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Arch Capital Group (ACGL): analyst forecast and price target
Analyst consensus
Moderate Buy5 Buy5 Hold1 Sell
Ratings of 11 analysts in the last 3 months · top analysts only12-month forecast
Based on 11 price targets given in the last 3 months, the average target is $108, the highest $131, the lowest $95.00. The average is +7.1% from the last price of $101.
Analyst ratings 16
| Analyst | Firm | Price target | Rating | Upside | Action | Date | Move vs SPY | |
|---|---|---|---|---|---|---|---|---|
| Bob Huang★★★★★★★★★★#6914 · hits 57% · avg +0.4% | Morgan Stanley | $105 → $100−4.8% | Hold | −1.3% | Downgrade | 13.10.26on TipRanks 05:21 | −0.3%next day +1.9% | ↗ |
| Rowland Mayor★★★★★★★★★★#3491 · hits 72% · avg +7.4% | RBC Capital | $120 | Buy | +18.5% | Reiterated | 12.10.26on TipRanks Oct 13 21:45 | +1.7%next day −0.3% | ↗ |
| Elyse Greenspan★★★★★★★★★★#1014 · hits 60% · avg +7.5% | Wells Fargo | $117 → $107−8.5% | Buy | +5.7% | Reiterated | 12.10.26on TipRanks 06:15 | +1.7%next day −0.3% | ↗ |
| Joshua Shanker★★★★★★★★★★#1027 · hits 61% · avg +7.2% | Bank of America Securities | $129 → $131+1.6% | Buy | +29.4% | Reiterated | 12.10.26on TipRanks 06:15 | +1.7%next day −0.3% | ↗ |
| Meyer Shields★★★★★★★★★★#72 · hits 75% · avg +14.6% | KBW | $99.00 → $95.00−4.0% | Hold | −6.2% | Reiterated | 12.10.26on TipRanks 05:15 | +1.7%next day −0.3% | ↗ |
| Pablo Singzon★★★★★★★★★★#2864 · hits 60% · avg +9.5% | J.P. Morgan | $118 → $113−4.2% | Hold | +11.6% | Reiterated | 09.10.26on TipRanks 10:15 | −1.1%next day +1.7% · 5 days +7.9% | ↗ |
| Ryan Tunis★★★★★★★★★★#10191 · hits 48% · avg −1.8% | Cantor Fitzgerald | $110 → $105−4.5% | Hold | +3.7% | Reiterated | 07.10.26on TipRanks 07:26 | −0.3%next day +2.3% · 5 days +4.4% | ↗ |
| Alex Scott★★★★★★★★★★#1272 · hits 60% · avg +7.0% | Barclays | $106 | Hold | +4.7% | Reiterated | 07.10.26on TipRanks 04:00 | −0.3%next day +2.3% · 5 days +4.4% | ↗ |
| Andrew Kligerman★★★★★★★★★★#731 · hits 68% · avg +11.3% | TD Cowen | $114 | Buy | +12.6% | Reiterated | 01.10.26on TipRanks 10:35 | +1.9%next day −1.4% · 5 days +0.6% | ↗ |
| Robert Cox CFA★★★★★★★★★★#4722 · hits 60% · avg +2.9% | Goldman Sachs | $95.00 | Sell | −6.2% | Reiterated | 30.09.26on TipRanks Oct 1 08:16 | −2.7%next day +1.9% · 5 days +0.2% | ↗ |
| Yaron Kinar★★★★★★★★★★#401 · hits 72% · avg +12.2% | Mizuho Securities | $104 → $100−3.8% | Hold | −1.3% | Reiterated | 15.09.26on TipRanks Sep 16 05:35 | −0.5%next day +0.4% · 5 days −4.5% | ↗ |
| Michael Zaremski★★★★★★★★★★#1261 · hits 66% · avg +9.4% | BMO Capital | $95.00 → $102+7.4% | Hold | +0.7% | Assigned | 04.08.26on TipRanks Aug 5 07:30 | −3.4%next day −0.2% · 5 days −1.2% | ↗ |
| AI Google Insurance - DiversifiedGemini 2.5Pro | TipRanks - Google | $125 → $123−1.6% | Buy | +21.5% | Reiterated | 30.07.26on TipRanks 10:06 | — | |
| AI xAi Insurance - DiversifiedxAI Grok-3 | TipRanks - xAI | $125 → $123−1.6% | Buy | +21.5% | Reiterated | 30.07.26on TipRanks 10:06 | — | |
| AI Anthropic Insurance - DiversifiedAnthropic Opus-4.1 | TipRanks - Anthropic | $115 → $119+3.5% | Buy | +17.5% | Reiterated | 30.07.26on TipRanks 10:06 | — | |
| AI DeepSeek Insurance - DiversifiedDeepSeek R1-0528 | TipRanks - DeepSeek | $120 → $124+3.3% | Buy | +22.4% | Reiterated | 30.07.26on TipRanks 10:06 | — | |
| AI OpenAI Insurance - DiversifiedOpenAI 4o | TipRanks - OpenAI | $125 → $121−3.2% | Buy | +19.5% | Reiterated | 30.07.26on TipRanks 10:06 | — | |
| AI PerPlexity Insurance - DiversifiedPerPlexity SonarPro | TipRanks - PerPlexity | $124 | Buy | +22.4% | Reiterated | 30.07.26on TipRanks 10:06 | — | |
| Harry Fong★★★★★★★★★★#477 · hits 73% · avg +12.0% | Roth MKM | $110 | Buy | +8.6% | Reiterated | 29.07.26on TipRanks 00:30 | −0.3%next day −4.9% · 5 days −10.8% | ↗ |
| Brian Meredith★★★★★★★★★★#214 · hits 77% · avg +12.8% | UBS | $114 → $120+5.3% | Buy | +18.5% | Assigned | 08.07.26on TipRanks 08:50 | −0.5%next day −1.2% · 5 days −4.7% | ↗ |
| Matthew Heimermann★★★★★★★★★★#4015 · hits 69% · avg +7.1% | Citi | $120 → $122+2.1% | Buy | +21.0% | Reiterated | 30.04.26on TipRanks 07:45 | +0.9%next day −1.0% · 5 days −1.7% | ↗ |
| David Motemaden★★★★★★★★★★#1653 · hits 66% · avg +7.4% | Evercore ISI | $100 | Hold | −1.3% | Assigned | 29.04.26on TipRanks 08:50 | −4.5%next day +0.9% · 5 days −1.0% | ↗ |
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The latest rating of each analyst in the last 12 months, as TipRanks lists them. Every rating kept, earlier ones included
Best analysts covering Arch Capital Group
TipRanks picks them by their record on this stock; the figures under the name are their record across all their ratings.
Most accurate
Most profitable
How the average price target moved
The average target of all analysts (their ratings of the 3 months before) on each day, the top analysts’ dashed, against the price; the site keeps this record since 1 October 2026. On 01.10.26: target $109 at a price of $92.36 (+18.4%); now: $108 at $101 (+6.2%).
PriceAverage targetTop analysts’ target
Recommendation trend · top analysts
Strong BuyBuyHoldSell
| Rating | 05.26 | 06.26 | 07.26 | 08.26 | 09.26 | 10.26 |
|---|---|---|---|---|---|---|
| Strong Buy | 0 | 0 | 0 | 0 | 0 | 0 |
| Buy | 8 | 11 | 12 | 12 | 9 | 6 |
| Hold | 10 | 8 | 7 | 8 | 9 | 8 |
| Sell | 0 | 0 | 0 | 0 | 0 | 0 |
Earnings and sales forecast
Next report: 27.10.26 (Q3 2026, date not confirmed)
Earnings per share
Next quarter’s EPS estimate — $2.30 (from $1.86 to $2.68). Last quarter: $2.56.
Sales
Next quarter’s sales estimate — $4.1B (from $3.7B to $4.7B). Last quarter: $4.5B.
Best top-analyst consensus in the sector · Financial
About Arch Capital Group
- CEO: Nicolas Alain Emmanuel Papadopoulo
- Employees: 8,000
- Waterloo House, Pembroke, HM, HM 08, BM
- www.archgroup.com
Arch Capital Group Ltd., together with its subsidiaries, provides insurance, reinsurance, and mortgage insurance products in the United States, Canada, Bermuda, the United Kingdom, Europe, and Australia. The company operates through three segments: Insurance, Reinsurance, and Mortgage. The Insurance segment offers commercial automobile; commercial multiperil; financial and professional line liability; admitted, excess, and surplus casualty lines; property and short-tail specialty; workers compensation; and casualty insurance. Its Reinsurance segment provides reinsurance products for casualty; marine and aviation; property catastrophe; property excluding property catastrophe; and other specialty products. The Mortgage segment offers U.S. primary mortgage insurance business written predominantly on loans sold to the Federal National Mortgage Association and Federal Home Loan Mortgage Corporation; reinsurance and underwriting services related to the U.S. credit-risk transfer business and other U.S. mortgage reinsurance transactions; and international mortgage insurance and reinsurance business covering loans. It markets its products through a group of licensed independent retail and wholesale brokers. The company was formerly known as Risk Capital Holdings, Inc. Arch Capital Group Ltd. was founded in 1995 and is headquartered in Pembroke, Bermuda.
Data from the stock’s TipRanks forecast page, read 38 min ago. It is read again as soon as a new rating appears and at least every 8 hours. TipRanks ↗