Raymond James Upgrades Verisk Analytics (VRSK) to Strong Buy

Raymond James analyst C. Gregory Peters upgraded Verisk Analytics (NASDAQ: VRSK) from Outperform to Strong Buy with a price target of $260.00 (from $215.00).

The analyst comments "We are upgrading our rating to Strong Buy from Outperform on the shares of Verisk Analytics, Inc. (VRSK). VRSK stock declined 19% in 2025 and ~7% YTD, reflecting investor concerns around potential AI-driven disruption and near-term organic constant currency (OCC) headwinds. The stock has also been pressured by concerns around the company’s pace of innovation and the long-term defensibility of its claims and catastrophe modeling businesses. VRSK reported adj. EPS of $1.82 in 4Q25, exceeding our estimate of $1.56. Results included organic constant currency growth of 5.2% y/y and ~200 bp of adj. EBITDA margin expansion y/y in 4Q25. For 2025, VRSK generated revenue growth of 7% y/y, adj. EBITDA growth of 10% y/y, and adj. EPS growth of 8%. Management guided to 2026 revenue of $3.19–3.24B and adj. EBITDA margin of 56.0–56.5%. In addition, the Board authorized a $1.5B accelerated share repurchase program. We believe the current valuation of 18x 2026E EV/Adj. EBITDA (10-year average 22x) does not appropriately reflect Verisk’s proprietary data assets and margin profile."

For an analyst ratings summary and ratings history on Verisk Analytics click here. For more ratings news on Verisk Analytics click here.

Shares of Verisk Analytics closed at $207.57 yesterday.

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