ARXFinancial Services · Insurance BrokersThe 6 Wall Street analysts covering Accelerant Holdings hold a median 12-month price target of $20 — +2.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 18 of 100 as at 8 Oct 2026 — in the weakest quartile.
Consensus tells you what everyone already believes. The model scores Accelerant Holdings on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (93): Analysts have, on balance, been raising their forecasts.
Quality (1): Profits are thin or unreliable for the size of the business, or they are not turning into cash.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on ARX, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +2.5% from it.
Of the 20 most recent actions, 0 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 Sept 2026 | TD Cowen | Downgrade | Hold | $30 → $20 |
| 23 Sept 2026 | Raymond James | Downgrade | Underperform | — |
| 14 Aug 2026 | Citizens | Downgrade | Market Perform | — |
| 14 Aug 2026 | Citizens | Downgrade | Market Perform | — |
| 13 Aug 2026 | William Blair | Downgrade | Market Perform | — |
| 13 Aug 2026 | William Blair | Downgrade | Market Perform | — |
| 9 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 9 July 2026 | Wells Fargo | Maintains | Overweight | $17 → $16 |
| 6 July 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 6 July 2026 | Morgan Stanley | Maintains | Equal-Weight | $16 → $14 |
| 16 June 2026 | BMO Capital | Maintains | Outperform | — |
| 1 June 2026 | Raymond James | Maintains | Outperform | — |
| 26 May 2026 | Piper Sandler | Maintains | Overweight | — |
| 21 May 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 19 May 2026 | Piper Sandler | Maintains | Overweight | — |
| 18 May 2026 | Wells Fargo | Maintains | Overweight | — |
| 13 Apr 2026 | Citizens | Maintains | Market Outperform | — |
| 6 Apr 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 26 Mar 2026 | TD Cowen | Maintains | Buy | — |
| 25 Mar 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ARX appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 8 Oct 2026, Accelerant Holdings returned +31.8% against +16.2% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 10% of US stocks
Cheaper than 30% of US stocks
Cheaper than 16% of US stocks
Cheaper than 11% of US stocks
Higher than 88% of US stocks
Higher than 97% of US stocks
Higher than 73% of US stocks
Higher than 5% of US stocks
Higher than 7% of US stocks
Higher than 46% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Accelerant Holdings has a market value of $4.3B and an enterprise value of $2.8B.
Revenue in the twelve months to 30 June 2026: $1.1B. The latest quarter grew 57.2% year on year.
Net income over the same four quarters: −$1.3B, a −112.9% net margin.
Diluted earnings per share, trailing twelve months: $−6.65.
Free cash flow in the twelve months to 30 June 2026: $1.8M, after $44.0M of capital spending.
Accelerant Holdings spent $257.9M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 68.8×; forward P/E: 21.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Accelerant Holdings employs 862 people — $1.3M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Accelerant Holdings — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research reports that recent movements in the options market have drawn attention to Accelerant Holdings (ARX). The headline asks whether options activity signals a potential stock spike, but the excerpt provides no further detail.
Why it matters — ARX watchers may want to note the recent options-market activity highlighted by the report.
Benzinga reports that top Wall Street analysts changed their outlooks on several major names, listing the top five downgrades for Wednesday. The article notes one Dow analyst is no longer bullish and directs readers to its analyst ratings page for the full list of rating changes.
Why it matters — Accelerant Holdings (ARX) watchers would care because analyst rating shifts can signal changes in market sentiment that may influence investor perception of related stocks.
Accelerant announced that the "go-shop" period related to its transaction has expired, allowing the company to proceed with the previously announced agreement. The announcement confirms the expiration of the period during which the company could solicit alternative proposals.
Why it matters — For ARX watchers, the expiration of the go-shop period marks a procedural milestone indicating progress toward completing the proposed transaction.
Julie & Holleman LLP announced it is investigating the proposed sale of Accelerant Holdings to private equity firm Thoma Bravo for $20.25 per share, citing potential conflicts involving the company's controlling shareholder. The law firm represents investors in securities and corporate governance matters.
Why it matters — The investigation raises scrutiny over potential conflicts in the proposed takeover, which could affect how Accelerant Holdings shareholders view the fairness of the deal.
Accelerant Holdings' shares surged 43% in a single day in mid-August, a move normally associated with clinical-stage biotech breakthroughs rather than a specialty insurance risk-connecting firm, drawing investor attention.
Why it matters — The unusually large single-day share move signals a major corporate event for ARX that warrants monitoring by those following the stock.
The 6 Wall Street analysts covering Accelerant Holdings have a median 12-month price target of $20, with estimates ranging from $20 to $20. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 6 analysts covering Accelerant Holdings, 0 rate it a Buy, 5 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Accelerant Holdings 18 out of 100 across roughly 4,600 US stocks as at 8 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 8 Oct 2026, Accelerant Holdings ranks 18 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (93 of 100).
No one can know that. What the data says: the median 12-month target from 6 analysts implies +2.5% from the last close, and Ticker Nerd's factor model ranks Accelerant Holdings 18 out of 100 as at 8 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Accelerant Holdings publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ARX are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $20 to $20 over the next 12 months.
Accelerant Holdings returned +31.8% over the 12 months to 8 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Accelerant Holdings Class A Common Stock is the publicly traded equity of Accelerant Holdings, a data-driven risk exchange platform focused on specialty insurance. The company connects selected specialty insurance underwriters with risk capital partners through technology, data ingestion, and operational services that support the sourcing, management, and monitoring of insurance business.
The most recent item we track (Zacks Investment Research, 8 Oct 2026): "Is the Options Market Predicting a Spike in Accelerant Stock?". Zacks Investment Research reports that recent movements in the options market have drawn attention to Accelerant Holdings (ARX). The headline asks whether options activity signals a potential stock spike, but the excerpt provides no further detail.
Accelerant Holdings Class A Common Stock is the publicly traded equity of Accelerant Holdings, a data-driven risk exchange platform focused on specialty insurance. The company connects selected specialty insurance underwriters with risk capital partners through technology, data ingestion, and operational services that support the sourcing, management, and monitoring of insurance business. Its current operations also include underwriting and MGA activities, serving small-to-medium commercial clients across markets such as the United States, Europe, Canada, and the United Kingdom. Accelerant Holdings plays a specialized role in the insurance market by helping align underwriting capacity with capital providers and by providing infrastructure for specialty risk transfer.
CEO Mr. Jeffrey Lee Radke · 862 employees · Cayman Islands · https://www.accelerant.ai
