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Accelerant Holdings

ARX·NYSE

$14.61

-1.9%
Financial ServicesInsurance - Brokers

Accelerant Holdings, together with its subsidiaries, operate a data-driven risk exchange that connects selected specialty insurance underwriters with risk capital partners. The Exchange Services segment consists of risk exchange, its operating platform that incorporates various technology, data ingestion, and agency operations that serve the needs of its members and risk capital partners. Its Risk capital partners write premiums directly through the Risk Exchange pay us a fixed-percentage, volume-based fee for sourcing, managing, and monitoring the business they write. The MGA Operations segment includes the fees earned by members, predominantly for originating and underwriting a portfolio of insurance policies, reduced by the expenses associated with providing services. The Underwriting segment is involved in underwriting insurance policies and assumption of reinsurance policies issued or accepted by consolidated insurance companies. Its Underwriting segment is a strategic asset that enables access to portfolio for current and prospective risk capital partners. The activities of insurance companies include property and casualty insurance, policy issuance, and reinsurance arrangements. The company focuses on small-to-medium sized commercial clients primarily in the United States, Europe, Canada, and the United Kingdom. The company was founded in 2018 and is based in Grand Cayman, the Cayman Islands.

At a Glance

Live Snapshot
Market Cap$3.19B
EPS-7.4900
P/E Ratio-1.95
Earnings Date07/17/2026
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Accelerant Holdings Street Expectations Map

ARX · NYSE

Wall Street analysts project that ARX stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 18.80, with estimates ranging from a low of 16.00 to a high of 20.00.

Lowest Target
16.00
9.51%
Consensus Target
18.80
28.68%
Highest Target
20.00
36.89%

The consensus 1-year price target stands at 18.80, with estimates ranging from a low of 16.00 to a high of 20.00.

Analyst Consensus Analysis

Upside Potential

+28.7%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

21.3% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Accelerant Holdings Forward Estimates of Revenue

ARX · NYSE
Latest Revenue
879.50M
FY 2025
Avg Estimate
1.10B
FY 2026
Estimate Range
1.03B - 1.19B
Analyst Spread

Forward Growth Analysis

Projected Growth+25.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Accelerant Holdings Forward Estimates of Net Income

ARX · NYSE
Latest Net Income
-1.35B
FY 2025
Avg Estimate
140.32M
FY 2026
Estimate Range
136.43M - 146.17M
Analyst Spread

Forward Growth Analysis

Projected Growth+110.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Accelerant Holdings Forward Estimates of EPS

ARX · NYSE
Latest EPS
-7.49
FY 2025
Avg Estimate
$0.74
FY 2026
Estimate Range
$0.72 - $0.77
Analyst Spread

Forward Growth Analysis

Projected Growth+109.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Accelerant Holdings Forward Estimates of EBIT

ARX · NYSE
Latest EBIT
-1.25B
FY 2025
Avg Estimate
-335.42M
FY 2026
Estimate Range
-363.12M - -313.88M
Analyst Spread

Forward Growth Analysis

Projected Growth+73.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Accelerant Holdings Forward Estimates of EBITDA

ARX · NYSE
Latest EBITDA
-1.22B
FY 2025
Avg Estimate
-306.49M
FY 2026
Estimate Range
-331.80M - -286.81M
Analyst Spread

Forward Growth Analysis

Projected Growth+74.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Accelerant Holdings Forward Estimates of SG&A Expense

ARX · NYSE
Latest SG&A Expense
428.10M
FY 2025
Avg Estimate
602.38M
FY 2026
Estimate Range
563.69M - 652.12M
Analyst Spread

Forward Growth Analysis

Projected Growth+40.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Accelerant Holdings Insider Positioning

ARX · NYSE

During the last 12 months, insiders have purchased $1.90M and sold $7.49M worth of ARX shares, resulting in $5.59M of net selling activity.

3 Months

Bought

0

0.00

Sold

50.0K

638.28K

Net Activity

-638K

-$638K

3-6 Months

Bought

542

7.95K

Sold

0

0.00

Net Activity

+8K

+$8K

6-9 Months

Bought

140.0K

1.88M

Sold

0

0.00

Net Activity

+1.9M

+$1.88M

9-12 Months

Bought

500

10.50K

Sold

326.3K

6.85M

Net Activity

-6.8M

-$6.84M

Top Buyers

1
RJL

Radke Jeffrey L

Director, 10 Percent Owner, Officer: Co-Founder, Ceo

74.1K shares1 transactions

$999K

2
OFJ

Oneill Francis James

Officer: Co-Founder, Chief U/W Officer

38.0K shares1 transactions

$507K

3
LC

Lee-Smith Christopher

Director, Officer: Co-Founder, Head Of Distrib.

14.7K shares1 transactions

$197K

4
GS

Gaynor Samuel

Director

7.5K shares1 transactions

$101K

5
SMD

Sternberg Matthew David

Officer: Coo, Risk Exchange

5.7K shares1 transactions

$75K

Top Sellers

1
SKA

Schwartz Keoni Andrew

Director, 10 Percent Owner:

326.3K shares1 transactions

$6.85M

2
GJM

Green Jay Michael

Officer: Chief Financial Officer

50.0K shares1 transactions

$638K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $5.59M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.25:1

Weak buy/sell ratio. Selling significantly exceeds buying—monitor for potential fundamental concerns.

Recent Trend (3 Months)

$638K

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

High Buying

5 insider buyers vs. 2 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.