Ares Commercial Real Estate Corporation (ACRE) Price Target Analysis
Updated Jun 18, 2026
Analyst Rating: Buy
Based on 13 analysts13.6% Below Target
ACRE trades 13.6% below Wall Street's consensus target of $5.25.
Current Price$4.62
Average Target$5.25
Target
Current
Low$5.00
Median$5.25
High$5.50
Analyst Target Range
Forward P/E35.6x
(Growth Premium)
PEG Ratio—
Implied Growth+136.1%
(High Growth)
Analyst Spread9.5%
(High Agreement)
Price Forecast (1 Year)
Last 12 months price action with 12-month analyst target path
Consensus Scenario Assumptions
The base valuation assumes ACRE achieves its forward estimates and maintains a stable P/E multiple of 35.6x. This scenario reflects the blended consensus of 13 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
ACRE Price Target Analysis
Updated June 21, 2026As of June 21, 2026, Ares Commercial Real Estate Corporation (ACRE) has a Wall Street consensus price target of $5.25, based on estimates from 13 covering analysts. With the stock currently trading at $4.62, this represents a potential upside of +13.6%. The company has a market capitalization of $256M.
Analyst price targets range from a low of $5.00 to a high of $5.50, representing a 10% spread in expectations. The median target of $5.25 aligns closely with the consensus average. The tight target dispersion indicates high conviction among analysts.
The current analyst consensus rating is Buy, with 5 analysts rating the stock as a Buy or Strong Buy,5 rating it Hold, and 3 rating it Sell or Strong Sell. The mixed ratings reflect uncertainty about near-term direction.
From a valuation perspective, ACRE trades at a trailing P/E of -281.7x and forward P/E of 35.6x. Analysts expect EPS to grow +136.1% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $1.64, with bear and bull scenarios of $1.03 and $2.16 respectively. Model confidence stands at 44/100, suggesting limited visibility into future performance.
Investment Context: Price targets represent analyst expectations for the next 12 months and should be considered alongside your own research. Targets are based on analysts' assumptions about earnings growth, margins, and market conditions which may change. For sector-specific context, view other Real Estate stocks.
Analyst Sentiment Comparison
Industry Peer AnalysisAvg Peer Upside
+32.5%
Industry Consensus
Avg Forward P/E
10.8x
(Value)
Peers with Coverage
9 / 10
Active Analyst Tracking
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
 BXMTBlackstone Mortgage Trust, Inc. | $3.1B | $18.09 | $21.00 | +16.1% | Hold | 12.4x | 18 |
 RCReady Capital Corporation | $289M | $1.75 | $2.50 | +42.9% | Buy | — | 16 |
 TRTXTPG RE Finance Trust, Inc. | $665M | $8.60 | $10.00 | +16.3% | Buy | 8.2x | 11 |
 GPMTGranite Point Mortgage Trust Inc. | $63M | $1.32 | $2.50 | +89.4% | Hold | — | 12 |
 KREFKKR Real Estate Finance Trust Inc. | $454M | $7.06 | $7.00 | -0.8% | Buy | — | 12 |
 BRSPBrightSpire Capital, Inc. | $722M | $5.54 | $6.00 | +8.3% | Buy | 9.0x | 8 |
 ARIApollo Commercial Real Estate Finance, Inc. | $1.4B | $10.83 | $12.00 | +10.8% | Hold | 16.3x | 12 |
 LADRLadder Capital Corp | $1.3B | $10.20 | $13.00 | +27.5% | Buy | 10.2x | 17 |
 FBRTFranklin BSP Realty Trust, Inc. | $649M | $8.43 | $15.33 | +81.9% | Buy | 8.5x | 4 |
 SACHSachem Capital Corp. | $45M | $0.93 | — | — | — | — | — |
ACRE — Frequently Asked Questions
Quick answers to the most common questions about buying ACRE stock.
What is the ACRE stock price target for 2026?
Ares Commercial Real Estate Corporation (ACRE) has a consensus 12-month price target of $5.25, implying 13.6% upside from $4.62. The 13 analysts covering ACRE see moderate appreciation potential.
Is ACRE a buy, sell, or hold?
ACRE has a consensus rating of "Buy" based on 13 Wall Street analysts. The rating breakdown is mixed, with 5 Hold ratings making up the largest segment. The consensus 12-month price target of $5.25 implies 13.6% upside from current levels.
Is ACRE stock overvalued or undervalued?
At a forward P/E of 35.6481x, ACRE trades at a premium valuation. The consensus price target of $5.25 (13.6% upside) suggests analysts still see growth justifying the multiple.
How high can ACRE stock go?
The most bullish Wall Street analyst has a price target of $5.5 for ACRE, while the most conservative target is $5. The consensus of $5.25 represents the median expectation. Our quantitative valuation model projects a bull case target of $2 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
How many analysts cover ACRE stock?
ACRE is moderately covered, with 13 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 5 have Buy ratings, 5 recommend Hold, and 3 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
What is the ACRE stock forecast?
The 12-month ACRE stock forecast based on 13 Wall Street analysts shows a consensus price target of $5.25, with estimates ranging from $5 (bear case) to $5.5 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $2, with bear/bull scenarios of $1/$2.
What is ACRE's fair value based on fundamentals?
Our quantitative valuation model calculates ACRE's fair value at $2 (base case), with a bear case of $1 and bull case of $2. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 44/100.
What is ACRE's forward P/E ratio?
ACRE trades at a forward P/E ratio of 35.6x based on next-twelve-months earnings estimates. The higher forward P/E suggests near-term earnings pressure. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Should I buy ACRE stock?
Wall Street analysts are optimistic on ACRE, with a "Buy" consensus rating and $5.25 price target (13.6% upside). 5 of 13 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
Why do ACRE price targets vary so much?
ACRE analyst price targets range from $5 to $5.5, a 10% tight range reflecting strong analyst consensus. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $5.25 consensus represents the middle ground. Our model's $1-$2 range provides an independent fundamental perspective.
Consensus-Based Analysis Tools
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Peer Comparison
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