ASSURED GUARANTY LTD (AGO) Forecast, Price Target & Analyst Ratings

NYSE:AGO • BMG0585R1060

Current stock price

83.64 USD
+0.24 (+0.29%)
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 ASSURED GUARANTY LTD (AGO).

Forecast Snapshot

Consensus Price Target

Price Target
$104.38
+ 24.80% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 7, 2026
Period
Q1 / 2026
EPS Estimate
$1.69
Revenue Estimate
219.61M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
77.14%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$104.38
Upside
+ 24.80%
From current price of $83.64 to mean target of $104.38, Based on 7 analyst forecasts
Low
$94.94
Median
$105.06
High
$115.50

Price Target Revisions

1 Month
-1.60%
3 Months
-1.60%

Price Target Summary

7 Wall Street analysts provided a forecast for the next 12 months for AGO. The average price target is 104.38 USD. This implies a price increase of 24.8% is expected in the next year compared to the current price of 83.64.
The average price target has been revised downward by 1.6% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

AGO Current Analyst RatingAGO Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 0 0 0 0 0

Analyst Ratings History

AGO Historical Analyst RatingsAGO 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

Analyst Ratings Consensus

ChartMill Buy Consensus
77.14%
AGO was analyzed by 7 analysts. The buy percentage consensus is at 77. So analysts seem to be have mildly positive about AGO.
In the previous month the buy percentage consensus was at a similar level.
AGO was analyzed by 7 analysts. More opinions would make the average more meaningful.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-03-19Keefe, Bruyette & WoodsMaintains Outperform -> Outperform
2025-11-19Keefe, Bruyette & WoodsMaintains Outperform -> Outperform
2025-11-17UBSMaintains Neutral -> Neutral
2025-08-13UBSMaintains Neutral -> Neutral
2024-11-18Keefe, Bruyette & WoodsMaintains Outperform -> Outperform
2024-11-18UBSMaintains Neutral -> Neutral
2024-10-17UBSMaintains Neutral -> Neutral
2024-08-09UBSMaintains Neutral -> Neutral
2024-07-09Roth MKMMaintains Buy -> Buy
2024-07-09Keefe, Bruyette & WoodsUpgrade Market Perform -> Outperform
2024-05-31Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2024-04-01Keefe, Bruyette & WoodsDowngrade Outperform -> Market Perform
2024-03-01UBSMaintains Neutral -> Neutral
2023-11-17Keefe, Bruyette & WoodsMaintains Outperform -> Outperform
2023-07-13UBSMaintains Neutral -> Neutral
2022-11-28Compass PointInitiate Buy
2021-11-05MKM PartnersMaintains Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 7, 2026
Period
Q1 / 2026
EPS Estimate
$1.69
Revenue Estimate
219.61M
Revenue Q2Q
-36.34%
EPS Q2Q
-46.80%
Number of Analysts
4

Next Earnings Revisions

Revenue (1 Month)
0.00%
Revenue (3 Months)
14.89%
EPS (1 Month)
0.00%
EPS (3 Months)
-1.66%

Next Earnings Summary

AGO is expected to report earnings on 5/7/2026. The consensus EPS estimate for the next earnings is 1.69 USD and the consensus revenue estimate is 219.61M USD.
The next earnings revenue estimate has been revised upward by 14.89% in the past 3 months. Upward revisions are a positive sign and indicate that analysts are more optimistic about the next earnings compared to 3 months ago.
→ 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
AGO revenue by date.AGO revenue by date.
961M
44.73%		735M
-23.52%		905M
23.13%		857.44M
-5.26%		838.95M
-2.16%		910.49M
8.53%
EBITDA
YoY % growth
AGO ebitda by date.AGO ebitda by date.
N/AN/AN/AN/AN/AN/A
EBIT
YoY % growth
AGO ebit by date.AGO ebit by date.
236M
-21.85%		380M
61.02%		444M
16.84%		293.81M
-33.83%		N/AN/A
Operating Margin
AGO operating margin by date.AGO operating margin by date.
24.56%51.70%49.06%34.27%N/AN/A
EPS
YoY % growth
AGO eps by date.AGO eps by date.
10.89
163.68%		7.09
-34.89%		9.08
28.07%		7.12
-21.64%		7.68
7.95%		8.72
13.48%

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		1.69
-46.80%		1.74
72.50%		1.85
-27.89%		1.83
-21.20%		1.72
1.49%		1.90
8.99%		1.90
2.45%		1.86
1.66%		1.98
15.29%		2.23
17.55%		2.27
19.68%		2.23
20.11%
Revenue
Q2Q % growth		219.61M
-36.34%		212.06M
-24.53%		214.17M
29.02%		211.61M
-23.61%		223.96M
1.98%		221.09M
4.26%		218.03M
1.80%		221.78M
4.81%		227.72M
1.68%		226.03M
2.23%		226.02M
3.66%		230.72M
4.03%
EBITDA
Q2Q % growth		N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
EBIT
Q2Q % growth		68.579M
-18.36%		68.882M
-53.46%		78.073M
-28.37%		78.275M
-24.00%		N/AN/AN/AN/AN/AN/AN/AN/A

All data in USD

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

AGO Yearly Revenue VS EstimatesAGO Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 500M 1B 1.5B 2B
AGO Yearly EPS VS EstimatesAGO Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2 4 6 8 10

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
-1.35%
EPS Next 5 Year
N/A

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
1.72%
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

ASSURED GUARANTY LTD / AGO Forecast FAQ

Can you provide the average price target for ASSURED GUARANTY LTD stock?

7 analysts have analysed AGO and the average price target is 104.38 USD. This implies a price increase of 24.8% is expected in the next year compared to the current price of 83.64.

Can you provide the upcoming earnings date for ASSURED GUARANTY LTD?

ASSURED GUARANTY LTD (AGO) will report earnings on 2026-05-07.

What are the consensus estimates for ASSURED GUARANTY LTD (AGO) next earnings?

The consensus EPS estimate for the next earnings of ASSURED GUARANTY LTD (AGO) is 1.69 USD and the consensus revenue estimate is 219.61M USD.

What is the expected long term growth rate for AGO stock?

The expected long term growth rate for ASSURED GUARANTY LTD (AGO) is 1.72%.