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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Kelsey Zhu | Autonomous Research | 6 | 0% |
| Andy Nicholas | William Blair | 6 | 0% |
| Toni Kaplan | Morgan Stanley | 6 | 17% |
| Jason Haas | Wells Fargo | 6 | 17% |
| George Tong | Goldman Sachs | 6 | 0% |
| Dave Motemaden | Evercore ISI | 5 | 20% |
| Faiza Alwy | Deutsche Bank | 5 | 0% |
| Jeff Meuler | Robert W. Baird | 5 | 0% |
| Alex Kramm | UBS | 5 | 20% |
| Ashish Sabadra | RBC Capital Markets | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Autonomous Research | 1 | 6 | 0% |
| RBC Capital Markets | 2 | 6 | 0% |
| Redburn Atlantic | 2 | 6 | 33% |
| Barclays |
| 2 |
| 6 |
| 0% |
| Wells Fargo | 1 | 6 | 17% |
| Goldman Sachs | 1 | 6 | 0% |
| William Blair | 1 | 6 | 0% |
| Morgan Stanley | 1 | 6 | 17% |
Verisk posted Q1 OCC revenue growth of 4.7% with diluted adjusted EPS of $1.82, up 5.2%, and adjusted EBITDA margin expanding 60 basis points to 55.9% as subscription growth remained durable at 7% on tough comps. FY2026 guidance was reaffirmed unchanged at $7.45-7.75 adjusted EPS, and the company won a competitive RFP for a next-generation underwriting platform. AI client engagement was deepening though extended sales cycles were noted, and transactional revenue continued declining on low weather while the $1.5B ASR capital return program advanced.
Revenue Growth | Demand | Pricing | Competitive Dynamics | Cloud & AI | M&A | Capital Allocation | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 6 | 3 | 1 | 1 | 3 | ||
| 2025Q1 | 6 | 6 | 3 | 3 | 1 | 1 | 3 | 2 |
| 2025Q2 | 5 | 4 | 3 | 3 | 1 | 8 | 2 | 2 |
| 2025Q3 | 7 | 5 | 2 | 4 | 3 | 4 | 2 | |
| 2025Q4 | 4 | 4 | 4 | 4 | 4 | 1 | 2 | |
| 2026Q1 | 4 | 5 | 5 | 3 | 7 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 8 | 6 | 5 | 7 | 4 | 4 |
| Demand | 6 | 6 | 4 | 5 | 4 | 5 |
| Pricing | 3 | 3 | 3 | 2 | 4 | 5 |
| Competitive Dynamics | 1 | 3 | 3 | 4 | 4 | 3 |
| Cloud & AI | 1 | 1 | 3 | 4 | 7 | |
| M&A | 1 | 1 | 8 | 4 | 1 | |
| Capital Allocation | 3 | 3 | 2 | 2 | ||
| Innovation & R&D | 2 | 2 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
VRSK Verisk | 6 | +3.9% | |
| EFX Equifax | 8 | +14.3% |