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SAN MATEO, CA—Michael C. Keller, a director at Guidewire Software (ETR:SOWGn), Inc. (NYSE:GWRE), recently sold a portion of his shares in the company. According to a regulatory filing, Keller sold 1,848 shares of common stock on March 17, 2025, at a price of $185.03 per share. The transaction amounted to a total value of approximately $341,935. The sale comes as Guidewire’s stock has shown remarkable strength, delivering a nearly 70% return over the past year, with the company’s market capitalization now standing at $16.1 billion.
Following this sale, Keller retains ownership of 12,270 shares in the company. The transaction was executed automatically as part of a 10b5-1 trading plan that Keller had adopted on October 15, 2024. According to InvestingPro analysis, Guidewire’s financial health is rated as GOOD, with net income expected to grow this year. The stock currently appears overvalued based on InvestingPro’s Fair Value assessment. Discover more insights and 13 additional ProTips for Guidewire with an InvestingPro subscription.
In other recent news, Guidewire Software Inc . reported strong financial results for its second fiscal quarter, surpassing expectations in revenue, Annual Recurring Revenue (ARR), and operating income. The company closed 12 cloud deals, including significant wins with new customers and full InsuranceSuite deals. Management revised its fiscal 2025 forecasts upward, highlighting a 1% increase in total revenue and ARR, and a 6% rise in Non-GAAP operating income. Analysts from various firms provided their perspectives on these developments. DA Davidson maintained a Buy rating with a $226 target, emphasizing the positive outcomes and successful cloud expansions. Stifel also reiterated a Buy rating with a $230 target, noting robust subscription and support revenue growth. Meanwhile, Goldman Sachs adjusted its price target to $235, maintaining a Buy rating due to the company’s potential for long-term market share gains. Conversely, Citi increased its target to $199 but held a Neutral stance, citing concerns over valuation despite the positive results. Raymond (NSE:RYMD) James reaffirmed an Outperform rating with a $225 target, citing Guidewire’s durable growth prospects and favorable market conditions.
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