Bowhead Specialty Holdings Inc.

NYSE:BOW 주식 리포트

시가총액: US$811.8m

Bowhead Specialty Holdings 향후 성장

Future 기준 점검 3/6

Bowhead Specialty Holdings은 연간 수입과 매출이 각각 19.6%와 15.5% 증가할 것으로 예상되고 EPS는 연간 19.1%만큼 증가할 것으로 예상됩니다.

핵심 정보

19.6%

이익 성장률

19.06%

EPS 성장률

Insurance 이익 성장2.0%
매출 성장률15.5%
향후 자기자본이익률n/a
애널리스트 커버리지

Low

마지막 업데이트05 May 2026

최근 향후 성장 업데이트

분석 기사 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

분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
새 내러티브 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?
내러티브 업데이트 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.
새 내러티브 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?
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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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새 내러티브 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.

이익 및 매출 성장 예측

NYSE:BOW - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/2028924N/AN/AN/A1
12/31/202777382N/AN/A4
12/31/202668167N/AN/A2
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

애널리스트 향후 성장 전망

수입 대 저축률: BOW 의 연간 예상 수익 증가율(19.6%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: BOW 의 연간 수익(19.6%)이 US 시장(16.6%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: BOW 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: BOW 의 수익(연간 15.5%)이 US 시장(연간 11.5%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: BOW 의 수익(연간 15.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: BOW의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 17:28
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Bowhead Specialty Holdings Inc.는 9명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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