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The median of 10 price targets is $227[FMP target], stock is $172, +32.1% vs the analyst consensus median. Q1 FY26 EPS $1.82 vs $1.76 estimate: beat (+3.4%)[FMP earnings]. Stock move on D+1: -2.0%.
B- — FMP rating [FMP ratings]. Form 4: unavailable[FMP Form 4].
Quick AnswerVerisk Analytics, Inc. (VRSK) Q2 consensus: revenue $804.1M[FMP est], EPS $1.95[FMP est]. 8 consecutive quarters of beat[FMP earnings].
Q1 FY26 EPS $1.82 vs $1.76 estimate: beat (+3.4%)[FMP]. Stock move on D+1: -2.0%[FMP D+1].
Watchlist
Subscription Revenue Growth
subscription_revenue_growth
Subscription revenues grew 7% on an OCC basis.
"In the first quarter 2026, subscription revenues, which comprised 84% of our total revenues in the quarter, grew 7% on an OCC basis, compounding on top of a 10.6% organic constant currency increase from the first quarter of the prior year."
- Elizabeth Mann, CFO - Q1 FY26 Earnings Call - April 29, 2026
Adjusted Ebitda Margin Expansion
adjusted_ebitda_margin_expansion
Total adjusted EBITDA margin were 55.9%, up 60 basis points from the prior year.
"OCC adjusted EBITDA growth was 5.9% in the quarter, while total adjusted EBITDA margin, which includes both organic and inorganic results, were 55.9%, up 60 basis points from the prior year."
- Elizabeth Mann, CFO - Q1 FY26 Earnings Call - April 29, 2026
2026 Revenue Guidance
2026_revenue_guidance
We are reaffirming our outlook for 2026. More specifically, we continue to expect consolidated revenue in the range of $3.19 billion to $3.24 billion.
"We are reaffirming our outlook for 2026. More specifically, we continue to expect consolidated revenue in the range of $3.19 billion to $3.24 billion."
- Elizabeth Mann, CFO - Q1 FY26 Earnings Call - April 29, 2026
Organic Revenue Growth
organic_revenue_growth
Verisk delivered organic constant currency revenue growth of 4.7%.
"Verisk delivered organic constant currency revenue growth of 4.7% with growth across both underwriting and claims and sustained strong growth of 7% in subscription revenues."
- Lee Shavel, CEO - Q1 FY26 Earnings Call - April 29, 2026
Aerial Imagery Growth
aerial_imagery_growth
Client adoption has been strong with our enhanced aerial imagery offerings, growing revenue more than 30% over the last 2 years.
"Client adoption has been strong with our enhanced aerial imagery offerings, growing revenue more than 30% over the last 2 years."
- Lee Shavel, CEO - Q1 FY26 Earnings Call - April 29, 2026
Stock Expert AI - Methodology
Historical V1 earnings-model score (archived, May 9, 2026) — not the current MoonshotScore. Current MoonshotScore: VRSK stock page
multi-pillar methodology. Gross Margin and Cash Runway strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 3 bullish (Ray Dalio, Klarman, Munger), 1 bearish (Ken Griffin), 2 neutral (Jim Simons, Buffett).
How is it calculated? ->Quality business, discounted price.
How is it calculated? ->Past Performance
Q1 FY26 (April 29, 2026) EPS $1.82 vs $1.76 estimate: beat (+3.4%)[FMP]. Stock move on D+1: -2.0%[FMP D+1].
Q1 FY26 EPS $1.82 vs $1.76 estimate: beat (+3.4%)[FMP]. Stock move on D+1: -2.0%[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx $64.0M[FMP cashflow]. Q1 op margin 45.0%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Wednesday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Wednesday evening. The framework is ready on this page: Q2 EPS threshold $1.95[FMP], CapEx threshold "below $64.0M". Two anchors, three scenarios.
Comparison Stock Expert AI is free today — no credit card.
Seeking Alpha $299/yr - analyst opinions + earnings coverage TipRanks $360/yr - Smart Score (1-10) + analyst consensus + insider trades Trendspider $400/yr - AI pattern detection + automated TA + multi-timeframe alerts
Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI is free today — no credit card. Council 7-lens analysis + MoonshotScore multi-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This Verisk Analytics, Inc. (VRSK) Q2 FY26 earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Verisk Analytics, Inc. (VRSK): Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.
Verisk Analytics, Inc. (VRSK): Figures are sourced from Financial Modeling Prep (FMP) fundamentals and consensus data plus official earnings-call transcripts; derived metrics are labeled with their source next to each figure.
Verisk Analytics, Inc. (VRSK): No. This page is educational research, not investment advice. It summarizes analyst consensus and company data; consult a licensed financial advisor before making any investment decision.