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ESLT · NASDAQ · STOCK

Elbit Systems Ltd.

Industrials Updated August 11, 2026
$775.96
52W $432.85 – $1016.06
60/100
$36.36B
60.7
-0.23
AI Committee Verdict
Buy
60/100
Conviction: Contested · 50% agreement · 4 analysts
Contested

Is ESLT Bullish or Bearish?

Bullish. Innellis AI committee rates Elbit Systems Ltd. (ESLT) Buy with a composite score of 60/100 , based on 4 analysts with 50% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +15.31 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 — -4.69 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 genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 21.0% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Bollinger bandwidth of 21.0% 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
60/100
Agreement
50%
Analysts
4
Conviction
Contested
Sector Rank
Top 50%
of 223 Industrials peers
Technical Analyst bullish
69 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 21.0% signals elevated volatility
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 neutral
58 / 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
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
35.1
Neutral
MACD Histogram
1.572
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Support
$746.36
Resistance
$915.75
Bollinger %B
0.34
Inside Bands
Price vs Moving Averages
EMA 9
$824.54 Below
EMA 21
$810.38 Below
EMA 50
$802.96 Below
EMA 200
$729.33 Above

Fundamental Analysis

Valuation
33
Profitability
39
Financial Health
75
Cash Flow
70
Valuation
P/E Ratio 60.7×
P/B Ratio 8.50×
PEG Ratio 0.99
Dividend Yield 0.45%
52W High $1016.06
52W Low $432.85
Quality & Growth
ROE 1293.7%
ROA 421.9%
Gross Margin 2469.8%
Operating Margin 883.1%
Revenue Growth YoY
Debt / Equity 0.21
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 60.7 (rich relative to a 15-40x range); Price-to-book of 8.5x; PEG ratio of 1.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 12.9%; Return on assets of 4.2%; Net margin of 7.1%; Gross margin of 24.7%; Current ratio of 1.41 (tight short-term liquidity); Debt-to-equity of 0.21; Free cash flow per share is positive (13.19); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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