What is ACGL stock price target for 2026?

WallStSmart's 12-month price target for Arch Capital Group Ltd is $93.98, representing 1.4% upside from the current price of $92.72.

What is ACGL stock forecast?

Arch Capital Group Ltd forecast includes bull, base, and bear case scenarios from 2026 through 2030. Revenue and EPS projections are derived from analyst consensus and conservative extrapolation with growth deceleration for outer years.

ACGL

Arch Capital Group Ltd

NASDAQ: ACGL · FINANCIAL SERVICES · INSURANCE - DIVERSIFIED

$92.72

-4.47% today

Updated 2026-04-29

Market cap

$34.58B

P/E ratio

8.37

P/S ratio

1.74x

EPS (TTM)

$11.60

Dividend yield

—

52W range

$82 – $103

Volume

1.9M

Market cap

$34.58B

P/E ratio

8.37

P/S ratio

1.74x

EPS (TTM)

$11.60

Dividend yield

—

52W range

$82 – $103

Volume

1.9M

Arch Capital Group Ltd (ACGL) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current

$92.72

Consensus

$108.79

+17.33%

2030 Target

$735.22

+692.95%

DCF

—

Current price

$92.72

Analyst consensus

$108.79

+17.33%

2030 Target

$735.22

+692.95%

Intrinsic (DCF)

—

15 analysts:

4 Buy7 Hold1 Sell

Management guidance

No specific CEO revenue targets for 2026-2030 found in available data. Management has historically focused on underwriting profitability and ROE metrics rather than revenue growth guidance. Recent Q4 2025 earnings emphasized strong underwriting discipline and capital management.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range

Bull case (2030)

$1,228.60

$21.9B Rev × 20x P/S

Base case (2030)

$735.22

$21.9B Rev × 12x P/S

Bear case (2030)

$493.37

$21.9B Rev × 8x P/S

Financial forecast — research-backed

Metric	2023	2024	2025	2026 (E)	2027 (E)	2028 (E)	2029 (E)	2030 (E)
Revenue	$13.3B	$17.4B	$19.9B	$17.7B	$18.3B	$19.2B	$20.4B	$21.9B
Revenue growth	—	31.2%	14.3%	-11.4%	3.7%	4.7%	6.5%	7.0%
EPS	$8.45	$9.43	$9.87	$9.58	$10.33	$10.95	$11.85	$12.95
P/S ratio	—	—	—	12.0x	12.0x	12.0x	12.0x	12.0x
Implied price	—	—	—	$590.11	$619.14	$648.16	$686.85	$735.22

Catalysts & risks

Growth catalysts

+ Expansion of specialty insurance offerings (cyber insurance into Canada, property insurance new verticals)

+ Strong underwriting discipline maintaining 22%+ profit margins amid competitive market

+ Potential for increased premiums as reinsurance costs and catastrophe losses reshape industry pricing

Key risks

- 2026 projected revenue decline of -11.4% driven by prior year catastrophe losses impacting underwriting capacity

- Catastrophe loss exposure in property/casualty insurance segment creating earnings volatility

- Potential for margin compression if competitive pricing intensifies in core underwriting segments

Methodology

Arch Capital Group Ltd's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 15 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.