Apollo Commercial Real Estate Finance, Inc. (ARI) — Analyst outlook / Analyst consensus target is. Based on 12 analyst ratings, the consensus is bullish — 2 Buy, 9 Hold, 1 Sell.
The consensus price target is $12.00 (low: $10.50, high: $13.50), representing an upside of 8.4% from the current price $11.07.
Analysts estimate Earnings Per Share (EPS) of $0.35 and revenue of $0.31B for the next fiscal year.
Earnings Per Share (EPS) track record: 2024: actual $-0.86 vs est $0.35 (missed -347.7%). 2025: actual $0.81 vs est $0.98 (missed -17.2%). Analyst accuracy: 19%.
ARI Stock — 12-Month Price Forecast
$12.00
▲ +8.40% Upside
Average Price Target
Based on 12 Wall Street analysts offering 12-month price targets for Apollo Commercial Real Estate Finance, Inc., the average price target is $12.00, with a high forecast of $13.50, and a low forecast of $10.50.
The average price target represents a +8.40% change from the last price of $11.07.
Highest Price Target
$13.50
Average Price Target
$12.00
Lowest Price Target
$10.50
ARI Analyst Ratings
Hold
Based on 12 analysts giving stock ratings to Apollo Commercial Real Estate Finance, Inc. in the past 3 months
EPS Estimates — ARI
19%
Analyst Accuracy
Inaccurate
2 years compared
Actual vs Estimate
2024
Actual –$0.86
vs Est $0.35
▼ 140.4% off
2025
Actual $0.81
vs Est $0.98
▼ 20.7% off
Profitability Outlook
Company has mixed profitability — some years profitable, some at a loss. EPS trend is improving.
Revenue Estimates — ARI
68%
Analyst Accuracy
Fair
2 years compared
Actual vs Estimate
2024
Actual $0.304B
vs Est $0.311B
▼ 2.3% off
2025
Actual $0.710B
vs Est $0.271B
▲ 61.8% off
Revenue Trend
Strong revenue growth over the period shown. Analysts forecast revenue contraction ahead.
