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Kirby (KEX) Stock Analysis

Industrials Updated September 05, 2026
$140.67
52W $79.52 – $157.69
68/100
$7.66B
21.9
0.86
AI Committee Verdict
Buy
68/100
Conviction: Unanimous · 100% agreement · 6 analysts
+4.8%
-10.4%
0.46:1
Unanimous
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 68/100 , based on 6 analysts with 100% agreement. Last updated September 05, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +6.92 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 — -13.08 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 low leverage (debt-to-equity 0.27) -- balance sheet can absorb a shock. The main limiting factor is sector concentration is already high (hhi 3059.07). The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • 4 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • Risk/reward is unfavorable: 10.4% downside vs 4.8% upside.
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 September 05, 2026
Overall Committee Score
68/100
Agreement
100%
Analysts
6
Conviction
Unanimous
Sector Rank
Top 2%
of 226 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
68 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ 4 consecutive earnings beats -- consistent execution
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 bullish
80 / 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.27) -- balance sheet can absorb a shock
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
65 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.22 across 9 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3059.07)
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Investment Thesis Evolution

Committee score moved marginally from 68.1 to 68.1.

Comparing 2026-09-04 to 2026-09-05 (1 day apart).

Technical Analysis

RSI (14)
68.8
Neutral
MACD Histogram
0.624
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$128.59
Resistance
$150.49
Bollinger %B
0.89
Inside Bands
Price vs Moving Averages
EMA 9
$140.86 Below
EMA 21
$139.54 Above
EMA 50
$139.29 Above
EMA 200
$131.72 Above

Fundamental Analysis

Valuation
87
Growth
72
Profitability
44
Financial Health
87
Cash Flow
70
Valuation
P/E Ratio 21.9×
P/B Ratio 2.22×
PEG Ratio 0.96
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 21.9 (inexpensive relative to a 15-40x range); Price-to-book of 2.2x; PEG ratio of 1.0 (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 (8.91); 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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