BMO Capital analyst Michael Zaremski has maintained their bullish stance on ARX stock, giving a Buy rating today.
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Michael Zaremski has given his Buy rating due to a combination of factors that highlight Accelerant Holdings Class A’s potential for growth and value. One of the primary reasons is the company’s strategic shift towards a capital-light platform, which is expected to enhance its valuation. This transition is supported by the company’s efforts to diversify its revenue streams, moving away from reliance on Hadron, a carrier owned by its private equity sponsor. This diversification strategy is anticipated to reduce concentration risks and improve the company’s financial stability.
Additionally, Zaremski notes that Accelerant Holdings has demonstrated strong performance, as evidenced by a 6% beat in its second-quarter 2025 EBITDA. The company’s ability to meet or exceed financial expectations is a positive indicator of its growth trajectory. Furthermore, the potential for double-digit upside in ARX shares is highlighted, provided the market recognizes the company’s progress towards its strategic goals. Despite some near-term risks associated with the transition away from Hadron, the overall outlook remains positive, justifying the Buy rating.
Zaremski covers the Financial sector, focusing on stocks such as Progressive, Brown & Brown, and Travelers Companies. According to TipRanks, Zaremski has an average return of 9.0% and a 64.71% success rate on recommended stocks.
In another report released today, TD Cowen also maintained a Buy rating on the stock with a $36.00 price target.