Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$3.0B
218M shares
52-week range
$9.18 – $30.48
49% from low
Sector
INSURANCE AGENTS, BROKERS & SERVICE
Exchange
NYSE
CS
Accelerant Holdings operates as a data-driven risk exchange that connects selected specialty insurance underwriters with risk capital partners. The company operates in three segments: Exchange Services, MGA Operations, and Underwriting. The majority of its revenue is generated from the Underwriting segment, which contains all revenue and expenses associated with the underwriting of insurance policies and assumption of reinsurance policies issued or accepted by Accelerant's consolidated insurance and reinsurance companies. Geographically, it operates in North America, the UK, and the EU, out of which it derives maximum revenue from North America.
www.accelerant.aiNo one on the platform currently holds ARX.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 276,600 | $3.7M |
No one on the platform has traded ARX yet.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$ARX Check out this great video overview on this company and what is going on here!!! https://youtu.be/5NM4Y3-nbmM?si=kWAu3b6EfD--wxcd
View on StockTwits ↗Today's biggest catalyst moves on the wire (validated intraday captures through 5:15 PM ET): $DFSC ran as much as +177% — earnings beat $AKAN ran as much as +110% — product launch $CAPR ran as much as +73% — clinical trial results $MGRX ran as much as +48% — M&A / acquisition $ARX ran as much as +45% — M&A / acquisition Get real-time catalyst alerts using RTPR.
View on StockTwits ↗Accelerant Holdings shares surged after the specialty insurance marketplace announced an all-cash take-private deal with Thoma Bravo valued at more than $4B in enterprise value, alongside record Q2 2026 results. Thoma Bravo will pay $20.25 per Class A and Class B share, a 49% premium to Accelerant’s Aug. 12 close, with the transaction expected to close in H1 2027 pending shareholder and regulatory approval. Q2 adjusted EPS came in at $0.32, double the $0.16 consensus estimate, while revenue reached $356.9M, more than 30% above expectations. Net income jumped to $80M from $13.1M a year earlier, while gross written premium increased 23% YoY to $1.32B. Accelerant shares traded around $19.52, close to the acquisition price, prompting William Blair to downgrade the stock to Market Perform from Outperform because of limited upside. $ARX
View on StockTwits ↗ARX Q2 2026 Earnings Summary $ARX https://stocktwits.com/news/earnings/ai summaries/arx-q2-2026-earnings-summary/cZoq0SVRJLX
View on StockTwits ↗$ARX has effectively become a merger-arbitrage story overnight. On August 13, Accelerant agreed to be acquired by Thoma Bravo for $20.25 per share in cash, roughly 49% above Wednesday’s close. The stock is trading near $19.53 today, so most of the takeover premium has already been captured. What matters now is less about the next quarterly growth number and more about closing risk and timing. The transaction is expected to close in the first half of 2027. That remaining gap to $20.25 is the part I’d watch rather than chasing today’s 40%+ move. Not financial advice. Do your own research.
View on StockTwits ↗Midday Top Gainers PT2 $HCTI $ARX $CURI $EXOD $LEXX
View on StockTwits ↗Top trending ( $SMCI ), gaining ( $ARX ), and losing ( $CLBT ) stocks of the day. Dashboard from Top Tier Newswire!
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1.1B | +21.3% | $0.74 | $0.71–$0.76 | 26.3× | 5 |
| 2027 | $1.2B | +12.5% | $0.92 | $0.87–$0.97 | 21.2× | 5 |
| 2028 | $1.4B | +15.9% | $1.22 | $1.09–$1.31 | 16.1× | 1 |
| 2029 | $1.7B | +16.0% | $1.69 | $1.51–$1.83 | 11.6× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 6 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-13 | $0.16 | $0.32 | +96.4% |
| 2026-05-13 | $0.16 | $0.17 | +6.3% |
| 2026-03-18 | $0.16 | $0.23 | +43.8% |
| 2025-11-12 | $0.22 | $0.38 | +75.9% |
| 2025-08-28 | $0.13 | $0.14 | +7.7% |
| 2025-06-30 | $0.12 | $0.11 | -10.6% |
| $2.5B |
| — |
| HCIHCI Group, Inc. | $184.34 | -1.07% | $2.4B | — |
| HGHamilton Insurance Group, Ltd. | $35.71 | +1.42% | $3.6B | — |
Source: Financial Modeling Prep · peers by sector/industry