These Analysts Boost Their Forecasts On Guidewire Software Following Strong Q4 Results

Core Insights - Guidewire Software, Inc. reported fourth-quarter earnings of $0.84 per share, exceeding analyst estimates of $0.64 per share, and quarterly sales of $356.570 million, surpassing the consensus estimate of $337.858 million [1] - The company projects FY2026 sales between $1.385 billion and $1.405 billion, significantly higher than the previous estimate of $1.184 billion [1] - Guidewire executed 19 cloud deals in the fourth quarter and achieved over $1 billion in Annual Recurring Revenue (ARR), highlighted by a notable 10-year agreement with a major Tier-1 insurer [2] Analyst Ratings and Price Targets - RBC Capital analyst Rishi Jaluria maintained an Outperform rating and raised the price target from $290 to $300 [9] - Oppenheimer analyst Ken Wong also maintained an Outperform rating, increasing the price target from $275 to $300 [9] - Stifel analyst Parker Lane maintained a Buy rating and raised the price target from $270 to $300 [9] - Wells Fargo analyst Michael Turrin maintained an Overweight rating, increasing the price target from $265 to $275 [9] - Goldman Sachs analyst Adam Hotchkiss maintained a Buy rating and raised the price target from $270 to $305 [9] - Raymond James analyst Alexander Sklar reiterated an Outperform rating and boosted the price target from $255 to $275 [9]