Why Guidewire Software, Inc. (GWRE) stock moved
Guidewire Software, Inc. (GWRE) shares tumbled 19.9% to $162.42 as of September 8, 2026, a sharp decline from the prior close of $202.86. BestStocks flagged the session as a major change for GWRE. Below, we break down what changed for GWRE, why it matters for investors, how the stock reacted, and the catalysts on the calendar.
GWRE fell 19.9% to $162.42
Guidewire Software stock fell 19.9% on September 4, 2026, after the company reported a fiscal Q4 earnings beat but issued a softer-than-expected fiscal 2027 outlook. Despite posting strong Q4 results with revenue of $411.1 million and 19% year-over-year ARR growth to $1.24 billion, management's more moderate near-term revenue and growth guidance disappointed investors holding a high-multiple valuation, triggering heavy profit-taking and a surge in trading volume to 3.69x normal levels.
What it means for Guidewire Software, Inc. investors
For Guidewire Software, Inc. investors, the recent signals add up to a bearish shift. On the constructive side: Guidewire Software, Inc. (GWRE) moved +5.96% from $140.54 to $148.91 on 2026-07-16; Guidewire Software, Inc. (GWRE) moved +5.34% from $127.65 to $134.47 on 2026-07-02. Weighing against that: Material negative event; Sharp 19.9% decline — elevated risk. Wall Street's consensus price target sits at $211.00, implying +29.9% upside from $162.42. Over the past 90 days analysts logged 1 upgrade and 0 downgrades. BestStocks rates the overall signal quality medium (75/100). With earnings roughly 86 days out, the next report is the most likely near-term test of the move.
GWRE price reaction
GWRE last traded at $162.42, down $40.44 (-19.93%) from the previous close of $202.86. The session traded on 3.0× average volume (extreme), so the move carried above-average conviction. Over the past month the stock has ranged between $162.42 and $205.85, and it currently sits about 0% of the way up that band.
Bullish and bearish analyst opinions on Guidewire Software, Inc. (GWRE)
The consensus analyst price target on Guidewire Software, Inc. (GWRE) is $211.00, 29.9% above the recent $162.42. Over the past 90 days analysts logged 1 upgrade, 16 maintains, and 0 downgrades. Here is how the bullish and bearish cases on GWRE line up.
The bullish case
- Wall Street's consensus price target of $211.00 implies +29.9% upside from $162.42.
- The Street's most bullish target is $235.00 (+44.7%).
- 1 analyst upgrade in the past 90 days, most recently Piper Sandler to Overweight (2026-08-10).
- Guidewire Software, Inc. (GWRE) moved +5.96% from $140.54 to $148.91 on 2026-07-16.
The bearish case
- Material negative event.
- Sharp 19.9% decline — elevated risk.
- High volume 3.0x on decline — distribution signal.
- Guidewire Software, Inc. (GWRE) moved -6.01% from $142.53 to $133.97 on 2026-07-22.
Weighing both sides, BestStocks' composite read of recent signals is bearish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.
Analyst price targets and ratings are FMP consensus figures as of Sep 8, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.
Previous notable changes for GWRE
In-depth GWRE event analyses
Frequently asked questions about GWRE
Why did Guidewire Software, Inc. (GWRE) stock move?
Guidewire Software stock fell 19.9% on September 4, 2026, after the company reported a fiscal Q4 earnings beat but issued a softer-than-expected fiscal 2027 outlook. Despite posting strong Q4 results with revenue of $411.1 million and 19% year-over-year ARR growth to $1.24 billion, management's more moderate near-term revenue and growth guidance disappointed investors holding a high-multiple valuation, triggering heavy profit-taking and a surge in trading volume to 3.69x normal levels.
How much did GWRE stock fall?
GWRE lost 19.93% ($40.44) versus the prior close of $202.86, last trading at $162.42 on 3.0× average volume.
When is Guidewire Software, Inc.'s next earnings date?
GWRE's next earnings report is estimated for 2026-12-03 — about 86 days away.
What is the analyst price target for GWRE?
The consensus analyst price target for GWRE is $211.00, about 29.9% above the current $162.42. Over the past 90 days, analysts recorded 1 upgrade, 16 maintains, and 0 downgrades.
How BestStocks tracks GWRE
This page is generated automatically by BestStocks' change-detection system after its price and volume cleared GWRE-specific materiality thresholds, triggering an evidence check. It draws on 20 tracked change events for GWRE, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of September 8, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.