StreetInsider.com News Articles

BMO Capital on Goosehead Insurance Inc. (GSHD): 'Valuation Increasingly Reflecting GenAI Biz Model Evolution'

Wed, 14 Oct 2026 09:08:47 -0400

BMO Capital analyst Michael Zaremski reiterated a Market Perform rating and $47.00 price target on Goosehead Insurance Inc. (NASDAQ: GSHD).

The analyst commented: "Valuation Increasingly Reflecting GenAI Biz Model Evolution: Scenario Analysis; In response to investor inquiry in light of BWIN’s takeout announcement, we explore possible Goosehead takeout scenarios. GSHD's current ~13x valuation (=$44/sh price) could rise ~+30% (to $58) and afford a buyer an IRR of ~20%, based on our enclosed scenario analysis. Recall, GSHD has experienced a double-whammy of decelerating revenue growth, plus more recent GenAI disintermediation fears, driving its EV/EBITDA multiple down >40% YTD, to levels >60% below

Goosehead Insurance Inc. (GSHD) PT Lowered to $48 at Truist

Tue, 13 Oct 2026 09:03:02 -0400

(Updated - October 13, 2026 9:03 AM EDT)

Truist Securities analyst Mark Hughes lowered the price target on Goosehead Insurance Inc. (NASDAQ: GSHD) to $48.00 (from $58.00) while maintaining a Hold rating.

The analyst commented: "We are reducing our full-year 2026 EPS estimate to $2.00 from $2.15 – our third quarter estimate goes to $0.44 from $0.50 – while we are dropping our 2027 forecast to $2.45 from $2.55. We assume the company will be impacted by rising mortgage interest rates, which should restrain new sales productivity. We look for core revenue growth of 13-14% in the second half, below our prior

Goosehead Insurance Inc. (GSHD) PT Lowered to $48 at Truist

Tue, 13 Oct 2026 09:03:02 -0400

(Updated - October 13, 2026 9:03 AM EDT)

Truist Securities analyst Mark Hughes lowered the price target on Goosehead Insurance Inc. (NASDAQ: GSHD) to $48.00 (from $58.00) while maintaining a Hold rating.

Goosehead Insurance Inc. (GSHD) PT Lowered to $66 at Keefe, Bruyette & Woods

Mon, 12 Oct 2026 09:14:33 -0400

Keefe, Bruyette & Woods analyst Meyer Shields lowered the price target on Goosehead Insurance Inc. (NASDAQ: GSHD) to $66.00 (from $72.00) while maintaining a Outperform rating.

Goosehead Insurance Inc. (GSHD) PT Lowered to $80 at Citizens

Mon, 12 Oct 2026 04:56:03 -0400

Citizens analyst Matthew Carletti lowered the price target on Goosehead Insurance Inc. (NASDAQ: GSHD) to $80.00 (from $100.00) while maintaining a Market Outperform rating.

The analyst commented, "We expect 3Q26 results to be highlighted by light domestic catastrophe losses (zero hurricane formations in the Atlantic but ongoing Iran conflict losses in the Middle East), negative MTM impact on book values (-5.9% average for our coverage universe) from the rise in interest rates and ongoing potential for continued additions to casualty loss reserves, but believe investor focus will remain on the pricing environment as well as the potential impacts of AI across

Goosehead Insurance Inc. (GSHD) PT Lowered to $80 at Citizens

Mon, 12 Oct 2026 04:56:03 -0400

Citizens analyst Matthew Carletti lowered the price target on Goosehead Insurance Inc. (NASDAQ: GSHD) to $80.00 (from $100.00) while maintaining a Market Outperform rating.

Form SCHEDULE 13G/A Goosehead Insurance, Filed by: WASATCH ADVISORS LP

Wed, 07 Oct 2026 11:29:00 -0400

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Goosehead Insurance Inc. (GSHD) call put ratio 1 call 11 puts as share price down 5.5%

Tue, 06 Oct 2026 15:28:48 -0400

Goosehead Insurance Inc. (NASDAQ: GSHD) 30-day option implied volatility is at 82; compared to its 52-week range of 45 to 92. Call put ratio 1 call 11 puts as share price down 5.5%.

Piper Sandler Downgrades Goosehead Insurance Inc. (GSHD) to Neutral

Tue, 06 Oct 2026 04:00:10 -0400

Piper Sandler analyst Paul Newsome downgraded Goosehead Insurance Inc. (NASDAQ: GSHD) from Overweight to Neutral with a price target of $48.00 (from $72.00).

The analyst comments: “We think the main question going into the quarter for investors is whether the company’s guidance for revenue growth acceleration in the second half of the year is quarter-over-quarter acceleration or year-over-year. We think if growth is on a QoQ basis (which would mean greater than 12%) this could be lower than investors’ expectations. We currently estimate ~15% growth in 3Q26. We lowered our 2026E EPS to $2.19 from $2.20. We lowered our 2027E EPS

Piper Sandler Downgrades Goosehead Insurance Inc. (GSHD) to Neutral

Tue, 06 Oct 2026 04:00:10 -0400

Piper Sandler analyst Paul Newsome downgraded Goosehead Insurance Inc. (NASDAQ: GSHD) from Overweight to Neutral with a price target of $48.00 (from $72.00).

Goosehead Insurance Inc. (GSHD) PT Lowered to $60 at JPMorgan

Thu, 01 Oct 2026 03:49:00 -0400

JPMorgan analyst Pablo Singzon lowered the price target on Goosehead Insurance Inc. (NASDAQ: GSHD) to $60.00 (from $68.00) while maintaining a Neutral rating.

Texas Capital Securities Upgrades Goosehead Insurance Inc. (GSHD) to Buy

Tue, 29 Sep 2026 08:12:05 -0400

(Updated - September 29, 2026 8:12 AM EDT)

Texas Capital Securities analyst Randy Binner upgraded Goosehead Insurance Inc. (NASDAQ: GSHD) from Hold to Buy with a price target of $66.00 (from $80.00).

The analyst comments "Goosehead Insurance, Inc. (GSHD) shares sold off 21% last week and underperformed insurance distribution peers by 25% trailing 1 mo. and 39% TTM. The primary cause of this has been market fears of disintermediation risk presented by Meta Muse, an AI assistant that automates shopping and service-provider comparisons. We believe the market is overestimating the potential disruption for insurance distributors, and GSHD in particular, for the following

Texas Capital Securities Upgrades Goosehead Insurance Inc. (GSHD) to Buy

Tue, 29 Sep 2026 08:12:05 -0400

(Updated - September 29, 2026 8:12 AM EDT)

Texas Capital Securities analyst Randy Binner upgraded Goosehead Insurance Inc. (NASDAQ: GSHD) from Hold to Buy with a price target of $66.00 (from $80.00).

Form 4 Goosehead Insurance, For: Sep 22 Filed by: Durable Capital Partners LP

Thu, 24 Sep 2026 17:00:00 -0400

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Texas Capital Securities Starts Goosehead Insurance Inc. (GSHD) at Hold

Wed, 26 Aug 2026 16:10:11 -0400

Texas Capital Securities analyst Randy Binner initiates coverage on Goosehead Insurance Inc. (NASDAQ: GSHD) with a Hold rating and a price target of $80.00.

The analyst comments "We are initiating coverage of Goosehead Insurance, Inc. (GSHD) with a Hold rating and $80 price target, which is based on a 24x 2028E P/E multiple, a 10% premium to the peer multiple of 22x. While the stock is -16% TTM, it is +23% in the past month on the rotation trade into insurers, which has left shares at an elevated valuation compared to peers. GSHD is a technology enabled personal lines insurance brokerage

Texas Capital Securities Starts Goosehead Insurance Inc. (GSHD) at Hold

Wed, 26 Aug 2026 16:10:11 -0400

Texas Capital Securities analyst Randy Binner initiates coverage on Goosehead Insurance Inc. (NASDAQ: GSHD) with a Hold rating and a price target of $80.00.

Form SCHEDULE 13D/A Goosehead Insurance, Filed by: Jones Mark Evan

Mon, 24 Aug 2026 20:22:00 -0400

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Form SCHEDULE 13D/A Goosehead Insurance, Filed by: Jones Mark Evan

Mon, 24 Aug 2026 20:22:00 -0400

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Form 4 Goosehead Insurance, For: Aug 20 Filed by: KEBODEAUX ADRIENNE

Mon, 24 Aug 2026 17:28:00 -0400

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Form 4 Goosehead Insurance, For: Aug 20 Filed by: KEBODEAUX ADRIENNE

Mon, 24 Aug 2026 17:28:00 -0400

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Form 4 Goosehead Insurance, For: Aug 19 Filed by: Jones Serena

Fri, 21 Aug 2026 17:24:00 -0400

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Form 4 Goosehead Insurance, For: Aug 19 Filed by: Jones Serena

Fri, 21 Aug 2026 17:24:00 -0400

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Form 144 Goosehead Insurance, Filed by: KEBODEAUX ADRIENNE

Thu, 20 Aug 2026 17:31:00 -0400

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Form 144 Goosehead Insurance, Filed by: KEBODEAUX ADRIENNE

Thu, 20 Aug 2026 17:31:00 -0400

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Form 4 Goosehead Insurance, For: Aug 17 Filed by: Jones Mark Evan

Wed, 19 Aug 2026 21:15:00 -0400

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