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Kirby Corporation

Industrials Updated August 08, 2026
$131.46
52W $79.52 – $157.69
62/100
$7.02B
20.1
0.83
AI Committee Verdict
Buy
62/100
Conviction: Moderate · 67% agreement · 6 analysts
+0.6%
-2.2%
0.25:1
Moderate
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is KEX Bullish or Bearish?

Bullish. Innellis AI committee rates Kirby Corporation (KEX) Buy with a composite score of 62/100 , based on 6 analysts with 67% agreement. Last updated August 08, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +12.67 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 — -7.33 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 primary driver is eps growing 29.1% yoy. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • EPS growing 29.1% YoY — Growth
  • 4 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Low leverage (debt-to-equity 0.27) -- balance sheet can absorb a shock — Risk
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • News sentiment is positive (+0.20 across 21 articles, 14d) — News
Bear Case
  • MACD histogram negative -- bearish momentum — Technical
  • 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 08, 2026
Overall Committee Score
62/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 23%
of 158 Industrials peers
Value Analyst bullish
62 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
Growth Analyst bullish
72 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 29.1% YoY
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
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 0.27) -- balance sheet can absorb a shock
− Bollinger bandwidth of 21.0% 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 21 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 60.0 to 62.3.

Analyst-level changes:
  • Growth Analyst: score 82->72 (-10); +1 bullish signal(s).
  • Risk Analyst: stance bearish->neutral; score 35->58 (+22); +1 bearish signal(s); +1 bullish signal(s).
  • Value Analyst joined: bullish at 62.

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

Technical Analysis

RSI (14)
33.9
Neutral
MACD Histogram
-1.290
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$128.59
Resistance
$132.18
Bollinger %B
0.21
Inside Bands
Price vs Moving Averages
EMA 9
$134.09 Below
EMA 21
$137.30 Below
EMA 50
$139.17 Below
EMA 200
$130.18 Above

Fundamental Analysis

Valuation
90
Growth
72
Profitability
44
Financial Health
87
Cash Flow
70
Valuation
P/E Ratio 20.1×
P/B Ratio 2.04×
PEG Ratio 0.88
Dividend Yield 0.00%
52W High $157.69
52W Low $79.52
Quality & Growth
ROE 1048.9%
ROA 587.4%
Gross Margin 2536.4%
Operating Margin 1381.2%
Revenue Growth YoY
Debt / Equity 0.36
AI Fundamental Assessment
P/E ratio of 20.1 (inexpensive relative to a 15-40x range); Price-to-book of 2.0x; PEG ratio of 0.9 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 10.5%; Return on assets of 5.9%; Net margin of 10.2%; Gross margin of 25.4%; Current ratio of 1.68 (healthy short-term liquidity); Debt-to-equity of 0.36; Free cash flow per share is positive (9.83); Most recent quarter beat estimates by 1.4%; 4 consecutive earnings beats; EPS growth accelerating (-10.7% -> +11.3% QoQ); Average YoY EPS growth of 0.0%; Analyst estimates flat over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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