Hippo Holdings Inc.

NYSE:HIPO 주식 리포트

시가총액: US$824.4m

Hippo Holdings 향후 성장

Future 기준 점검 2/6

Hippo Holdings 의 수익은 연간 37.2% 감소할 것으로 예상되는 반면, 연간 수익은 24.3% 로 증가할 것으로 예상됩니다. EPS는 연간 42.7% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 9% 로 예상됩니다.

핵심 정보

-37.2%

이익 성장률

-42.70%

EPS 성장률

Insurance 이익 성장1.6%
매출 성장률24.3%
향후 자기자본이익률8.99%
애널리스트 커버리지

Low

마지막 업데이트05 Aug 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Aug 07

HIPO: AI Underwriting And Fronting Carrier Progress Will Shape Balanced Outlook

Analysts have lifted their fair value estimate for Hippo Holdings to $35.00 from $32.00, reflecting updated views on revenue growth, profitability, and recent price target increases on the stock from multiple research firms. Analyst Commentary on Hippo Holdings Recent research coverage on Hippo Holdings has focused on how the company balances growth ambitions with underwriting discipline and valuation.
내러티브 업데이트 • Jun 23

HIPO: AI Insurance Platform And Fronting Carrier Strength Will Support Upside

Analysts have lifted their average price target on Hippo Holdings to $43, citing growing interest in the company's data driven home insurance platform and the perceived value of its fronting carrier business. Analyst Commentary Recent research coverage on Hippo Holdings has highlighted both the potential of its data driven home insurance model and several areas of caution that readers should weigh carefully.
Seeking Alpha • Jun 23

Hippo Holdings: Profitability Finally Arrives, But Sustainability Is The Real Test

Summary Hippo Holdings is transitioning from a cash-burning insurtech to an operationally profitable, efficiency-focused insurer, with Q1 net income of $7 million. HIPO's strategic shift to casualty and commercial lines reduced its net loss ratio to 48% and stabilized its combined ratio at 99.5%. Despite profitability, HIPO trades at a discounted 1.38x P/S and 10x P/E, reflecting market skepticism about the sustainability of recent results. Sustained profitability through challenging quarters could re-rate HIPO shares, as the company leverages partnerships and a capital-light, tech-driven model. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 06

HIPO: AI Efficiency Gains And Partnership Expansion Will Support Future Upside

Analysts have adjusted their price target on Hippo Holdings by $2, reflecting updated views on revenue growth potential, profit margin expectations, and a higher forward P/E multiple, as seen in recent research that included both a $3 reduction and a subsequent $2 increase in targets. Analyst Commentary Recent research on Hippo Holdings shows a mix of caution and renewed optimism, with one firm resuming coverage and others revisiting their price targets in short succession.
내러티브 업데이트 • May 13

HIPO: AI Driven Claims Execution And Distribution Expansion Will Support Future Upside

Analysts have lifted their price expectations for Hippo Holdings by $2, citing updated assumptions for faster revenue growth, improved profit margins, and a lower future P/E multiple that together support a refined risk and return outlook. Analyst Commentary Bullish analysts point to the latest price target lift as a sign that updated assumptions around Hippo Holdings are starting to translate into a more constructive view on the stock.
내러티브 업데이트 • Apr 25

HIPO: AI Claims Execution Through 2028 Will Drive Future Upside

Analysts have modestly reduced their average 12 month price target on Hippo Holdings by $3 to $33, as recent research highlights both continued growth ambitions and the execution risks tied to sustaining strong expansion in a softer pricing backdrop. Analyst Commentary Recent Street research on Hippo Holdings reflects a mix of optimism and caution, with bullish analysts highlighting long term growth ambitions while acknowledging execution risk in reaching multi year targets in a softer pricing backdrop.
내러티브 업데이트 • Apr 10

HIPO: 2028 Execution On AI Claims And Distribution Will Drive Shares

Analysts have reduced their price target on Hippo Holdings by $3, setting it at $33, and cited a path to 2028 that they view as carrying risks from strong growth alongside softer pricing trends. Analyst Commentary Recent Street research on Hippo Holdings highlights both the reduced price target and the longer term path to 2028, which analysts describe as exposed to risk from strong growth meeting softer pricing trends.
내러티브 업데이트 • Mar 27

HIPO: Future Pricing Discipline And 2028 Execution Will Drive Share Price Higher

Analysts have trimmed their price target on Hippo Holdings by $1 to $33, citing a riskier path ahead as strong growth expectations meet softer pricing conditions into 2028. Analyst Commentary Bullish analysts are treating the reduced US$33 price target as a sign that expectations are being recalibrated rather than abandoned, with the focus shifting to how effectively Hippo can execute through a more challenging pricing backdrop into 2028.
내러티브 업데이트 • Mar 13

HIPO: Future Earnings Discipline Will Support A Higher Share Price

Analysts have trimmed their price target on Hippo Holdings to $33 from $34, pointing to the risk that strong growth expectations and very high future P/E assumptions could face if pricing in the business softens toward 2028. Analyst Commentary Recent commentary around Hippo highlights a mixed but still constructive tone, with attention on how the company can balance growth ambitions with pricing conditions through 2028.
내러티브 업데이트 • Feb 27

HIPO: Future Earnings Leverage And Buybacks Will Drive Upside Potential

Analysts have reduced their average price target for Hippo Holdings by about $0.67. This change reflects updated views on factors such as revenue growth assumptions, profit margin expectations, and a lower projected future P/E multiple.
내러티브 업데이트 • Jan 07

HIPO: Future Profitability And Buybacks Will Support Balanced Risk Profile

Analysts now place Hippo Holdings' fair value at US$34.00 per share, up from US$30.00, citing updated views on discount rates, revenue growth assumptions, profit margins and a lower future P/E of 12.74 compared with the prior 71.60. What's in the News Issued earnings guidance for the fourth quarter of 2025, with expected revenue between US$117 million and US$120 million and net income projected between US$1 million and US$5 million (company guidance).
내러티브 업데이트 • Dec 23

HIPO: Future Profitability And Buybacks Will Support A Higher Share Price

Analysts have raised their price target on Hippo Holdings from 41.00 dollars to 45.00 dollars, reflecting updated assumptions around fair value, discount rates, revenue growth, and long term profitability despite a sharply higher projected future price to earnings multiple. What's in the News Issued fourth quarter 2025 guidance, targeting revenue between 117 million dollars and 120 million dollars and net income between 1 million dollars and 5 million dollars (company guidance).
내러티브 업데이트 • Dec 09

HIPO: Share Buybacks Will Drive Upside Potential In Coming Quarters

Analysts have modestly adjusted their price target on Hippo Holdings to reflect refined assumptions for the discount rate, long-term revenue growth, and profit margin. However, the implied fair value remains effectively unchanged at approximately 40.33 per share.
내러티브 업데이트 • Nov 25

HIPO: Share Buybacks Will Drive Upside Potential in Coming Quarters

Analysts have raised their price target for Hippo Holdings from $37.00 to $40.33, citing revised assumptions on fair value and future profitability metrics, even though revenue growth expectations have moderated. What's in the News Hippo Holdings provided fourth quarter 2025 guidance, projecting revenue between $117 million and $120 million and net income between $1 million and $5 million (Company Announcement).
분석 기사 • Aug 23

Hippo Holdings Inc. (NYSE:HIPO) Stocks Shoot Up 25% But Its P/S Still Looks Reasonable

Despite an already strong run, Hippo Holdings Inc. ( NYSE:HIPO ) shares have been powering on, with a gain of 25% in...
내러티브 업데이트 • Aug 08

Baldwin Group Partnership And AI Will Expand Market Access

Hippo Holdings’ slight increase in future P/E suggests minor upward pressure on valuation expectations, though unchanged net profit margin and a stable analyst price target of $36.50 indicate little overall adjustment to the company’s perceived fair value. What's in the News Hippo Holdings added to the Russell 2000 Growth, 2500 Growth, and 3000 Growth indices.
분석 기사 • Jun 13

After Leaping 30% Hippo Holdings Inc. (NYSE:HIPO) Shares Are Not Flying Under The Radar

Hippo Holdings Inc. ( NYSE:HIPO ) shares have had a really impressive month, gaining 30% after a shaky period...
분석 기사 • Apr 08

Hippo Holdings Inc. (NYSE:HIPO) Stock's 25% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Hippo Holdings Inc. ( NYSE:HIPO ) shareholders won't be pleased to see that the share price has had a very rough month...
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새로운 내러티브 • Mar 26

Partner Network Expansion And Policy Transformation Will Shape Future Success

Strategic expansion into new homes channel and Insurance as a Service growth could boost revenue and market position, supported by network and partner enhancements.
분석 기사 • Feb 09

Why Investors Shouldn't Be Surprised By Hippo Holdings Inc.'s (NYSE:HIPO) 28% Share Price Surge

Hippo Holdings Inc. ( NYSE:HIPO ) shareholders would be excited to see that the share price has had a great month...
분석 기사 • Nov 01

Hippo Holdings Inc. (NYSE:HIPO) Looks Just Right With A 28% Price Jump

Hippo Holdings Inc. ( NYSE:HIPO ) shares have continued their recent momentum with a 28% gain in the last month alone...

이익 및 매출 성장 예측

NYSE:HIPO - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202891964244N/A3
12/31/202777546191N/A5
12/31/202658324121N/A5
6/30/20265071215872N/A
3/31/20264791134053N/A
12/31/202546958-49N/A
9/30/202545096-120N/A
6/30/2025425-111830N/A
3/31/2025398-52-17-6N/A
12/31/2024372-403648N/A
9/30/2024335-127-105N/A
6/30/2024297-172-57-40N/A
3/31/2024255-239-85-39N/A
12/31/2023211-273-139-92N/A
9/30/2023181-294-120-74N/A
6/30/2023154-370-165-118N/A
3/31/2023135-336-156-139N/A
12/31/2022120-333-181-161N/A
9/30/2022116-331-158-137N/A
6/30/2022107-233-163-144N/A
3/31/202299-244-185-168N/A
12/31/202191-371-142-124N/A
9/30/202176-365-163-148N/A
6/30/202167-373-125-112N/A
3/31/202158-313-79-66N/A
12/31/202052-141-75-65N/A
12/31/201935-83N/A-29N/A

애널리스트 향후 성장 전망

수입 대 저축률: HIPO 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -37.2%).

수익 vs 시장: HIPO 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -37.2%).

고성장 수익: HIPO 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: HIPO 의 수익(연간 24.3%)이 US 시장(연간 13.6%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: HIPO 의 수익(연간 24.3%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: HIPO의 자본 수익률은 3년 후 9%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/21 09:09
종가2026/09/21 00:00
수익2026/06/30
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
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분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
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주요 개발10년
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분석가 소스

Hippo 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
Timothy D'AgostinoB. Riley Securities, Inc.
Matthew CarlettiCitizens JMP Securities, LLC
Taylor ScottGoldman Sachs