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 15.63% is expected in the next year compared to the current price of 96.2.
ARCH CAPITAL GROUP LTD (ACGL) Forecast, Price Target & Analyst Ratings
NASDAQ:ACGL • BMG0450A1053
Current stock price
96.2 USD
-0.9 (-0.93%)
At close:
96.2 USD
0 (0%)
After Hours:
Analyst forecast overview
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).
Forecast Snapshot
Next Earnings Forecast
Earnings Estimate- Release Date
- Apr 28, 2026
- Period
- Q1 / 2026
- EPS Estimate
- $2.52
- Revenue Estimate
- 4.697B
Price Target Details & History
Consensus Price Target and Range
Mean target
$111.24
Upside
+ 15.63%
From current price of $96.20 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
0.00%
3 Months
1.92%
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 15.63% is expected in the next year compared to the current price of 96.2.
The average price target has been revised upward by 1.92% in the past 3 months.
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.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-04-08 | Barclays | Maintains | Equal-Weight -> Equal-Weight |
| 2026-04-07 | Keefe, Bruyette & Woods | Maintains | Market Perform -> Market Perform |
| 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 |
Next Earnings Forecast Details
Next Earnings Details
- Release Date
- Apr 28, 2026
- Period
- Q1 / 2026
- EPS Estimate
- $2.52
- Revenue Estimate
- 4.697B
- Revenue Q2Q
- 4.03%
- EPS Q2Q
- 63.48%
- Number of Analysts
- 21
Next Earnings Revisions
Revenue (1 Month)
0.00%
Revenue (3 Months)
-1.96%
EPS (1 Month)
-0.05%
EPS (3 Months)
2.09%
Next Earnings Summary
ACGL is expected to report earnings on 4/28/2026. 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.
Full Analyst Estimates 2026 - 2028
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% | 3.881B -18.19% | 4.166B 7.34% | 4.423B 6.17% | |
| EBIT YoY % growth | 3.166B 79.08% | 3.994B 26.15% | 4.551B 13.95% | 3.19B -29.91% | 3.887B 21.85% | 4.091B 5.25% | |
| 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% | 9.57 -3.05% | 10.32 7.82% | 11.02 6.77% |
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 | Q4 / 28 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 2.52 63.48% | 2.54 -1.65% | 1.92 -30.87% | 2.59 -13.15% | 2.71 7.83% | 2.76 8.84% | 1.99 4.14% | 2.84 9.67% | 2.81 3.57% | 3.03 9.86% | 2.16 8.11% | 3.12 10.03% |
| Revenue Q2Q % growth | 4.697B 4.03% | 4.579B 5.31% | 4.313B 8.80% | 4.067B 11.46% | 4.848B 3.21% | 4.721B 3.10% | 4.462B 3.45% | 4.212B 3.57% | 4.987B 2.87% | 4.8B 1.67% | 4.455B -0.16% | 4.232B 0.47% |
| 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 | N/A |
| EBIT Q2Q % growth | 962.81M 25.53% | 921.49M -25.32% | 703.95M -45.60% | 917.04M -26.99% | 954.16M -0.90% | 927.4M 0.64% | 646.78M -8.12% | 914.21M -0.31% | N/A | 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
3.73%
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
12.91%
EBIT Next 5 Year
N/A
ARCH CAPITAL GROUP LTD / ACGL Forecast FAQ
Can you provide the upcoming earnings date for ARCH CAPITAL GROUP LTD?
ARCH CAPITAL GROUP LTD (ACGL) will report earnings on 2026-04-28, after the market close.
Can you provide the consensus estimates for ARCH CAPITAL GROUP LTD 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 do analysts rate ARCH CAPITAL GROUP LTD (ACGL)?
The consensus rating for ARCH CAPITAL GROUP LTD (ACGL) is 74.8148 / 100 . This indicates that analysts generally have a positive outlook on the stock.