Ares Commercial Real Estate Corporation

Ares Commercial Real Estate Corporation

ACREยทNYSE

$4.89

-2.8%
Real EstateREIT - Mortgage

Ares Commercial Real Estate Corporation, a specialty finance company, originates and invests in commercial real estate (CRE) loans and related investments in the United States. The company provides a range of financing solutions for the owners, operators, and sponsors of CRE properties. It originates senior mortgage loans, subordinate debt products, mezzanine loans, real estate preferred equity investments, and other CRE investments, including commercial mortgage backed securities. The company has elected and qualified to be taxed as a real estate investment trust for the United States federal income tax purposes under the Internal Revenue Code of 1986. Ares Commercial Real Estate Management LLC operates as the manager of the company. The company was incorporated in 2011 and is based in New York, New York.

At a Glance

Live Snapshot
Market Cap$271.30M
EPS-0.0164
P/E Ratio-298.17
Earnings Date08/04/2026
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Ares Commercial Real Estate Corporation Street Expectations Map

ACRE ยท NYSE

Wall Street analysts project that ACRE stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 5.25, with estimates ranging from a low of 5.00 to a high of 5.50.

Lowest Target
5.00
2.25%
Consensus Target
5.25
7.36%
Highest Target
5.50
12.47%

The consensus 1-year price target stands at 5.25, with estimates ranging from a low of 5.00 to a high of 5.50.

Analyst Consensus Analysis

Upside Potential

+7.4%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

9.5% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Ares Commercial Real Estate Corporation Forward Estimates of Revenue

ACRE ยท NYSE
Latest Revenue
85.35M
FY 2025
Avg Estimate
45.50M
FY 2026
Estimate Range
38.56M - 51.32M
Analyst Spread

Forward Growth Analysis

Projected Growth-46.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread28%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Ares Commercial Real Estate Corporation Forward Estimates of Net Income

ACRE ยท NYSE
Latest Net Income
-902.00K
FY 2025
Avg Estimate
5.50M
FY 2026
Estimate Range
4.95M - 6.05M
Analyst Spread

Forward Growth Analysis

Projected Growth+709.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread20%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Ares Commercial Real Estate Corporation Forward Estimates of EPS

ACRE ยท NYSE
Latest EPS
-0.02
FY 2025
Avg Estimate
$0.10
FY 2026
Estimate Range
$0.09 - $0.11
Analyst Spread

Forward Growth Analysis

Projected Growth+715.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread20%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Ares Commercial Real Estate Corporation Forward Estimates of EBIT

ACRE ยท NYSE
Latest EBIT
61.78M
FY 2025
Avg Estimate
1.85M
FY 2026
Estimate Range
1.57M - 2.09M
Analyst Spread

Forward Growth Analysis

Projected Growth-97.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread28%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Ares Commercial Real Estate Corporation Forward Estimates of EBITDA

ACRE ยท NYSE
Latest EBITDA
70.19M
FY 2025
Avg Estimate
5.45M
FY 2026
Estimate Range
4.62M - 6.15M
Analyst Spread

Forward Growth Analysis

Projected Growth-92.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread28%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Ares Commercial Real Estate Corporation Forward Estimates of SG&A Expense

ACRE ยท NYSE
Latest SG&A Expense
9.80M
FY 2025
Avg Estimate
219.83M
FY 2026
Estimate Range
186.30M - 247.94M
Analyst Spread

Forward Growth Analysis

Projected Growth+2143.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread28%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Ares Commercial Real Estate Corporation Insider Positioning

ACRE ยท NYSE

During the last 12 months, insiders have sold $175K worth of ACRE shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

35.6K

175.35K

Net Activity

-175K

-$175K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
DBP

Donohoe Bryan Patrick

Officer: Chief Executive Officer

21.8K sharesโ€ข1 transactions

$107K

2
FA

Feingold Anton

Officer: Gen. Counsel Vp And Secretary

7.6K sharesโ€ข1 transactions

$37K

3
GJM

Gonzales Jeffrey Michael

Officer: Cfo And Treasurer

6.2K sharesโ€ข1 transactions

$31K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $175K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

3 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.