Hagerty, Inc.

Fundamentals5.0
Price Action4.0
News Sentiment7.0
AI Rating
6.0

Key Drivers

  • Cash Strength
  • Margin Pressure
  • Rich Valuation

AI
AI Summary

6.0

HGTY's investment case is shifting from questioning whether growth is real to waiting for the new 100% economics model to translate strong premium/policy expansion into cleaner reported earnings, but the stock likely stays capped until transition costs fade and operating expenses normalize, making execution on margins and valuation the key near-term catalyst.

GrowthOpportunity
ExecutionRisk
Valuation‍

Price Chart

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Financial Metrics

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Revenue (TTM)
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Net Income (TTM)
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EPS (Q)
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MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

5.0

Key Financial Insights:

  • Cash Strength
  • Margin Pressure
  • Rich Valuation

HGTY posted strong full-year profitability and cash generation, but the latest quarter turned to an operating and net loss amid heavy costs, leaving liquidity solid yet valuation rich relative to weakened near-term earnings. ക

earnings
valuation

Price Behavior

4.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Support holding
  • Breakdown easing
  • Resistance overhead

HGTY's last month trend remains mildly bearish, but higher closes around $10 show support is stabilizing while a move above $10.67-$10.86 is needed to repair the chart.

mixed
bearish
Support Level: $10.00-$10.05
Resistance Level: $10.67-$10.86

Fell from the mid-$10.80s toward $10.00 in early

Sentiment & News

7.0

Key News Insights:

  • Strong Q1 growth
  • Guidance reaffirmed
  • Auction momentum

Hagerty posted a standout first quarter with strong premium, policy, and EBITDA growth, reaffirmed full-year guidance, and showed continued momentum in its auction and collector-car businesses.

Growth
Momentum

The update is positive for the stock, as underlying operating strength and broader collectibles demand outweigh temporary accounting-related pressure on reported results