NASDAQ:JFRO News 2 January 2026

February 1, 2026, 8:46 PM EST. AXIS Capital Holdings (NYSE: AXS) closed at $103.18 following steady share price momentum, including a 9.37% gain over 90 days and a 15.35% total return over one year. The stock trades below analyst target prices around $121, suggesting a roughly 68% intrinsic discount. Investors are closely watching AXIS's strategic shift toward higher-margin specialty insurance lines and tech-enabled underwriting improvements, which aim to enhance profitability and operational efficiency. However, risks such as rising cyber claims and social inflation in liability sectors could pressure future earnings. The company's fair value model projects upside potential, supported by growth in premiums and improved combined ratios. AXIS's recent performance and valuation indicate a potential buying opportunity for long-term investors.