
Arch Capital (ACGL) Stock Forecast & Price Target
Arch Capital (ACGL) Analyst Ratings
Bulls say
Arch Capital Group Ltd has demonstrated impressive growth, particularly within its Insurance unit, which experienced a notable increase in top-line performance due to the strategic acquisition of Allianz's U.S. MidCorp and Entertainment businesses. The Reinsurance segment has also expanded significantly, becoming the largest contributor to Arch's business by net written premium, with gross written premiums rising dramatically from $1.9 billion in 2018 to over $11 billion in 2024, benefiting from favorable market conditions. Furthermore, the company's robust financial health is underscored by significant net investment income growth and anticipated book value per share growth to approximately $75 by year-end 2027, driven by strong operating earnings, effective capital generation, and consistent underwriting profits.
Bears say
Arch Capital Group's property premiums experienced a significant decline of 13.5% year-over-year in the second quarter of 2025, indicative of broader challenges within the insurance sector. Projections indicate that underwriting income could decline by approximately 25% by 2027, reflecting an expected deterioration of around 18% in overall underwriting income contribution compared to fiscal year 2025. Additionally, increasing risks such as high social inflation and the potential for large catastrophe losses pose serious threats to the company’s financial stability and reserve adequacy.
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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