ARX Stock - Accelerant Holdings
Unlock GoAI Insights for ARX
Get institutional-grade AI analysis, real-time signals, and deep market intelligence powered by advanced machine learning.
Free 14-day trial • No credit card required
Premium members get real-time SMS alerts
Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|
| Revenue | $584.64M | $325.50M | $213.10M | $103.20M |
| Gross Profit | $335.94M | $195.30M | $78.60M | $63.50M |
| Gross Margin | 57.5% | 60.0% | 36.9% | 61.5% |
| Operating Income | $32.24M | $-43,900,000 | $-84,300,000 | $-20,000,000 |
| Net Income | $27.20M | $-48,800,000 | $-91,700,000 | $-21,500,000 |
| Net Margin | 4.7% | -15.0% | -43.0% | -20.8% |
| EPS | $0.16 | $-0.29 | $-0.55 | $-0.13 |
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.
Visit WebsiteRating Distribution
Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| December 4th 2025 | Citizens JMP | Upgrade | Mkt Outperform | $20 |
| October 6th 2025 | Goldman | Upgrade | Buy | $19.5 |
| August 18th 2025 | Piper Sandler | Initiation | Overweight | $35 |
| August 18th 2025 | William Blair | Initiation | Outperform | - |
| August 18th 2025 | RBC Capital Mkts | Initiation | Outperform | $33 |
| August 18th 2025 | Raymond James | Initiation | Outperform | $33 |
| August 18th 2025 | BMO Capital Markets | Initiation | Outperform | $34 |
| August 18th 2025 | Goldman | Initiation | Neutral | $30 |
| August 18th 2025 | Citizens JMP | Initiation | Market Perform | - |
| August 18th 2025 | Wells Fargo | Initiation | Equal Weight | $28 |
| August 18th 2025 | Morgan Stanley | Initiation | Equal Weight | $28 |
| August 18th 2025 | TD Cowen | Initiation | Buy | $36 |
Earnings History & Surprises
ARXEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q1 2026 | Feb 11, 2026 | $0.16 | — | — | — |
Q4 2025 | Nov 12, 2025 | $0.22 | $0.38 | +75.9% | ✓ BEAT |
Q3 2025 | Aug 28, 2025 | $0.13 | $0.14 | +7.7% | ✓ BEAT |
Q1 2025 | Mar 31, 2025 | — | $0.03 | — | — |
Q2 2024 | Jun 30, 2024 | — | $-0.04 | — | — |
Q1 2024 | Mar 31, 2024 | — | $0.04 | — | — |
Latest News
Citizens Upgrades Accelerant Holdings to Market Outperform, Announces $20 Price Target
📈 PositiveMorgan Stanley Maintains Equal-Weight on Accelerant Holdings, Lowers Price Target to $17
📉 NegativePiper Sandler Maintains Overweight on Accelerant Holdings, Lowers Price Target to $15
➖ NeutralAccelerant Q3 Adj. EPS $0.38, Exchange Written Premium $1.043B
➖ NeutralRBC Capital Maintains Outperform on Accelerant Holdings, Lowers Price Target to $18
➖ NeutralWells Fargo Maintains Equal-Weight on Accelerant Holdings, Lowers Price Target to $17
➖ NeutralMorgan Stanley Maintains Equal-Weight on Accelerant Holdings, Lowers Price Target to $18
➖ NeutralPiper Sandler Maintains Overweight on Accelerant Holdings, Lowers Price Target to $18
➖ NeutralGoldman Sachs Upgrades Accelerant Holdings to Buy, Announces $19.5 Price Target
📈 PositiveRaymond James Reiterates Outperform on Accelerant Holdings, Lowers Price Target to $21
📈 PositiveBMO Capital Maintains Outperform on Accelerant Holdings, Lowers Price Target to $22.5
➖ NeutralCrypto names IREN, Hut 8 among gainers: Accelerant tanks in week's financial movers
📈 PositiveRBC Capital Maintains Outperform on Accelerant Holdings, Lowers Price Target to $29
➖ NeutralAccelerant Holdings shares are trading lower after Wells Fargo lowered its price target on the stock from $28 to $23.
📉 NegativeWells Fargo Maintains Equal-Weight on Accelerant Holdings, Lowers Price Target to $23
➖ NeutralAccelerant Holdings shares are trading lower. The company reported its Q2 financial results.
📉 NegativeAccelerant Revenue Jumps 68% in Q2
📈 PositiveAccelerant Holdings Reported Q2 Revenue Of $219.1M Vs $130.1M YoY, EPS Of $0.04 Vs $(0.05) YoY
📈 PositiveRaymond James Initiates Coverage On Accelerant Holdings with Outperform Rating, Announces Price Target of $33
📈 PositiveRBC Capital Initiates Coverage On Accelerant Holdings with Outperform Rating, Announces Price Target of $33
📈 PositiveFrequently Asked Questions about ARX
What is ARX's current stock price?
What is the analyst price target for ARX?
What sector is Accelerant Holdings in?
What is ARX's market cap?
Does ARX pay dividends?
Similar Stocks
Financial Services SectorExplore stocks similar to ARX for comparison