Apollo Commercial Real Estate Finance Inc (ARI) Q3 2025 Earnings Report Preview: What to Look For
This article first appeared on GuruFocus.
Apollo Commercial Real Estate Finance Inc (NYSE:ARI) is set to release its Q3 2025 earnings on Oct 30, 2025. The consensus estimate for Q3 2025 revenue is $47.73 million, and the earnings are expected to come in at $0.16 per share. The full year 2025’s revenue is expected to be $184.37 million and the earnings are expected to be $0.66 per share. More detailed estimate data can be found on the Forecast page.
Revenue estimates for Apollo Commercial Real Estate Finance Inc (NYSE:ARI) have declined from $184.60 million to $184.37 million for the full year 2025 and from $214.73 million to $211.33 million for 2026 over the past 90 days. Earnings estimates have declined from $0.67 per share to $0.66 per share for the full year 2025, while they have increased from $0.88 per share to $0.91 per share for 2026 over the past 90 days.
In the previous quarter ending 2025-06-30, Apollo Commercial Real Estate Finance Inc’s (NYSE:ARI) actual revenue was $43.07 million, which missed analysts’ revenue expectations of $46.93 million by -8.23%. Apollo Commercial Real Estate Finance Inc’s (NYSE:ARI) actual earnings were $0.12 per share, which missed analysts’ earnings expectations of $0.17 per share by -31.03%. After releasing the results, Apollo Commercial Real Estate Finance Inc (NYSE:ARI) was up by 0.41% in one day.
Based on the one-year price targets offered by 5 analysts, the average target price for Apollo Commercial Real Estate Finance Inc (NYSE:ARI) is $10.50 with a high estimate of $11.00 and a low estimate of $9.50. The average target implies an upside of 3.45% from the current price of $10.15.
Based on GuruFocus estimates, the estimated GF Value for Apollo Commercial Real Estate Finance Inc (NYSE:ARI) in one year is $8.23, suggesting a downside of -18.92% from the current price of $10.15.
Based on the consensus recommendation from 6 brokerage firms, Apollo Commercial Real Estate Finance Inc’s (NYSE:ARI) average brokerage recommendation is currently 2.5, indicating an “Outperform” status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
