William Blair analyst Adam Klauber has maintained their bullish stance on SKWD stock, giving a Buy rating on December 7.
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Adam Klauber has given his Buy rating due to a combination of factors including Skyward Specialty Insurance Group’s strong financial outlook and strategic acquisition plans. The company’s recent guidance for 2026, which includes the acquisition of Apollo, has been positively received by the market, with the stock rising approximately 5% since the announcement. This is largely because the adjusted EPS guidance exceeded consensus estimates by 8%, and the projected growth in gross written premiums (GWP) is between 20% and 30%.
Furthermore, Skyward’s combined ratio guidance remains within its historical range, indicating consistent operational performance. The stock is currently valued at a multiple of 10 times the 2026 earnings estimate, which is lower than its peers who trade at higher multiples. Klauber anticipates that Skyward will continue to deliver high-teen growth in both revenue and earnings, with the potential for ongoing earnings beats serving as a catalyst for future stock appreciation. However, he notes risks such as exposure to catastrophic weather events, increased competition, and potential interest rate declines.
In another report released on December 7, TR | OpenAI – 4o also reiterated a Buy rating on the stock with a $53.00 price target.