ARCOS DORADOS HOLDINGS INC-A (ARCO) Forecast, Price Target & Analyst Ratings

NYSE:ARCO • VGG0457F1071

7.68 USD

+0.01 (+0.13%)

At close: Mar 20, 2026

7.68 USD

0 (0%)

After Hours: 3/20/2026, 8:04:00 PM

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for ARCOS DORADOS HOLDINGS INC-A (ARCO).

Consensus Price Target

Price Target

$10.45

+ 36.04% Upside

→ Price target details

Next Earnings Forecast

Earnings Estimate

Release Date: May 12, 2026
Period: Q1 / 2026
EPS Estimate: $0.13
Revenue Estimate: 1.256B

→ Full earnings forecast details

ChartMill Buy Consensus

Rating

81.43%

Weighted Analyst Rating Score

→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target

$10.45

Upside

+ 36.04%

From current price of $7.68 to mean target of $10.45, Based on 14 analyst forecasts

Low

$8.59

Median

$11.22

High

$12.60

Price Target Revisions

1 Month

4.12%

3 Months

6.42%

Price Target Summary

14 Wall Street analysts provided a forecast for the next 12 months for ARCO. The average price target is 10.45 USD. This implies a price increase of 36.04% is expected in the next year compared to the current price of 7.68.

The average price target has been revised upward by 6.42% 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

81.43%

ARCO was analyzed by 14 analysts. The buy percentage consensus is at 81. So analysts seem to be very confident about ARCO.

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

ARCO was analyzed by 14 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
2025-11-11	JP Morgan	Maintains	Neutral -> Neutral
2025-11-03	Banco Bradesco BBI S.A	Downgrade	Outperform -> Neutral
2025-07-02	JP Morgan	Downgrade	Overweight -> Neutral
2024-09-13	JP Morgan	Maintains	Overweight -> Overweight
2023-12-01	Jefferies	Initiate	Buy
2023-08-10	JP Morgan	Maintains	Overweight -> Overweight
2023-08-07	Barclays	Maintains	Overweight -> Overweight
2023-05-18	B of A Securities	Maintains	Buy -> Buy
2023-02-06	Barclays	Maintains	Overweight
2022-09-27	Barclays	Initiate	Overweight
2022-08-17	Goldman Sachs	Maintains	Buy
2022-06-15	Bradesco Corretora	Upgrade	Neutral -> Outperform
2022-02-23	Credit Suisse	Upgrade	Neutral -> Outperform
2022-01-19	Goldman Sachs	Upgrade	Neutral -> Buy
2021-04-23	Goldman Sachs	Initiate	Neutral

Next Earnings Forecast Details

Next Earnings Details

Release Date: May 12, 2026
Period: Q1 / 2026
EPS Estimate: $0.13
Revenue Estimate: 1.256B
Revenue Q2Q: 16.66%
EPS Q2Q: 89.43%
Number of Analysts: 3

Next Earnings Revisions

Revenue (1 Month)

-0.08%

Revenue (3 Months)

0.56%

EPS (1 Month)

-16.67%

EPS (3 Months)

-16.67%

Next Earnings Summary

ARCO is expected to report earnings on 5/12/2026. The consensus EPS estimate for the next earnings is 0.13 USD and the consensus revenue estimate is 1.26B USD.

The next earnings revenue estimate has been revised upward by 0.56% 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

	2022	2023	2024	2025	2026	2027	2028	2029	2030	2031
Revenue YoY % growth	3.619B 36.05%	4.332B 19.70%	4.47B 3.19%	4.758B 6.44%	5.223B 9.77%	5.567B 6.59%	5.815B 4.45%	6.189B 6.43%	N/A	N/A
EBITDA YoY % growth	385.5M 52.92%	470.812M 22.13%	500.046M 6.21%	506.42M 1.27%	531.73M 5.00%	585.84M 10.18%	642.6M 9.69%	710.94M 10.63%	N/A	N/A
EBIT YoY % growth	265.7M 101.75%	321.544M 21.02%	322.692M 0.36%	317.55M -1.59%	316.93M -0.20%	356.26M 12.41%	398.82M 11.95%	461.04M 15.60%	635.46M 37.83%	710.94M 11.88%
Operating Margin	7.34%	7.42%	7.22%	6.67%	6.07%	6.40%	6.86%	7.45%	N/A	N/A
EPS YoY % growth	0.68 193.86%	0.85 25.00%	0.72 -15.29%	0.69 -65.28%	0.70 178.12%	0.84 21.39%	0.94 11.18%	1.13 20.65%	N/A	N/A

All data in USD

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

	Q1 / 26	Q2 / 26	Q3 / 26
EPS Q2Q % growth	0.13 89.43%	0.13 32.60%	0.13 10.50%
Revenue Q2Q % growth	1.256B 16.66%	1.253B 9.69%	1.302B 9.15%
EBITDA Q2Q % growth	117.7M 28.72%	121.78M -22.27%	123.76M -57.63%
EBIT Q2Q % growth	65.179M 44.37%	65.949M 5.59%	67.372M -54.23%

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

55.41%

EPS Next 5 Year

45.88%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year

6.92%

Revenue Next 5 Year

6.79%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year

25.02%

EBIT Next 5 Year

18.85%

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

ARCOS DORADOS HOLDINGS INC-A / ARCO Forecast FAQ

What do analysts expect the price target to be for ARCOS DORADOS HOLDINGS INC-A (ARCO)?

14 analysts have analysed ARCO and the average price target is 10.45 USD. This implies a price increase of 36.04% is expected in the next year compared to the current price of 7.68.

When does ARCOS DORADOS HOLDINGS INC-A (ARCO) report earnings?

ARCOS DORADOS HOLDINGS INC-A (ARCO) will report earnings on 2026-05-12.

What are the consensus estimates for ARCO stock next earnings?

The consensus EPS estimate for the next earnings of ARCOS DORADOS HOLDINGS INC-A (ARCO) is 0.13 USD and the consensus revenue estimate is 1.26B USD.

Can you provide the analyst count for ARCOS DORADOS HOLDINGS INC-A stock?

The number of analysts covering ARCOS DORADOS HOLDINGS INC-A (ARCO) is 14.

Analyst forecast overview

Forecast Snapshot