Guidewire Software, Inc. (GWRE) shares climbed 8.9% to $155.32 as of October 1, 2026, a significant gain from the prior close of $142.58. 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.
What happened
GWRE climbed 8.9% to $155.32
Guidewire Software filed a material event 8-K today, triggering a +7.73% intraday rally to $153.60 (from $142.58). The specific nature of the material event was not disclosed in available evidence; SEC filing GWRE-20260904.htm contains the details. Early trading volume data is not yet reliable at this point in the session. Review the full 8-K disclosure (GWRE-20260904.htm) for the exact nature of the material event; monitor for management commentary or press release. Guidewire earnings are scheduled for December 3, 2026, with consensus EPS estimate of $0.75.
This summary describes the catalyst and move as first detected on Oct 1, 2026, 10:17 AM EDT; the stock has continued trading since, so the current price and percentage move (shown above) may be larger or smaller than the figures here.
ActivityLow confidence
Rel. volume
1.0×
Normal
Vs peers
—
No comparable peers
Market cap
$12.9B
New York Stock Exchange
Analyst target
$211
+35.8% vs price
Price chart
Aug 31 – Oct 1
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to jump to details
What it means for Guidewire Software, Inc. investors
For Guidewire Software, Inc. investors, the recent signals are mixed, leaving the near-term picture neutral / mixed. On the constructive side: Strong 8.9% price move; Positive price momentum. Weighing against that: GWRE moved -3.00% from its $150.06 open to a $145.56 close on 2026-09-25; Guidewire Software, Inc. (GWRE) moved -6.01% from $142.53 to $133.97 on 2026-07-22. Wall Street's consensus price target sits at $211.00, implying +35.8% upside from $155.32. Over the past 90 days analysts logged 1 upgrade and 0 downgrades. BestStocks rates the overall signal quality low (58/100). With earnings roughly 63 days out, the next report is the most likely near-term test of the move.
GWRE price reaction
GWRE last traded at $155.32, up $12.74 (+8.94%) from the previous close of $142.58. The session traded on 1.0× average volume (normal), so participation was unremarkable. Over the past month the stock has ranged between $140.09 and $204.75, and it currently sits about 24% of the way up that band.
Bullish and bearish analyst opinions on Guidewire Software, Inc. (GWRE)
▲Latest catalyst·strengthens the bull case
The latest catalyst — a materially positive development — it strengthens the bull case and confirms the prevailing bullish analyst lean.
The consensus analyst price target on Guidewire Software, Inc. (GWRE) is $211.00, 35.8% above the recent $155.32. Over the past 90 days analysts logged 1 upgrade, 15 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 +35.8% upside from $155.32.
+The Street's most bullish target is $235.00 (+51.3%).
+1 analyst upgrade in the past 90 days, most recently Piper Sandler to Overweight (2026-08-10).
+Strong 8.9% price move.
+Positive price momentum.
▼ The bearish case
−GWRE moved -3.00% from its $150.06 open to a $145.56 close on 2026-09-25.
−Guidewire Software, Inc. (GWRE) moved -6.01% from $142.53 to $133.97 on 2026-07-22.
Bull vs bear balanceNeutral / Mixed
BearishNeutralBullish
The latest catalyst moved the balance toward the bulls — the hollow tick marks where it sat before.
Weighing both sides, BestStocks' composite read of recent signals is roughly balanced, 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 Oct 1, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.
Guidewire Software, Inc. moved -3.66% intraday from $145.18 to $139.87. Guidewire Software Inc (GWRE) is down ~3.5% to around $140.12 on September 29, 2026, extending a broader post-earnings correction and ongoing valuation reassessment. ### 📉 Valuation and Macro Pressures - Extended Pullback : Shares continue to drift lower as profit-taking persists following early-September's fiscal Q4 earnings report. - Soft Forward Outlook : Although Q4 earnings beat expectations, the initial fiscal 2027 revenue guidance provided earlier in the month disappointed growth expectations. - Sector Headwinds : Surging Treasury yields continue to pressure richly valued enterprise software multiples across the broader tech sector. - Pessimistic Forecasts : Recent negative near-term earnings revisions and commentary from research firms like Zacks have added downward momentum. If you're tracking GWRE's recovery timeline, let me know if you'd like details on: - Its current valuation multiples (P/E and P/S ratios) - Key technical support levels - Upcoming catalysts tied to its cloud transition
News2026-09-29-1.8%
GWRE increased operating cash flow 30% in fiscal 2026 while conducting $606 million in share repurchases.
Risk2026-09-25-3.6%
GWRE moved -3.00% from its $150.06 open to a $145.56 close on 2026-09-25.
Activity2026-09-21+3.5%
Guidewire Software, Inc. (GWRE) moved +2.82% from $145.29 to $149.38 on 2026-09-21. We checked news, earnings, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found.
Activity2026-09-14+8.6%
Guidewire Software, Inc. (GWRE) moved +4.89% from $145.87 to $153.00 on 2026-09-14. We checked news, earnings, analyst updates, filings, and corporate actions — no company-specific catalyst was found. Volume remained near its 5-day average, indicating the move was not driven by unusual trading activity.
Guidewire Software dropped 4.13% to $143.53 following its fiscal Q4 earnings release, which featured a revenue beat but was overshadowed by lighter-than-expected guidance for fiscal 2027 and Q1, according to Yahoo Finance. The company reported Q4 revenue of $411.09M and 19% ARR growth, yet management's softer near-term projections below consensus triggered the selloff despite the beat.
Guidewire Software shares fell 8.38% to $148.82 after the company reported a Q4 earnings beat (adjusted EPS $0.99 vs. $0.93–$0.94 consensus; revenue $411.1M vs. $402.6M estimate) but guided Q1 FY2027 revenue to $372–$378M, below the $386.1M analyst consensus, signaling a deceleration in ARR growth from 19% to approximately 18% (per web_catalyst and finance.yahoo.com). Volume of 1.23M shares (2.05x time-adjusted average) reflected elevated selling pressure.
In-depth GWRE event analyses
Permanent, dated analyses of GWRE's most significant sessions.
Why did Guidewire Software, Inc. (GWRE) stock move?
GWRE climbed 8.9% to $155.32. The move coincided with the context summarized above, though no single company-specific catalyst was independently confirmed.
How much did GWRE stock rise?
GWRE gained 8.94% ($12.74) versus the prior close of $142.58, last trading at $155.32 on 1.0× average volume.
When is Guidewire Software, Inc.'s next earnings date?
GWRE's next earnings report is estimated for 2026-12-03 — about 63 days away.
What is the analyst price target for GWRE?
The consensus analyst price target for GWRE is $211.00, about 35.8% above the current $155.32. Over the past 90 days, analysts recorded 1 upgrade, 15 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 October 1, 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.
