EVR · NASDAQ · STOCK
Evercore
$302.99
52W $265.87 – $388.71
61/100
$11.83B
15.9
1.50
Is EVR Bullish or Bearish?
Bullish.
Innellis AI committee rates Evercore (EVR) Buy with a composite score of 61/100
, based on 6 analysts with 67% agreement.
Last updated August 09, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +14.43 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 — -5.57 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
Positive signals support the current rating — revenue growing 47.3% yoy -- genuine top-line momentum. The committee sees sufficient evidence to maintain the constructive view.
Bull & Bear Case
Bull Case
- ROE of 41.0% shows genuine earnings power backing the valuation — Value
- Revenue growing 47.3% YoY -- genuine top-line momentum — Growth
- EPS growing 69.8% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
- Low leverage (debt-to-equity 0.29) -- balance sheet can absorb a shock — Risk
Bear Case
- Price-to-book of 6.5x prices in significant intangible value — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- RSI at 30 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
- MACD histogram negative -- bearish momentum — Technical
- Bollinger bandwidth of 17.9% 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
61/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 62%
of 142 Financial Services peers
Value Analyst
neutral
59
/ 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 41.0% shows genuine earnings power backing the valuation
− Price-to-book of 6.5x prices in significant intangible value
Growth Analyst
bullish
71
/ 100 · High confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 47.3% YoY -- genuine top-line momentum
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst
neutral
46
/ 100 · High confidence
Mixed or range-bound price action
+ Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement
− RSI at 30 is in oversold territory (could mean either capitulation or a bounce setup)
Risk Analyst
neutral
58
/ 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.29) -- balance sheet can absorb a shock
− Bollinger bandwidth of 17.9% 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
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
Investment Thesis Evolution
Committee score strengthened from 53.7 to 60.6.
- Recommendation changed from Watch to Buy.
- Committee agreement increased modestly from 60% to 67%.
- New bearish signals: 1 appeared.
- New bullish signals: 5 appeared.
- Analyst(s) changed stance: Growth Analyst, Risk Analyst.
- New analyst(s) joined: Value Analyst.
Analyst-level changes:
- Growth Analyst: stance neutral->bullish; score 58->71 (+14); +2 bullish signal(s).
- Macro Analyst: +1 bullish signal(s).
- Risk Analyst: stance bearish->neutral; score 35->58 (+22); +1 bullish signal(s).
- Value Analyst joined: neutral at 59.
Comparing 2026-08-08 to 2026-08-09 (1 day apart).
Technical Analysis
RSI (14)
29.6
Oversold
MACD Histogram
-2.160
Bearish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Hh Hl
Support
$289.14
Resistance
$323.33
Bollinger %B
0.09
Inside Bands
Price vs Moving Averages
EMA 9
$317.50
Below
EMA 21
$326.78
Below
EMA 50
$334.37
Below
EMA 200
$326.31
Below
Fundamental Analysis
Valuation
74
Growth
63
Profitability
95
Financial Health
98
Cash Flow
70
Valuation
P/E Ratio
15.9×
P/B Ratio
6.36×
PEG Ratio
0.27
Dividend Yield
1.11%
52W High
$388.71
52W Low
$265.87
Quality & Growth
ROE
2913.6%
ROA
1104.7%
Gross Margin
9847.9%
Operating Margin
2165.4%
Revenue Growth YoY
—
Debt / Equity
0.59
AI Fundamental Assessment
P/E ratio of 15.9 (inexpensive relative to a 15-40x range); Price-to-book of 6.4x; PEG ratio of 0.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 29.1%; Return on assets of 11.0%; Net margin of 15.7%; Gross margin of 98.5%; Current ratio of 2.47 (healthy short-term liquidity); Debt-to-equity of 0.59; Free cash flow per share is positive (36.16); Most recent quarter beat estimates by 4.1%; 5 consecutive earnings beats; EPS growth decelerating (+46.8% -> -61.4% QoQ); Average YoY EPS growth of 20.2%; Analyst estimates falling over recent quarters
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