Guidewire Software Inc. Chief Executive Officer Michael Rosenbaum sold 1,200 common shares on August 3, 2026, for a total of $187,103, according to a regulatory filing.
The transaction was executed automatically under a pre-established 10b5-1 trading plan adopted by Rosenbaum on October 14, 2025. The sale price per share was $155.92. After the transaction, Rosenbaum retains beneficial ownership of 191,376 shares of Guidewire.
Guidewire’s stock closed at $200.86 on August 3, 2026, approximately 29% above the sale price, reflecting a recent upward trend in the company’s share performance.
Analysts have recently adjusted their price targets for Guidewire. Guggenheim raised its target to $210 with a Buy rating, citing expectations that the company will meet fiscal 2026 fourth-quarter estimates. The firm also noted an earlier initiation with a $180 target, highlighting Guidewire’s strong position in the Property and Casualty Insurance sector.
Stifel increased its price target to $225, pointing to robust demand for cloud services and an anticipated above-consensus Annual Recurring Revenue result for the upcoming quarter. Piper Sandler initiated coverage with an overweight rating and a $210 price target, emphasizing significant subscription revenue growth driven by cloud migration.
Guidewire’s AI assistant, ProNavigator, has been adopted by Germania Mutual Insurance to enhance underwriting and claims operations by providing employees with access to company knowledge and documents. ProPicks AI, another Guidewire offering, has previously delivered notable returns, including gains of 185% for Super Micro Computer and 157% for AppLovin.
