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ARX Stock Chart & Stats
$14.09
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Market closed
$14.09
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Day’s Range― - ―
52-Week Range$9.18 - $31.18
Previous CloseN/A
VolumeN/A
Average Volume (3M)1.87M
Market Cap
$2.85B
Enterprise Value$1.45B
Total Cash (Recent Filing)$2.43B
Total Debt (Recent Filing)$120.70M
Price to Earnings (P/E)―
Beta0.61
Next Earnings
Aug 27, 2026EPS Estimate
0.16Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-6.98
Shares Outstanding112,799,194
10 Day Avg. Volume2,659,297
30 Day Avg. Volume1,872,412
Financial Highlights & Ratios
PEG Ratio<0.01
Price to Book (P/B)4.46
Price to Sales (P/S)3.54
P/FCF Ratio7.71
Enterprise Value/Market Cap0.51
Enterprise Value/Revenue1.63
Enterprise Value/Gross Profit2.48
Enterprise Value/Ebitda-1.17
Forecast
1Y Price Target
$18.00Price Target Upside27.75% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering9
EPS Forecast (FY)0.74
Revenue Forecast (FY)$1.11B
Bulls Say, Bears Say
Bulls Say
Rapid Revenue And Premium ScaleAccelerant’s top line and premium base have grown materially year-over-year, evidencing durable market adoption of its risk exchange. Scale improves network effects, data breadth and partner economics, enabling more fee volume and stronger platform defensibility over the medium term.
High-margin, Capital-light Fee RevenueA capital-light, fee-centric model with substantially higher margins than underwriting creates durable cash-generative economics. High fee margins scale with premium volume, letting the company expand EBITDA without proportional capital deployment, supporting reinvestment and long-term margin sustainability.
Strong Cash Generation And Improved LeverageConsistent positive operating and free cash flow, alongside a debt-to-equity around 0.0 and sizeable cash balances, provide durable financial flexibility. This supports buybacks, investment in data/AI, and cushions underwriting volatility without requiring external capital.
Bears Say
Profitability Volatility And 2025 CollapseDespite growth, the sharp 2025 earnings collapse and deeply negative ROE signal meaningful execution and earnings-quality risk. Persistent volatility undermines consistent shareholder returns and complicates long-term capital allocation and confidence in converting scale into sustainable profits.
Concentration Risk With HadronA single partner representing a material share of third-party premium exposes the platform to counterparty, volume and underwriting risk. Concentration limits diversification benefits, can impair negotiating leverage and could materially affect revenues if that partner reduces activity or underperforms.
Low-margin Underwriting BusinessThe underwriting arm’s low margins dilute consolidated profitability and require insurance capital and oversight. This mix constrains overall margin expansion and increases earnings sensitivity to underwriting cycles, limiting the pace at which fee-based economics can lift consolidated returns.
ARX FAQ
What was Accelerant Holdings Class A’s price range in the past 12 months?
Accelerant Holdings Class A lowest stock price was $9.18 and its highest was $31.18 in the past 12 months.
What is Accelerant Holdings Class A’s market cap?
Accelerant Holdings Class A’s market cap is $2.85B.
When is Accelerant Holdings Class A’s upcoming earnings report date?
Accelerant Holdings Class A’s upcoming earnings report date is Aug 27, 2026 which is in 48 days.
How were Accelerant Holdings Class A’s earnings last quarter?
Accelerant Holdings Class A released its earnings results on May 13, 2026. The company reported $0.17 earnings per share for the quarter, beating the consensus estimate of $0.158 by $0.012.
Is Accelerant Holdings Class A overvalued?
According to Wall Street analysts Accelerant Holdings Class A’s price is currently Undervalued.
Does Accelerant Holdings Class A pay dividends?
Accelerant Holdings Class A does not currently pay dividends.
What is Accelerant Holdings Class A’s EPS estimate?
Accelerant Holdings Class A’s EPS estimate is 0.16.
How many shares outstanding does Accelerant Holdings Class A have?
Accelerant Holdings Class A has 112,799,194 shares outstanding.
What happened to Accelerant Holdings Class A’s price movement after its last earnings report?
Accelerant Holdings Class A reported an EPS of $0.17 in its last earnings report, beating expectations of $0.158. Following the earnings report the stock price went up 16.6%.
Which hedge fund is a major shareholder of Accelerant Holdings Class A?
Currently, no hedge funds are holding shares in ARX
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Accelerant Holdings Class A Stock Smart Score
Neutral
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10
Analyst Consensus
Strong Buy
Average Price Target:
$18.00 (27.75% Upside)
$18.00 (27.75% Upside)
Blogger Sentiment
Bullish
ARX Sentiment 70%
Sector Average 67%
Sector Average 67%
Hedge Fund Trend
Increased
By 203.8K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Negative
Last 7 Days ▼ 3.2%
Last 30 Days ▼ 4.1%
Last 30 Days ▼ 4.1%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Fundamentals
Return on Equity
-217.05%
Trailing 12-Months
Asset Growth
30.91%
Trailing 12-Months
Company Description
Accelerant Holdings Class A
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. The Exchange Services segment consists of risk exchange, its operating platform that incorporates various technology, data ingestion, and agency operations that serve the needs of its members and risk capital partners. Its Risk capital partners write premiums directly through the Risk Exchange pay us a fixed-percentage, volume-based fee for sourcing, managing, and monitoring the business they write. The MGA Operations segment includes the fees earned by members, predominantly for originating and underwriting a portfolio of insurance policies, reduced by the expenses associated with providing services. The Underwriting segment is involved in underwriting insurance policies and assumption of reinsurance policies issued or accepted by consolidated insurance and reinsurance companies. Its Underwriting segment is a strategic asset that enables access to portfolio for current and prospective risk capital partners. The activities of insurance companies include property and casualty insurance, policy issuance, and reinsurance arrangements. The company focuses on small-to-medium sized commercial clients primarily in the United States, Europe, Canada, Australia, and the United Kingdom. The company was founded in 2018 and is based in Grand Cayman, Cayman Islands.
ARX Company Deck
ARX Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call outlines broad operational and financial momentum: strong top‑line growth (revenue +54%), substantial adjusted EBITDA expansion, rapid third‑party premium adoption, expanding proprietary data and demonstrable AI productivity gains, plus upgraded guidance and an attractive capital position. Headline negatives are episodic: a small GAAP loss driven by share‑based compensation, Q1 operating cash usage due to timing, elevated eliminations impacting near‑term consolidated EBITDA, modest underwriting margins, and remaining concentration risk with Hadron (albeit reduced). On balance, the positives are materially stronger and more strategic than the transitory or manageable negatives.View all ARX earnings summariesARX Stock 12 Month Forecast
All Analysts
Top Analysts
Average Price Target
$18.00
▲(27.75% Upside)
Technical Analysis
1 Day
3 Days
1 Week
1 Month
Ownership Overview
50.89% Insiders
17.31% Mutual Funds
26.43% Other Institutional Investors
1.61% Public Companies and
Individual Investors









