Guidewire Software Inc. has seen its stock price decline by 3.09% as it hits a 52-week low amid broader market weakness, with the Nasdaq-100 down 0.11% and the S&P 500 down 0.04%.
The recent milestone of Vaudoise becoming the first Swiss insurer to go live on the Guidewire Cloud Platform marks a significant advancement in the insurance sector. This implementation enhances claims processing efficiency, which is expected to improve customer satisfaction and solidify Vaudoise's market leadership. However, the stock's decline reflects sector rotation as investors react to broader market conditions rather than the positive developments at Guidewire.
This development highlights the ongoing transformation within the insurance industry, showcasing how technology can drive efficiency and customer satisfaction. Despite the stock's current struggles, the successful deployment of Guidewire's platform by Vaudoise could lead to future growth opportunities.
Wall Street analysts forecast GWRE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GWRE is 279.60 USD with a low forecast of 245.00 USD and a high forecast of 305.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
Wall Street analysts forecast GWRE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GWRE is 279.60 USD with a low forecast of 245.00 USD and a high forecast of 305.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Buy
2 Hold
0 Sell
Strong Buy
Current: 162.690
Low
245.00
Averages
279.60
High
305.00
Current: 162.690
Low
245.00
Averages
279.60
High
305.00
Wells Fargo
Michael Turrin
Overweight
downgrade
$275 -> $250
2026-01-08
Reason
Wells Fargo
Michael Turrin
Price Target
$275 -> $250
AI Analysis
2026-01-08
downgrade
Overweight
Reason
Wells Fargo analyst Michael Turrin lowered the firm's price target on Guidewire to $250 from $275 and keeps an Overweight rating on the shares. The firm believes that AI is still "the name of the 2026 game." Wells sees three key ways to play, namely infrastructure, incumbents, and innovation. While adoption will likely be uneven, secular trend will ultimately drive 2026 performance, it adds.
DA Davidson
Neutral -> Buy
upgrade
$246
2025-12-17
Reason
DA Davidson
Price Target
$246
2025-12-17
upgrade
Neutral -> Buy
Reason
As previously reported, DA Davidson upgraded Guidewire to Buy from Neutral with an unchanged $246 price target. The stock has pulled back about 20% after the company's Q1 results in early December, but Guidewire should be considered as a core holding for investors looking for high-quality, vertical-market leaders in application software, and the pullback represents an opportunity, the analyst tells investors in a research note. Guidewire has made real progress on their transition to the cloud / subscription model, further cementing their leadership position in InsureTech, and over the next three years, the firm is forecasting 15%-17% compound annual growth in total revenue, with much more rapid growth in recurring Subscription revenue, DA Davidson added.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for GWRE
Unlock Now
DA Davidson
Neutral -> Buy
upgrade
$246
2025-12-17
Reason
DA Davidson
Price Target
$246
2025-12-17
upgrade
Neutral -> Buy
Reason
DA Davidson upgraded Guidewire to Buy from Neutral with an unchanged price target of $246.
BTIG
NULL
to
Buy
initiated
$250
2025-12-16
Reason
BTIG
Price Target
$250
2025-12-16
initiated
NULL
to
Buy
Reason
BTIG initiated coverage of Guidewire with a Buy rating and $250 price target.
About GWRE
Guidewire Software, Inc. delivers a platform that property and casualty insurers trust to engage, innovate and grow efficiently. The Company's core products include InsuranceSuite Cloud, InsuranceNow, and InsuranceSuite for self-managed installations. These products are transactional systems of record that support the entire insurance lifecycle, including insurance product definition, distribution, underwriting, policyholder services, and claims management. It also sells digital engagement and analytics products. Its digital engagement products enable digital sales, omnichannel service, and enhanced claims experiences for policyholders, agents, vendor partners, and field personnel. Its InsuranceSuite Cloud is a configurable and scalable product, delivered as a service, and primarily comprised of three core applications (PolicyCenter Cloud, BillingCenter Cloud, and ClaimCenter Cloud) that can be subscribed to separately or together.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
