DA Davidson Rates Guidewire Software (GWRE) Buy

DA Davidson maintained its Buy rating on Guidewire Software, Inc. GWRE alongside a $222 price target on October 2, 2026. The research note arrived as the software developer navigated a range of analyst opinions heading into the autumn months. Guidewire closed at $152.15 on the day of the rating update.

GWRE Guidewire Software, Inc.

$171.44 ▼ -8.63% year to date

1M 3M YTD

Daily close · Oct 19, 2026

DA Davidson's Call on Guidewire Software

In its research note published on October 2, 2026, DA Davidson kept its Buy rating and left its price target unchanged at $222. The target sits well above where the shares closed on the day of the report.

Other Institutional Activity in Guidewire Software

BAMCO Inc. grew its holdings by 2,396,894 shares, ending with 8,994,456 shares worth about $1.54 billion. Linonia Partnership LP reduced its stake by 717,679 shares, ending with 6,933,483 shares worth about $1.19 billion. Darsana Capital Partners, LP trimmed its position by 196,000 shares, ending with 3,804,000 shares worth about $652.16 million. Massachusetts Financial Services Co. cut its holdings by 966,232 shares, ending with 2,028,908 shares worth about $347.84 million. Route One Investment Company, L.P. kept its stake steady, ending with 1,849,364 shares worth about $317.05 million.

Guidewire Software, Inc. Stock Down 1.2%

Shares recently traded around $166.84 as of October 16, 2026, which is up about 9.7% from the October 2 close. The stock trades close to its 50-day moving average of $167.14 and sits roughly 11.7% above its 200-day moving average of $149.43. Over the past year, the shares have traded as low as $102.30 and as high as $255.89.

Recent Earnings

Guidewire Software posted trailing twelve month revenue of $1.48 billion with a net profit margin of 9.4%. The company reported earnings of $1.63 per share over the same period, alongside a return on equity of 10.5%. The next earnings report is scheduled for December 3, 2026.

Dividend

The company currently pays no dividend, maintaining a dividend payout ratio of 0.0%.

Insider Buying and Selling at Guidewire Software, Inc.

Chief Executive Officer Michael Rosenbaum sold 1,200 shares on October 5, 2026, at an average price of $152.52 for a total of $183,024. Chief Administrative Officer and General Counsel King James Winston sold 9,187 shares on October 9, 2026, at $168.00 per share under a planned trading program, totaling $1.54 million. General Counsel James Winston King also sold 9,187 shares on October 9, 2026, at $168.00 for $1.54 million. CEO Michael Rosenbaum later sold another 1,200 shares on October 12, 2026, at $168.97 for $202,764 under a planned arrangement.

Analysts Set New Price Targets

Citigroup maintained a Neutral rating with a $181 price target on September 4, 2026, moving up from $137. Oppenheimer maintained an Outperform rating with a $210 target on September 4, 2026, raising it from $200. DA Davidson maintained its Buy rating with a $222 target across multiple dates in September and October 2026. Across Wall Street, the stock holds a consensus buy rating with a mean price target of $213.29 from 14 analysts, with targets ranging from $170.00 to $258.00.

About Guidewire Software

Based in San Mateo, California, Guidewire Software builds specialized software platforms for property and casualty insurers. Its core applications handle policy administration, claims management, and billing operations for insurance carriers around the world. The firm employs 4,174 people and carries a market capitalization of roughly $14.06 billion.

Bottom Line

DA Davidson's reaffirmed view keeps the focus on the company's software platform demand ahead of the next earnings report on December 3, 2026. Investors will watch to see if institutional accumulation continues as the stock trades near its medium-term moving averages.