ARXFinancial Services · Insurance BrokersThe 6 Wall Street analysts covering Accelerant Holdings hold a median 12-month price target of $20 — +2.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 15 of 100 as at 12 Sept 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 (94): 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 +2.1% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 14 Aug 2026 | Citizens | 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 | — |
| 20 Mar 2026 | Wells Fargo | Upgrade | Overweight | — |
| 23 Feb 2026 | Piper Sandler | Maintains | Overweight | — |
| 7 Jan 2026 | Piper Sandler | Maintains | Overweight | — |
| 4 Dec 2025 | Citizens | Upgrade | Market Outperform | — |
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 11 Sept 2026, Accelerant Holdings returned +6.1% against +17.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
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 31% of US stocks
Cheaper than 17% 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
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: 21.1× — the forward figure prices analyst consensus estimates, not reported 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 →
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.
Accelerant Holdings (ARX) reached a significant support level, and its 50-day simple moving average crossed above its 200-day moving average, forming a technical pattern known as a "golden cross." This development points to a bright technical outlook for the stock.
Why it matters — A golden cross is widely viewed by technical analysts as a bullish signal, so ARX watchers may take note of the improved technical positioning at a key support level.
Accelerant Holdings is being taken private just over a year after its IPO, through a $4 billion deal led by Thoma Bravo that capitalizes on the company's stronger operating results.
Why it matters — ARX watchers would care because the company is exiting the public market shortly after its listing, a significant corporate event that affects shareholders and the stock's public trading outlook.
Kahn Swick & Foti, LLC, led by former Louisiana Attorney General Charles C. Foti, Jr., has launched an investigation into the proposed sale of Accelerant Holdings (NYSE: ARX) to Thoma Bravo. The firm is examining whether the $20.25 per share cash consideration offered to shareholders and the process leading to it are adequate.
Why it matters — The investigation raises questions about the fairness of the proposed acquisition terms for Accelerant shareholders, so ARX watchers will track whether the deal price or process faces scrutiny or changes.
On Aug. 13, 2026, Accelerant Holdings' stock jumped 43% after the specialty insurance platform announced a $4 billion all-cash buyout offer and reported stronger-than-expected second-quarter results.
Why it matters — A $4 billion all-cash takeover offer and better-than-expected results represent a significant development for Accelerant Holdings investors.
The 6 Wall Street analysts covering Accelerant Holdings have a median 12-month price target of $20, with estimates ranging from $20 to $30. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 6 analysts covering Accelerant Holdings, 1 rate it a Buy, 5 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Accelerant Holdings 15 out of 100 across roughly 4,600 US stocks as at 12 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Sept 2026, Accelerant Holdings ranks 15 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 (94 of 100).
No one can know that. What the data says: the median 12-month target from 6 analysts implies +2.1% from the last close, and Ticker Nerd's factor model ranks Accelerant Holdings 15 out of 100 as at 12 Sept 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 $30 over the next 12 months.
Accelerant Holdings returned +6.1% over the 12 months to 11 Sept 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 (MarketBeat, 4 Sept 2026): "Accelerant's Take-Private Deal Raises a Bigger Question for Insurance Stocks". 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.
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
