
Arch Capital (ACGL) Stock Forecast & Price Target
Arch Capital (ACGL) Analyst Ratings
Bulls say
Arch Capital Group Ltd has demonstrated robust growth in its Insurance unit, notably bolstered by the acquisition of Allianz's US MidCorp and Entertainment businesses, contributing to a strong top-line year-to-date. The Reinsurance segment has emerged as the largest component of the company's operations, scaling gross written premiums significantly from $1.9 billion in 2018 to over $11 billion in 2024, aided by favorable market conditions. Additionally, the company has seen substantial net investment income growth due to rising global yields, positioning it for increased book value per share growth, strong capital generation, and improved underwriting margins moving forward.
Bears say
Arch Capital Group Ltd is facing a deteriorating outlook, highlighted by a 13.5% year-over-year decline in property premiums in the second quarter of 2025. Projections indicate a near-term peak in earnings contribution for 2025, followed by an anticipated 25% decrease in underwriting income by 2027, coupled with an overall 18% decline in underwriting income contribution compared to 2025 estimates. Additionally, there are significant risks associated with high social inflation potentially accelerating and large catastrophe losses that could adversely impact the company’s book value.
This aggregate rating is based on analysts' research of Arch Capital and is not a guaranteed prediction by Public.com or investment advice.
Arch Capital (ACGL) Analyst Forecast & Price Prediction
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