Get the Weekly Intelligence Brief — top committee picks every Sunday.
CNH · NASDAQ · STOCK

CNH Industrial

Industrials Updated August 08, 2026
$10.90
52W $9.00 – $13.31
68/100
$13.53B
43.9
1.15
AI Committee Verdict
Buy
68/100
Conviction: Contested · 50% agreement · 4 analysts
+5.5%
-2.7%
2.03:1
Contested

Is CNH Bullish or Bearish?

Bullish. Innellis AI committee rates CNH Industrial (CNH) Buy with a composite score of 68/100 , based on 4 analysts with 50% agreement. Last updated August 08, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +7.37 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 — -12.63 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
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Both daily and weekly trends are bearish — strong multi-timeframe downtrend.
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 08, 2026
Overall Committee Score
68/100
Agreement
50%
Analysts
4
Conviction
Contested
Sector Rank
Top 5%
of 158 Industrials peers
Growth Analyst bullish
82 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ 3 consecutive earnings beats -- consistent execution
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
60 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
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
− 4 existing position pair(s) are highly correlated already
Open Full Terminal →

Investment Thesis Evolution

Committee score strengthened significantly from 53.0 to 67.6.

Analyst-level changes:
  • Growth Analyst: stance neutral->bullish; score 56->82 (+26).
  • Risk Analyst abstained (was bearish at 32).
  • Value Analyst abstained (was neutral at 41).

Comparing 2026-08-07 to 2026-08-08 (1 day apart).

Technical Analysis

RSI (14)
53.2
Neutral
MACD Histogram
0.016
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Hh Hl
Support
$10.61
Resistance
$11.50
Bollinger %B
0.64
Inside Bands
Price vs Moving Averages
EMA 9
$10.82 Above
EMA 21
$10.75 Above
EMA 50
$10.69 Above
EMA 200
$10.86 Above

Fundamental Analysis

Valuation
65
Growth
75
Profitability
20
Financial Health
50
Cash Flow
70
Valuation
P/E Ratio 43.9×
P/B Ratio 1.74×
PEG Ratio -0.71
Dividend Yield 0.92%
52W High $13.31
52W Low $9.00
Quality & Growth
ROE 659.8%
ROA 119.3%
Gross Margin 3060.8%
Operating Margin 1365.4%
Revenue Growth YoY
Debt / Equity 3.35
AI Fundamental Assessment
P/E ratio of 43.9 (rich relative to a 15-40x range); Price-to-book of 1.7x; PEG ratio of -0.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 6.6%; Return on assets of 1.2%; Net margin of 1.7%; Gross margin of 30.6%; Current ratio of 3.26 (healthy short-term liquidity); Debt-to-equity of 3.35; Free cash flow per share is positive (0.96); Most recent quarter beat estimates by 23.3%; 3 consecutive earnings beats; EPS growth accelerating (-94.7% -> +1200.0% QoQ); Average YoY EPS growth of -23.5%; Analyst estimates rising over recent quarters
Get the Full CNH Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →

Explore CNH Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
Weekly Intelligence Brief
Get the committee's top-scored stocks every Sunday.
Free · No spam · Unsubscribe anytime