Apollo Commercial Real Estate Finance, Inc. (ARI) Stock Forecast

NYSE: ARIAnalyst ratings, price target and estimates.

ARI analyst forecast

as of October 17, 2026
Analyst consensus
Buy
4.00 / 5 from 4 analysts
Price target
$8.00
average of analyst targets
Upside to target
+25.4%
from the latest close
Next earnings
October 29, 2026
EPS estimate $-0.21
52-week range
$6.20 – $11.22

ARI analyst ratings

4 analysts
Strong buy
125%
Buy
250%
Hold
125%
Sell
00%
Strong sell
00%

Number of analysts at each rating.

ARI price target

Price $6.38Target $8.00
52-week low $6.2052-week high $11.22

The average of analyst 12-month price targets compared with the latest close and the 52-week range.

ARI earnings per share estimates

Apollo Commercial Real Estate Finance, Inc. EPS estimates
PeriodAverageLowHighYear agoGrowthAnalysts
Current quarter (Sep '26)$0.05$0.05$0.06$0.23−76.9%3
Current fiscal year (2026)−$2.76−$3.17−$2.35$1.05−362.9%2
Next fiscal year (2027)$0.23$0.17$0.34−$2.76+108.2%3

Consensus EPS estimates; growth compares the average estimate with the year-ago EPS.

ARI revenue estimates

Apollo Commercial Real Estate Finance, Inc. revenue estimates
PeriodAverageLowHighGrowthAnalysts
Current quarter (Sep '26)$0$0$0−100.0%1
Current fiscal year (2026)$42.0M$42.0M$42.0M−74.8%1
Next fiscal year (2027)$0$0$0−100.0%1

ARI EPS: reported and forecast

Reported EPSEstimate (average; low–high)

Fiscal years; "E" marks estimates, the line shows the range from the lowest to the highest estimate.

ARI revenue: reported and forecast

Reported revenueEstimate (average; low–high)

ARI EPS estimate revisions

Apollo Commercial Real Estate Finance, Inc. EPS estimate revisions
Period90 days ago60 days ago30 days ago7 days agoNowChange (90 d)Revisions (30 d)
Current quarter (Sep '26)$0.06$0.05$0.05$0.05$0.05−11.2%0 up · 1 down
Current fiscal year (2026)−$0.45−$0.74−$0.74−$0.74−$2.76+515.5%0 up · 0 down
Next fiscal year (2027)$0.59$0.56$0.23$0.23$0.23−61.8%0 up · 0 down

How the consensus EPS estimate changed over the last 90 days, and how many analysts raised or lowered it in the last 30 days.

ARI earnings surprises

Reported EPSEstimate

Reported EPS vs the consensus estimate for the last 12 quarters; ARI beat in 9 of 12.

What analysts expect from ARI

4 analysts cover Apollo Commercial Real Estate Finance; their consensus rating is buy (4.00 on a 1–5 scale, where 5 is a strong buy). The average price target is $8.00, 25.4% above the latest close of $6.38. Analysts expect earnings of −$2.76 per share for 2026, −362.9% from a year earlier. For 2027 the average estimate is $0.23 per share. Apollo Commercial Real Estate Finance beat the EPS estimate in 9 of the last 12 quarters.

Related: ARI income statement, ARI key metrics, ARI chart. See the ARI stock overview for the latest quote and news.

ARI forecast FAQ

What is Apollo Commercial Real Estate Finance's price target?

The average analyst price target for Apollo Commercial Real Estate Finance is $8.00, 25.4% above the latest close of $6.38.

Is Apollo Commercial Real Estate Finance a buy, hold or sell?

Of 4 analysts covering Apollo Commercial Real Estate Finance, 1 rate it a strong buy, 2 a buy, 1 a hold, 0 a sell and 0 a strong sell, a consensus of buy. Ratings are opinions, not a recommendation from Quotelinks.

What is Apollo Commercial Real Estate Finance's EPS forecast?

Analysts forecast −$2.76 per share for 2026 (range −$3.17 to −$2.35); for 2027 the estimate is $0.23.

What is Apollo Commercial Real Estate Finance's revenue forecast?

The average revenue estimate for 2026 is $42.0 million, growth of −74.8%.

When does Apollo Commercial Real Estate Finance report earnings?

Apollo Commercial Real Estate Finance is expected to report results for the quarter ending September 30, 2026 on October 29, 2026 after the market closes; the EPS estimate is $-0.21.

Does Apollo Commercial Real Estate Finance usually beat earnings estimates?

Apollo Commercial Real Estate Finance reported EPS at or above the analyst estimate in 9 of the last 12 quarters.

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