ARX logo

Accelerant Holdings Stock Price

NYSE:ARX Community·US$2.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 13 Fair Values set on narratives written by author

ARX Share Price Performance

US$12.99
-13.51 (-50.98%)
US$20.67
Fair Value
US$12.99
-13.51 (-50.98%)
37.1% undervalued intrinsic discount
US$20.67
Fair Value
Price US$12.99
AnalystConsensusTarget US$20.67
AnalystHighTarget US$32.94
AnalystLowTarget US$17.00

ARX Community Narratives

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Fair Value US$20.67 37.1% undervalued intrinsic discount

Capital Light Shift And Data Advantage Will Drive Durable Long Term Earnings Power

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·
Fair Value US$32.94 60.6% undervalued intrinsic discount

Fee-Based Specialty Insurance Platform Will Benefit From Expanding Third Party Capacity

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·
Fair Value US$17 23.6% undervalued intrinsic discount

Data And AI Execution Risks May Soften Exchange Fee Potential Yet Still Support Upside

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US$17
23.6% undervalued intrinsic discount
Profit Margin
7.79%
Future PE
58.88x
Price in 2029
US$20.8
US$20.67
37.1% undervalued intrinsic discount
Profit Margin
15.48%
Future PE
33.24x
Price in 2028
US$25.29

Trending Discussion

Updated Narratives

ARX logo

Data And AI Execution Risks May Soften Exchange Fee Potential Yet Still Support Upside

Fair Value: US$17 23.6% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ARX logo

Fee-Based Specialty Insurance Platform Will Benefit From Expanding Third Party Capacity

Fair Value: US$32.94 60.6% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ARX logo

Capital Light Shift And Data Advantage Will Drive Durable Long Term Earnings Power

Fair Value: US$20.67 37.1% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

High growth potential with excellent balance sheet.

0 Risks
1 Reward

Accelerant Holdings Key Details

US$953.9m

Revenue

US$337.4m

Cost of Revenue

US$616.5m

Gross Profit

US$2.1b

Other Expenses

-US$1.4b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-6.58
64.63%
-150.61%
16.8%
View Full Analysis

About ARX

Founded
2018
Employees
862
CEO
Jeffrey Radke
WebsiteView website
www.accelerant.ai

Accelerant Holdings, together with its subsidiaries, operates a data-driven risk exchange that connects selected specialty insurance underwriters with risk capital partners. It operates through Exchange Services, MGA Operations, and Underwriting segments. The Exchange Services segment consists of risk exchange, its operating platform that incorporates various technology, data ingestion, and agency operations that serve the needs of its members and risk capital partners. Its Risk capital partners write premiums directly through the Risk Exchange pay us a fixed-percentage, volume-based fee for sourcing, managing, and monitoring the business they write. The MGA Operations segment includes the fees earned by members, predominantly for originating and underwriting a portfolio of insurance policies, reduced by the expenses associated with providing services. The Underwriting segment is involved in underwriting insurance policies and assumption of reinsurance policies issued or accepted by consolidated insurance and reinsurance companies. The activities of insurance companies include property and casualty insurance, policy issuance, and reinsurance arrangements. It serves small-to-medium sized commercial clients primarily in the United States, Europe, Canada, Australia, and the United Kingdom. Accelerant Holdings was founded in 2018 and is based in Grand Cayman, Cayman Islands.

Recent ARX News & Updates

Seeking Alpha May 29

Accelerant Holdings Is Gaining Traction

Summary Accelerant Holdings delivers robust growth, with FY25 exchange premiums up 35%, revenues up 51%, and adjusted EBITDA up 149%, driven by its capital-light, AI-powered platform. ARX's AI-driven underwriting and proprietary data moat enable superior risk selection, evidenced by a 51% gross loss ratio and high operating leverage, supporting scalable, high-margin growth. The shift to third-party capital accelerated, with only 9% of premiums retained and 40% of Q4 EWP written by partners, positioning ARX for surplus capital and durable free cash flow. Shares trade at 9x FY26 EV/EBITDA; despite minor GAAP/non-GAAP gaps, ongoing Mission equity buybacks and a $200M buyback program reinforce long-term alignment and value creation. Read the full article on Seeking Alpha

Recent updates

No updates