Arch Capital Group Ltd.ACGLNASDAQ
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Analyst Sentiment

Analysts lean bullish — 58% recommend buying.

Consensus Rating
Buy
19 analysts·Moderate coverage
58%
Rating Distribution
Strong Buy
00%
Buy
1158%
Hold
737%
Sell
15%
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 7% higher.

Bear Case
$93.00
-6%
Consensus
$106.22
+7%
Bull Case
$125.00
+26%
Price Range19 analysts
Low
Consensus
High
$93.00
$125.00
Current Target
Current Price
$99.21
Upside to Target
$7.01

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

Earnings & Revenue Estimates

2026E$9.42(11 analysts)
P/E8x
Current: 8.3x
Actual
Estimate
Range (Low–High)
Stock Alarm Pro
Forward Growth Estimates (YoY)
FY2027
Rev+3.87%
EPS+6.68%
FY2028
Rev+7.52%
EPS+9.07%

Earnings Surprises

Beat rate:100%(12/12 quarters)
Avg surprise:+19.4%
Beat
Miss
Inline
Estimate
Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Feb 17, 2026UBS
Arch Capital price target raised to $114 from $113 at UBS
Target:$114.00
+14.2%from $99.85
Feb 17, 2026Cantor Fitzgerald
Arch Capital price target raised to $100 from $97 at Cantor Fitzgerald
Target:$100.00
-0.0%from $100.03
Feb 12, 2026Mizuho Securities
Arch Capital price target raised to $102 from $95 at Mizuho
Target:$102.00
+3.4%from $98.61
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