Verisk Analytics

VRSK

Market cap $22.9B

Verisk (VRSK) reported earnings 30 days ago. What's next for the stock?

The 2026 Verisk U.S. Roof Report highlights rising costs and risks associated with U.S. residential roofs, driven by hail volatility and aging roof stock.

Verisk Analytics, Inc. (VRSK) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript

This initiative will expand access to third-party catastrophe risk models, supporting further closing the protection gap across global insurance markets This initiative will expand access to third-party catastrophe risk models, supporting further closing the protection gap across global insurance markets

VRSK benefits from recurring revenues, SaaS demand and AI tools, but rising expenses and debt remain the key concerns for investors.

Jersey City, N.J., May 20, 2026 (GLOBE NEWSWIRE) -- Verisk (Nasdaq: VRSK), a leading strategic data analytics and technology partner to the global insurance industry, today announced that Pradip Patiath has been elected to the company's Board of Directors, effective immediately.

Verisk Analytics is rated Buy as AI-driven fears have compressed its valuation despite resilient fundamentals and reaffirmed 2026 guidance. VRSK's subscription-heavy revenue base, high EBITDA margins, and proprietary insurance data provide defensibility against AI disruption concerns. Management views Q1 as a trough and sees an opportunity to leverage AI for productivity and value realization, not disintermediation.

Verisk reported Q1 revenue of $783M (+4% y/y), with improved margins and strong adjusted EBITDA, but top-line growth remains modest. VRSK maintains a healthy balance sheet with 2.4x debt/EBITDA and 8x interest coverage; liquidity and solvency are not concerns. Management reaffirmed 2026 guidance, expects Q1 to be a trough, and anticipates federal contract resumption and normalized catastrophe activity to support growth.

A joint effort from Applied, One Call, and Verisk brings a digitally enabled insurance product to market through simplified connectivity for insureds A joint effort from Applied, One Call, and Verisk brings a digitally enabled insurance product to market through simplified connectivity for insureds

Monolithic Power Systems climbed during the quarter due to strong quarterly results as well as a favorable outlook associated with demand trends. Microsoft traded down despite delivering robust earnings results and providing forward guidance above consensus expectations. During the first quarter, we purchased both Palo Alto Networks and Cintas and sold Dynatrace and Verisk Analytics.