Wells Fargo analyst Elyse Greenspan maintains $Arch Capital (ACGL.US)$ with a buy rating, and adjusts the target price from $110 to $126.
According to TipRanks data, the analyst has a success rate of 64.5% and a total average return of 8.6% 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 marked by numerous global catastrophe events, it is anticipated that the impact of catastrophe losses for property and casualty insurers will be manageable. Looking ahead to Q4, provisional losses from Hurricane Milton have been factored into forecasts, although there is still a degree of uncertainty given the storm's recent landfall. General adjustments within the sector have been made to account for events that unfolded during the quarter and shifts in P/E multiples.
The fundamental outlook for the property and casualty sector is viewed positively heading into the Q3 reports. However, positive expectations, bullish sentiment, and valuations moderate the perspective on stocks in this sector. Key positives include continued firm pricing and the sector's defensive risk profile, though there is a suggestion that expectations for underwriters' margins and brokers' sales growth may be on the optimistic side.
Property & Casualty insurance stocks experienced a successful third quarter as a milder natural catastrophe season and strategic positioning led to new highs. Although Hurricanes Helene and Milton have altered the situation, it's still anticipated that the underwriters will report satisfactory results for the third quarter of 2024.
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富國集團分析師Elyse Greenspan維持$艾奇資本 (ACGL.US)$買入評級，並將目標價從110美元上調至126美元。
根據TipRanks數據顯示，該分析師近一年總勝率為64.5%，總平均回報率為8.6%。
此外，綜合報道，$艾奇資本 (ACGL.US)$近期主要分析師觀點如下：
儘管第三季度遭遇了許多全球災難事件，但預計財產和意外傷害保險公司所承受的災難損失影響將是可控的。展望第四季度，颶風米爾頓帶來的暫定損失已被納入預測，儘管由於風暴最近登陸仍存在一定程度的不確定性。在該板塊內已做出普遍調整，以應對本季度發生的事件以及市盈率的變化。
展望第三季度報告，對財產和意外傷害板塊的基本前景持樂觀態度。然而，積極的預期、看漲情緒以及估值將這一板塊的股票前景緩和。主要利好因素包括持續堅挺的定價和該板塊具有的防禦性風險配置，儘管有跡象表明，承保商利潤率和經紀公司銷售增長預期可能過於樂觀。
財產和意外傷害保險股票在第三季度取得成功，較溫和的自然災害季節和戰略定位導致股價創下新高。儘管颶風海倫和米爾頓已改變了局勢，但預計承保商將在2024年第三季度報告出令人滿意的結果。
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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。
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