Is Wall Street Bullish or Bearish on Verisk Analytics Stock?

Core Insights - Verisk Analytics, Inc. (VRSK) has a market capitalization of $30.1 billion and specializes in data analytics and technology solutions for the insurance industry, covering areas such as underwriting, claims, fraud detection, catastrophe modeling, and workflow optimization [1] Performance Overview - Over the past 52 weeks, VRSK shares have underperformed the broader market, declining nearly 22%, while the S&P 500 Index has increased by 13.7%. Year-to-date, VRSK shares are down 20.5%, compared to a 13.4% gain for the S&P 500 [2][3] Financial Results - In Q3 2025, Verisk reported an adjusted EPS of $1.72, which was better than expected. However, shares fell by 10.4% after the company lowered its 2025 revenue forecast to between $3.05 billion and $3.08 billion, which was below market expectations. Q3 revenue was reported at $768.3 million, missing consensus estimates [4] Analyst Expectations - For the fiscal year ending December 2025, analysts project a 4.5% year-over-year growth in adjusted EPS to $6.94. Verisk has a positive earnings surprise history, having exceeded consensus estimates in the last four quarters. The consensus rating among 21 analysts is a "Moderate Buy," with eight "Strong Buy," two "Moderate Buy," ten "Holds," and one "Strong Sell" [5] Price Target and Analyst Ratings - JPMorgan analyst Andrew Steinerman has lowered Verisk's price target to $250 while maintaining an "Overweight" rating. The mean price target of $264.78 indicates a potential upside of 20.8% from the current price, while the highest price target of $331 suggests a potential upside of 51.1% [6]