DA Davidson reiterates Neutral rating on Guidewire stock ahead of earnings

Published 27/08/2025, 13:38
DA Davidson reiterates Neutral rating on Guidewire stock ahead of earnings

Investing.com - DA Davidson maintained its Neutral rating and $246.00 price target on Guidewire (NYSE:GWRE) ahead of the company’s upcoming fiscal fourth-quarter earnings report. The insurance software provider, currently valued at nearly $18 billion, has seen its stock surge about 44% over the past year.

The insurance software provider is scheduled to release its July quarter results on Thursday, September 4, with a conference call planned for 5:00 PM Eastern Time. According to InvestingPro data, Guidewire has demonstrated strong momentum with revenue growth of nearly 19% in the last twelve months.

DA Davidson expects Guidewire to meet or modestly exceed its forecasts for the quarter, which marks the end of the company’s 2025 fiscal year.

The research firm anticipates management will provide fiscal 2026 guidance that aligns with both DA Davidson’s forecasts and the broader consensus estimates.

While acknowledging Guidewire’s strong position within its market niche, DA Davidson maintained its Neutral stance on the stock with the unchanged price target of $246.

In other recent news, Guidewire Software has announced several key developments. The company has appointed David Peterson as its principal accounting officer, a role he takes on after serving as chief accounting officer since May 2020. In addition to personnel changes, Guidewire launched a new subscription service that provides insurers with faster access to pre-approved risk scores through Milliman Appleseed, aiming to streamline regulatory processes for property and casualty insurers. The Guidewire Marketplace also reported significant growth, surpassing 20,000 partner integration downloads, marking a 32% increase from the previous year. Additionally, the Marketplace now features a ratings and reviews system for customer feedback on integrations. Meanwhile, Texas Windstorm Insurance Association has successfully migrated its Guidewire InsuranceSuite to the Guidewire Cloud Platform, enhancing their operational efficiency. These developments reflect Guidewire’s ongoing efforts to innovate and expand its offerings in the insurance technology space.

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