StreetInsider.com News Articles

DA Davidson Reiterates Buy Rating on Guidewire (GWRE) Following Raised FY26 Guidance

Fri, 06 Mar 2026 08:58:07 -0500

DA Davidson analyst Peter Heckmann reiterated a Buy rating and $246.00 price target on Guidewire (NYSE: GWRE).

The analyst commented, "This afternoon, Guidewire reported strong fiscal 2Q results, with total revenue, ARR, and Non-GAAP operating income above our expectations. With results, management raised their fiscal 2026 guidance, with the midpoints of revenue, ARR, and NonGAAP operating income increasing by 2%, 1%, and 9%, respectively. Based on our preliminary review, we anticipate shares will respond positively to the 2Q update. We plan to review management’s commentary on the call and update our forecasts in the near future."

For an analyst ratings summary and

Guidewire (GWRE) PT Lowered to $250 at Stifel After 'Clean Beat Across the Board'

Fri, 06 Mar 2026 07:20:38 -0500

Stifel analyst Parker Lane lowered the price target on Guidewire (NYSE: GWRE) to $250.00 (from $300.00) while maintaining a Buy rating.

The analyst commented, "Guidewire posted a clean beat across the board, with management pointing to increased momentum and demand in its end-market, and declaring confidence in the company's positioning as the system of record for risk in an AI world. Shares traded ~5% higher AH on the print and improved outlook for the year, which was highlighted by steady momentum in cloud conversions, new business wins, early ProNavigator attach, and the company's first PricingCenter win. Management also provided some incremental

Guidewire (GWRE) PT Lowered to $250 at Stifel After 'Clean Beat Across the Board'

Fri, 06 Mar 2026 07:20:38 -0500

Stifel analyst Parker Lane lowered the price target on Guidewire (NYSE: GWRE) to $250.00 (from $300.00) while maintaining a Buy rating.

Form 10-Q Guidewire Software, Inc. For: Jan 31

Fri, 06 Mar 2026 06:01:00 -0500

si-local-file:///var/storage/secattach/20260306/26121619.html

Form 10-Q Guidewire Software, Inc. For: Jan 31

Fri, 06 Mar 2026 06:01:00 -0500

si-local-file:///var/storage/secattach/20260306/26121619.html

Needham on Guidewire (GWRE): 'Stretched Valuation'

Fri, 06 Mar 2026 05:48:51 -0500

Needham analyst Mayank Tandon reiterated a Hold rating on Guidewire (NYSE: GWRE).

The analyst comments "GWRE posted another strong 2Q FY26 quarter, with results coming in above expectations across the board. Management raised the FY26 guide across all metrics, with both 3Q and full-year targets above consensus. GWRE signed 15 InsuranceSuite cloud deals and two InsuranceNow deals in the quarter, including three new customer wins, and nine ProNavigator deals in its debut quarter. AI-driven demand for core modernization continues to build, with customers leaning into larger, longer-duration commitments. Management also noted that given the regulatory compliance and complexity of insurance that

Guidewire (GWRE) PT Lowered to $250 at RBC Capital

Fri, 06 Mar 2026 05:14:56 -0500

RBC Capital analyst Rishi Jaluria lowered the price target on Guidewire (NYSE: GWRE) to $250.00 (from $300.00) while maintaining a Outperform rating.

The analyst comments "Guidewire delivered solid F2Q26 results and guidance, sending shares up ~5% AMC. ARR (+22% YoY) came in ~0.9% above consensus, revenue (+24% YoY) came in ~4.8% above consensus, Subscription revenue (+33% YoY) came in ~3.0% above consensus, and Non-GAAP operating margin (24.3%) came in ~330bps above consensus. We were pleased to see 15 cloud wins and early traction w/ newer products like PricingCenter and ProNavigator. We continue to view GWRE as one of the more defensive

Guidewire (GWRE) PT Lowered to $250 at RBC Capital

Fri, 06 Mar 2026 05:14:56 -0500

RBC Capital analyst Rishi Jaluria lowered the price target on Guidewire (NYSE: GWRE) to $250.00 (from $300.00) while maintaining a Outperform rating.

Guidewire (GWRE) Reiterated at Market Outperform at Citizens on Strong Q2 Results

Fri, 06 Mar 2026 04:46:09 -0500

Citizens analyst Aaron Kimson reiterated a Market Outperform rating and $300.00 price target on Guidewire (NYSE: GWRE).

The analyst commented, "We maintain our Market Outperform rating and $300 price target on Guidewire after the company reported strong F2Q26 results, with ARR of $1.121B (consensus $1.110B), up 22% y/y (21% in cc) versus 22% last quarter, fully ramped ARR (FRARR) of $1.42B, continuing to, "outpace ARR growth," revenue of $359.1M (consensus $342.8M), up 24% y/y versus 27% y/ y last quarter, subscription and support revenue of $237.2M (consensus $230.3M), up 33% y/y versus 31% y/y last quarter, non-GAAP gross margin of 67.5%

After-hours movers: Marvell, Samsara, GAP, Cooper Cos.

Thu, 05 Mar 2026 16:31:02 -0500

After-hours movers:

Marvell Technology (NASDAQ: MRVL) rose 9% after solid quarterly results and guidance. Net revenue for the fourth quarter of fiscal 2026 was $2.219 billion, $19.0 million above the mid-point of the Company’s guidance provided on December 2, 2025.

Samsara Inc (NYSE: IOT) rose 13% after revenue topped estimates. Revenue for the quarter came in at $444.3 million versus the consensus estimate of $422.29 million.

GAP (NYSE: GAP) fell 8% after its quarterly results were viewed as lackluster. Comparable sales were up 3%.

Guidewire Software (NYSE: GWRE) rose 1% after it beat estimates on the top and bottom line.

Costco (NASDAQ: COST) shares

After-hours movers: Marvell, Samsara, GAP, Cooper Cos.

Thu, 05 Mar 2026 16:31:02 -0500

After-hours movers:

Samsara Inc (NYSE: IOT) rose 13% after revenue topped estimates. Revenue for the quarter came in at $444.3 million versus the consensus estimate of $422.29 million.

GAP (NYSE: GAP) fell 8% after its quarterly results were viewed as lackluster. Comparable sales were up 3%.

Guidewire Software (NYSE: GWRE) rose 1% after it beat estimates on the top and bottom line.

Costco (NASDAQ: COST) shares

After-hours movers: Marvell, Samsara, GAP, Cooper Cos.

Thu, 05 Mar 2026 16:31:02 -0500

After-hours movers:

Samsara Inc (NYSE: IOT) rose 13% after revenue topped estimates. Revenue for the quarter came in at $444.3 million versus the consensus estimate of $422.29 million.

GAP (NYSE: GAP) fell 8% after its quarterly results were viewed as lackluster. Comparable sales were up 3%.

Guidewire Software (NYSE: GWRE) rose 1% after it beat estimates on the top and bottom line.

Costco (NASDAQ: COST) shares

After-hours movers: Marvell, Samsara, GAP, Cooper Cos.

Thu, 05 Mar 2026 16:31:02 -0500

After-hours movers:

Samsara Inc (NYSE: IOT) rose 13% after revenue topped estimates. Revenue for the quarter came in at $444.3 million versus the consensus estimate of $422.29 million.

GAP (NYSE: GAP) fell 8% after its quarterly results were viewed as lackluster. Comparable sales were up 3%.

Guidewire Software (NYSE: GWRE) rose 1% after it beat estimates on the top and bottom line.

Costco (NASDAQ: COST) shares

After-hours movers: Marvell, Samsara, GAP, Cooper Cos.

Thu, 05 Mar 2026 16:31:02 -0500

After-hours movers:

Samsara Inc (NYSE: IOT) rose 13% after revenue topped estimates. Revenue for the quarter came in at $444.3 million versus the consensus estimate of $422.29 million.

GAP (NYSE: GAP) fell 8% after its quarterly results were viewed as lackluster. Comparable sales were up 3%.

Guidewire Software (NYSE: GWRE) rose 1% after it beat estimates on the top and bottom line.

Costco (NASDAQ: COST) shares

After-hours movers: Marvell, Samsara, GAP, Cooper Cos.

Thu, 05 Mar 2026 16:31:02 -0500

After-hours movers:

Samsara Inc (NYSE: IOT) rose 13% after revenue topped estimates. Revenue for the quarter came in at $444.3 million versus the consensus estimate of $422.29 million.

GAP (NYSE: GAP) fell 8% after its quarterly results were viewed as lackluster. Comparable sales were up 3%.

Guidewire Software (NYSE: GWRE) rose 1% after it beat estimates on the top and bottom line.

Costco (NASDAQ: COST) shares

After-hours movers: Marvell, Samsara, GAP, Cooper Cos.

Thu, 05 Mar 2026 16:31:02 -0500

After-hours movers:

Samsara Inc (NYSE: IOT) rose 13% after revenue topped estimates. Revenue for the quarter came in at $444.3 million versus the consensus estimate of $422.29 million.

GAP (NYSE: GAP) fell 8% after its quarterly results were viewed as lackluster. Comparable sales were up 3%.

Guidewire Software (NYSE: GWRE) rose 1% after it beat estimates on the top and bottom line.

Costco (NASDAQ: COST) shares

After-hours movers: Marvell, Samsara, GAP, Cooper Cos.

Thu, 05 Mar 2026 16:31:02 -0500

After-hours movers:

Samsara Inc (NYSE: IOT) rose 13% after revenue topped estimates. Revenue for the quarter came in at $444.3 million versus the consensus estimate of $422.29 million.

GAP (NYSE: GAP) fell 8% after its quarterly results were viewed as lackluster. Comparable sales were up 3%.

Guidewire Software (NYSE: GWRE) rose 1% after it beat estimates on the top and bottom line.

Costco (NASDAQ: COST) shares

After-hours movers: Marvell, Samsara, GAP, Cooper Cos.

Thu, 05 Mar 2026 16:31:02 -0500

After-hours movers:

Samsara Inc (NYSE: IOT) rose 13% after revenue topped estimates. Revenue for the quarter came in at $444.3 million versus the consensus estimate of $422.29 million.

GAP (NYSE: GAP) fell 8% after its quarterly results were viewed as lackluster. Comparable sales were up 3%.

Guidewire Software (NYSE: GWRE) rose 1% after it beat estimates on the top and bottom line.

Costco (NASDAQ: COST) shares

After-hours movers: Marvell, Samsara, GAP, Cooper Cos.

Thu, 05 Mar 2026 16:31:02 -0500

After-hours movers:

Samsara Inc (NYSE: IOT) rose 13% after revenue topped estimates. Revenue for the quarter came in at $444.3 million versus the consensus estimate of $422.29 million.

GAP (NYSE: GAP) fell 8% after its quarterly results were viewed as lackluster. Comparable sales were up 3%.

Guidewire Software (NYSE: GWRE) rose 1% after it beat estimates on the top and bottom line.

Costco (NASDAQ: COST) shares

After-hours movers: Marvell, Samsara, GAP, Cooper Cos.

Thu, 05 Mar 2026 16:31:02 -0500

After-hours movers:

Samsara Inc (NYSE: IOT) rose 13% after revenue topped estimates. Revenue for the quarter came in at $444.3 million versus the consensus estimate of $422.29 million.

GAP (NYSE: GAP) fell 8% after its quarterly results were viewed as lackluster. Comparable sales were up 3%.

Guidewire Software (NYSE: GWRE) rose 1% after it beat estimates on the top and bottom line.

Costco (NASDAQ: COST) shares

After-hours movers: Marvell, Samsara, GAP, Cooper Cos.

Thu, 05 Mar 2026 16:31:02 -0500

After-hours movers:

Samsara Inc (NYSE: IOT) rose 13% after revenue topped estimates. Revenue for the quarter came in at $444.3 million versus the consensus estimate of $422.29 million.

GAP (NYSE: GAP) fell 8% after its quarterly results were viewed as lackluster. Comparable sales were up 3%.

Guidewire Software (NYSE: GWRE) rose 1% after it beat estimates on the top and bottom line.

Costco (NASDAQ: COST) shares

Guidewire Software (GWRE) Tops Q2 EPS by 40c, provides guidance

Thu, 05 Mar 2026 16:11:52 -0500

Guidewire Software (NYSE: GWRE) reported Q2 EPS of $1.17, $0.40 better than the analyst estimate of $0.77. Revenue for the quarter came in at $359.1 million versus the consensus estimate of $342.76 million.

GUIDANCE:

Guidewire Software sees Q3 2026 revenue of $352-358 million, versus the consensus of $339.9 million.

Guidewire Software sees FY2026 revenue of $1.438-1.448 billion, versus the consensus of $1.634 billion.

For earnings history and earnings-related data on Guidewire Software (GWRE) click here.

Guidewire Software (GWRE) Tops Q2 EPS by 40c, provides guidance

Thu, 05 Mar 2026 16:11:52 -0500

GUIDANCE:

Guidewire Software sees Q3 2026 revenue of $352-358 million, versus the consensus of $339.9 million.

Guidewire Software sees FY2026 revenue of $1.438-1.448 billion, versus the consensus of $1.634 billion.

For earnings history and earnings-related data on Guidewire Software (GWRE) click here.

Form 8-K Guidewire Software, Inc. For: Mar 05

Thu, 05 Mar 2026 16:07:00 -0500

si-local-file:///var/storage/secattach/20260305/26118890.html

Form 8-K Guidewire Software, Inc. For: Mar 05

Thu, 05 Mar 2026 16:07:00 -0500

si-local-file:///var/storage/secattach/20260305/26118890.html