ARCH CAPITAL GROUP LTD (ACGL) Forecast, Price Target & Analyst Ratings

NASDAQ:ACGL • BMG0450A1053

92.3 USD

+0.13 (+0.14%)

At close: Mar 20, 2026

92.3 USD

0 (0%)

After Hours: 3/20/2026, 6:36:30 PM

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for ARCH CAPITAL GROUP LTD (ACGL).

Consensus Price Target

Price Target

$111.24

+ 20.52% Upside

→ Price target details

Next Earnings Forecast

Earnings Estimate

Release Date: Apr 27, 2026
Period: Q1 / 2026
EPS Estimate: $2.52
Revenue Estimate: 4.697B

→ Full earnings forecast details

ChartMill Buy Consensus

Rating

74.81%

Weighted Analyst Rating Score

→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target

$111.24

Upside

+ 20.52%

From current price of $92.30 to mean target of $111.24, Based on 27 analyst forecasts

Low

$93.93

Median

$111.69

High

$131.25

Price Target Revisions

1 Month

1.50%

3 Months

1.66%

Price Target Summary

27 Wall Street analysts provided a forecast for the next 12 months for ACGL. The average price target is 111.24 USD. This implies a price increase of 20.52% is expected in the next year compared to the current price of 92.3.

The average price target has been revised upward by 1.66% in the past 3 months.

→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

Analyst Ratings History

Analyst Ratings Consensus

ChartMill Buy Consensus

74.81%

ACGL was analyzed by 27 analysts. The buy percentage consensus is at 75. So analysts seem to be have mildly positive about ACGL.

In the previous month the buy percentage consensus was at a similar level.

ACGL was analyzed by 27 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.

→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

Date	Firm	Action	From → To
2026-02-17	Cantor Fitzgerald	Maintains	Neutral -> Neutral
2026-02-17	UBS	Maintains	Buy -> Buy
2026-02-13	Keefe, Bruyette & Woods	Maintains	Market Perform -> Market Perform
2026-02-13	Citigroup	Maintains	Buy -> Buy
2026-02-12	Mizuho	Maintains	Neutral -> Neutral
2026-02-11	RBC Capital	Maintains	Outperform -> Outperform
2026-02-11	Wells Fargo	Maintains	Overweight -> Overweight
2026-01-14	Cantor Fitzgerald	Maintains	Neutral -> Neutral
2026-01-08	Barclays	Maintains	Equal-Weight -> Equal-Weight
2026-01-08	Goldman Sachs	Maintains	Sell -> Sell
2026-01-07	Evercore ISI Group	Maintains	In-Line -> In-Line
2026-01-07	JP Morgan	Maintains	Neutral -> Neutral
2026-01-06	Keefe, Bruyette & Woods	Maintains	Market Perform -> Market Perform
2025-12-16	Mizuho	Initiate	Neutral
2025-12-02	Roth Capital	Maintains	Buy -> Buy
2025-11-25	RBC Capital	Reiterate	Outperform
2025-11-17	Morgan Stanley	Maintains	Overweight -> Overweight
2025-10-29	Wells Fargo	Maintains	Overweight -> Overweight
2025-10-28	JP Morgan	Maintains	Neutral -> Neutral
2025-10-14	Goldman Sachs	Initiate	Sell
2025-10-08	Barclays	Maintains	Equal-Weight -> Equal-Weight
2025-10-08	Wells Fargo	Maintains	Overweight -> Overweight
2025-09-16	Wolfe Research	Initiate	Peer Perform
2025-08-14	Keefe, Bruyette & Woods	Maintains	Market Perform -> Market Perform
2025-08-13	Citigroup	Initiate	Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date: Apr 27, 2026
Period: Q1 / 2026
EPS Estimate: $2.52
Revenue Estimate: 4.697B
Revenue Q2Q: 4.03%
EPS Q2Q: 63.56%
Number of Analysts: 21

Next Earnings Revisions

Revenue (1 Month)

-1.49%

Revenue (3 Months)

-1.96%

EPS (1 Month)

0.96%

EPS (3 Months)

2.00%

Next Earnings Summary

ACGL is expected to report earnings on 4/27/2026. The consensus EPS estimate for the next earnings is 2.52 USD and the consensus revenue estimate is 4.70B USD.

The next earnings revenue estimate has been revised downward by 1.96% in the past 3 months.

→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

	2023	2024	2025	2026	2027	2028
Revenue YoY % growth	13.222B 34.03%	16.86B 27.51%	19.425B 15.21%	17.662B -9.08%	18.319B 3.72%	19.56B 6.77%
EBITDA YoY % growth	3.261B 74.00%	4.229B 29.68%	4.744B 12.18%	4.016B -15.35%	4.355B 8.44%	4.678B 7.42%
EBIT YoY % growth	3.166B 79.08%	3.994B 26.15%	4.551B 13.95%	3.19B -29.91%	3.887B 21.85%	4.092B 5.27%
Operating Margin	23.94%	23.69%	23.43%	18.06%	21.22%	20.92%
EPS YoY % growth	8.45 73.87%	9.27 9.70%	9.87 6.47%	9.58 -2.96%	10.33 7.83%	11.08 7.32%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

	Q1 / 26	Q2 / 26	Q3 / 26	Q4 / 26	Q1 / 27	Q2 / 27	Q3 / 27	Q4 / 27	Q1 / 28	Q2 / 28	Q3 / 28
EPS Q2Q % growth	2.52 63.56%	2.54 -1.47%	1.89 -31.64%	2.63 -11.71%	2.69 6.95%	2.78 9.39%	1.98 4.66%	2.88 9.28%	3.06 13.44%	3.14 12.86%	1.97 -0.67%
Revenue Q2Q % growth	4.697B 4.03%	4.579B 5.31%	4.372B 10.29%	4.353B 19.29%	5.02B 6.88%	4.892B 6.84%	4.568B 4.48%	4.554B 4.62%	5.247B 4.52%	5.059B 3.41%	4.592B 0.53%
EBITDA Q2Q % growth	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
EBIT Q2Q % growth	962.81M 25.53%	921.49M -25.32%	674.73M -47.86%	934.32M -25.61%	975.12M 1.28%	937.38M 1.72%	693.6M 2.80%	954.72M 2.18%	N/A	N/A	N/A

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year

3.94%

EPS Next 5 Year

N/A

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year

3.36%

Revenue Next 5 Year

N/A

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year

15.04%

EBIT Next 5 Year

N/A

→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

ARCH CAPITAL GROUP LTD / ACGL Forecast FAQ

What is the price target for ACGL stock?

27 analysts have analysed ACGL and the average price target is 111.24 USD. This implies a price increase of 20.52% is expected in the next year compared to the current price of 92.3.

Can you provide the upcoming earnings date for ARCH CAPITAL GROUP LTD?

ARCH CAPITAL GROUP LTD (ACGL) will report earnings on 2026-04-27, after the market close.

What are the consensus estimates for ARCH CAPITAL GROUP LTD (ACGL) next earnings?

The consensus EPS estimate for the next earnings of ARCH CAPITAL GROUP LTD (ACGL) is 2.52 USD and the consensus revenue estimate is 4.70B USD.

How many analysts cover ARCH CAPITAL GROUP LTD (ACGL) stock?

The number of analysts covering ARCH CAPITAL GROUP LTD (ACGL) is 27.

Analyst forecast overview

Forecast Snapshot