Ares Management Corporation (ARES) earnings on May 1, 2026

Before the market opens Q1 2026

More Ares Management Corporation earnings

Prior outlook: Optimistic Outcome: Accurate

ARES initially jumped after earnings, reaching a high of +6.14%, but gave back most gains to close up 1.36%. The stock showed strength but couldn't hold all its early gains.

ARES price around the earnings

119.04

Change: +1.4%

2026-05-01, 19:59 UTC

115.09 118.11 121.13 124.15 117.44
Price series around the eventClosing price per minute from before the event to the end of the measured window.
May 1, 2026
  • Price: green if it ends above the starting price; red if it ends below
  • Market open
  • Starting price
Price series around the event

Prior thesis

Prior outlook: Optimistic Outcome: Accurate

Thesis published

Analysts expect upside, momentum strong, but resistance near.

Analysts anticipate the stock price may increase, even after a recent price target reduction, supported by strong upward price movement.

Context analyzed before publication

Summary
Analysts cite an optimistic scenario, momentum strong, but resistance near.
Reasoning
Analysts anticipate an optimistic scenario, even after a recent price target reduction, supported by strong upward price movement.
Playbook
The stock is testing a key price level, with resistance above.
Trend
Analyst confidence improving steadily, but score declining.

Analysts

Drivers

  • Analysts Positive

    The average price target from analysts points to an optimistic scenario, showing confidence in its future.

Evidence

Analyst consensus
Buy
Consensus average (1-5)
1.94
Analysts covering the stock
17
Average price target
145.18
Lowest price target
104
Highest price target
205
Upside to price target
21.1%
Quarterly earnings growth
-69.4%
Revenue growth
19.5%
Forward EPS
7.42
Trailing EPS
1.71
Analyst moves in the last 60 days
6
  • Strong buy: 4
  • Buy: 7
  • Hold: 6
  • Sell: 0
  • Strong sell: 0
Strong buy
4
Buy
7
Hold
6
Sell
0
Strong sell
0
  • April 21, 2026 · Morgan Stanley: Maintains rating (Equal-Weight → Equal-Weight)
  • April 13, 2026 · Oppenheimer: Maintains rating (Outperform → Outperform)
  • April 8, 2026 · Barclays: Maintains rating (Overweight → Overweight)
  • April 7, 2026 · Goldman Sachs: Maintains rating (Buy → Buy)
  • March 24, 2026 · BMO Capital: Maintains rating (Market Perform → Market Perform)
  • February 24, 2026 · RBC Capital: Maintains rating (Outperform → Outperform)

News and sentiment

Drivers

  • News & sentiment Negative

    One major analyst firm has maintained a neutral rating and lowered its price target, adding a note of caution despite generally positive views.

Evidence

Sentiment
Sentiment
Constructive
Mention volume
Low
Normalized volume
33%
News
Sources (5)
  • Morgan Stanley Maintains Equal-Weight on Ares Management, Lowers Price Target to $163 — Benzinga
  • Oppenheimer Maintains Outperform on Ares Management, Lowers Price Target to $147 — Benzinga
  • Ares Targets $20 Billion For New Private Credit Fund — Benzinga
  • Whitestone Shares Rally As Ares Buyout Sets $19 Per Share Price — Benzinga
  • Ares Enters Agreement to Acquire Whitestone REIT For $19.00 Per Unit In Cash In Transaction Valued At Approximately $1.7B, Expected to Close In Q3 2026 — Benzinga

Technicals

Drivers

  • Technical Positive

    The stock has shown strong upward price movement over the last 14 and 30 days, significantly outperforming the broader market.

  • Technical Negative

    Although the stock has moved up strongly, it is now approaching a price level where it may face selling pressure, limiting immediate gains.

Evidence

Average true range (ATR)
4.3%
Distance to 52-week high
-38.6%
14-day change (14d)
+13.3%
30-day change
+10.3%
30-day relative strength
+6.5%
Benchmark change
+3.8%
Nearest support
95.8
Nearest resistance
123.29
Volume accumulation ratio
0.98

Trends

Evidence

Average earnings surprise
+0.0%
  • February 5, 2026: actual EPS 1.45 vs estimate 1.69 (surprise -14.0%)
  • November 3, 2025: actual EPS 1.19 vs estimate 1.14 (surprise +4.0%)
  • August 1, 2025: actual EPS 1.03 vs estimate 1.09 (surprise -5.8%)
  • May 5, 2025: actual EPS 1.09 vs estimate 0.94 (surprise +15.9%)

Expected move

There is no implied-move data available for this event.

Reactions over its last 19 earnings

Median move
3.1%
75th percentile move
4.8%
90th percentile move
6.9%
Up / down moves
10 / 9
Average up move
+3.7%
Average down move
-3.7%

Monitoring and close

What Ares Management Corporation reported

There is no monitoring data available for this event.

Pre-market second reading after the results

There is no second reading available for this event.

How the stock reacted

Outcome
Accurate
Consolidated
+1.4%
Max favorable move (MFE)
6.1%
Max adverse move (MAE)
2%