Accelerant Holdings

NYSE:ARX Stock Report

Market Cap: US$3.8b

Accelerant Holdings Future Growth

Future criteria checks 5/6

Accelerant Holdings is forecast to grow earnings and revenue by 159.8% and 14.3% per annum respectively. EPS is expected to grow by 160% per annum. Return on equity is forecast to be 30.7% in 3 years.

Key information

159.8%

Earnings growth rate

159.97%

EPS growth rate

Insurance earnings growth2.0%
Revenue growth rate14.3%
Future return on equity30.70%
Analyst coverage

Good

Last updated21 May 2026

Recent future growth updates

Recent updates

Seeking Alpha • Feb 14

Accelerant Holdings: An Insurance Marketplace Trading Like A Broken IPO

Summary Accelerant’s specialty insurance exchange is scaling, connecting underwriters with risk capital. ARX shares look undervalued versus earnings power, even assuming little near-term growth. The hybrid model adds complexity, but fees plus selective risk retention can drive profits. Read the full article on Seeking Alpha
New Narrative • Jan 23

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

Catalysts About Accelerant Holdings Accelerant Holdings operates a specialty insurance risk exchange that connects niche underwriters with risk capital providers and earns primarily fee-based revenue. What are the underlying business or industry changes driving this perspective?

Earnings and Revenue Growth Forecasts

NYSE:ARX - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20281,446179N/AN/A3
12/31/20271,23491N/AN/A9
12/31/20261,09234N/AN/A9
3/31/2026954-1,437290332N/A
12/31/2025856-1,425404445N/A
9/30/2025767-1,403586625N/A
6/30/202568944790828N/A
3/31/202560627698733N/A
12/31/202456227751786N/A
9/30/20244923611643N/A
12/31/2023324-49257290N/A
9/30/2023282-64162193N/A
12/31/2022220-924168N/A
12/31/2021101-2198113N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: ARX is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (3.5%).

Earnings vs Market: ARX is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: ARX is expected to become profitable in the next 3 years.

Revenue vs Market: ARX's revenue (14.3% per year) is forecast to grow faster than the US market (11.7% per year).

High Growth Revenue: ARX's revenue (14.3% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: ARX's Return on Equity is forecast to be high in 3 years time (30.7%)

Discover growth companies

7D

1Y

7D

1Y

7D

1Y

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/24 15:41
End of Day Share Price 2026/05/22 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Accelerant Holdings is covered by 12 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael ZaremskiBMO Capital Markets Equity Research
null nullBMO Capital Markets Equity Research
Matthew CarlettiCitizens JMP Securities, LLC