratings, according to MarketBeat on October 7, 2026. The average target of USD 216.23 stands 31.3 percent above the USD 164.69 price, while published targets span USD 181.00 to USD 258.00.

The latest insider transaction adds a separate governance detail. Investing.com reported on October 6, 2026, that CEO Michael Rosenbaum sold 1,200 shares on October 5 at USD 152.52 for USD 183,024 under a 10b5-1 trading plan.

Fiscal growth remains measurable

Guidewire's fiscal 2026 results covered the year ended July 31, 2026. WorkCompWire reported total revenue of USD 1.4754 billion, up 23 percent from fiscal 2025, and ARR of USD 1.242 billion, up 19 percent on a constant-currency basis.

Operating cash flow reached USD 389.7 million in fiscal 2026, compared with USD 300.9 million in fiscal 2025, according to WorkCompWire. The comparison matters because Guidewire is shifting its mix toward recurring cloud subscriptions while maintaining positive operating cash generation.

Cloud deal sets October checkpoint

Guidewire had entered a new multi-year agreement on September 4, 2026, with a top 10 US insurance carrier for its personal lines business on Guidewire Cloud and PolicyCenter. The filing said the customer would rank among Guidewire's top 10 by fully ramped ARR and that the agreement did not change quarterly or fiscal-year guidance, as reported by StockTitan.

The next scheduled corporate checkpoint is October 27, 2026, when Guidewire's Investor Day is set to take place during its user conference in Las Vegas. Investing.com said DA Davidson expects the event to provide further details on the customer relationship and the longer-term outlook.

Stock remains below its yearly high

Guidewire's market capitalization stood at USD 13.7 billion on October 8, 2026, while its 52-week range was USD 102.30 to USD 255.89. The valuation gap to the yearly high keeps the October Investor Day relevant for investors assessing whether recurring-revenue growth can support the consensus target.