Verisk Analytics' (VRSK) Q1 results are expected to be inline and the company will likely reiterate its fiscal 2026 guidance, RBC Capital Markets said.
The brokerage said in a Friday note that Verisk's defensive business remains "well-positioned" amid macroeconomic uncertainty, while its $1.5 billion accelerated share repurchase agreement should provide downside support.
Verisk's proprietary data and regulated insurance workflows provide resilience against potential generative AI disintermediation risks. RBC said that Verisk's organic growth is expected to moderate to around 4% in Q1, as its Q4 last year benefited from strong catastrophic bond securitization and overages from robust property underwriting activity.
Analysts said that the company's Q1 was affected by a government work stoppage, and pricing tailwinds could moderate in 2026 within the mid-term guidance range of 3.5% to 4.5%. RBC added that weather-related headwinds likely persisted in the quarter.
The firm has an outperform rating on the stock and a $230 price target.
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