American Integrity Insurance Group, Inc. (NYSE:AII) just released its second-quarter report and things are looking bullish. Statutory earnings performance was extremely strong, with revenue of US$115m beating expectations by 23% and earnings per share (EPS) of US$1.74, an impressive 99%ahead of expectations. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

Taking into account the latest results, the most recent consensus for American Integrity Insurance Group from five analysts is for revenues of US$397.0m in 2026. If met, it would imply a meaningful 18% increase on its revenue over the past 12 months. Statutory earnings per share are expected to dive 25% to US$3.35 in the same period. In the lead-up to this report, the analysts had been modelling revenues of US$374.9m and earnings per share (EPS) of US$2.78 in 2026. So it seems there's been a definite increase in optimism about American Integrity Insurance Group's future following the latest results, with a sizeable expansion in the earnings per share forecasts in particular.

Althoughthe analysts have upgraded their earnings estimates, there was no change to the consensus price target of US$25.50, suggesting that the forecast performance does not have a long term impact on the company's valuation. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. The most optimistic American Integrity Insurance Group analyst has a price target of US$26.00 per share, while the most pessimistic values it at US$24.00. The narrow spread of estimates could suggest that the business' future is relatively easy to value, or thatthe analysts have a strong view on its prospects.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. The analysts are definitely expecting American Integrity Insurance Group's growth to accelerate, with the forecast 39% annualised growth to the end of 2026 ranking favourably alongside historical growth of 29% per annum over the past year. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 2.5% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that American Integrity Insurance Group is expected to grow much faster than its industry.

The Bottom Line

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around American Integrity Insurance Group's earnings potential next year. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for American Integrity Insurance Group going out to 2028, and you can see them free on our platform here..

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.