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Ares Commercial Real Estate Corporation

ACRE Real Estate Real Estate Investment Trusts
$3.26
▼ -0.9% Today
as of Oct 23, 09:15 ET
Last 30 days -24.88% Sep 14 → Oct 22
$3.06 $3.43 $3.80 $4.18 $4.55 Sep 14 Sep 22 Sep 29 Oct 07 Oct 14 Oct 22
Open
$3.18
High
$3.34
Low
$3.16
Volume
$558,223
Avg Vol
$491,288
Mkt Cap
$203M
P/E (TTM)
—
Beta
—
52w High
$5.89
52w Low
$3.16
Div Yield
—
Shares Out
$55M

ACRE earnings at a glance

Ares Commercial Real Estate Corporation (ACRE) is scheduled to report earnings on Friday, November 6, 2026 — in 14 days. Analysts expect earnings per share of $0.11, compared with $0.08 in the same quarter last year (+38%). The options market is pricing a move of about ±64.2% after the report, a range of roughly $1.17 to $5.35 from today's $3.26. Over its last 6 reports the stock rose the next day 4 times and fell 2, moving ±9.7% on average; after the most recent report on Aug 4, 2026 it moved +8.9%. That means options currently expect more movement than ACRE has typically delivered. ACRE beat the consensus EPS estimate in 3 of its last 6 reported quarters. Implied volatility is currently 5%. The share price of $3.26 sits near its 52-week low.

More Real Estate stocks · All stocks · Earnings calendar

Overview

52-week range
$3.16
$5.89
4% of range
Avg surprise (last 6)
-707.5%
Avg reaction (last 6)
+6.0%
67% positive
Latest IV / EM
544%
EM ±64.2% · $3 · Oct 16

Earnings trends

EPS — actual vs estimate Actual Estimate
$-0.53$-0.36$-0.20$-0.03$0.14 Actual $0.11Est $-0.02Actual $-0.53Est $-0.01Actual $0.08Est $-0.09Actual $0.14Est $0.05Actual $0.04Est $0.11Actual $0.11Est $0.11 Mar/2025Jun/2025Sep/20258KMar/2026Jun/2026
Revenue vs Net Income Revenue Net income
$-11M$-4M$3M$10M$17M Sep 24Dec 24Mar 25Jun 25Sep 25Dec 25Mar 26Jun 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Tue Aug 4, 2026Jun/2026 $0.11 $0.11 0.0% +120.8% +8.9% earnings
Thu May 7, 2026Mar/2026 $0.04 $0.11 -63.6% -63.6% -3.3% earnings
Mon Feb 9, 20268K 2026-02-09 $0.14 $0.05 +180.0% — +11.7% earnings
Fri Nov 7, 2025Sep/2025 $0.08 $-0.09 +188.9% — +12.7% earnings
Tue Aug 5, 2025Jun/2025 $-0.53 $-0.01 -5,200% — -8.0% earnings
Wed May 7, 2025Mar/2025 $0.11 $-0.02 +650.0% — +13.6% earnings

Upcoming

DateFiscalTimeEPS EstLY EPSYoY %Δ
Fri Nov 6, 2026Sep/2026OTHER $0.11$0.08 +37.5%

Financials

Income statement (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue$14M$13M—$14M$13M$15M—$17M
Cost of revenue————————
Gross profit————————
Operating income————————
Net income$4M$-10M$-4M$5M$-11M$9M$-11M$-6M
EPS (diluted)————————

Balance sheet (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Cash & equivalents$18M$86M$29M$85M$90M$125M—$69M
Inventory————————
Total current assets————————
Total assets$1.82B$1.84B$1.62B$1.39B$1.44B$1.52B—$1.94B
Long-term debt————————
Total liabilities$1.33B$1.34B$1.11B$871M$915M$977M—$1.38B
Total equity$489M$492M$510M$521M$524M$542M$540M$564M

Implied volatility — last 90 days

39%168%298%428%557% Jun 07 — IV 43% · EM ±6.0%Jun 08 — IV 39% · EM ±5.2%Jun 09 — IV 48% · EM ±6.0%Jun 10 — IV 43% · EM ±5.0%Jun 11 — IV 63% · EM ±7.0%Jun 12 — IV 69% · EM ±7.1%Jun 17 — IV 441% · EM ±18.4%Jun 19 — IV 108% · EM ±23.8%Jun 22 — IV 132% · EM ±27.7%Jun 23 — IV 118% · EM ±24.2%Jun 24 — IV 117% · EM ±23.5%Jun 25 — IV 167% · EM ±32.7%Jun 26 — IV 127% · EM ±24.4%Jun 29 — IV 167% · EM ±29.7%Jun 30 — IV 129% · EM ±22.2%Jul 01 — IV 165% · EM ±27.6%Jul 02 — IV 130% · EM ±21.0%Jul 03 — IV 134% · EM ±21.0%Jul 06 — IV 156% · EM ±21.6%Jul 07 — IV 179% · EM ±23.7%Jul 08 — IV 165% · EM ±20.6%Jul 09 — IV 258% · EM ±30.5%Jul 10 — IV 215% · EM ±23.7%Jul 13 — IV 290% · EM ±24.2%Jul 14 — IV 387% · EM ±28.0%Jul 15 — IV 482% · EM ±28.4%Jul 16 — IV 408% · EM ±17.0%Jul 20 — IV 89% · EM ±21.0%Jul 21 — IV 103% · EM ±24.0%Jul 22 — IV 91% · EM ±20.8%Jul 23 — IV 98% · EM ±22.1%Jul 24 — IV 94% · EM ±20.9%Jul 27 — IV 77% · EM ±16.2%Jul 28 — IV 100% · EM ±20.6%Jul 29 — IV 101% · EM ±20.2%Jul 30 — IV 148% · EM ±29.0%Jul 31 — IV 184% · EM ±35.2%Aug 03 — IV 212% · EM ±37.6%Aug 04 — IV 100% · EM ±17.3%Aug 05 — IV 102% · EM ±17.1%Aug 06 — IV 79% · EM ±12.7%Aug 07 — IV 46% · EM ±7.2%Aug 10 — IV 117% · EM ±16.3%Aug 11 — IV 88% · EM ±11.6%Aug 12 — IV 93% · EM ±11.6%Aug 17 — IV 181% · EM ±15.2%Aug 18 — IV 254% · EM ±18.4%Sep 01 — IV 91% · EM ±15.7%Sep 02 — IV 132% · EM ±22.0%Sep 03 — IV 88% · EM ±14.3%Sep 04 — IV 126% · EM ±19.7%Sep 07 — IV 142% · EM ±19.7%Sep 08 — IV 152% · EM ±20.0%Sep 09 — IV 135% · EM ±16.9%Sep 10 — IV 203% · EM ±24.0%Sep 11 — IV 272% · EM ±30.1%Sep 14 — IV 303% · EM ±25.3%Sep 15 — IV 431% · EM ±31.2%Sep 16 — IV 411% · EM ±24.2%Sep 21 — IV 164% · EM ±34.2%Sep 22 — IV 160% · EM ±32.7%Sep 23 — IV 213% · EM ±42.7%Sep 24 — IV 240% · EM ±47.0%Sep 25 — IV 243% · EM ±46.5%Sep 28 — IV 288% · EM ±51.1%Sep 29 — IV 304% · EM ±52.3%Sep 30 — IV 366% · EM ±61.2%Oct 01 — IV 367% · EM ±59.4%Oct 02 — IV 393% · EM ±61.4%Oct 05 — IV 443% · EM ±61.4%Oct 06 — IV 535% · EM ±70.7%Oct 07 — IV 558% · EM ±69.9%Oct 08 — IV 544% · EM ±64.2%

Sector peers

RC
Ready Capital Corporation
$203M $1.01-14.4%
MDV
Modiv Industrial, Inc.
$188M $18.05-0.9%
STRW
Strawberry Fields REIT, Inc.
$185M $12.79+2.2%
MITT
TPG Mortgage Investment Trust, Inc.
$178M $5.46+2.6%
OZ
Belpointe PREP, LLC
$168M $37.25+2.8%
EARN
Ellington Credit Company
$167M $3.58+0.6%

ACRE earnings FAQ

When is ACRE's next earnings date?

Ares Commercial Real Estate Corporation is expected to report on November 6, 2026.

What is ACRE's expected move for earnings?

Options currently price a move of about ±64.2%, or $2.09 per share either way from $3.26.

How does ACRE stock usually react to earnings?

Across the last 6 reports the average next-day move was ±9.7%, up 4 times and down 2 times.

What EPS are analysts expecting from Ares Commercial Real Estate Corporation?

The consensus estimate is $0.11 per share, versus $0.08 a year ago.

What is ACRE's implied volatility?

ACRE's at-the-money implied volatility is about 5% based on the latest options snapshot.

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