Verisk Analytics Seen Delivering In-Line Q2, Reiterating 2026 Guidance, RBC Says

MT Newswires Live06-30

Verisk Analytics (VRSK) is expected to report in-line Q2 results, maintain its fiscal 2026 guidance, deliver faster organic growth in the second half and generate longer-term revenue opportunities from AI products, RBC Capital Markets said.

The brokerage said in a Sunday note that it expects the company's Q2 revenue to rise 3.6% to $801 million and adjusted earnings are projected at $1.92 per share. It also sees subscription revenue growing in the low-7% range.

The investment firm said margins are likely to decline from a year earlier in Q2 but added that Verisk should maintain its adjusted earnings before interest, taxes, depreciation, and amortization margin guidance of 56% to 56.5%.

Slower adoption of Verisk's AI tools and longer contract negotiations are manageable and could provide meaningful future revenue opportunities. Strong catastrophe bond activity, steady customer renewals, new product launches and the remaining benefit from the accelerated share repurchase program should also support Verisk's results, the note added.

RBC kept its outperform rating and $230 price target.

Shares of Verisk were down 2% in Monday afternoon trading.

Price: 178.60, Change: -3.58, Percent Change: -1.97

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