
Accelerant Holdings (ARX) Stock Forecast & Price Target
Accelerant Holdings (ARX) Analyst Ratings
Bulls say
Accelerant Holdings demonstrated robust performance, with third-party gross written premium (GWP) soaring over 280% year-over-year in 2Q25, amounting to $289.5 million, reflecting the company's successful expansion in its risk exchange model. The revenue for the period surged by 74.1%, reaching $267.4 million, outperforming both internal estimates and consensus, indicating strong market demand and effective execution of its strategy. Furthermore, the company is positioned favorably within the property and casualty (P&C) market, with anticipated revenue growth driven by new member acquisitions and increased risk capital partner engagement, enhancing both top-line performance and margin expansion.
Bears say
Accelerant Holdings has experienced a notable decline in its proportion of new third-party premium, dropping to 54% from 58% in the previous quarter, indicating a potential weakening in its operational performance. Furthermore, the company reported a significant decrease in net investment income, declining by 24.7% to $8.2 million, which fell short of both internal estimates and consensus expectations, raising concerns about its financial stability. Combined with disappointing 2026 production guidance and earlier operational issues, these factors contribute to a deteriorating outlook for the company's stock, as they may undermine market confidence in Accelerant Holdings' future 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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