Arch Capital Group reported second quarter 2026 results on July 28, with revenue of US$4.67 billion and net income of US$1.06 billion. The stock last closed at US$100.53, which is below a narrative fair value of US$109.84, suggesting it may be about 8.5% undervalued. Analyst consensus price target stands at US$109.84, though individual estimates range from a bullish US$125.00 to a bearish US$95.00. The valuation hinges on factors including catastrophe exposure, specialty premium trends, and future earnings multiples.
Arch Capital Group Ltd.Earnings reported with revenue and net income, and stock trades below fair value and analyst target.