Accelerant Holdings

ARX

Market cap $2.84B

The mean of analysts' price targets for Accelerant Holdings (ARX) points to a 30.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Accelerant Holdings delivers robust growth, with FY25 exchange premiums up 35%, revenues up 51%, and adjusted EBITDA up 149%, driven by its capital-light, AI-powered platform. ARX's AI-driven underwriting and proprietary data moat enable superior risk selection, evidenced by a 51% gross loss ratio and high operating leverage, supporting scalable, high-margin growth. The shift to third-party capital accelerated, with only 9% of premiums retained and 40% of Q4 EWP written by partners, positioning ARX for surplus capital and durable free cash flow.

ATLANTA--(BUSINESS WIRE)--Accelerant (NYSE: ARX), the data-driven risk exchange platform transforming the specialty insurance marketplace through the Accelerant Risk Exchange, today announced Jeff Radke, Chairman and Chief Executive Officer, will be presenting at the William Blair Growth Stock Conference on Wednesday, June 3, 2026 at 10:20 am Eastern Time. A live webcast of the presentation can be accessed from the investor relations section on the Company's website at www.investor.accelerant.a.

Accelerant Holdings (ARX) Q1 2026 Earnings Call Transcript

Accelerant NYSE: ARX reported stronger-than-expected first-quarter 2026 results, with management pointing to continued growth in its specialty insurance platform, expanding third-party insurer participation and increased use of artificial intelligence across underwriting and internal operations.

Although the revenue and EPS for Accelerant Holdings (ARX) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Accelerant Holdings (ARX) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.03 per share a year ago.

ATLANTA--(BUSINESS WIRE)--Accelerant Holdings (NYSE: ARX) announced financial results for the first quarter ended March 31, 2026.

Accelerant Holdings (ARX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

ARC Resources Ltd. (ARX:CA) Q1 2026 Earnings Call Transcript