Wall Street analyst estimates for Accelerant Holdings (ARX): consensus price target, buy/hold/sell recommendations and forecasts for revenue, EPS and EBITDA for the upcoming fiscal years.
Accelerant Holdings, together with its subsidiaries, operates a data-driven risk exchange that connects selected specialty insurance underwriters with risk capital partners. The company operates through Exchange Services, MGA Operations, and Underwriting segments.
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-11 | $0.20 | ||
| 2026-08-13 | $0.32 | $0.16 | +96.4% |
| 2026-05-13 | $0.17 | $0.16 | +6.3% |
| 2026-03-18 | $0.23 | $0.16 | +43.8% |
| 2025-11-12 | $0.38 | $0.22 | +75.9% |
| 2025-08-28 | $0.14 | $0.13 | +7.7% |
| 2025-06-30 | $0.11 | $0.12 | -10.6% |
Valuation Ratios
| Price / Book | 6.06 |
| EV / EBITDA | -1.18 |
| Dividend Yield | 0.00% |
Income Statement (10y)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $103.2M | $213.1M | $329.7M | $597.7M | $879.5M |
| Cost of Revenue | $39.7M | $134.5M | $130.2M | $248.7M | $284.3M |
| Gross Profit | $63.5M | $78.6M | $199.5M | $349.0M | $595.2M |
| Research & Development | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $65.5M | $121.2M | $198.7M | $262.4M | $428.1M |
| Operating Expenses | $83.5M | $162.9M | $243.4M | $317.0M | $1.92B |
| Operating Income | -$20.0M | -$84.3M | -$43.9M | $32.0M | -$1.32B |
| EBITDA | -$15.5M | -$74.3M | -$14.3M | $91.0M | -$1.22B |
| Interest Expense | $2.9M | $4.2M | $15.1M | $32.4M | $69.0M |
| Pre-tax Income | -$20.0M | -$84.3M | -$43.9M | $32.0M | -$1.32B |
| Income Tax | $4.3M | $11.3M | $20.2M | $9.1M | $23.3M |
| Net Income | -$21.5M | -$91.7M | -$48.8M | $27.2M | -$1.35B |
| EPS | $-0.13 | $-0.55 | $-0.30 | $0.17 | $-7.49 |
| EPS (Diluted) | $-0.10 | $-0.55 | $-0.23 | $0.13 | $-7.49 |
| Shares Outstanding (Diluted) | $216.7M | $165.6M | $216.7M | $216.7M | $190.3M |
Price
| Price | $19.73 |
| Market Cap | $4.3B |
| Exchange | NYSE |
| Country | KY |
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Explore sector: Financial Services · Insurance - Property & Casualty
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