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Bowhead Specialty Holdings Inc. Stock Price

NYSE:BOW Community·US$1.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 16 Fair Values set on narratives written by author

BOW Share Price Performance

US$31.39
-2.48 (-7.32%)
US$31.43
Fair Value
US$31.39
-2.48 (-7.32%)
0.1% undervalued intrinsic discount
US$31.43
Fair Value
Price US$31.39
AnalystConsensusTarget US$31.43
AnalystLowTarget US$30.00
AnalystHighTarget US$38.00

BOW Community Narratives

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Fair Value US$31.43 0.1% undervalued intrinsic discount

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

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Fair Value US$30 4.6% overvalued intrinsic discount

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

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Fair Value US$38 17.4% undervalued intrinsic discount

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

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US$31.43
0.1% undervalued intrinsic discount
Revenue
18.59% p.a.
Profit Margin
10.6%
Future PE
12.33x
Price in 2029
US$38.61
US$38
17.4% undervalued intrinsic discount
Revenue
19.95% p.a.
Profit Margin
12.28%
Future PE
13.19x
Price in 2029
US$46.52

Trending Discussion

Updated Narratives

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

Fair Value: US$30 4.6% overvalued intrinsic discount
0 users have set this as their fair value
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BOW: Higher Fair Value And P E Multiple Should Support Future Upside

Fair Value: US$31.43 0.1% undervalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
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Digital Underwriting Strength Will Drive Long Term Value For This Specialty Insurer

Fair Value: US$38 17.4% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Reasonable growth potential with proven track record.

0 Risks
3 Rewards

Bowhead Specialty Holdings Inc. Key Details

US$584.6m

Revenue

US$396.7m

Cost of Revenue

US$187.9m

Gross Profit

US$129.5m

Other Expenses

US$58.4m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 04, 2026
1.78
32.14%
9.99%
31.9%
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

Narrative Update 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.

Recent updates

No updates