Analyst Consensus ?
ConsensusHold25 ratings
Bullish1040.0%
Neutral1456.0%
Bearish14.0%
Verisk Analytics, Inc. · VRSK · FY2026 Q3 · Calendar Q4 2026
Verisk Q3: Subscription Growth Offsets Contractor and Weather Headwinds
Q3’s higher organic growth and continued subscription momentum support the durability of Verisk’s recurring-revenue model, while the contribution from transactional revenue and pressure among contractor clients temper the picture.
Why did VRSK rise 6.9% after beating EPS estimates in FY2026 Q3?
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Reported Before market openNASDAQTechnology
$27.52B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.96
Consensus $1.92
EPS surprise
+2.1%
Reported versus consensus
Reported revenue
$809.0M
Consensus $805.9M
Revenue surprise
+0.4%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+6.9%
Event window
SPY move
-4.4%
Same window
Abnormal move
+11.3%
Stock minus SPY
Volume
2.0×
Versus trailing sessions
Subsequent drift
-3.9%
Up to 20 sessions
VRSKSPY benchmark
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Why did VRSK rise 6.9% after beating EPS estimates in FY2026 Q3?What changed in VRSK's guidance and outlook in FY2026 Q3?Give me the bull and bear case for VRSK after FY2026 Q3 earnings.
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Transcript intelligence
What changed
Organic constant-currency revenue growth accelerated to 7.4% from 5.8% in Q2, while subscription growth was 8.2% versus 8.0%. Transactional revenue was stronger than expected, but management noted that the boost is unlikely to repeat.
Guidance delta
Management maintained 2026 guidance. It described contractor and adjustor pressure from lighter weather and some bankruptcies as a minor headwind for FY2027.
Key takeaways
- Subscription revenue remained a central growth driver, alongside adoption of AI-enabled products.
- Management reported new AI tools and product plans, including Mozart Form Composer, Forms AI Builder, and an AI litigation tracker.
- The transactional-revenue contribution exceeded expectations but is not expected to recur at the same level.
- The AccuLynx transaction remains subject to FTC review.
Management priorities
- Scale AI licensing across underwriting, claims, and catastrophe modeling.
- Roll out additional AI modules and the AI litigation tracker.
- Expand E&S and digital media forensics datasets through additional data contributions.
- Develop agentic AI capabilities with a specialty insurer and release more Core Lines Reimagine modules.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$204.56Current
$185Low
$248.97Average
$334High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 6, 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 $204.56. 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 | +6.1% | Oct 13, 2026 |
| Barclays | Analyst unavailable | $225 | $185.79 | +10.0% | Sep 8, 2026 |
| UBS | Analyst unavailable | $228 | $201.43 | +11.5% | Jul 30, 2026 |
| UBS | Alex Kramm | $235 | $200.71 | +14.9% | Jul 30, 2026 |
| Robert W. Baird | Jeffrey Meuler | $247 | $200.18 | +20.7% | Jul 30, 2026 |
| Evercore ISI | Analyst unavailable | $223 | $201.34 | +9.0% | Jul 30, 2026 |
| UBS | Analyst unavailable | $248 | $213.15 | +21.2% | Jul 30, 2026 |
| Jefferies | Analyst unavailable | $235 | $192.28 | +14.9% | Jul 23, 2026 |
| Redburn Partners | Russell Quelch | $185 | $175.35 | -9.6% | Jun 18, 2026 |
| Morgan Stanley | Analyst unavailable | $235 | $184.74 | +14.9% | Apr 30, 2026 |
| Capital One Financial | Analyst unavailable | $224 | $209.32 | +9.5% | Mar 5, 2026 |
| Raymond James | Gregory Peters | $260 | $211.54 | +27.1% | Mar 2, 2026 |
| RBC Capital | Verisk Analytics to | $230 | $184.33 | +12.4% | Feb 19, 2026 |
| Robert W. Baird | Verisk Analytics to | $230 | $185.02 | +12.4% | Feb 19, 2026 |
| Morgan Stanley | Verisk Analytics to | $230 | $184.96 | +12.4% | Feb 19, 2026 |
| UBS | Analyst unavailable | $224 | $185.11 | +9.5% | Feb 19, 2026 |
| BMO Capital | Verisk Analytics to | $224 | $184.07 | +9.5% | Feb 19, 2026 |
| Wells Fargo | Jason Haas | $223 | $184.07 | +9.0% | Feb 19, 2026 |
| Wells Fargo | Verisk Analytics to | $237 | $169.47 | +15.9% | Feb 11, 2026 |
| BMO Capital | Verisk Analytics to Outperform | $233 | $192.49 | +13.9% | Feb 4, 2026 |
| Morgan Stanley | Analyst unavailable | $270 | $218.42 | +32.0% | Dec 17, 2025 |
| RBC Capital | Verisk Analytics to | $250 | $208 | +22.2% | Oct 30, 2025 |
| Goldman Sachs | Analyst unavailable | $239 | $208 | +16.8% | Oct 30, 2025 |
| Seaport Global | John Mazzoni | $280 | $251.51 | +36.9% | Oct 1, 2025 |
| Wells Fargo | Analyst unavailable | $334 | $249.69 | +63.3% | Sep 17, 2025 |
| Raymond James | Analyst unavailable | $315 | $268 | +54.0% | Aug 4, 2025 |
| Evercore ISI | David Motemaden | $279 | $267.62 | +36.4% | Oct 21, 2024 |
| RBC Capital | Ashish Sabadra | $300 | $270.6 | +46.7% | Oct 17, 2024 |
| Robert W. Baird | Jeffrey Meuler | $285 | $265.27 | +39.3% | Sep 24, 2024 |
| Barclays | Manav Patnaik | $310 | $269.37 | +51.5% | Sep 13, 2024 |
| Autonomous Research | Kelsey Zhu | $326 | $278.12 | +59.4% | Jul 24, 2024 |
| UBS | Alex Kramm | $285 | $273.67 | +39.3% | Jul 9, 2024 |
| RBC Capital | Ashish Sabadra | $268 | $268.8 | +31.0% | Jun 18, 2024 |
| Argus Research | John Staszak | $280 | $241.86 | +36.9% | May 7, 2024 |
| Robert W. Baird | Jeffrey Meuler | $268 | $232.81 | +31.0% | May 2, 2024 |
| BMO Capital | Jeffrey Silber | $241 | $232.81 | +17.8% | May 2, 2024 |
| Deutsche Bank | Faiza Alwy | $262 | $232.81 | +28.1% | May 2, 2024 |
| Morgan Stanley | Analyst unavailable | $181 | $179.31 | -11.5% | Jan 4, 2023 |
| Barclays | Analyst unavailable | $220 | $182.52 | +7.5% | Dec 2, 2022 |
| RBC Capital | Ashish Sabadra | $210 | $170.93 | +2.7% | Jun 29, 2022 |
| UBS | Analyst unavailable | $215 | $214.97 | +5.1% | Apr 19, 2022 |
| Jefferies | Hamzah Mazari | $230 | $208 | +12.4% | Mar 26, 2022 |
| Morgan Stanley | Toni Kaplan | $201 | $178.91 | -1.7% | Feb 24, 2022 |
| Truist Financial | Andrew Jeffrey | $250 | $213.65 | +22.2% | Nov 3, 2021 |
| Barclays | Raimo Lenschow | $240 | $200.5 | +17.3% | Sep 17, 2021 |
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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 |
|---|---|---|---|---|
| IONQ IonQ, Inc. | FY2026 Q3 · Calendar Q4 2026 | +17.0% | -10.5% | IonQ reports record Q3 revenue and raises its 2026 outlook |
| ARW Arrow Electronics, Inc. | FY2026 Q3 · Calendar Q4 2026 | +22.9% | -12.6% | Arrow’s record Q3 reflects broad demand, with inventory and mix risks to watch |
| EPAM EPAM Systems, Inc. | FY2026 Q3 · Calendar Q4 2026 | +2.9% | +20.6% | EPAM Raises AI-Native Revenue Target After Q3 Beat; North America Still Flat |
| IREN IREN Limited | FY2027 Q1 · Calendar Q4 2026 | +14.4% | -17.0% | IREN pairs rapid AI cloud growth with a lower FY2027 CapEx plan |
| MTSI MACOM Technology Solutions Holdings, Inc. | FY2026 Q4 · Calendar Q4 2026 | +4.5% | -18.4% | MACOM enters FY2027 with strong data-center demand and a capacity buildout |
| MCHP Microchip Technology Incorporated | FY2027 Q2 · Calendar Q4 2026 | +3.6% | -13.9% | Microchip’s growth accelerates, but capacity limits temper near-term outlook |
Latest beats and misses
Who reports nextBeat on EPS
- MTDFY2026 Q3 · November 5, 2026+3.6% EPS+4.8% move
- IAGFY2026 Q3 · November 5, 2026+16.7% EPS+4.6% move
- GMABFY2026 Q3 · November 5, 2026+55.6% EPS-4.3% move
- STEFY2027 Q2 · November 4, 2026+9.7% EPS+2.5% move
- IRMFY2026 Q3 · November 5, 2026+4.6% EPS-11.1% move
- AFRMFY2027 Q1 · November 5, 2026+23.8% EPS+1.9% move
Missed on EPS
- VMRKFY2026 Q3 · November 4, 2026-425.6% EPS+2.4% move
- NTRAFY2026 Q3 · November 5, 2026-49.3% EPS-15.2% move
- TIGOFY2026 Q3 · November 5, 2026-40.8% EPS+2.6% move
- UHALFY2027 Q2 · November 4, 2026-15.4% EPS-3.2% move
- LAMRFY2026 Q3 · November 5, 2026-3.6% EPS-0.8% move
- CMIFY2026 Q3 · November 5, 2026-6.0% EPS-4.9% move
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Sources
- Earnings call transcript and parsed analysis · 2026-11-05T17:12:31.668287+00:00
- FN2 earnings calendar · 2026-11-06T01:23:16.275024+00:00
- Polygon adjusted daily market bars · 2026-11-06T15:00:43.522534+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-06T15:00:43.519904+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 2026-11-06. For educational purposes only; not investment advice.