APOLLO COMMERCIAL REAL ESTAT (ARI) Forecast, Price Target & Analyst Ratings

NYSE:ARI • US03762U1051

Current stock price

10.43 USD
-0.21 (-1.97%)
At close:
10.42 USD
-0.01 (-0.1%)
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 APOLLO COMMERCIAL REAL ESTAT (ARI).

Forecast Snapshot

Consensus Price Target

Price Target
$11.32
+ 8.55% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
Apr 22, 2026
Period
Q1 / 2026
EPS Estimate
$0.21
Revenue Estimate
45.955M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
82.22%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$11.32
Upside
+ 8.55%
From current price of $10.43 to mean target of $11.32, Based on 9 analyst forecasts
Low
$9.60
Median
$11.73
High
$12.60

Price Target Revisions

1 Month
1.37%
3 Months
5.21%

Price Target Summary

9 Wall Street analysts provided a forecast for the next 12 months for ARI. The average price target is 11.32 USD. This implies a price increase of 8.55% is expected in the next year compared to the current price of 10.43.
The average price target has been revised upward by 5.21% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

ARI Current Analyst RatingARI 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

ARI Historical Analyst RatingsARI 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
82.22%
ARI was analyzed by 9 analysts. The buy percentage consensus is at 82. So analysts seem to be very confident about ARI.
In the previous month the buy percentage consensus was at a similar level.
ARI was analyzed by 9 analysts. More opinions would make the average more meaningful.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-02-12Keefe, Bruyette & WoodsMaintains Outperform -> Outperform
2025-11-03JP MorganMaintains Overweight -> Overweight
2025-10-20JP MorganUpgrade Neutral -> Overweight
2025-10-09Keefe, Bruyette & WoodsMaintains Outperform -> Outperform
2025-07-15UBSMaintains Neutral -> Neutral
2025-07-10Keefe, Bruyette & WoodsMaintains Outperform -> Outperform
2025-05-21UBSMaintains Neutral -> Neutral
2025-04-29Keefe, Bruyette & WoodsMaintains Outperform -> Outperform
2025-04-29JMP SecuritiesReiterate Market Perform -> Market Perform
2025-04-28JP MorganMaintains Neutral -> Neutral
2025-04-16UBSMaintains Neutral -> Neutral
2025-04-16JP MorganMaintains Neutral -> Neutral
2025-04-07Keefe, Bruyette & WoodsUpgrade Market Perform -> Outperform
2025-02-25UBSMaintains Neutral -> Neutral
2025-01-14Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2024-11-15UBSMaintains Neutral -> Neutral
2024-10-17JP MorganMaintains Neutral -> Neutral
2024-07-16JP MorganMaintains Neutral -> Neutral
2024-05-01Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2024-04-10JP MorganMaintains Neutral -> Neutral
2024-03-04B of A SecuritiesDowngrade Neutral -> Underperform
2023-12-06UBSInitiate Neutral
2023-08-02JP MorganUpgrade Underweight -> Neutral
2023-04-24JP MorganMaintains Underweight
2023-04-13Keefe, Bruyette & WoodsMaintains Market Perform

Next Earnings Forecast Details

Next Earnings Details

Release Date
Apr 22, 2026
Period
Q1 / 2026
EPS Estimate
$0.21
Revenue Estimate
45.955M
Revenue Q2Q
16.39%
EPS Q2Q
-11.63%
Number of Analysts
6

Next Earnings Revisions

Revenue (1 Month)
-3.12%
Revenue (3 Months)
-2.15%
EPS (1 Month)
0.00%
EPS (3 Months)
1.20%

Next Earnings Summary

ARI is expected to report earnings on 4/22/2026. The consensus EPS estimate for the next earnings is 0.21 USD and the consensus revenue estimate is 45.95M USD.
The next earnings revenue estimate has been revised downward by 2.15% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2027

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

2023 2024 2025 2026 2027
Revenue
YoY % growth
ARI revenue by date.ARI revenue by date.
810.701M
41.20%		807.62M
-0.38%		731.678M
-9.40%		215.13M
-70.60%		183.62M
-14.65%
EBITDA
YoY % growth
ARI ebitda by date.ARI ebitda by date.
204.334M
11.54%		156.219M
-23.55%		124.801M
-20.11%		N/AN/A
EBIT
YoY % growth
ARI ebit by date.ARI ebit by date.
196.086M
7.45%		144.551M
-26.28%		113.628M
-21.39%		60.045M
-47.16%		127.97M
113.12%
Operating Margin
ARI operating margin by date.ARI operating margin by date.
24.19%17.90%15.53%27.91%69.69%
EPS
YoY % growth
ARI eps by date.ARI eps by date.
1.10
-20.29%		1.33
20.91%		1.06
-20.30%		0.77
-26.95%		1.13
45.43%

All data in USD

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

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26
EPS
Q2Q % growth		0.21
-11.63%		0.20
-21.34%		0.24
-20.55%		0.31
17.83%
Revenue
Q2Q % growth		45.955M
16.39%		46.359M
7.64%		48.48M
21.09%		49.036M
11.19%
EBITDA
Q2Q % growth		N/AN/AN/AN/A
EBIT
Q2Q % growth		14.292M
-47.80%		14.544M
-55.03%		22.291M
-7.49%		N/A

All data in USD

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

ARI Yearly Revenue VS EstimatesARI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 200M 400M 600M 800M
ARI Yearly EPS VS EstimatesARI Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 0.5 1 1.5

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

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

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
N/A
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

APOLLO COMMERCIAL REAL ESTAT / ARI Forecast FAQ

Can you provide the average price target for APOLLO COMMERCIAL REAL ESTAT stock?

9 analysts have analysed ARI and the average price target is 11.32 USD. This implies a price increase of 8.55% is expected in the next year compared to the current price of 10.43.

What is the next earnings date for ARI stock?

APOLLO COMMERCIAL REAL ESTAT (ARI) will report earnings on 2026-04-22.

What are the consensus estimates for APOLLO COMMERCIAL REAL ESTAT (ARI) next earnings?

The consensus EPS estimate for the next earnings of APOLLO COMMERCIAL REAL ESTAT (ARI) is 0.21 USD and the consensus revenue estimate is 45.95M USD.

How many analysts have analysed APOLLO COMMERCIAL REAL ESTAT (ARI)?

The number of analysts covering APOLLO COMMERCIAL REAL ESTAT (ARI) is 9.