Ares Commercial Real Estate Corporation ACRE

ACRE expands loan portfolio by 36% year-over-year while navigating nonaccrual asset resolutions and maintaining a stable book value of $8.82 per share.

Moby summary of Ares Commercial Real Estate Corporation's Q2 2026 earnings call

Ares Commercial Real Estate (ACRE) delivered earnings and revenue surprises of +50.00% and +4.65%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Ares Commercial Real Estate Corporation (the "Company") (NYSE: ACRE), a specialty finance company primarily engaged in directly originating and investing in commercial real estate loans and related investments, reported generally accepted accounting principles ("GAAP") net income of $4.4 million or $0.08 per diluted common share and Distributable Earnings1 of $6.9 million or $0.12 per diluted common share for the second quarter of 2026.

Ares Commercial Real Estate Corporation (NYSE: ACRE) announced today that it will report earnings for the second quarter ended June 30, 2026 on Tuesday, August 4, 2026 prior to the opening of the New York Stock Exchange. Ares Commercial Real Estate Corporation will hold its webcast/conference call on the same day at 12:00 p.m. Eastern Time to discuss its second quarter ended June 30, 2026 financial results.

Ares Commercial Real Estate is back in focus as analysts refresh their models and set a new fair value price target of US$5.30 per share, compared with prior figures around US$5.25 and US$5.50. This shift sits alongside a split set of Street opinions, with some analysts pointing to book value support and dividend stability, while others emphasize ongoing credit resolution risk and recent cuts from earlier targets such as US$6 and the US$0.50 move cited by JPMorgan. As you read on, you will...

ACRE, CWST and CCAP have been added to the Zacks Rank #5 (Strong Sell) List on June 16, 2026.

APLD, ACRE and SKY have been added to the Zacks Rank #5 (Strong Sell) List on June 9, 2026.

The latest update trims Ares Commercial Real Estate’s fair value estimate from US$5.38 to US$5.25, aligning the stock’s modeled worth with the lower end of current Street targets around the mid US$5 range. Recent research cuts toward US$5.50 and now US$5.25 reflect analysts reassessing risk and cash flow assumptions rather than abandoning a constructive view altogether. Keep reading to see how these shifting targets fit into the broader narrative and what to watch as the story develops. Wall...

Ares Commercial Real Estate Corporation (NYSE:ACRE) is included among the 12 Best Micro-Cap Dividend Stocks to Buy Now. On May 13, Keefe Bruyette analyst Jade Rahmani lowered the firm’s price recommendation on Ares Commercial Real Estate Corporation (NYSE:ACRE) to $5.50 from $6. It reiterated an Outperform rating on the shares. During the company’s Q1 2026 […]

Moby summary of Ares Commercial Real Estate Corporation's Q1 2026 earnings call