2 Stocks Investors are Watching for Earnings This Week

Arch Capital Group Ltd. (NASDAQ:ACGL) will unveil its latest earnings on Tuesday, February 14, 2012. The average estimate of analysts is for net income of 65 cents per share, a decline of 24.4% from the company’s actual earnings for the same quarter a year ago. During the past three months, the average estimate has moved down from 82 cents. Between one and three months ago, the average estimate moved down. It also has dropped from 77 cents during the last month. Analysts are projecting profit to rise by 38.5% versus last year to $1.92.

The company has beaten estimates the last four quarters and is coming off a quarter where it topped forecasts by 15 cents, reporting profit of 78 cents per share against a mean estimate of net income of 63 cents per share. Analysts are projecting a rise of 9.4% in revenue from the year-earlier quarter to $528.2 million.

Competitors to Watch: Endurance Specialty Hldgs. Ltd. (NYSE:ENH), Alterra Capital Hldgs. Ltd. (NASDAQ:ALTE), Allied World Assurance Co Hldgs., AG. (NYSE:AWH), PartnerRe Ltd. (NYSE:PRE), W.R. Berkley Corporation (NYSE:WRB), Everest Re Group, Ltd. (NYSE:RE), ACE Limited (NYSE:ACE), Argo Group Intl. Hldgs., Ltd. (NASDAQ:AGII), and Axis Capital Holdings Ltd. (NYSE:AXS).

Host Hotels & Resorts, Inc. (NYSE:HST) will unveil its latest earnings on Tuesday, February 14, 2012. The average estimate of analysts is for net income of 30 cents per share, a rise of 15.4% from the company’s actual earnings for the same quarter a year ago. During the past three months, the average estimate has moved down from 31 cents. Between one and three months ago, the average estimate was unchanged. It has since dropped over the last month. For the year, analysts are projecting profit of 88 cents per share, a rise of 29.4% from last year.

Last quarter, the company fell short of estimates by one cent, coming in at net income of 16 cents per share against a mean estimate of profit of 17 cents. The company topped expectations in the second quarter. Analysts are projecting a rise of 10.7% in revenue from the year-earlier quarter to $1.65 billion.

Competitors to Watch: Ashford Hospitality Trust, Inc. (NYSE:AHT), MHI Hospitality Corp. (NASDAQ:MDH), Vornado Realty Trust (NYSE:VNO), American Assets Trust, Inc (NYSE:AAT), Boston Properties, Inc. (NYSE:BXP), Federal Realty Inv. Trust (NYSE:FRT), LaSalle Hotel Properties (NYSE:LHO), Strategic Hotels & Resorts Inc. (NYSE:BEE), DiamondRock Hospitality Co. (NYSE:DRH), and Chatham Lodging Trust (NYSE:CLDT).

To contact the reporter on this story: Derek Hoffman at staff.writers@wallstcheatsheet.com

To contact the editor responsible for this story: Damien Hoffman at editors@wallstcheatsheet.com