
Accelerant Holdings (ARX) Stock Forecast & Price Target
Accelerant Holdings (ARX) Analyst Ratings
Bulls say
Accelerant Holdings demonstrated strong financial performance, evidenced by a remarkable 280% year-over-year growth in third-party gross written premium (GWP) in 2Q25, reaching $289.5 million. The company also experienced significant increases in exchange written premium, up 17.3% to $1,042.9 million, surpassing both its own estimates and consensus expectations, indicating robust market demand. This positive momentum is further supported by favorable conditions expected in the property and casualty market, which may lead to accelerated revenue growth and enhanced margins as Accelerant expands its Independent Exchange activities.
Bears say
Accelerant Holdings has experienced a decrease in new third-party premium, falling to 54% from 58% in the previous quarter, signaling a potential decline in market competitiveness. Additionally, the company reported a significant drop in net investment income, which decreased by 24.7% to $8.2 million, falling short of both the internal estimates and market consensus, indicating operational challenges. Furthermore, persistent underperformance in production levels and disappointing 2026 guidance raise concerns about the company's ability to meet growth expectations, which may negatively impact investor confidence and overall market perception.
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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