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ARX Stock Chart & Stats
$14.23
$0.46(3.34%)
At close: 4:00 PM EDT
$14.23
$0.46(3.34%)
Day’s Range― - ―
52-Week Range$9.18 - $30.48
Previous Close$14.02
Volume1.48M
Average Volume (3M)1.94M
Market Cap
$2.59B
Enterprise Value$3.11K
Total Cash (Recent Filing)$2.43B
Total Debt (Recent Filing)$120.70M
Price to Earnings (P/E)―
Beta0.32
Next Earnings
Aug 13, 2026EPS Estimate
0.16Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-6.98
Shares Outstanding112,799,194
10 Day Avg. Volume1,185,810
30 Day Avg. Volume1,935,147
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 Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda>-0.01
Forecast
1Y Price Target
$18.14Price Target Upside27.50% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering8
EPS Forecast (FY)0.74
Revenue Forecast (FY)$1.10B
Bulls Say, Bears Say
Bulls Say
Strong Cash Generation And Rapid Revenue ScalingAccelerant’s rapid top-line growth (from $103M in 2021 to $912.9M in 2025) combined with consistently positive operating and free cash flow — including $445M FCF in 2025 — provides durable funding for reinvestment, product development, and capital actions without relying on external financing.
Capital‑light, Fee‑based Model With High Fee MarginsA fee‑centric revenue mix and Exchange Services margins near 70% create a structurally higher-margin business less tied to underwriting cyclical risk. Durable fee revenue from platform services supports scalable profits as third‑party premium grows, enhancing margin sustainability and capital efficiency.
Expanding Data Moat And AI Productivity GainsGrowth in proprietary risk data and AI-driven tooling increases switching costs for partners and accelerates automated underwriting and claims work. The expanding dataset and measured productivity gains imply long‑term differentiation, faster onboarding, and scalable unit economics for the platform.
Bears Say
2025 Profitability Collapse And Weak ReturnsA severe 2025 GAAP loss and an ROE near -200% indicate earnings volatility and a current inability to convert equity into shareholder returns. Persistent profitability instability would impair reinvestment payoff and investor confidence unless adjusted earnings translate to sustained GAAP improvement.
Low Underwriting Margins Versus Fee BusinessUnderwriting operations show materially lower margins than fee‑based services, exposing consolidated profitability to underwriting performance and loss ratio volatility. Reliance on underwriting flow creates structural margin dilution risk if third‑party mix or loss trends shift unfavorably.
Customer/concentration Risk (Hadron Exposure)Substantial reliance on a single partner for a large share of third‑party premium creates concentration risk that can impair revenue stability and pricing leverage. Progress in diversification helps, but material exposure into 2026 remains a structural vulnerability for durable premium and fee growth.
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 $30.48 in the past 12 months.
What is Accelerant Holdings Class A’s market cap?
Accelerant Holdings Class A’s market cap is $2.59B.
When is Accelerant Holdings Class A’s upcoming earnings report date?
Accelerant Holdings Class A’s upcoming earnings report date is Aug 13, 2026 which is in 8 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
Underperform
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10
Analyst Consensus
Strong Buy
Average Price Target:
$18.14 (27.50% Upside)
$18.14 (27.50% Upside)
Blogger Sentiment
Bullish
ARX Sentiment 80%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 203.8K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Negative
Last 7 Days ▼ 1.0%
Last 30 Days ▼ 3.9%
Last 30 Days ▼ 3.9%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-50.95%
12-Months-Change
Fundamentals
Return on Equity
―
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
$18.14
▲(27.50% Upside)
Technical Analysis
1 Day
3 Days
1 Week
1 Month
Ownership Overview
50.06% Insiders
17.31% Mutual Funds
5.24% Other Institutional Investors
21.50% Public Companies and
Individual Investors










