
Accelerant Holdings (ARX) Stock Forecast & Price Target
Accelerant Holdings (ARX) Analyst Ratings
Bulls say
Accelerant Holdings demonstrated a robust growth trajectory, with third-party gross written premiums (GWP) surging over 280% year-over-year in the second quarter of 2025, reaching $289.5 million, indicating substantial market demand and operational scaling. The company's revenue increased by 74.1% to $267.4 million, outperforming expectations and showcasing its ability to capitalize on growth opportunities in the specialty insurance sector. Furthermore, the positive outlook is reinforced by accelerating revenue growth driven by new member additions and an increasing appetite from risk capital partners, positioning Accelerant favorably within a dynamic property and casualty market.
Bears say
Accelerant Holdings has experienced a concerning decline in new third-party premium, dropping from 58% to 54% in the latest quarter, indicating a potential weakening of its market position. Additionally, net investment income has decreased significantly by 24.7% to $8.2 million, falling short of both internal estimates and consensus expectations, which raises concerns about overall financial performance. Furthermore, the lower-than-expected production guidance for 2026, coupled with ongoing production underperformance and historical issues, may undermine market confidence in Accelerant's growth prospects.
This aggregate rating is based on analysts' research of Accelerant Holdings and is not a guaranteed prediction by Public.com or investment advice.
Accelerant Holdings (ARX) Analyst Forecast & Price Prediction
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