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ARARX

Accelerant Holdings

$ARX·$3.0B·Insurance - Property & Casualty·Financial Services
$12.02-4.8%YTD-22.6%1Y-52.3%
Mentions · last 7 days
2026-06-22: 2,954 posts2026-06-23: 2,338 posts2026-06-24: 652 posts2026-06-25: 287 posts2026-06-26: 341 posts2026-06-27: 361 posts2026-06-28: 337 posts7,296
Price updated 12m ago·X counts updated 2d ago
ARARX
$ARXAccelerant Holdings
$12.02-4.83%7.3k posts
AI analysisFundamentalsVoices on X
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Sentiment on XAI analysisGenerated by AI from underlying data

Top X posts

How loud the X conversation is around $ARX and which way it's leaning — read in seconds.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment16 posts analyzed · as of 2026-06-29

Arcium ($ARX) announced Blackthorn - 'encrypted superintelligence: private AI on any NVIDIA GPU with zero exposure.' Posters frame Blackthorn as the biggest launch and privacy breakthrough in crypto, expanding supply by ~2,500x. ARX is described as a 'confidential supercomputer' on Solana. The Injective summit in 28 days is the next catalyst. Posters note ARX is holding up better than expected while broader crypto is cautious. Anything below $300M market cap is being framed as a future buying opportunity. Tone is loud bullish on the privacy infrastructure thesis.

Read what X is saying about $ARX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • Volume context so you know if today's chatter is normal or unusual
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What it does

Plain-English summary of the business — what they sell and how they make money.

Accelerant Holdings, together with its subsidiaries, operates a data-driven risk exchange that connects selected specialty insurance underwriters with risk capital partners. The company operates through Exchange Services, MGA Operations, and Underwriting segments. The Exchange Services segment consists of risk exchange, its operating platform that incorporates various technology, data ingestion, and agency operations that serve the needs of its members and risk capital partners. Its Risk capital partners write premiums directly through the Risk Exchange pay us a fixed-percentage, volume-based fee for sourcing, managing, and monitoring the business they write. The MGA Operations segment includes the fees earned by members, predominantly for originating and underwriting a portfolio of insurance policies, reduced by the expenses associated with providing services. The Underwriting segment is involved in underwriting insurance policies and assumption of reinsurance policies issued or accepted by consolidated insurance and reinsurance companies. Its Underwriting segment is a strategic asset that enables access to portfolio for current and prospective risk capital partners. The activities of insurance companies include property and casualty insurance, policy issuance, and reinsurance arrangements. The company focuses on small-to-medium sized commercial clients primarily in the United States, Europe, Canada, Australia, and the United Kingdom. The company was founded in 2018 and is based in Grand Cayman, Cayman Islands.

Industry overviewAI analysisGenerated by AI from underlying data

Where Insurance - Property & Casualty sits in its cycle right now — and what that implies for $ARX.

Insurance - Property & Casualty · Financial Services

Elevated catastrophe frequency remains the structural margin compressor — climate-driven cat events push combined ratios higher across P&C underwriters, keeping reinsurance costs sticky even as rate cycles moderate. Insurers with superior risk selection and capital discipline are diverging structurally from undisciplined peers.

Top industry ETF

$KIESPDR S&P Insurance ETF
+2.2%YTD
+2.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-2.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-130%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-151%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
10.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-217%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
65.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 13, 2026$0.17$0.16+6.3%
Q4 2025Mar 18, 2026$0.23$0.16+43.8%
Q3 2025Nov 12, 2025$0.38$0.22+75.9%
Q2 2025Aug 28, 2025$0.14$0.13+7.7%
Next earningsFri, Jul 17·consensus EPS $0.16

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$192.8M+12.9%57.6%1.0%$-0.02$-28.1M
Q4 FY25$209.4M+23.5%62.3%-1.1%$-0.00$50.3M
Q3 FY25$280.7M+85.9%73.8%-484%$-6.99$91.2M
Q2 FY25$204.2M+56.7%66.0%10.9%$0.04$206.8M

Forward consensus

4-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.1B$1.0B – $1.2B$0.74$0.71 – $0.767
FY27$1.2B$1.2B – $1.3B$0.93$0.88 – $0.987
FY28$1.4B$1.4B – $1.4B$1.23$1.12 – $1.335
FY29$1.7B$1.5B – $1.8B$1.69$1.53 – $1.822

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.16%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-8.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 55.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.775-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 26Oneill Francis JamesCo-Founder, Chief U/W Officer73.5K sh$969KSellJun 25Oneill Francis JamesCo-Founder, Chief U/W Officer73.5K sh$960KSellJun 23Nancy HasleyDirector35.0K sh$459KSellJun 23Jeffrey L RadkeCEO80.0K sh$1.0MSellJun 23Oneill Francis JamesCo-Founder, Chief U/W Officer76.5K sh$1.0MSellJun 22Oneill Francis JamesCo-Founder, Chief U/W Officer70.5K sh$932KSellMar 23Green Jay MichaelCFO50.0K sh$638K
+ 12 other (10 awards · 2 inkinds) in window

See when $ARX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDMay 298-K — Item 7.01: Press release / Reg FD
3New insider — initial holdingsMay 153
3New insider — initial holdingsMay 153
8-KPress release / Reg FDMay 138-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KShareholder voteMay 128-K — Item 5.07: Shareholder vote
3New insider — initial holdingsApr 33
3New insider — initial holdingsApr 33
8-KOfficer or director changeMar 188-K — Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD · Item 8.01: Other event
+ 7 other (2 proxys · 1 13G · 1 10-Q · 1 10-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

After a 50% Decline, What to Know About Accelerant's $459,000 Insider Salefool.com·1d agoBitget lists Arcium (ARX) for Spot Tradingglobenewswire.com·7d agoWall Street Analysts See a 30.09% Upside in Accelerant Holdings (ARX): Can the Stock Really Move This High?zacks.com·22d agoAccelerant Holdings Is Gaining Tractionseekingalpha.com·32d agoAccelerant to Present at William Blair's 46th Annual Growth Stock Conferencegurufocus.com·32d ago

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