TD Cowen initiates coverage on Accelerant stock with Buy rating

Published 18/08/2025, 14:06
TD Cowen initiates coverage on Accelerant stock with Buy rating

Investing.com - TD Cowen initiated coverage on Accelerant Holdings (NYSE:ARX) Monday with a Buy rating and a $36.00 price target, implying 27% potential upside. The company, currently valued at $6.2 billion, trades at a P/E ratio of 2.5x, though InvestingPro analysis indicates the stock is trading above its Fair Value.

The firm cited Accelerant’s "highly attractive model" with a Risk Exchange that generates volume-based fees at its core.

TD Cowen noted that the company is leveraged to some of the most attractive areas of property and casualty insurance.

The research firm highlighted Accelerant’s robust top-line growth track record and outlook, mentioning the company has many levers and drivers for continued growth.

TD Cowen expects Accelerant to generate strong operating leverage going forward, contributing to the positive outlook for the insurance technology company.

In other recent news, Accelerant Holdings has been the focus of multiple analyst ratings. Raymond (NSE:RYMD) James initiated coverage of Accelerant with an Outperform rating, setting a price target of $33.00, and emphasized the company’s potential for double-digit annual revenue and free cash flow growth through 2027. William Blair also rated Accelerant as Outperform, noting the company’s strong position in the Managing General Agent (MGA) market. Piper Sandler gave an Overweight rating with a $35.00 price target, highlighting Accelerant’s data-driven risk exchange model. Meanwhile, Wells Fargo (NYSE:WFC) and Morgan Stanley (NYSE:MS) both initiated coverage with an Equal Weight rating, each setting a price target of $28.00. Wells Fargo commented on the stock’s valuation, while Morgan Stanley focused on Accelerant’s disruptive Risk Exchange platform. These developments reflect a diverse range of perspectives on Accelerant’s growth potential and market positioning.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.