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ARX Stock Chart & Stats
$19.73
$0.46(3.34%)
At close: 4:00 PM EDT
$19.73
$0.46(3.34%)
Day’s Range― - ―
52-Week Range$9.18 - $19.90
Previous Close$14.02
Volume1.48M
Average Volume (3M)1.81M
Market Cap
$4.29B
Enterprise Value$2.72B
Total Cash (Recent Filing)$1.74B
Total Debt (Recent Filing)$120.10M
Price to Earnings (P/E)―
Beta0.41
Next Earnings
Nov 12, 2026EPS Estimate
0.2Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-6.67
Shares Outstanding118,548,676
10 Day Avg. Volume1,846,150
30 Day Avg. Volume1,814,889
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 Cap0.63
Enterprise Value/Revenue2.62
Enterprise Value/Gross Profit3.89
Enterprise Value/Ebitda-2.25
Forecast
1Y Price Target
$20.25Price Target Upside2.64% Upside
Rating ConsensusHold
Number of Analyst Covering5
EPS Forecast (FY)0.89
Revenue Forecast (FY)$1.14B
Bulls Say, Bears Say
Bulls Say
Revenue Growth And Gross ProfitabilityStrong top-line expansion alongside a high gross margin indicates that Accelerant’s platform is scaling while retaining attractive underlying economics. If maintained, this combination can support reinvestment in analytics, partner services, and distribution, strengthening the business over the next several quarters.
Platform Scale And Product ExpansionRapid growth in exchange written premium demonstrates increasing activity across the specialty-risk platform, while ARC AI and added services broaden its operating capabilities. Expanding partner relationships and tools can deepen ecosystem engagement and reinforce the platform’s role in specialty insurance distribution.
Conservative Balance-sheet LeverageLow and stable leverage gives Accelerant a meaningful financial buffer relative to a more highly indebted model. The larger equity base can improve resilience while the company manages underwriting volatility and funds platform development, reducing dependence on additional borrowing if conditions weaken.
Bears Say
Severe Below-gross-line LossesVery large operating and net losses overwhelm otherwise strong gross economics and represent the clearest threat to earnings durability. Continued losses could erode capital generation, limit reinvestment flexibility, and leave future results dependent on resolving expense, reserving, claims, or other exceptional pressures.
Weaker And Volatile Cash ConversionPositive current cash flow is constructive, but the sharp decline from 2024–2025 shows that cash conversion has become materially less dependable. Persistent volatility can complicate planning, reduce internally funded investment capacity, and amplify the impact of continued accounting losses on financial flexibility.
Pending Merger And Public-market ExitThe take-private transaction creates execution risk until shareholder and required regulatory approvals are secured, while completion would end NYSE trading and public-company status. The transition may also alter governance, disclosure, and incentive structures, making the company’s future operating framework dependent on closing.
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 $19.90 in the past 12 months.
What is Accelerant Holdings Class A’s market cap?
Accelerant Holdings Class A’s market cap is $4.29B.
When is Accelerant Holdings Class A’s upcoming earnings report date?
Accelerant Holdings Class A’s upcoming earnings report date is Nov 12, 2026 which is in 33 days.
How were Accelerant Holdings Class A’s earnings last quarter?
Accelerant Holdings Class A released its earnings results on Aug 13, 2026. The company reported $0.32 earnings per share for the quarter, beating the consensus estimate of $0.163 by $0.157.
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 0.2.
How many shares outstanding does Accelerant Holdings Class A have?
Accelerant Holdings Class A has 118,548,676 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 $0.32 in its last earnings report, beating expectations of $0.163. Following the earnings report the stock price went up 43.35%.
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
Underperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Hold
Average Price Target:
$20.25 (2.64% Upside)
$20.25 (2.64% Upside)
Blogger Sentiment
Neutral
ARX Sentiment 50%
Sector Average 63%
Sector Average 63%
Hedge Fund Trend
Decreased
By 314.6K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $10.6K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Neutral
Last 7 Days ▼ 0.5%
Last 30 Days ▲ 0.3%
Last 30 Days ▲ 0.3%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
31.84%
12-Months-Change
Fundamentals
Return on Equity
-186.21%
Trailing 12-Months
Asset Growth
22.31%
Trailing 12-Months
Learn more about TipRanks Smart Score
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
$20.25
▲(2.64% Upside)
Technical Analysis
1 Day
3 Days
1 Week
1 Month
Ownership Overview
47.42% Insiders
16.48% Mutual Funds
24.19% Other Institutional Investors
6.31% Public Companies and
Individual Investors












