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Posted by
Two Blokes Fri at 8:15 AM -
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Stock
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I am downgrading Verisk Analytics to a hold rating due to its significant valuation run-up to ~43x forward PE, limiting near-term upside. VRSK's 1Q25 results were strong, with 7.9% organic revenue growth and a 10.6% increase in subscription revenue, validating my previous buy thesis. Value-based pricing and GTM strategy enhancements are driving growth, with deeper client engagement and stronger pricing power contributing to positive financial performance.
