Goosehead Insurance price target lowered to $84 from $111 at Cantor Fitzgerald

Cantor Fitzgerald analyst Ryan Tunis lowered the firm’s price target on Goosehead Insurance (GSHD) to $84 from $111 and keeps an Overweight rating on the shares. Goosehead, viewed as particularly exposed to AI-driven disintermediation, served as a test case for defenses in the insurance space, the analyst tells investors in a research note. Early indications suggest limited immediate risk from AI revenue models, though investor focus on the theme is likely to persist, Cantor says.