Street Calls of the Week
Michael George Rosenbaum, Chief Executive Officer of Guidewire Software Inc (NYSE:GWRE), sold 30,317 shares of the company’s common stock on September 16, 2025. The shares were sold at an average price of $242.8659, with prices ranging from $242.8649 to $242.8684, for a total transaction value of $7,362,965. The sale comes as Guidewire’s stock has demonstrated remarkable strength, posting a 46.48% gain year-to-date and achieving a market capitalization of $20.93 billion. According to InvestingPro analysis, the company appears to be trading above its Fair Value, with multiple metrics indicating premium valuations.
On September 15, 2025, Rosenbaum also exercised options on 45,849 shares of Guidewire Software at a price of $0. The company has shown strong operational performance, with revenue growing 22.64% over the last twelve months. InvestingPro subscribers can access 15+ additional exclusive insights and a comprehensive Pro Research Report, providing deeper analysis of Guidewire’s valuation and growth prospects.
In other recent news, Guidewire has reported strong fiscal fourth-quarter results, surpassing expectations in revenue, annual recurring revenue (ARR), and non-GAAP operating income. The company achieved an ARR of $1,032 million, exceeding consensus estimates of $1,018 million. This performance was bolstered by 19 cloud deals, including a significant 10-year agreement with Liberty Mutual. Following these results, several investment firms have adjusted their price targets for Guidewire. Raymond James raised its target to $275, citing record bookings and a positive outlook. Oppenheimer increased its target to $300, highlighting strong cloud growth. Stifel also set its target at $300, noting the company’s cloud migration momentum. Meanwhile, DA Davidson raised its price target to $250, maintaining a Neutral rating, while Goldman Sachs reiterated its Buy rating with a target of $305, pointing to growth opportunities in cloud services.
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