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AXIS Capital Holdings Limited

Financial Services Updated August 11, 2026
$100.75
52W $88.07 – $119.99
61/100
$7.35B
6.3
0.50
AI Committee Verdict
Buy
61/100
Conviction: Moderate · 67% agreement · 6 analysts
Moderate

Is AXS Bullish or Bearish?

Bullish. Innellis AI committee rates AXIS Capital Holdings Limited (AXS) Buy with a composite score of 61/100 , based on 6 analysts with 67% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +13.57 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 — -6.43 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 primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is rsi at 22 is in oversold territory (could mean either capitulation or a bounce setup). The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • P/E of 6.8 is inexpensive for the broad market — Value
  • Price-to-book of 1.3x is a discount to asset value — Value
  • ROE of 17.2% shows genuine earnings power backing the valuation — Value
  • EPS growing 34.5% YoY — Growth
  • Low leverage (debt-to-equity 0.21) -- balance sheet can absorb a shock — Risk
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
  • RSI at 22 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Current ratio of 0.09 is tight -- limited short-term liquidity cushion — Risk
  • Bollinger bandwidth of 21.7% signals elevated volatility — Risk
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 August 11, 2026
Overall Committee Score
61/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 62%
of 209 Financial Services peers
Value Analyst bullish
76 / 100 · High confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 6.8 is inexpensive for the broad market
Growth Analyst bullish
62 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ EPS growing 34.5% YoY
Technical Analyst bearish
38 / 100 · High confidence
Price action is deteriorating -- trend and/or momentum are working against this name
− RSI at 22 is in oversold territory (could mean either capitulation or a bounce setup)
Risk Analyst neutral
50 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.21) -- balance sheet can absorb a shock
− Current ratio of 0.09 is tight -- limited short-term liquidity cushion
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 10 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
22.4
Oversold
MACD Histogram
-1.440
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$98.42
Resistance
$101.17
Bollinger %B
0.13
Inside Bands
Price vs Moving Averages
EMA 9
$104.46 Below
EMA 21
$107.21 Below
EMA 50
$106.78 Below
EMA 200
$102.83 Below

Fundamental Analysis

Valuation
100
Profitability
65
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 6.3×
P/B Ratio 1.14×
PEG Ratio 0.12
Dividend Yield 1.75%
52W High $119.99
52W Low $88.07
Quality & Growth
ROE 1587.2%
ROA 292.8%
Gross Margin 4450.8%
Operating Margin 1977.0%
Revenue Growth YoY
Debt / Equity 0.23
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 6.3 (inexpensive relative to a 15-40x range); Price-to-book of 1.1x; PEG ratio of 0.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 15.9%; Return on assets of 2.9%; Net margin of 18.0%; Gross margin of 44.5%; Current ratio of 12.44 (healthy short-term liquidity); Debt-to-equity of 0.23; Free cash flow per share is positive (31.28); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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