The Company expects to generate gross written premiums between $590M and $600M during the fourth quarter, resulting in full year gross written premiums between $1.77B and $1.78B. This represents year-over-year top-line growth of roughly 50% for the quarter and 33% for the year. The Company expects to record fourth quarter net income between $115M and $125M, resulting in net income between $389M and $399M for the full year. "We are very pleased with our performance in the quarter and the year, both from a growth and underwriting standpoint. Our fourth quarter results reflect our continued top and bottom-line expansion, which we believe will continue into 2026," said Bruce Lucas, Chairman and CEO. "We remain committed to delivering sustainable and profitable growth, which is core to our strategy of creating long-term value for our shareholders. Looking ahead, we anticipate providing 2026 guidance in conjunction with the release of our fourth quarter earnings."
Wall Street analysts forecast SLDE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SLDE is 22.25 USD with a low forecast of 21.00 USD and a high forecast of 25.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
Wall Street analysts forecast SLDE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SLDE is 22.25 USD with a low forecast of 21.00 USD and a high forecast of 25.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 16.170
Low
21.00
Averages
22.25
High
25.00
Current: 16.170
Low
21.00
Averages
22.25
High
25.00
Morgan Stanley
NULL -> Overweight
maintain
$18 -> $21
Al Analysis
2025-11-17
Reason
Morgan Stanley
Price Target
$18 -> $21
Al Analysis
2025-11-17
maintain
NULL -> Overweight
Reason
Morgan Stanley raised the firm's price target on Slide Insurance to $21 from $18 and keeps an Overweight rating on the shares. The firm updated models in the insurance space post the Q3 reports. For property and casualty, Morgan Stanley sees a softening cycle heading into 2026, the analyst tells investors.
Piper Sandler
Overweight
maintain
$18 -> $21
2025-11-06
Reason
Piper Sandler
Price Target
$18 -> $21
2025-11-06
maintain
Overweight
Reason
Piper Sandler raised the firm's price target on Slide Insurance to $21 from $18 and keeps an Overweight rating on the shares following quarterly results. The firm says underlying underwriting results were better than it expected. Piper thinks Slide had a solid quarter.
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Keefe Bruyette
NULL
to
Outperform
maintain
$19 -> $22
2025-11-06
Reason
Keefe Bruyette
Price Target
$19 -> $22
2025-11-06
maintain
NULL
to
Outperform
Reason
Keefe Bruyette raised the firm's price target on Slide Insurance to $22 from $19 and keeps an Outperform rating on the shares.
Morgan Stanley
Equal Weight -> Overweight
upgrade
$18
2025-09-25
Reason
Morgan Stanley
Price Target
$18
2025-09-25
upgrade
Equal Weight -> Overweight
Reason
Morgan Stanley upgraded Slide Insurance to Overweight from Equal Weight with an unchanged price target of $18. The shares are down 35% quarter-to-date despite few changes to the company's fundamentals, the analyst tells investors in a research note. The firm believes limited weather-related catastrophes should support Slide's earnings growth, while its term growth and margin remain durable longer term. The stock \"is cheap\" and Slide's earnings will be strong, contends Morgan Stanley.
About SLDE
Slide Insurance Holdings, Inc. is a technology-enabled coastal specialty insurer. The Company has one reportable segment: insurance. The insurance segment provides residential homeowners insurance. The Company is focused on underwriting of single family and condominium policies in the property and casualty (P&C) industry in coastal states along the Atlantic seaboard through its insurance subsidiary, Slide Insurance Company (SIC). The Company writes several homeowners’, condominium owners’, and commercial residential products in coastal specialty markets in Florida and South Carolina. The Company acquires policies both from inorganic block acquisitions and subsequent renewals, as well as new business sales through a combination of independent agents and its direct-to-consumer (DTC) channel, through which the Company sells its insurance products directly to end consumers, without the use of retailers, brokers, agents or other intermediaries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
