ACGL
Arch Capital Group Ltd. · Financial Services · Insurance - Diversified
TECHSellZACKSHold
R500#394 today
$93.60
-0.70% today · -1.12% 1W
Oct 2 close or latest
PreviewWhy it's moving
Underperforming without a clear catalyst yet
- ACGL −0.70% on the last session vs SPY +0.74%: −1.4 pts of stock-specific move.
- Aftermath, big gain (Oct 1): After its 64 big gains in the past 5 years, ACGL typically gained 0.2% over the next day (median) and was higher 55% of the time; half the outcomes fell between -0.7% and +1.0%. An ordinary day: +0.1%. Among S&P 500 stocks after big gains, that ranks #130 of 500.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Oct 27
After the close · in 23 days
EPS estimate
$1.96
$1.51 to $2.67 · 19 analysts
Revenue estimate
$3.9B
$3.8B to $4.0B
Track record
8/8 beats
last 8 reports · moved ±2.5% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Jul 28, 2026 AMC | 2Q2026 | $2.46 | $2.56 | +$0.10 (+4.0%) beat | $4.0B | -1.8% -0.3 vs SPY | -4.2% | -6.5% |
| Apr 28, 2026 AMC | 1Q2026 | $2.46 | $2.50 | +$0.04 (+1.5%) beat | $4.3B | -4.5% -4.5 vs SPY | -1.2% | -3.0% |
| Feb 9, 2026 AMC | 4Q2025 | $2.57 | $2.98 | +$0.41 (+15.8%) beat | $3.6B | +1.9% +2.1 vs SPY | -0.2% | +2.9% |
| Oct 27, 2025 AMC | 3Q2025 | $2.25 | $2.77 | +$0.52 (+22.9%) beat | $4.0B | -1.4% -1.7 vs SPY | +1.3% | +0.1% |
| Jul 29, 2025 AMC | $2.30 | $2.58 | +$0.28 (+12.2%) beat | — | -0.6% -0.5 vs SPY | +4.3% | +3.0% | |
| Apr 29, 2025 AMC | $1.31 | $1.54 | +$0.23 (+17.6%) beat | — | -1.9% -1.9 vs SPY | -4.3% | +0.7% | |
| Feb 10, 2025 AMC | $1.80 | $2.26 | +$0.46 (+25.6%) beat | — | -2.0% -2.1 vs SPY | -2.1% | -3.4% | |
| Oct 30, 2024 AMC | $2.10 | $2.56 | +$0.46 (+21.9%) beat | — | -6.3% -4.3 vs SPY | -2.9% | -3.3% | |
| Jul 30, 2024 AMC | $2.21 | $2.57 | +$0.36 (+16.3%) beat | — | -2.5% -4.1 vs SPY | +2.0% | -1.6% | |
| Apr 29, 2024 AMC | $2.09 | $2.45 | +$0.36 (+17.2%) beat | — | +2.5% +4.1 vs SPY | +1.4% | +6.5% | |
| Feb 14, 2024 AMC | $2.01 | $2.49 | +$0.48 (+23.9%) beat | — | +3.0% +2.3 vs SPY | +1.8% | +1.1% | |
| Oct 30, 2023 AMC | $1.57 | $2.31 | +$0.74 (+47.1%) beat | — | +4.6% +4.0 vs SPY | +2.8% | +2.8% | |
| Jul 26, 2023 AMC | $1.59 | $1.92 | +$0.33 (+20.8%) beat | — | -2.9% -2.3 vs SPY | +3.3% | -5.8% | |
| Apr 26, 2023 AMC | $1.45 | $1.73 | +$0.28 (+19.3%) beat | — | +2.2% +0.2 vs SPY | +0.5% | +4.6% | |
| Feb 13, 2023 AMC | $1.34 | $2.14 | +$0.80 (+59.7%) beat | — | +1.6% +1.6 vs SPY | +1.1% | +3.5% | |
| Oct 26, 2022 AMC | $0.18 | $0.28 | +$0.10 (+55.6%) beat | — | +5.9% +6.5 vs SPY | +2.0% | +15.2% | |
| Jul 27, 2022 AMC | $1.07 | $1.34 | +$0.27 (+25.2%) beat | — | -2.2% -3.5 vs SPY | +1.6% | -1.8% | |
| Apr 27, 2022 AMC | $1.07 | $1.10 | +$0.03 (+2.8%) beat | — | -2.4% -5.0 vs SPY | -3.9% | -1.3% | |
| Feb 9, 2022 AMC | $0.99 | $1.27 | +$0.28 (+28.3%) beat | — | -1.8% 0.0 vs SPY | +0.5% | -1.3% | |
| Oct 27, 2021 AMC | $0.35 | $0.74 | +$0.39 (>+100%) beat | — | -0.7% -1.6 vs SPY | +1.4% | +2.2% | |
| Jul 28, 2021 AMC | $0.84 | $1.00 | +$0.16 (+19.0%) beat | — | — | — | — | |
| Apr 27, 2021 AMC | $0.45 | $0.59 | +$0.14 (+31.1%) beat | — | — | — | — | |
| Feb 9, 2021 AMC | $0.38 | $0.56 | +$0.18 (+47.4%) beat | — | — | — | — | |
| Oct 29, 2020 AMC | $0.17 | $0.29 | +$0.12 (+70.6%) beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $1.96 (19) | $1.51 – $2.67 | -29% | +6.3% | ▲6 ▼8 | $3.9B | -2% |
| Next quarter · Dec 31, 2026 | $2.49 (17) | $2.28 – $2.69 | -17% | -0.5% | ▲4 ▼11 | $3.6B | -2% |
| Current year · Dec 31, 2026 | $9.50 (20) | $8.97 – $10.23 | -4% | +2.3% | ▲15 ▼2 | $15.8B | -4% |
| Next year · Dec 31, 2027 | $9.76 (20) | $9.08 – $10.69 | +3% | -1.3% | ▲7 ▼9 | $16.0B | +1% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.