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GPK · NASDAQ · STOCK

Graphic Packaging

Consumer Cyclical Updated August 08, 2026
$12.10
52W $8.79 – $23.47
60/100
$3.58B
18.3
0.68
AI Committee Verdict
Watch
60/100
Conviction: Contested · 40% agreement · 5 analysts
+33.1%
-18.4%
1.80:1
Contested

Is GPK Bullish or Bearish?

Mixed. Innellis AI committee rates Graphic Packaging (GPK) Watch with a composite score of 60/100 , based on 5 analysts with 40% agreement. Last updated August 08, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +0.40 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 — -19.60 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. Growth Analyst sees a compelling case — quarter-over-quarter growth rate is accelerating, not just positive. Risk Analyst remains cautious — bollinger bandwidth of 18.5% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • 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
  • RSI at 71 is in overbought territory — Technical
  • Bollinger bandwidth of 18.5% 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 08, 2026
Overall Committee Score
60/100
Agreement
40%
Analysts
5
Conviction
Contested
Sector Rank
Top 33%
of 124 Consumer Cyclical peers
Growth Analyst bullish
85 / 100 · Low confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− RSI at 71 is in overbought territory
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 18.5% 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
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Investment Thesis Evolution

Committee score strengthened from 54.5 to 59.6.

Analyst-level changes:
  • Growth Analyst: stance neutral->bullish; score 48->85 (+37).
  • Risk Analyst: +1 bearish signal(s).
  • Technical Analyst: score 58->48 (-10); +1 bearish signal(s).
  • Value Analyst abstained (was neutral at 58).

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

Technical Analysis

RSI (14)
71.5
Overbought
MACD Histogram
0.101
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Mixed
Support
$9.88
Resistance
$16.11
Bollinger %B
0.96
Inside Bands
Price vs Moving Averages
EMA 9
$11.60 Above
EMA 21
$11.25 Above
EMA 50
$10.92 Above
EMA 200
$13.00 Below

Fundamental Analysis

Valuation
96
Growth
61
Profitability
29
Financial Health
42
Cash Flow
70
Valuation
P/E Ratio 18.3×
P/B Ratio 1.11×
PEG Ratio -0.29
Dividend Yield 3.64%
52W High $23.47
52W Low $8.79
Quality & Growth
ROE 1330.9%
ROA 377.1%
Gross Margin 1545.7%
Operating Margin 688.9%
Revenue Growth YoY
Debt / Equity 1.80
AI Fundamental Assessment
P/E ratio of 18.3 (inexpensive relative to a 15-40x range); Price-to-book of 1.1x; PEG ratio of -0.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 13.3%; Return on assets of 3.8%; Net margin of 2.2%; Gross margin of 15.5%; Current ratio of 1.38 (tight short-term liquidity); Debt-to-equity of 1.80; Free cash flow per share is positive (0.64); Most recent quarter beat estimates by 7.6%; 2 consecutive earnings beats; EPS growth accelerating (-69.0% -> +55.6% QoQ); Average YoY EPS growth of -66.7%; Analyst estimates falling over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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