Peter Knudsen

Financial Services

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q3 '25Q4 '25

Focus Areas7 topics

Demand2Pricing1Revenue Growth1Cloud & AI1Competitive Dynamics1Margin1Credit1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History

4 questions

FDSFactSet1 quarter

2025 Q3

I'm just wondering if you could talk a little bit about your outlook for pricing contributions on new business in '26

PricingRevenue GrowthView in transcript →

MCOMoody's Corporation1 quarter

2025 Q3

what extent, if any, did third quarter's record issuance reflect pull forward activity? And then within that as well, what you guys are assuming for CLO activity

DemandCreditView in transcript →

PGRProgressive Corporation1 quarter

2025 Q4

I'm wondering if you could talk a little bit about how you think AI agents potentially could change the Personal Lines distribution

Cloud & AICompetitive DynamicsView in transcript →

frequency on first-party coverages has bounced back 1 year or 2 after we've seen auto prices moderate.

DemandMarginView in transcript →