Arch Capital Group Ltd.ACGLNASDAQ

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Overview Charts News Fundamentals Key Metrics TTM Financials Earnings Growth Rating Analysts Institutional Peers Historical

Analyst Sentiment

Analysts lean bullish — 56% recommend buying.

Consensus Rating

Buy

18 analysts·Moderate coverage

56%

Rating Distribution

Strong Buy

00%

Buy

1056%

Hold

739%

Sell

16%

Strong Sell

00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Analysts see modest upside — consensus target 8% higher.

Bear Case

$93.00

-4%

Consensus

$104.00

+8%

Bull Case

$125.00

+29%

Price Range18 analysts

Low

Consensus

High

$93.00

$125.00

Current Target

Current Price

$96.71

Upside to Target

$7.29

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$9.42(10 analysts)

P/E9x

Current: 8.7x

Actual

Estimate

Range (Low–High)

Stock Alarm Pro

Forward Growth Estimates (YoY)

FY2027

Rev+4.47%

EPS+8.34%

FY2028

Rev-10.38%

EPS+8.15%

Earnings Surprises

Beat rate:100%(12/12 quarters)

Avg surprise:+23.1%

Beat

Miss

Inline

Estimate

Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Jan 16, 2026Morgan Stanley

Arch Capital (ACGL) Reiterated at Market Outperform by Citizens: Strong Balance Sheet

Target:$125.00

+37.5%from $90.94

Jan 14, 2026Cantor Fitzgerald

Arch Capital price target raised to $97 from $93 at Cantor Fitzgerald

Target:$97.00

+6.9%from $90.77

Jan 8, 2026Barclays

Arch Capital price target raised to $104 from $99 at Barclays

Target:$104.00

+9.3%from $95.16

Jan 7, 2026Goldman Sachs

Arch Capital price target raised to $93 from $84 at Goldman Sachs

Target:$93.00

-2.3%from $95.16

Jan 7, 2026Evercore ISI

Arch Capital price target raised to $100 from $97 at Evercore ISI

Target:$100.00

+5.6%from $94.70

Dec 15, 2025Mizuho Securities

Arch Capital initiated with a Neutral at Mizuho

Target:$95.00

-0.8%from $95.72

Dec 2, 2025Roth Capital

Arch Capital price target lowered to $110 from $125 at Roth Capital

Target:$110.00

+18.1%from $93.16

Nov 24, 2025RBC Capital

Arch Capital resumed with an Outperform at RBC Capital

Target:$108.00

+17.5%from $91.94

Oct 28, 2025Cantor Fitzgerald

Cantor Fitzgerald Reiterates Neutral Rating on Arch Capital (ACGL)

Target:$98.00

+14.7%from $85.45

Oct 14, 2025Goldman Sachs

Arch Capital initiated with a Sell at Goldman Sachs

Target:$88.00

-4.6%from $92.25

Oct 8, 2025Barclays

Arch Capital price target raised to $99 from $93 at Barclays

Target:$99.00

+5.2%from $94.10

May 19, 2025Morgan Stanley

Arch Capital price target raised to $110 from $105 at Morgan Stanley

Target:$110.00

+15.6%from $95.16

May 1, 2025Wells Fargo

Arch Capital price target raised to $108 from $106 at Wells Fargo

Target:$108.00

+20.4%from $89.67

Jan 14, 2025Wells Fargo

Arch Capital price target lowered to $107 from $109 at Wells Fargo

Target:$107.00

+16.0%from $92.25

Nov 6, 2024Capital One Financial

Arch Capital (ACGL) PT Raised to $104 at BMO Capital

Target:$104.00

+8.6%from $95.78

Sep 10, 2024Citigroup

Arch Capital price target raised to $114 from $105 at Citi

Target:$114.00

+2.0%from $111.73

Sep 4, 2024Barclays

Barclays Starts Arch Capital (ACGL) at Equalweight

Target:$120.00

+5.9%from $113.32

Aug 8, 2024Capital One Financial

Arch Capital (ACGL) PT Raised to $98 at BMO Capital

Target:$98.00

+0.3%from $97.68

Jul 31, 2024CFRA

CFRA Upgrades Arch Capital (ACGL) to Strong Buy

Target:$120.00

+25.3%from $95.78

Jul 31, 2024Evercore ISI

Arch Capital price target raised to $104 from $100 at Evercore ISI

Target:$104.00

+5.2%from $98.83

May 1, 2024Wells Fargo

Arch Capital price target raised to $110 from $109 at Wells Fargo

Target:$110.00

+17.6%from $93.54

Apr 30, 2024CFRA

CFRA Downgrades Arch Capital (ACGL) to Buy

Target:$107.00

+14.4%from $93.54

Apr 30, 2024Deutsche Bank

Arch Capital price target raised to $110 from $103 at Deutsche Bank

Target:$110.00

+21.4%from $90.59

Apr 30, 2024JMP Securities

Arch Capital price target raised to $110 from $100 at JMP Securities

Target:$110.00

+20.5%from $91.25

Nov 29, 2022Wells Fargo

Wells Fargo Maintains Overweight on Arch Capital Group, Raises Price Target to $67

Target:$67.00

+14.1%from $58.74

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