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Guidewire Software (ETR:SOWGn), Inc. (NYSE:GWRE) Chief Executive Officer Michael George Rosenbaum recently sold a portion of his holdings in the company. According to a filing with the Securities and Exchange Commission, Rosenbaum sold 1,400 shares of Guidewire’s common stock on March 24, 2025. The shares were sold at a price of $195.15 each, amounting to a total transaction value of $273,210. The transaction comes as Guidewire’s stock has delivered an impressive 73% return over the past year, with the company now commanding a market capitalization of $16.7 billion. According to InvestingPro analysis, the stock appears to be trading above its Fair Value, though analysts maintain a consensus target price of up to $250.
Following this sale, Rosenbaum retains ownership of 261,393 shares in the company. The transaction was executed as part of an automatic sale pursuant to a 10b5-1 Trading Plan, which Rosenbaum adopted on October 15, 2024. This type of plan allows insiders of publicly traded corporations to set up a predetermined schedule for selling stocks, helping to avoid concerns about insider trading. With revenue growth of 17% and a "GOOD" financial health score according to InvestingPro, which offers 10+ additional insights and a comprehensive Pro Research Report for deeper analysis of Guidewire’s performance and valuation metrics.
In other recent news, Guidewire Software Inc . reported strong fiscal second-quarter results, exceeding expectations in key metrics such as Annual Recurring Revenue (ARR), total revenue, and operating income. The company successfully closed 12 cloud deals during the quarter, marking an increase from the previous year, and announced an enhanced financial outlook for fiscal 2025. Analysts from several firms responded to these developments with various adjustments to their ratings and price targets. DA Davidson maintained a Buy rating with a $226 target, noting the company’s successful cloud expansion and revised forecasts. Similarly, Stifel reiterated a Buy rating with a $230 target, emphasizing Guidewire’s robust cloud momentum and strategic direction.
Raymond (NSE:RYMD) James also upheld an Outperform rating with a $225 target, highlighting the company’s strong market position and durable growth prospects. Meanwhile, Goldman Sachs reduced its price target to $235 from $240 but maintained a Buy rating, citing confidence in Guidewire’s long-term market share gains. Conversely, Citi raised its price target to $199 from $192, maintaining a Neutral stance due to valuation concerns despite the positive quarterly performance. These recent developments reflect Guidewire’s ongoing strength in cloud services and its strategic focus on expanding its market presence.
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