BofA Securities analyst Joshua Shanker maintains $Arch Capital (ACGL.US)$ with a buy rating, and sets the target price at $135.
According to TipRanks data, the analyst has a success rate of 64.4% and a total average return of 11.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Arch Capital (ACGL.US)$'s main analysts recently are as follows:
Despite Q3 being a period of numerous global catastrophe events, it's anticipated that the third-quarter catastrophe losses will be 'manageable' for property and casualty insurers. Projections for Q4 are currently accommodating 'placeholder' losses for Hurricane Milton, though there's an acknowledgment of the prevailing uncertainty as the storm has only recently reached land. Adjustments in the group's targets reflect both the quarter's occurrences and various changes in P/E multiples.
The fundamental outlook for the property and casualty sector continues to be positive heading into Q3 reports. However, the current optimistic expectations, positive sentiment, and valuations somewhat moderate the perspective on stocks. Key advantages include sustained firm pricing and the sector's defensive risk profile. Nonetheless, there are optimistic expectations regarding margins for underwriters and sales growth for brokers.
Property & Casualty insurance stocks performed well in the third quarter, with a milder natural catastrophe season and market positioning propelling stocks to new heights. Despite the changing dynamics brought on by Hurricane Helene and Hurricane Milton, it is anticipated that the underwriters will report satisfactory results for the third quarter of 2024.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美銀證券分析師Joshua Shanker維持$艾奇資本 (ACGL.US)$買入評級，目標價135美元。
根據TipRanks數據顯示，該分析師近一年總勝率為64.4%，總平均回報率為11.3%。
此外，綜合報道，$艾奇資本 (ACGL.US)$近期主要分析師觀點如下：
儘管第三季度是全球多起災難事件發生的時期，但預計財產和意外傷害保險公司的第三季度災難損失將是「可控的」。目前，第四季度的預測正在納入颶風米爾頓的「預留」損失，雖然對於這場風暴才剛剛登陸的現存不確定性有所認識。集團目標的調整反映了本季度發生的事情和市盈率倍數的各種變化。
財產和意外傷害板塊的基本展望繼續積極，進入第三季度報告。然而，當前的樂觀預期、積極情緒以及估值在一定程度上緩和了股票的展望。關鍵優勢包括持續穩健的定價和板塊的防禦性風險配置。儘管對於承保人的利潤率和經紀人的銷售增長存在樂觀預期。
財產和意外傷害保險股票在第三季度表現良好，較溫和的自然災害季節和市場定位推動股票創下新高。儘管颶風海倫和颶風米爾頓帶來的動態變化，但預計承保人將報告2024年第三季度令人滿意的業績。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
