I am upgrading Verisk Analytics to Buy, as the stock now trades at a more attractive ~23.5x NTM PE with improved margin of safety. VRSK's subscription revenue, representing 83% of total, grew 8% OCC, supporting a high-single-digit growth thesis and reducing reliance on transactional volumes. FY2026 guidance appears achievable, with H2 growth set to accelerate due to easier comps and the resumption of a federal contract.
Verisk Analytics, Inc. (VRSK) Q2 2026 Earnings Call Transcript
Verisk Analytics NASDAQ: VRSK reported second-quarter revenue of $806 million, up 4% from a year earlier, as subscription revenue growth and continued demand across underwriting and claims helped offset pressure in transactional businesses tied to lower weather activity and softer commercial-property markets.
VRSK beats Q2 earnings and revenue estimates as subscription growth, Underwriting and Claims gains, and cost discipline supported the results.
Verisk Analytics (VRSK) came out with quarterly earnings of $1.98 per share, beating the Zacks Consensus Estimate of $1.94 per share. This compares to earnings of $1.88 per share a year ago.
Verisk nears Q2 earnings release with AI adoption, contract renewals and client wins expected to support growth across underwriting and claims.
VRSK expands its catastrophe risk modeling platform with KatRisk and upgraded hurricane analytics, boosting insurers' climate risk assessment tools.
Investors need to pay close attention to VRSK stock based on the movements in the options market lately.
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
VRSK benefits from recurring subscription revenues, premium growth and acquisitions. Its rising personnel costs, security risks & higher debt remain concerns.
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Verisk Analytics, Inc. (VRSK) Presents at 46th Annual William Blair Growth Stock Conference Transcript