Jeffrey Silber, an analyst from BMO Capital, maintained the Hold rating on Verisk Analytics. The associated price target was lowered to $222.00.
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Jeffrey Silber’s rating is based on a combination of factors including Verisk Analytics’ recent financial performance and market conditions. The company’s adjusted earnings per share slightly exceeded expectations, driven by strong margins, but overall revenue growth decelerated, particularly in the transactional segment. This slowdown in revenue growth, which fell below the long-term target, appears to be a key reason for the Hold rating.
Furthermore, the removal of AccuLynx from the 2025 guidance due to deal delays contributed to a negative revision in guidance, adding to investor concerns. While subscription growth remained stable, pricing has been decelerating, which could continue into 2026. Despite these challenges, Verisk maintains strong margins and pricing power in certain areas, but the valuation and new investment cycle warrant a cautious approach, justifying the Hold rating.
In another report released today, TR | OpenAI – 4o also reiterated a Hold rating on the stock with a $258.00 price target.