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ALSN · NYSE · STOCK

Allison Transmission (ALSN) Stock Analysis

Consumer Cyclical Updated September 05, 2026
$131.26
52W $76.01 – $137.62
60/100
$10.65B
20.3
0.97
AI Committee Verdict
Buy
60/100
Conviction: Contested · 50% agreement · 4 analysts
+0.3%
-14.5%
0.02:1
Contested
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is ALSN Bullish or Bearish?

Bullish. Innellis AI committee rates Allison Transmission (ALSN) Buy with a composite score of 60/100 , based on 4 analysts with 50% agreement. Last updated September 05, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +14.69 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -5.31 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.

Bull & Bear Case

Bull Case
  • 3 consecutive earnings beats -- consistent execution — Growth
  • Price structure making higher highs and higher lows — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 05, 2026
Overall Committee Score
60/100
Agreement
50%
Analysts
4
Conviction
Contested
Sector Rank
Top 27%
of 178 Consumer Cyclical peers
Growth Analyst neutral
58 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
+ 3 consecutive earnings beats -- consistent execution
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3059.07)
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Investment Thesis Evolution

Committee score strengthened from 53.1 to 60.3.

Analyst-level changes:
  • Risk Analyst abstained (was bearish at 30).
  • Value Analyst abstained (was neutral at 50).

Comparing 2026-09-04 to 2026-09-05 (1 day apart).

Technical Analysis

RSI (14)
56.1
Neutral
MACD Histogram
-0.485
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Support
$109.78
Resistance
$128.81
Bollinger %B
0.64
Inside Bands
Price vs Moving Averages
EMA 9
$127.05 Above
EMA 21
$125.67 Above
EMA 50
$122.66 Above
EMA 200
$114.58 Above

Fundamental Analysis

Valuation
73
Growth
64
Profitability
80
Financial Health
52
Cash Flow
70
Valuation
P/E Ratio 20.3×
P/B Ratio 5.39×
PEG Ratio -0.70
Dividend Yield 0.89%
52W High $137.62
52W Low $76.01
Quality & Growth
ROE 3336.9%
ROA 1024.3%
Gross Margin 3952.9%
Operating Margin 2497.3%
Revenue Growth YoY
Debt / Equity 2.08
AI Fundamental Assessment
P/E ratio of 20.3 (inexpensive relative to a 15-40x range); Price-to-book of 5.4x; PEG ratio of -0.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 33.4%; Return on assets of 10.2%; Net margin of 14.3%; Gross margin of 39.5%; Current ratio of 1.81 (healthy short-term liquidity); Debt-to-equity of 2.08; Free cash flow per share is positive (8.81); Most recent quarter beat estimates by 4.1%; 3 consecutive earnings beats; EPS growth decelerating (+58.6% -> +6.2% QoQ); Average YoY EPS growth of 12.3%; Analyst estimates rising over recent quarters
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