What Catalysts Are Reshaping the Narrative for Verisk Analytics?

Verisk Analytics has seen its consensus analyst price target lowered from $299.82 to $290.53, marking a notable adjustment in market expectations. While the discount rate has remained steady, this shift comes amid mixed analyst perspectives regarding the company's growth trajectory and industry positioning. Stay tuned to discover how ongoing updates and key events may continue to shape the outlook for Verisk Analytics in the months ahead.

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What Wall Street Has Been Saying

Recent analyst activity on Verisk Analytics reveals a divide in perspectives, with both optimism and caution reflected in updated ratings and price targets. The following summarizes key points from leading research firms:

🐂 Bullish Takeaways

Wolfe Research initiated coverage with an Outperform rating and a $320 price target. The firm cited Verisk’s strong structural position, high recurring revenue, industry-leading margins, and opportunities in areas such as extreme events and property estimating as drivers for premium valuation. Barclays upgraded Verisk to Overweight. While there are still questions following the recent quarterly results, the firm believes current headwinds are temporary and manageable within a 6% to 8% growth range. Barclays set a new price target of $275, adjusted down from $310, and notes that upcoming events such as February guidance and the March 5 investor day could serve as catalysts for the stock. Both firms credit Verisk’s execution quality and defensiveness as central to their positive outlook. However, they acknowledge some reservations around valuation and the extent to which upside is already incorporated into the share price.

🐻 Bearish Takeaways

Rothschild & Co Redburn downgraded Verisk to Sell and set a $220 price target, citing concerns that downside risks are not yet fully reflected in the current valuation. The firm points to the AccuLynx acquisition as potentially dilutive to invested capital and raising leverage. This adds further risk to the outlook. Investment in artificial intelligence is seen as necessary to defend Verisk’s position in an industry that may face disruption. Rothschild, however, views the company’s valuation as still too high, especially in the context of declining organic sales growth.

Taken together, Wall Street’s views reflect a balance of confidence in Verisk Analytics’s long-term growth profile and high-quality execution while cautioning on valuation and near-term operational challenges. Upcoming company guidance and investor events are expected to play a significant role in shaping analyst sentiment in the quarters ahead.

Story Continues

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!NasdaqGS:VRSK Community Fair Values as at Oct 2025

What's in the News

Verisk has signaled its intention to acquire CyberCube Analytics, a move aimed at enhancing Verisk's cyber-risk analytics and risk management offerings. The company has revised its 2025 earnings guidance and now projects total revenue between $3.05 billion and $3.08 billion, compared to a previous forecast of $3.09 billion to $3.13 billion. Verisk completed a substantial share buyback by repurchasing 370,103 shares for $100 million. Since February 2024, the company has repurchased more than 3.26 million shares, totaling over $950 million. New product launches include the Commercial Rebuild solution for the U.K. market and a standardized pet insurance line in the U.S., expanding Verisk's reach in commercial property and personal insurance segments.

How This Changes the Fair Value For Verisk Analytics

Consensus Analyst Price Target has been lowered from $299.82 to $290.53, reflecting a reduction of just over $9. Discount Rate has edged down slightly from 7.16% to 7.16%, indicating minimal change in perceived investment risk. Revenue Growth projections have risen modestly from 9.05% to 9.17%. Net Profit Margin estimates have declined slightly, moving from 31.74% to 31.42%. Future P/E has decreased from 40.52x to 39.52x, indicating a marginally lower expected earnings multiple.

🔔 Never Miss an Update: Follow The Narrative

Narratives are a smarter, story-driven way to make investment decisions. Instead of just looking at numbers, a Narrative weaves together the company’s business story, key events, and financial forecasts, showing how they add up to a fair value. On Simply Wall St’s Community page, Narratives make it easy for anyone to track and understand the real reasons behind price shifts, and they update automatically as news breaks or earnings are released. They help investors know when to act by connecting price and fair value in real time, powering confident decisions.

Want to see the full picture behind Verisk Analytics’s outlook? Read the original Narrative on Verisk Analytics and stay informed on:

How new platforms and strategic go-to-market expansions could unlock fresh revenue and market share for Verisk Analytics. Why disciplined cost management and investment in data precision may drive stronger margins, earnings, and shareholder value. What risks, such as economic uncertainty, industry volatility, or recent acquisitions, could challenge the growth assumptions behind today’s fair value estimate.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include VRSK.

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