
Accelerant Holdings (ARX) Stock Forecast & Price Target
Accelerant Holdings (ARX) Analyst Ratings
Bulls say
Accelerant Holdings demonstrated a robust performance in its recent financial reports, with third-party gross written premiums (GWP) soaring over 280% year-over-year in the second quarter of 2025, reaching $289.5 million. The company's total revenue increased by 74.1%, amounting to $267.4 million, significantly surpassing estimates and reflecting strong growth in exchange written premiums, which rose 17.3% to $1,042.9 million. Additionally, the outlook suggests potential for accelerated revenue growth driven by new member additions and increased interest from risk capital partners, indicating a favorable environment for further expansion within specialty markets.
Bears say
Accelerant Holdings's stock is facing a negative outlook primarily due to a noticeable decline in net investment income, which fell by 24.7% to $8.2 million, significantly underperforming both internal estimates and consensus expectations. Additionally, the company's mix of new third-party premium decreased to 54% from 58%, indicating a deterioration in underwriting performance that may undermine market confidence. Furthermore, disappointing production guidance for 2026, alongside ongoing concerns regarding production issues in underperforming wells, further compounds these challenges, suggesting a potential decline in future revenue generation.
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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