Verisk Analytics upgraded to Buy as valuation drops and growth outlook improves

Verisk Analytics has been upgraded to a Buy rating due to a more attractive valuation at approximately 23.5 times next twelve months price-to-earnings, a significant drop from its previous high. The company's subscription revenue, comprising 83% of total revenue, shows steady growth, and its fiscal year 2026 guidance is deemed achievable with accelerating growth in the latter half. Additionally, AI tools like XactAI are expected to provide future opportunities for margin expansion and cross-selling.