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Bowhead Specialty Holdings Inc. Stock Price

NYSE:BOW Community·US$1.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 16 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

BOW Share Price Performance

US$33.61
2.25 (7.17%)
​
US$34.14
Fair Value
US$33.61
2.25 (7.17%)
1.6% undervalued intrinsic discount
US$34.14
Fair Value
Price US$33.61
AnalystConsensusTarget US$34.14
AnalystLowTarget US$34.00
AnalystHighTarget US$38.00
Wed, 22 Jul 26
Fair ValueUS$34.14
Share Pricen/a

BOW Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$34.14 1.6% undervalued intrinsic discount

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

1users have liked this narrative
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8users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$34 1.1% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$38 11.6% undervalued intrinsic discount

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

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0users have commented on this narrative
0users have followed this narrative
BOW logo
Bowhead Specialty Holdings

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

Bowhead Specialty is leaning on a strong market for niche business insurance, but the easy wins may be behind it as lawsuits get pricier and rate increases cool. See why its push into faster, more automated underwriting could either steady results or become the weak spot.Read more

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AN
AnalystLowTarget
US$34
1.1% undervalued intrinsic discount
AnalystLowTarget's
Fair Value
Revenue
19.78% p.a.
Profit Margin
10.44%
Future PE
12.53x
Price in 2029
US$41.39
View
BOW logo
Bowhead Specialty Holdings

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

Bowhead Specialty is leaning into harder-to-cover business insurance, and it’s growing fast as companies face more complex risks and regulators push more coverage into the specialty market. The upside comes from tighter risk selection and more automation, but big, slow-to-show claims and intensifying competition could quickly squeeze profits.Read more

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AN
AnalystConsensusTarget
US$34.14
1.6% undervalued intrinsic discount
AnalystConsensusTarget's
Fair Value
Revenue
18.81% p.a.
Profit Margin
10.5%
Future PE
13.45x
Price in 2029
US$41.94
View
BOW logo
Bowhead Specialty Holdings

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?Read more

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AN
AnalystHighTarget
US$38
11.6% undervalued intrinsic discount
AnalystHighTarget's
Fair Value
Revenue
19.95% p.a.
Profit Margin
12.28%
Future PE
13.19x
Price in 2029
US$46.52
View

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
BOW logo

BOW: Takeover Offer And Ongoing Probes May Support Balanced Outlook

Fair Value: US$34 1.1% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
BOW logo

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

Fair Value: US$34.14 1.6% undervalued intrinsic discount
8 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
BOW logo

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

Fair Value: US$38 11.6% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Adequate balance sheet with moderate growth potential.

0 Risks
3 Rewards
View Full Analysis

Bowhead Specialty Holdings Inc. Key Details

US$615.2m

Revenue

US$419.5m

Cost of Revenue

US$195.6m

Gross Profit

US$133.5m

Other Expenses

US$62.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.89
31.80%
10.11%
30.9%
View Full Analysis

About BOW

Founded
2020
Employees
296
CEO
Stephen Sills
WebsiteView website
bowheadspecialty.com

Bowhead Specialty Holdings Inc. provides commercial specialty property and casualty insurance products in the United States. It underwrites casualty insurance solutions for risks in the construction, distribution, heavy manufacturing, real estate, and hospitality segments; professional liability insurance solutions, including directors and officers liability, errors and omissions liability, employment practices liability, fiduciary liability, fidelity liability and miscellaneous professional liability, crime insurance, and cyber for financial institutions; and healthcare solutions for hospitals, senior care providers, managed care organizations, miscellaneous medical facilities, and management liability segments. In addition, it offers Baleen Specialty, a technology-powered underwriting operation, that specializes in small to mid-sized risks that are not eligible in the admitted market. It distributes its products through distribution partners in wholesale and retail markets. The company was formerly known as Bowhead Holdings Inc. and changed its name to Bowhead Specialty Holdings Inc. in March 2024. The company was founded in 2020 and is based in New York, New York.

Recent BOW News & Updates

User avatar
Narrative Update • Aug 20

BOW: Takeover Offer And Ongoing Probes May Support Balanced Outlook

Analysts have lifted their price target for Bowhead Specialty Holdings from $30.00 to $34.00, citing an updated fair value view that reflects slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E expectations. What’s in the News for Bowhead Specialty Holdings American Family Mutual Insurance Company agreed to acquire Bowhead Specialty Holdings in an all cash transaction valued at about US$1.2b, with shareholders expected to receive US$34.00 per share.
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

Recent updates

No updates

Bowhead Specialty Holdings Inc. Competitors

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