Analyst Consensus ?
ConsensusHold34 ratings
Bullish1544.1%
Neutral1750.0%
Bearish25.9%
FN2 Earnings Intelligence
Arch Capital Group Ltd. analyst ratings
Arch Capital Group Ltd. (ACGL) analyst consensus, price targets, and firm-level rating history from FN2 Research.
Analyst 52W Price Targets
$101.47Current
$44Low
$102.22Average
$126High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 28, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Morgan Stanley | Equal Weight | Overweight | Downgrade | Oct 13, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Oct 12, 2026 |
| Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintain | Oct 12, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Oct 9, 2026 |
| Cantor Fitzgerald | Neutral | Neutral | Maintain | Oct 7, 2026 |
| Mizuho | Neutral | Neutral | Maintain | Sep 16, 2026 |
| BMO Capital | Market Perform | Market Perform | Maintain | Aug 5, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Jul 30, 2026 |
| Roth Capital | Buy | Buy | Maintain | Jul 29, 2026 |
| B of A Securities | Buy | Buy | Maintain | Jul 29, 2026 |
| UBS | Buy | Buy | Maintain | Jul 8, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Jul 7, 2026 |
| Citigroup | Buy | Buy | Maintain | Apr 30, 2026 |
| Goldman Sachs | Sell | Sell | Maintain | Jan 8, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | Jan 7, 2026 |
| Jefferies | Hold | Buy | Downgrade | Jun 10, 2025 |
| JMP Securities | Market Outperform | Market Outperform | Maintain | Apr 30, 2025 |
| TD Cowen | Buy | Buy | Maintain | Sep 20, 2024 |
| Roth MKM | Buy | Buy | Maintain | Aug 23, 2024 |
| Deutsche Bank | Buy | Buy | Maintain | Jul 1, 2024 |
| Wolfe Research | Outperform | Outperform | Maintain | Oct 12, 2021 |
| Credit Suisse | Neutral | Neutral | Maintain | Jan 11, 2021 |
| CFRA | Buy | Buy | Maintain | Feb 12, 2020 |
| MKM Partners | Buy | Buy | Maintain | Oct 30, 2019 |
| Buckingham Research | Neutral | Neutral | Maintain | Sep 12, 2019 |
| Buckingham | Neutral | Neutral | Maintain | Sep 12, 2019 |
| Bank of America | Underperform | Underperform | Maintain | Aug 1, 2018 |
| Keefe Bruyette & Woods | Outperform | Market Perform | Upgrade | Mar 22, 2018 |
| Nomura | Neutral | Neutral | Maintain | Nov 11, 2015 |
| Sterne Agee CRT | Neutral | Neutral | Maintain | Sep 21, 2015 |
| Macquarie | Neutral | Outperform | Downgrade | Apr 15, 2013 |
| Stifel Nicolaus | Hold | Buy | Downgrade | Dec 10, 2012 |
| Stifel | Hold | Buy | Downgrade | Dec 10, 2012 |
| Evercore Partners | Overweight | Overweight | Maintain | Feb 16, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $101.48. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Morgan Stanley | Bob Huang | $100 | $97.16 | -1.5% | Oct 13, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $105 | $94.82 | +3.5% | Oct 7, 2026 |
| Mizuho Securities | Yaron Kinar | $100 | $97.04 | -1.5% | Sep 16, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $110 | $101.44 | +8.4% | Aug 3, 2026 |
| RBC Capital | Analyst unavailable | $120 | $99.93 | +18.3% | Jul 30, 2026 |
| Atlantic Equities | Analyst unavailable | $126 | $99.14 | +24.2% | Jul 15, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $102 | $102.01 | +0.5% | Jul 9, 2026 |
| Mizuho Securities | Analyst unavailable | $104 | $102.01 | +2.5% | Jul 9, 2026 |
| UBS | Brian Meredith | $120 | $102.35 | +18.3% | Jul 8, 2026 |
| Morgan Stanley | Analyst unavailable | $105 | $94.53 | +3.5% | May 1, 2026 |
| UBS | Brian Meredith | $114 | $99.85 | +12.3% | Feb 17, 2026 |
| Cantor Fitzgerald | Ryan Tunis | $100 | $100.03 | -1.5% | Feb 17, 2026 |
| Mizuho Securities | Yaron Kinar | $102 | $98.61 | +0.5% | Feb 12, 2026 |
| Morgan Stanley | Analyst unavailable | $125 | $90.94 | +23.2% | Jan 16, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $97 | $90.77 | -4.4% | Jan 14, 2026 |
| Barclays | Alex Scott | $104 | $95.16 | +2.5% | Jan 8, 2026 |
| Goldman Sachs | Robert Cox | $93 | $95.16 | -8.4% | Jan 7, 2026 |
| Evercore ISI | David Motemaden | $100 | $94.7 | -1.5% | Jan 7, 2026 |
| Mizuho Securities | Analyst unavailable | $95 | $95.72 | -6.4% | Dec 15, 2025 |
| Roth Capital | Analyst unavailable | $110 | $93.16 | +8.4% | Dec 2, 2025 |
| RBC Capital | Analyst unavailable | $108 | $91.94 | +6.4% | Nov 24, 2025 |
| Cantor Fitzgerald | Ryan Tunis | $98 | $85.45 | -3.4% | Oct 28, 2025 |
| Goldman Sachs | Analyst unavailable | $88 | $92.25 | -13.3% | Oct 14, 2025 |
| Barclays | Analyst unavailable | $99 | $94.1 | -2.4% | Oct 8, 2025 |
| Morgan Stanley | Bob Huang | $110 | $95.16 | +8.4% | May 19, 2025 |
| Wells Fargo | Elyse Greenspan | $108 | $89.67 | +6.4% | May 1, 2025 |
| Wells Fargo | Elyse Greenspan | $107 | $92.25 | +5.4% | Jan 14, 2025 |
| Capital One Financial | Michael Zaremski | $104 | $95.78 | +2.5% | Nov 6, 2024 |
| Citigroup | Michael Ward | $114 | $111.73 | +12.3% | Sep 10, 2024 |
| Barclays | Alex Scott | $120 | $113.32 | +18.3% | Sep 4, 2024 |
| Capital One Financial | Michael Zaremski | $98 | $97.68 | -3.4% | Aug 8, 2024 |
| CFRA | Catherine Seifert | $120 | $95.78 | +18.3% | Jul 31, 2024 |
| Evercore ISI | David Motemaden | $104 | $98.83 | +2.5% | Jul 31, 2024 |
| Wells Fargo | Elyse Greenspan | $110 | $93.54 | +8.4% | May 1, 2024 |
| CFRA | Catherine Seifert | $107 | $93.54 | +5.4% | Apr 30, 2024 |
| Deutsche Bank | Cave Montazeri | $110 | $90.59 | +8.4% | Apr 30, 2024 |
| JMP Securities | Matthew Carletti | $110 | $91.25 | +8.4% | Apr 30, 2024 |
| Wells Fargo | Analyst unavailable | $67 | $58.74 | -34.0% | Nov 29, 2022 |
| Morgan Stanley | Analyst unavailable | $56 | $57.62 | -44.8% | Nov 22, 2022 |
| Morgan Stanley | Analyst unavailable | $52 | $47.44 | -48.8% | Aug 19, 2022 |
| Barclays | Analyst unavailable | $52 | $42.7 | -48.8% | Jul 14, 2022 |
| Morgan Stanley | Analyst unavailable | $50 | $45.42 | -50.7% | May 23, 2022 |
| J.P. Morgan | Jimmy Bhullar | $44 | $39.95 | -56.6% | Jul 1, 2021 |
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