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RBC · NYSE · STOCK

RBC Bearings (RBC) Stock Analysis

Industrials Updated August 18, 2026
$557.38
52W $364.50 – $667.69
63/100
$17.73B
55.1
1.41
AI Committee Verdict
Buy
63/100
Conviction: Contested · 50% agreement · 4 analysts
+5.3%
-2.4%
2.22:1
Contested

Is RBC Bullish or Bearish?

Bullish. Innellis AI committee rates RBC Bearings (RBC) Buy with a composite score of 63/100 , based on 4 analysts with 50% agreement. Last updated August 18, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +11.66 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 — -8.34 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
  • 5 consecutive earnings beats -- consistent execution — Growth
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • News sentiment is positive (+0.31 across 13 articles, 14d) — News
Bear Case
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • 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 18, 2026
Overall Committee Score
63/100
Agreement
50%
Analysts
4
Conviction
Contested
Sector Rank
Top 36%
of 223 Industrials peers
Growth Analyst neutral
58 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
+ 5 consecutive earnings beats -- consistent execution
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Macro Analyst bullish
80 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
68 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.31 across 13 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 2963.04)
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Investment Thesis Evolution

Committee score moved marginally from 62.6 to 63.3.

Analyst-level changes:
  • Growth Analyst: stance bullish->neutral.
  • Risk Analyst abstained (was bullish at 80).
  • Value Analyst abstained (was bearish at 40).

Comparing 2026-08-17 to 2026-08-18 (1 day apart).

Technical Analysis

RSI (14)
44.6
Neutral
MACD Histogram
-0.246
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$545.93
Resistance
$589.09
Bollinger %B
0.33
Inside Bands
Price vs Moving Averages
EMA 9
$560.08 Below
EMA 21
$569.36 Below
EMA 50
$580.56 Below
EMA 200
$541.18 Above

Fundamental Analysis

Valuation
31
Growth
74
Profitability
61
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 55.1×
P/B Ratio 5.11×
PEG Ratio 2.03
Dividend Yield 0.00%
52W High $667.69
52W Low $364.50
Quality & Growth
ROE 855.7%
ROA 561.4%
Gross Margin 4517.0%
Operating Margin 2357.2%
Revenue Growth YoY
Debt / Equity 0.25
AI Fundamental Assessment
P/E ratio of 55.1 (rich relative to a 15-40x range); Price-to-book of 5.1x; PEG ratio of 2.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 8.6%; Return on assets of 5.6%; Net margin of 16.4%; Gross margin of 45.2%; Current ratio of 2.53 (healthy short-term liquidity); Debt-to-equity of 0.25; Free cash flow per share is positive (12.21); Most recent quarter beat estimates by 12.1%; 5 consecutive earnings beats; EPS growth decelerating (+19.1% -> +7.2% QoQ); Average YoY EPS growth of 36.6%; Analyst estimates rising over recent quarters
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Explore RBC Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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