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ELAN · NASDAQ · STOCK

Elanco

Healthcare Updated August 09, 2026
$22.10
52W $16.89 – $27.98
53/100
$11.05B
-54.0
1.69
AI Committee Verdict
Watch
53/100
Conviction: Contested · 40% agreement · 5 analysts
+7.0%
-6.7%
1.05:1
Contested

Is ELAN Bullish or Bearish?

Mixed. Innellis AI committee rates Elanco (ELAN) Watch with a composite score of 53/100 , based on 5 analysts with 40% agreement. Last updated August 09, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +7.03 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -12.97 from today. The band boundary is 45.0, 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 genuinely divided. Macro Analyst sees a compelling case — market regime is bullish (bull market -- normal position sizing). Risk Analyst remains cautious — bollinger bandwidth of 15.1% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • News sentiment is positive (+0.20 across 25 articles, 14d) — News
Bear Case
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • RSI at 21 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Price trading below the lower Bollinger Band -- stretched to the downside — Technical
  • Bollinger bandwidth of 15.1% 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 09, 2026
Overall Committee Score
53/100
Agreement
40%
Analysts
5
Conviction
Contested
Sector Rank
Top 85%
of 95 Healthcare peers
Growth Analyst neutral
58 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
+ 5 consecutive earnings beats -- consistent execution
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst bearish
38 / 100 · High confidence
Price action is deteriorating -- trend and/or momentum are working against this name
− RSI at 21 is in oversold territory (could mean either capitulation or a bounce setup)
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 15.1% signals elevated volatility
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 bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 25 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
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score moved marginally from 52.0 to 53.0.

Analyst-level changes:
  • Growth Analyst: stance bullish->neutral.
  • News Analyst: +1 bullish signal(s).
  • Value Analyst abstained (was neutral at 42).

Comparing 2026-08-08 to 2026-08-09 (1 day apart).

Technical Analysis

RSI (14)
21.1
Oversold
MACD Histogram
-0.334
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$20.62
Resistance
$23.66
Bollinger %B
-0.35
Below Lower Band
Price vs Moving Averages
EMA 9
$24.84 Below
EMA 21
$25.07 Below
EMA 50
$24.65 Below
EMA 200
$22.76 Below

Fundamental Analysis

Valuation
99
Growth
75
Profitability
20
Financial Health
98
Cash Flow
70
Valuation
P/E Ratio -54.0×
P/B Ratio 1.68×
PEG Ratio 0.34
Dividend Yield 0.00%
52W High $27.98
52W Low $16.89
Quality & Growth
ROE -354.4%
ROA -173.7%
Gross Margin 5259.0%
Operating Margin 920.3%
Revenue Growth YoY
Debt / Equity 0.59
AI Fundamental Assessment
P/E ratio of -54.0 (inexpensive relative to a 15-40x range); Price-to-book of 1.7x; PEG ratio of 0.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -3.5%; Return on assets of -1.7%; Net margin of -4.0%; Gross margin of 52.6%; Current ratio of 2.05 (healthy short-term liquidity); Debt-to-equity of 0.59; Free cash flow per share is positive (0.68); Most recent quarter beat estimates by 23.8%; 5 consecutive earnings beats; EPS growth decelerating (+207.7% -> -15.0% QoQ); Average YoY EPS growth of 30.8%; Analyst estimates rising over recent quarters
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Explore ELAN Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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