
Accelerant Holdings (ARX) Stock Forecast & Price Target
Accelerant Holdings (ARX) Analyst Ratings
Bulls say
Accelerant Holdings demonstrated impressive growth in third-party gross written premium (GWP), soaring over 280% year-over-year in Q2 2025 to reach $289.5 million, with significant contributions from ex-Hadron premiums, which increased 140% year-over-year to $120 million. The company's total revenue surged by 74.1% to $267.4 million, significantly exceeding expectations and reflecting the strength of its exchange written premium, which grew 17.3% to $1,042.9 million compared to the previous year. Additionally, the positive outlook is supported by favorable conditions in the property and casualty market, which could lead to accelerated revenue growth and margin expansion driven by new member additions and increased risk capital appetite.
Bears say
Accelerant Holdings's stock outlook appears negative due to a decline in new third-party premium production, which fell to 54% from 58% in the previous quarter, indicating a potential loss of market competitiveness. Additionally, the company's net investment income decreased by 24.7%, significantly missing both its own estimate and the consensus, exacerbating concerns over financial performance. Compounding these issues are the disappointing production guidance for 2026 and ongoing underperformance from certain wells, which are likely to undermine investor confidence and overshadow otherwise positive metrics such as strong net revenue retention.
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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