OTIS · NYSE · STOCK
Otis Worldwide (OTIS) Stock Analysis
$71.51
52W $69.16 – $94.56
56/100
$27.21B
18.3
0.88
Is OTIS Bullish or Bearish?
Bullish.
Innellis AI committee rates Otis Worldwide Corporation (OTIS) Buy with a composite score of 56/100
, based on 4 analysts with 75% agreement.
Last updated August 23, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +19.06 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 — -0.94 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 sees neither a compelling opportunity nor a clear risk at this stage. Conditions remain neutral — patience is warranted.
Bull & Bear Case
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- 3 consecutive earnings misses -- execution concerns — Growth
- Price structure making lower highs and lower lows — Technical
- MACD histogram negative -- bearish momentum — Technical
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 23, 2026
Overall Committee Score
56/100
Agreement
75%
Analysts
4
Conviction
High
Sector Rank
Top 61%
of 226 Industrials peers
Growth Analyst
neutral
52
/ 100 · Moderate 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
49
/ 100 · High confidence
Mixed or range-bound price action
+ Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement
− Price structure making lower highs and lower lows
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
neutral
58
/ 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
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 3069.37)
Investment Thesis Evolution
Committee score moved marginally from 57.0 to 55.9.
- Conviction changed from moderate to high.
- Committee agreement increased modestly from 67% to 75%.
- Bullish support removed: 1 signal(s) disappeared.
- Bearish pressure eased: 1 signal(s) disappeared.
- Analyst(s) abstained: Risk Analyst, Value Analyst.
Analyst-level changes:
- Growth Analyst: score 48->52 (+4).
- Risk Analyst abstained (was neutral at 58).
- Value Analyst abstained (was bullish at 65).
Comparing 2026-08-22 to 2026-08-23 (1 day apart).
Technical Analysis
RSI (14)
43.4
Neutral
MACD Histogram
-0.191
Bearish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Mixed
Support
$69.26
Resistance
$75.89
Bollinger %B
0.24
Inside Bands
Price vs Moving Averages
EMA 9
$71.93
Below
EMA 21
$72.31
Below
EMA 50
$72.82
Below
EMA 200
$79.37
Below
Fundamental Analysis
Valuation
62
Growth
44
Profitability
44
Financial Health
51
Cash Flow
70
Valuation
P/E Ratio
18.3×
P/B Ratio
-4.79×
PEG Ratio
6.97
Dividend Yield
2.41%
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 18.3 (inexpensive relative to a 15-40x range); Price-to-book of -4.8x; PEG ratio of 7.0 (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
Get the Full OTIS Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →