Bowhead Specialty Holdings Inc.

Report azionario NYSE:BOW

Capitalizzazione di mercato: US$1.1b

Bowhead Specialty Holdings Crescita futura

Criteri Future verificati 3/6

Bowhead Specialty Holdings prevede che gli utili e i ricavi cresceranno rispettivamente di 18.7% e 17% all'anno. Si prevede che l'EPS crescerà di 17.4% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 15.4% in 3 anni.

Informazioni chiave

18.7%

Tasso di crescita degli utili

17.36%

Tasso di crescita dell'EPS

Insurance crescita degli utili0.6%
Tasso di crescita dei ricavi17.0%
Rendimento futuro del capitale proprio15.42%
Copertura analitica

Low

Ultimo aggiornamento04 Aug 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • May 08

Bowhead Specialty Holdings Inc. Just Recorded A 19% EPS Beat: Here's What Analysts Are Forecasting Next

A week ago, Bowhead Specialty Holdings Inc. ( NYSE:BOW ) came out with a strong set of first-quarter numbers that could...

Recent updates

Seeking Alpha • Aug 05

Bowhead Specialty: A Great Exit For Shareholders, A Poor Entry For New Buyers

Summary Bowhead Specialty Holdings will be acquired by American Family Mutual Insurance for $34/share, a 2.4x book value multiple and 11% premium. BOW’s rapid premium growth, scalable underwriting, and disciplined profitability justify a higher multiple than recent insurance sector transactions like Safety Insurance. With BOW trading near the offer price, the remaining merger spread offers only 1.2% upside, making the risk/reward unattractive for new investors. At the current price, BOW is a Sell to me: most of the premium has been captured, while the remaining upside does not justify the closing risk. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 22

BOW: Index Reclassification And Higher P E Multiple Will Support Future Upside

Analysts have lifted their price target for Bowhead Specialty Holdings to about $34.14 per share from roughly $31.43, reflecting updated assumptions around fair value, revenue growth, profit margins, and forward P/E expectations. What’s in the News for Bowhead Specialty Holdings Bowhead Specialty Holdings Inc.
Aggiornamento narrativa • Jul 06

BOW: Strong Q1 Performance And Index Shift May Support Steady Outlook

Analysts have lifted their fair value estimate for Bowhead Specialty Holdings from $27.00 to $30.00, citing a slightly higher profit margin outlook, a modestly richer future P/E assumption, and a small adjustment to the discount rate. What’s in the News for Bowhead Specialty Holdings Bowhead Specialty Holdings reported Q1 2026 revenues of US$155.7 million, up 26.9% year over year, with results 5.5% above analyst expectations, according to recent earnings coverage.
Aggiornamento narrativa • Jun 16

BOW: Higher Fair Value And P E Multiple Should Support Future Upside

Analysts kept their $31.43 price target for Bowhead Specialty Holdings unchanged, citing stable assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E in their updated models. What’s in the News for Bowhead Specialty Holdings No recent news stories, periodical coverage, or key developments were provided for Bowhead Specialty Holdings in the supplied sources.
Aggiornamento narrativa • Jun 01

BOW: Higher Fair Value And P E Multiple Should Support Future Upside

Analysts have raised their price target for Bowhead Specialty Holdings to $31.43 from $29.86, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and forward P/E estimates. What's in the News No recent news items, periodicals, or key developments were provided for Bowhead Specialty Holdings as of 1 Jun 2026.
Articolo di analisi • May 08

Bowhead Specialty Holdings Inc. Just Recorded A 19% EPS Beat: Here's What Analysts Are Forecasting Next

A week ago, Bowhead Specialty Holdings Inc. ( NYSE:BOW ) came out with a strong set of first-quarter numbers that could...
Aggiornamento narrativa • May 01

BOW: Stable Discount Rate And Higher Future P E Multiple Should Support Upside

Analysts have modestly raised their price target on Bowhead Specialty Holdings to $29.86. This reflects updated assumptions for profit margin and a slightly higher future P/E multiple, while keeping the fair value estimate steady.
Aggiornamento narrativa • Apr 15

BOW: Stable Discount Rate And Improved Margin Outlook Will Support Upside Potential

Analysts have reduced their price target on Bowhead Specialty Holdings by about $1.43 per share to reflect slightly adjusted assumptions around fair value, revenue growth, profit margins, and future P/E expectations. Valuation Changes Fair Value: trimmed from $31.29 to $29.86 per share, a modest downward adjustment to the estimated intrinsic value.
Aggiornamento narrativa • Apr 01

BOW: Unchanged Discount Rate And Stable P/E Will Support Upside Potential

Analysts reaffirmed their $31.29 price target for Bowhead Specialty Holdings, citing largely unchanged assumptions around discount rate, revenue growth, profit margin, and future P/E as the basis for maintaining their view. Valuation Changes Fair Value: The $31.29 estimate is unchanged, reflecting stable inputs across the model.
Aggiornamento narrativa • Mar 17

BOW: Stable Assumptions And Future P/E Will Support Upside Potential

Narrative Update on Bowhead Specialty Holdings The analyst price target for Bowhead Specialty Holdings remains unchanged at $31.29, with analysts maintaining their view based on steady assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. Valuation Changes Fair Value: $31.29 remains unchanged, indicating no adjustment to the core valuation estimate.
Nuova narrativa • Mar 14

Digital Underwriting Strength Will Drive Long Term Value For This Specialty Insurer

Catalysts About Bowhead Specialty Holdings Bowhead Specialty Holdings is a specialty insurer focused on casualty, professional liability and healthcare liability, delivered through craft and digital underwriting models. What are the underlying business or industry changes driving this perspective?
Aggiornamento narrativa • Mar 03

BOW: Higher Growth Outlook And Lower Multiple Will Support Upside Potential

Analysts have reduced their price target on Bowhead Specialty Holdings by $3 to reflect a slightly lower fair value estimate of $31.29, as they balance updated assumptions for revenue growth, profit margins, and future P/E expectations. Valuation Changes Fair Value: Reduced from $34.29 to $31.29, a modest cut that brings the implied upside closer to current market pricing.
Nuova narrativa • Feb 28

Digital Underwriting And Casualty Market Tailwinds Will Support A Steady Future Earnings Profile

Catalysts About Bowhead Specialty Holdings Bowhead Specialty Holdings is a specialty insurer focused on casualty, professional liability and healthcare liability, supported by both craft and digital underwriting models. What are the underlying business or industry changes driving this perspective?
Aggiornamento narrativa • Feb 17

BOW: New Co Lead Underwriter Will Support Upcoming Fixed-Income Offering

Analysts have made only a minor adjustment to their price target for Bowhead Specialty Holdings, keeping fair value effectively unchanged at about $34.29. Small tweaks to the discount rate and forward P/E assumptions offset each other in their models.
Aggiornamento narrativa • Feb 03

BOW: Fixed-Income Offering And New Co Lead Underwriter Will Support Upside

Analysts have kept their price target for Bowhead Specialty Holdings steady at US$34.29, reflecting unchanged views on fair value, growth, margins, and future P/E assumptions, despite minor technical adjustments in the underlying model inputs. What's in the News J.P. Morgan Securities LLC has been added as Co Lead Underwriter for Bowhead Specialty Holdings Inc.'s planned $150 million fixed income offering, indicating a change in the underwriting group for this deal (Key Developments).
Aggiornamento narrativa • Jan 20

BOW: Fixed-Income Offering And New Co Lead Underwriter Will Support Upside

Analysts now see slightly lower upside for Bowhead Specialty Holdings, trimming their price target to US$34.29 from about US$34.86 as they factor in updated assumptions for revenue growth, profit margins and future P/E levels. What's in the News J.P. Morgan Securities LLC has been added as a Co Lead Underwriter for Bowhead Specialty Holdings Inc.'s planned US$150 million fixed income offering (Key Developments).
Aggiornamento narrativa • Jan 05

BOW: Fixed-Income Offering And Underwriter Addition Will Support Future Upside

Analysts have nudged their price target for Bowhead Specialty Holdings slightly higher, with a modest uplift that reflects small adjustments to fair value, discount rate, revenue growth, profit margin, and expected future P/E assumptions. What's in the News J.P. Morgan Securities LLC has been added as a Co Lead Underwriter for Bowhead Specialty Holdings Inc.'s planned $150 million fixed income offering.
Aggiornamento narrativa • Dec 15

BOW: Fixed-Income Offering Will Support Future Upside Potential

Analysts have modestly raised their price target on Bowhead Specialty Holdings by approximately 1 percent to about $34.57, citing slightly stronger expected revenue growth that more than offsets a marginally lower profit margin outlook and a higher assumed future P/E multiple. What's in the News J.P. Morgan Securities LLC has been added as Co Lead Underwriter for Bowhead Specialty Holdings Inc.'s planned $150 million fixed income offering, reinforcing placement capacity in upcoming debt issuance (Key Developments).
Aggiornamento narrativa • Dec 01

BOW: Fixed-Income Offering And Margin Outlook Will Support Future Upside

Analysts have slightly lowered their price target for Bowhead Specialty Holdings from $35.17 to $34.57. They cite modest decreases in projected revenue growth and profit margins as the primary factors for this adjustment.
Aggiornamento narrativa • Nov 17

BOW: Rising Discount Rate Will Drive Increased Future Returns

Analysts have slightly reduced their price target for Bowhead Specialty Holdings from $35.67 to $35.17, citing modest shifts in revenue growth projections and profitability assumptions. Valuation Changes The Fair Value Estimate has decreased slightly from $35.67 to $35.17.
Aggiornamento narrativa • Nov 01

BOW: Follow-On Equity Offering Completion Will Drive Future Market Opportunities

Analysts have maintained their price target for Bowhead Specialty Holdings at $35.67 per share. This reflects consistent expectations for the company's financial performance, based on stable key assumptions in the latest review.
Aggiornamento narrativa • Oct 17

Digital Underwriting And Automation Will Redefine Specialty Risk Solutions

Analysts have revised their price target for Bowhead Specialty Holdings downward from $38.33 to $35.67 per share, citing slightly slower projected revenue growth as the key reason for the adjustment. What's in the News Bowhead Specialty Holdings filed a follow-on equity offering, making 2,000,000 shares of common stock available.
Aggiornamento narrativa • Oct 03

Digital Underwriting And Automation Will Redefine Specialty Risk Solutions

Analysts have slightly lowered their price target for Bowhead Specialty Holdings from $39.17 to $38.33. They cite modestly reduced revenue growth expectations and a lower projected future price-to-earnings ratio.
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Nuova narrativa • Jun 01

Baleen Underwriting Will Unlock Specialty Insurance Opportunities

Investment in proprietary technology and data analytics is driving efficient underwriting and margin improvement while supporting premium growth.

Previsioni di crescita degli utili e dei ricavi

NYSE:BOW - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202893199N/AN/A1
12/31/202781583N/AN/A4
12/31/202668168N/AN/A4
6/30/202661562329334N/A
3/31/202658558344349N/A
12/31/202555254326332N/A
9/30/202551953328333N/A
6/30/202549249333338N/A
3/31/202545843297300N/A
12/31/202442638291294N/A
9/30/202438929291294N/A
6/30/202434826259263N/A
3/31/202431527239243N/A
12/31/202328325232236N/A
12/31/202218811178182N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di BOW ( 18.7% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di BOW ( 18.7% all'anno) cresceranno più rapidamente del mercato US ( 16.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di BOW cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di BOW ( 17% all'anno) crescerà più rapidamente del mercato US ( 12.8% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di BOW ( 17% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di BOW sarà basso tra 3 anni ( 15.4 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/07 19:54
Prezzo dell'azione a fine giornata2026/08/07 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Bowhead Specialty Holdings Inc. è coperta da 8 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Matthew CarlettiCitizens JMP Securities, LLC
Pablo Augusto SingzonJ.P. Morgan
Jamminder BhullarJ.P. Morgan