Analyst Consensus ?
ConsensusHold25 ratings
Bullish1040.0%
Neutral1456.0%
Bearish14.0%
Verisk Analytics, Inc. · VRSK · FY2026 Q1 · Calendar Q2 2026
Verisk Q1 2026: Subscription Growth Holds at 7%, AI Products Accelerate
Verisk's Q1 FY2026 demonstrates continued execution on its subscription-led model, though organic revenue growth decelerated to 4.7% from 6.6% in the prior quarter. Subscription revenue held at 7% growth and now represents 84% of total revenue, providing durable visibility. The company beat consensus on both EPS and revenue, and expanded adjusted EBITDA margin by 60 basis points to 55.9%. AI-enabled products are emerging as a meaningful growth vector, with aerial imagery analytics and digital forensics delivering over 30% revenue growth across a two-year horizon. However, near-term headwinds from low weather activity and a federal contract work stoppage are weighing on transactional revenue, and the stock's 8.2% drift lower after the initial 6.5% pop suggests investors are questioning whether AI innovation can offset decelerating organic growth. The reaffirmed full-year guidance and…
Reported Before market openNASDAQTechnology
$27.93B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.82
Consensus $1.74
EPS surprise
+4.6%
Reported versus consensus
Reported revenue
$782.6M
Consensus $771.6M
Revenue surprise
+1.4%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+6.5%
Event window
SPY move
-0.0%
Same window
Abnormal move
+6.5%
Stock minus SPY
Volume
2.1×
Versus trailing sessions
Subsequent drift
-8.2%
Up to 20 sessions
VRSKSPY benchmark
Ask FN2 about VRSK FY2026 Q1
Transcript, numbers and history already loaded
Why did VRSK rise 6.5% after beating EPS estimates in FY2026 Q1?What changed in VRSK's guidance and outlook in FY2026 Q1?Give me the bull and bear case for VRSK after FY2026 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Organic revenue growth decelerated from 6.6% in Q4 2025 to 4.7% in Q1 2026, though subscription growth remained resilient at 7% (versus 7.7% prior). The company took on $1.5B in new debt (senior notes and term loan) to execute its accelerated share repurchase, which was announced last quarter. New product launches include wind and hail peril scores, and Verisk won a competitive RFP to build a digitally native underwriting platform for a global insurer. The AccuLinks acquisition, terminated last quarter after extended FTC review, is no longer a factor. No new acquisitions were announced this quarter.
Guidance delta
Full-year FY2026 guidance was reaffirmed at revenue $3.19-3.24B, adjusted EBITDA $1.79-1.83B, and EPS $7.45-7.75, with a margin target of 56-56.5%. Guidance sentiment is maintained. No upward or downward revisions were made.
Key takeaways
- EPS of $1.82 beat consensus by 4.6%; revenue of $782.6M beat by 1.4%
- Organic revenue grew 4.7%; subscription revenue up 7% and now 84% of total
- Adjusted EBITDA margin expanded 60bps to 55.9%
- AI-driven products (aerial imagery, digital forensics) delivering over 30% revenue growth over two years
- FY2026 guidance reaffirmed: revenue $3.19-3.24B, adjusted EBITDA $1.79-1.83B, EPS $7.45-7.75
- Issued $1B senior notes and $500M term loan to fund $1.5B accelerated share repurchase
Management priorities
- Launch wind and hail peril scores and remaining product enhancements this year
- Roll out Verisk Synergy Studio and complete production release of Verisk Energy Studio
- Scale AI-driven solutions across underwriting, claims, and catastrophe lines
- Continue partnership with a global insurer to develop a digitally native underwriting platform
- Maintain capital return program with ongoing share repurchases and dividend growth
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$189.8Current
$185Low
$248.97Average
$334High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 29, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Oct 13, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Oct 13, 2026 |
| Barclays | Overweight | Overweight | Maintain | Sep 8, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Jul 30, 2026 |
| UBS | Neutral | Neutral | Maintain | Jul 30, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | Jul 30, 2026 |
| Jefferies | Buy | Hold | Upgrade | Jul 23, 2026 |
| B of A Securities | Neutral | Neutral | Maintain | May 19, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Apr 30, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Mar 30, 2026 |
| Raymond James | Strong Buy | Outperform | Upgrade | Mar 2, 2026 |
| Goldman Sachs | Neutral | Neutral | Maintain | Feb 19, 2026 |
| Rothschild & Co | Sell | Neutral | Downgrade | Oct 16, 2025 |
| Baird | Outperform | Outperform | Maintain | May 8, 2025 |
| Deutsche Bank | Hold | Hold | Maintain | Aug 1, 2024 |
| Truist Securities | Buy | Buy | Maintain | Oct 17, 2023 |
| Redburn Partners | Neutral | Sell | Upgrade | Mar 20, 2023 |
| Credit Suisse | Neutral | Neutral | Maintain | Mar 6, 2023 |
| Bank of America | Neutral | Neutral | Maintain | Jul 31, 2019 |
| Keefe, Bruyette & Woods | Market Perform | Outperform | Downgrade | Aug 2, 2018 |
| Keefe Bruyette & Woods | Market Perform | Outperform | Downgrade | Aug 2, 2018 |
| SunTrust Robinson Humphrey | Hold | Buy | Downgrade | Aug 3, 2017 |
| Macquarie | Outperform | Neutral | Upgrade | May 5, 2017 |
| Susquehanna | Neutral | Positive | Downgrade | Feb 15, 2017 |
| Evercore Partners | Equal Weight | Overweight | Downgrade | Feb 27, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $189.8. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| BMO Capital | Jeffrey Silber | $217 | $178.17 | +14.3% | Oct 13, 2026 |
| Barclays | Analyst unavailable | $225 | $185.79 | +18.5% | Sep 8, 2026 |
| UBS | Analyst unavailable | $228 | $201.43 | +20.1% | Jul 30, 2026 |
| UBS | Alex Kramm | $235 | $200.71 | +23.8% | Jul 30, 2026 |
| Robert W. Baird | Jeffrey Meuler | $247 | $200.18 | +30.1% | Jul 30, 2026 |
| Evercore ISI | Analyst unavailable | $223 | $201.34 | +17.5% | Jul 30, 2026 |
| UBS | Analyst unavailable | $248 | $213.15 | +30.7% | Jul 30, 2026 |
| Jefferies | Analyst unavailable | $235 | $192.28 | +23.8% | Jul 23, 2026 |
| Redburn Partners | Russell Quelch | $185 | $175.35 | -2.5% | Jun 18, 2026 |
| Morgan Stanley | Analyst unavailable | $235 | $184.74 | +23.8% | Apr 30, 2026 |
| Capital One Financial | Analyst unavailable | $224 | $209.32 | +18.0% | Mar 5, 2026 |
| Raymond James | Gregory Peters | $260 | $211.54 | +37.0% | Mar 2, 2026 |
| RBC Capital | Verisk Analytics to | $230 | $184.33 | +21.2% | Feb 19, 2026 |
| Robert W. Baird | Verisk Analytics to | $230 | $185.02 | +21.2% | Feb 19, 2026 |
| Morgan Stanley | Verisk Analytics to | $230 | $184.96 | +21.2% | Feb 19, 2026 |
| UBS | Analyst unavailable | $224 | $185.11 | +18.0% | Feb 19, 2026 |
| BMO Capital | Verisk Analytics to | $224 | $184.07 | +18.0% | Feb 19, 2026 |
| Wells Fargo | Jason Haas | $223 | $184.07 | +17.5% | Feb 19, 2026 |
| Wells Fargo | Verisk Analytics to | $237 | $169.47 | +24.9% | Feb 11, 2026 |
| BMO Capital | Verisk Analytics to Outperform | $233 | $192.49 | +22.8% | Feb 4, 2026 |
| Morgan Stanley | Analyst unavailable | $270 | $218.42 | +42.3% | Dec 17, 2025 |
| RBC Capital | Verisk Analytics to | $250 | $208 | +31.7% | Oct 30, 2025 |
| Goldman Sachs | Analyst unavailable | $239 | $208 | +25.9% | Oct 30, 2025 |
| Seaport Global | John Mazzoni | $280 | $251.51 | +47.5% | Oct 1, 2025 |
| Wells Fargo | Analyst unavailable | $334 | $249.69 | +76.0% | Sep 17, 2025 |
| Raymond James | Analyst unavailable | $315 | $268 | +66.0% | Aug 4, 2025 |
| Evercore ISI | David Motemaden | $279 | $267.62 | +47.0% | Oct 21, 2024 |
| RBC Capital | Ashish Sabadra | $300 | $270.6 | +58.1% | Oct 17, 2024 |
| Robert W. Baird | Jeffrey Meuler | $285 | $265.27 | +50.2% | Sep 24, 2024 |
| Barclays | Manav Patnaik | $310 | $269.37 | +63.3% | Sep 13, 2024 |
| Autonomous Research | Kelsey Zhu | $326 | $278.12 | +71.8% | Jul 24, 2024 |
| UBS | Alex Kramm | $285 | $273.67 | +50.2% | Jul 9, 2024 |
| RBC Capital | Ashish Sabadra | $268 | $268.8 | +41.2% | Jun 18, 2024 |
| Argus Research | John Staszak | $280 | $241.86 | +47.5% | May 7, 2024 |
| Robert W. Baird | Jeffrey Meuler | $268 | $232.81 | +41.2% | May 2, 2024 |
| BMO Capital | Jeffrey Silber | $241 | $232.81 | +27.0% | May 2, 2024 |
| Deutsche Bank | Faiza Alwy | $262 | $232.81 | +38.0% | May 2, 2024 |
| Morgan Stanley | Analyst unavailable | $181 | $179.31 | -4.6% | Jan 4, 2023 |
| Barclays | Analyst unavailable | $220 | $182.52 | +15.9% | Dec 2, 2022 |
| RBC Capital | Ashish Sabadra | $210 | $170.93 | +10.6% | Jun 29, 2022 |
| UBS | Analyst unavailable | $215 | $214.97 | +13.3% | Apr 19, 2022 |
| Jefferies | Hamzah Mazari | $230 | $208 | +21.2% | Mar 26, 2022 |
| Morgan Stanley | Toni Kaplan | $201 | $178.91 | +5.9% | Feb 24, 2022 |
| Truist Financial | Andrew Jeffrey | $250 | $213.65 | +31.7% | Nov 3, 2021 |
| Barclays | Raimo Lenschow | $240 | $200.5 | +26.4% | Sep 17, 2021 |
Track every rating change on VRSK the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationVerisk Analytics, Inc. is a global leader in providing advanced data analytics. It offers predictive insights and decision-making tools to a diverse clientele across numerous sectors. These include risk assessment (such as rating, underwriting, and claims), catastrophe and weather risk management, global risk analytics, natural resource intelligence, economic forecasting, commercial banking, finance, and many other specialized areas. The company's operations are organized into three primary divisions: Insurance, Energy and Specialized Markets, and Financial Services. Within the Insurance segment, Verisk assists property and casualty insurers by focusing on anticipating potential losses, accurately selecting and pricing risks, and ensuring regulatory compliance. This division develops sophisticated machine learning and artificial intelligence models to predict various scenarios and generate both standard and tailored analytics.…
Historical context
All VRSK earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| GRMN Garmin Ltd. | FY2026 Q3 · Calendar Q4 2026 | +14.5% | -5.8% | Garmin raises 2026 outlook after record Q3; costs remain a risk |
| TEL TE Connectivity plc | FY2026 Q4 · Calendar Q4 2026 | +2.3% | -1.8% | TE Connectivity: AI infrastructure and backlog support FY2027 growth |
| ADP Automatic Data Processing, Inc. | FY2027 Q1 · Calendar Q4 2026 | +1.8% | -2.6% | ADP raises FY27 outlook as AI and Lyric expansion accelerate |
| UMC United Microelectronics Corporation | FY2026 Q3 · Calendar Q4 2026 | -8.7% | -3.2% | UMC reports strong Q3 as AI capacity investment accelerates |
| FLEX Flex Ltd. | FY2027 Q2 · Calendar Q4 2026 | — | +11.6% | Flex raises FY2027 outlook as AI infrastructure demand drives growth |
| APH Amphenol Corporation | FY2026 Q3 · Calendar Q4 2026 | — | +3.5% | Amphenol: AI Datacom Demand Drives Record Q3 Growth |
Latest beats and misses
Who reports nextBeat on EPS
- MASFY2026 Q3 · October 28, 2026+16.7% EPS+1.2% move
- GRMNFY2026 Q3 · October 28, 2026+14.5% EPS-5.8% move
- ODFLFY2026 Q3 · October 28, 2026+2.5% EPS-7.3% move
- JLLFY2026 Q3 · October 28, 2026+9.9% EPS+11.1% move
- AERFY2026 Q3 · October 28, 2026+43.9% EPS+3.6% move
- GEVFY2026 Q3 · October 28, 2026+19.4% EPS-1.9% move
Missed on EPS
- GOOGLFY2026 Q3 · October 28, 2026-28.6% EPS+1.3% move
- GOOGNFY2026 Q3 · October 28, 2026-29.8% EPS+1.0% move
- UMCFY2026 Q3 · October 28, 2026-8.7% EPS-3.2% move
- EQNRFY2026 Q3 · October 28, 2026-13.0% EPS+1.3% move
- SWFY2026 Q3 · October 28, 2026-29.5% EPS-5.2% move
- UBSFY2026 Q3 · October 28, 2026-6.6% EPS-0.2% move
Get the VRSK recap when the next report posts
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:54:56.648225+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-07-30T17:01:17.896397+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-07-30T17:01:17.893559+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-07-30. For educational purposes only; not investment advice.