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

NYSE:ARCO • VGG0457F1071

Current stock price

8.5 USD
-0.04 (-0.47%)
At close:
8.5 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 ARCOS DORADOS HOLDINGS INC-A (ARCO).

Forecast Snapshot

Consensus Price Target

Price Target
$10.45
+ 22.91% 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
+ 22.91%
From current price of $8.50 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
0.00%
3 Months
6.14%

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 22.92% is expected in the next year compared to the current price of 8.5.
The average price target has been revised upward by 6.14% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

ARCO Current Analyst RatingARCO Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6

Analyst Ratings History

ARCO Historical Analyst RatingsARCO 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
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

DateFirmActionFrom → To
2025-11-11JP MorganMaintains Neutral -> Neutral
2025-11-03Banco Bradesco BBI S.ADowngrade Outperform -> Neutral
2025-07-02JP MorganDowngrade Overweight -> Neutral
2024-09-13JP MorganMaintains Overweight -> Overweight
2023-12-01JefferiesInitiate Buy
2023-08-10JP MorganMaintains Overweight -> Overweight
2023-08-07BarclaysMaintains Overweight -> Overweight
2023-05-18B of A SecuritiesMaintains Buy -> Buy
2023-02-06BarclaysMaintains Overweight
2022-09-27BarclaysInitiate Overweight
2022-08-17Goldman SachsMaintains Buy
2022-06-15Bradesco CorretoraUpgrade Neutral -> Outperform
2022-02-23Credit SuisseUpgrade Neutral -> Outperform
2022-01-19Goldman SachsUpgrade Neutral -> Buy
2021-04-23Goldman SachsInitiate 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)
0.00%
Revenue (3 Months)
4.49%
EPS (1 Month)
0.00%
EPS (3 Months)
18.18%

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 4.49% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2031

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

2023 2024 2025 2026 2027 2028 2029 2030 2031
Revenue
YoY % growth
ARCO revenue by date.ARCO revenue by date.
4.332B
19.70%		4.47B
3.19%		4.678B
4.66%		5.234B
11.88%		5.457B
4.26%		5.815B
6.56%		6.189B
6.43%		N/AN/A
EBITDA
YoY % growth
ARCO ebitda by date.ARCO ebitda by date.
470.812M
22.13%		500.046M
6.21%		561.65M
12.32%		523.89M
-6.72%		581.4M
10.98%		642.6M
10.53%		710.94M
10.63%		N/AN/A
EBIT
YoY % growth
ARCO ebit by date.ARCO ebit by date.
321.544M
21.02%		322.692M
0.36%		364.393M
12.92%		316.93M
-13.03%		356.26M
12.41%		398.82M
11.95%		461.04M
15.60%		635.46M
37.83%		710.94M
11.88%
Operating Margin
ARCO operating margin by date.ARCO operating margin by date.
7.42%7.22%7.79%6.06%6.53%6.86%7.45%N/AN/A
EPS
YoY % growth
ARCO eps by date.ARCO eps by date.
0.85
25.00%		0.72
-15.29%		0.41
-43.06%		0.67
62.95%		0.84
25.19%		0.94
12.20%		1.13
20.65%		N/AN/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%		0.14
42.80%		0.14
19.00%
Revenue
Q2Q % growth		1.256B
16.66%		1.315B
15.12%		1.361B
14.10%
EBITDA
Q2Q % growth		117.7M
28.72%		125.29M
-20.03%		123.99M
-57.55%
EBIT
Q2Q % growth		65.179M
44.37%		69.26M
10.89%		67.847M
-53.90%

All data in USD

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

ARCO Yearly Revenue VS EstimatesARCO Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2B 4B 6B
ARCO Yearly EPS VS EstimatesARCO Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 0 0.5 -0.5 1

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
31.79%
EPS Next 5 Year
28.91%

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
26.49%
EBIT Next 5 Year
22.32%
→ 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 22.92% is expected in the next year compared to the current price of 8.5.

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 ARCOS DORADOS HOLDINGS INC-A (ARCO) 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.

What is the consensus rating for ARCO stock?

The consensus rating for ARCOS DORADOS HOLDINGS INC-A (ARCO) is 81.4286 / 100 . This indicates that analysts generally have a positive outlook on the stock.