OTIS · NASDAQ · STOCK
Otis Worldwide Corporation
$73.97
52W $69.16 – $94.56
61/100
$28.17B
18.9
0.89
Is OTIS Bullish or Bearish?
Bullish.
Innellis AI committee rates Otis Worldwide Corporation (OTIS) Buy with a composite score of 61/100
, based on 6 analysts with 50% agreement.
Last updated August 08, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +13.52 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 — -6.48 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 split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull & Bear Case
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.02) -- balance sheet can absorb a shock — Risk
- Market regime is bullish (Bull market -- normal position sizing) — Macro
- News sentiment is positive (+0.38 across 8 articles, 14d) — News
Bear Case
- 3 consecutive earnings misses -- execution concerns — Growth
- Current ratio of 0.85 is tight -- limited short-term liquidity cushion — 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
61/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 29%
of 158 Industrials peers
Value Analyst
bullish
65
/ 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
Growth Analyst
neutral
48
/ 100 · High confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− 3 consecutive earnings misses -- execution concerns
Technical Analyst
neutral
58
/ 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish 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 0.02) -- balance sheet can absorb a shock
− Current ratio of 0.85 is tight -- limited short-term liquidity cushion
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
70
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.38 across 8 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
Investment Thesis Evolution
Committee score moved marginally from 63.4 to 61.5.
- Conviction changed from moderate to contested.
- Committee agreement fell notably from 67% to 50%.
- Bullish support removed: 1 signal(s) disappeared.
- New bullish signals: 1 appeared.
- Analyst(s) changed stance: Risk Analyst.
Analyst-level changes:
- News Analyst: score 77->70 (-7); +1 bullish signal(s).
- Risk Analyst: stance bullish->neutral; score 62->58 (-4).
Comparing 2026-08-07 to 2026-08-08 (1 day apart).
Technical Analysis
RSI (14)
60.5
Neutral
MACD Histogram
0.161
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Mixed
Support
$69.16
Resistance
$82.59
Bollinger %B
0.76
Inside Bands
Price vs Moving Averages
EMA 9
$73.15
Above
EMA 21
$72.83
Above
EMA 50
$73.18
Above
EMA 200
$80.13
Below
Fundamental Analysis
Valuation
61
Growth
44
Profitability
44
Financial Health
51
Cash Flow
70
Valuation
P/E Ratio
18.9×
P/B Ratio
-4.96×
PEG Ratio
7.21
Dividend Yield
2.30%
52W High
$94.56
52W Low
$69.16
Quality & Growth
ROE
-2566.8%
ROA
1299.2%
Gross Margin
3016.6%
Operating Margin
1535.1%
Revenue Growth YoY
—
Debt / Equity
-1.54
AI Fundamental Assessment
P/E ratio of 18.9 (inexpensive relative to a 15-40x range); Price-to-book of -5.0x; PEG ratio of 7.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -25.7%; Return on assets of 13.0%; Net margin of 10.2%; Gross margin of 30.2%; Current ratio of 0.83 (tight short-term liquidity); Debt-to-equity of -1.54; Free cash flow per share is positive (4.44); Most recent quarter missed estimates by 1.6%; 3 consecutive earnings misses; EPS growth accelerating (-13.6% -> +13.5% QoQ); Average YoY EPS growth of -3.8%; Analyst estimates falling over recent quarters
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