ARES COMMERCIAL REAL ESTATE (ACRE) Forecast, Price Target & Analyst Ratings

NYSE:ACRE • US04013V1089

Current stock price

4.84 USD
+0.14 (+2.98%)
Last:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for ARES COMMERCIAL REAL ESTATE (ACRE).

Forecast Snapshot

Consensus Price Target

Price Target
$5.23
+ 8.01% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 5, 2026
Period
Q1 / 2026
EPS Estimate
$0.06
Revenue Estimate
12.954M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
50.77%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$5.23
Upside
+ 8.01%
From current price of $4.84 to mean target of $5.23, Based on 13 analyst forecasts
Low
$4.55
Median
$5.10
High
$6.30

Price Target Revisions

1 Month
7.89%
3 Months
12.33%

Price Target Summary

13 Wall Street analysts provided a forecast for the next 12 months for ACRE. The average price target is 5.23 USD. This implies a price increase of 8.01% is expected in the next year compared to the current price of 4.84.
The average price target has been revised upward by 12.33% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

ACRE Current Analyst RatingACRE Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6

Analyst Ratings History

ACRE Historical Analyst RatingsACRE Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 2 4 6 8 10

Analyst Ratings Consensus

ChartMill Buy Consensus
50.77%
ACRE was analyzed by 13 analysts. The buy percentage consensus is at 51. So analysts seem to be rather neutral about ACRE.
In the previous month the buy percentage consensus was at a similar level.
ACRE was analyzed by 13 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

DateFirmActionFrom → To
2026-02-12Wells FargoMaintains Underweight -> Underweight
2026-02-11Keefe, Bruyette & WoodsMaintains Outperform -> Outperform
2025-12-15Keefe, Bruyette & WoodsUpgrade Market Perform -> Outperform
2025-11-14UBSMaintains Neutral -> Neutral
2025-11-11Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2025-10-09Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2025-08-06Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2025-08-06UBSMaintains Neutral -> Neutral
2025-07-10Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2025-05-21UBSMaintains Neutral -> Neutral
2025-04-21JMP SecuritiesReiterate Market Perform -> Market Perform
2025-04-16UBSMaintains Neutral -> Neutral
2025-04-07Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2025-02-25UBSMaintains Neutral -> Neutral
2025-02-13Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2025-02-13JMP SecuritiesReiterate Market Perform -> Market Perform
2025-02-13JP MorganMaintains Neutral -> Neutral
2025-01-21JP MorganMaintains Neutral -> Neutral
2025-01-14Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2024-12-09JMP SecuritiesReiterate Market Perform -> Market Perform
2024-10-17JP MorganMaintains Neutral -> Neutral
2024-09-20Wells FargoDowngrade Equal-Weight -> Underweight
2024-05-10Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2024-04-10Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2024-04-10JP MorganMaintains Neutral -> Neutral

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 5, 2026
Period
Q1 / 2026
EPS Estimate
$0.06
Revenue Estimate
12.954M
Revenue Q2Q
-13.34%
EPS Q2Q
-66.40%
Number of Analysts
9

Next Earnings Revisions

Revenue (1 Month)
-0.86%
Revenue (3 Months)
-2.51%
EPS (1 Month)
1.82%
EPS (3 Months)
0.00%

Next Earnings Summary

ACRE is expected to report earnings on 5/5/2026. The consensus EPS estimate for the next earnings is 0.06 USD and the consensus revenue estimate is 12.95M USD.
The next earnings revenue estimate has been revised downward by 2.51% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

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
ACRE revenue by date.ACRE revenue by date.
202.578M
17.23%		175.635M
-13.30%		119.992M
-31.68%		50.082M
-58.26%		56.1M
12.02%		63.24M
12.73%
EBITDA
YoY % growth
ACRE ebitda by date.ACRE ebitda by date.
-37.89M
-234.84%		-27.964M
26.20%		5.1M
118.24%		79.356M
1,456.00%		80.58M
1.54%		N/A
EBIT
YoY % growth
ACRE ebit by date.ACRE ebit by date.
-38.906M
-238.46%		-32.724M
15.89%		-3.374M
89.69%		34.843M
1,132.69%		38.735M
11.17%		4.947M
-87.23%
Operating Margin
ACRE operating margin by date.ACRE operating margin by date.
-19.21%-18.63%-2.81%69.57%69.05%7.82%
EPS
YoY % growth
ACRE eps by date.ACRE eps by date.
-0.72
-220.00%		-0.65
9.72%		-0.02
96.92%		0.23
1,242.40%		0.52
129.17%		0.61
16.88%

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
EPS
Q2Q % growth		0.06
-66.40%		0.03
116.58%		0.07
-10.75%		0.06
180.14%		0.09
60.71%		0.15
361.54%		0.17
142.86%		0.21
281.82%
Revenue
Q2Q % growth		12.954M
-13.34%		13.362M
6.34%		13.556M
-3.89%		13.165M
-0.39%		16.259M
25.51%		16.065M
20.23%		16.81M
24.00%		17.105M
29.93%
EBITDA
Q2Q % growth		N/AN/AN/AN/AN/AN/AN/AN/A
EBIT
Q2Q % growth		-1.887M
-119.60%		-2.734M
75.23%		-2.438M
-152.40%		N/AN/AN/AN/AN/A

All data in USD

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

ACRE Yearly Revenue VS EstimatesACRE Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 50M 100M 150M 200M
ACRE Yearly EPS VS EstimatesACRE Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 0 0.5 -0.5 1 1.5

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
219.45%
EPS Next 5 Year
N/A

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
4.92%
Revenue Next 5 Year
N/A

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
N/A
EBIT Next 5 Year
N/A
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

ARES COMMERCIAL REAL ESTATE / ACRE Forecast FAQ

Can you provide the average price target for ARES COMMERCIAL REAL ESTATE stock?

13 analysts have analysed ACRE and the average price target is 5.23 USD. This implies a price increase of 8.01% is expected in the next year compared to the current price of 4.84.

When does ARES COMMERCIAL REAL ESTATE (ACRE) report earnings?

ARES COMMERCIAL REAL ESTATE (ACRE) will report earnings on 2026-05-05, before the market open.

What are the consensus estimates for ARES COMMERCIAL REAL ESTATE (ACRE) next earnings?

The consensus EPS estimate for the next earnings of ARES COMMERCIAL REAL ESTATE (ACRE) is 0.06 USD and the consensus revenue estimate is 12.95M USD.

What is the consensus rating for ARES COMMERCIAL REAL ESTATE (ACRE) stock?

The consensus rating for ARES COMMERCIAL REAL ESTATE (ACRE) is 50.7692 / 100 . This indicates that analysts generally have a neutral outlook on the stock.