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SHEL · NYSE · STOCK

Shell plc

Energy Updated August 11, 2026
$90.52
52W $68.62 – $94.90
68/100
$252.32B
9.9
-0.23
AI Committee Verdict
Buy
68/100
Conviction: Unanimous · 100% agreement · 5 analysts
Unanimous

Is SHEL Bullish or Bearish?

Bullish. Innellis AI committee rates Shell plc (SHEL) Buy with a composite score of 68/100 , based on 5 analysts with 100% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +6.62 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 — -13.38 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 vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • P/E of 9.4 is inexpensive for the broad market — Value
  • Price-to-book of 1.2x is a discount to asset value — Value
  • Dividend yield of 4.6% pays you to wait — Value
  • EPS growing 104.5% YoY — Growth
  • Price structure making higher highs and higher lows — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • 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 11, 2026
Overall Committee Score
68/100
Agreement
100%
Analysts
5
Conviction
Unanimous
Sector Rank
Top 14%
of 90 Energy peers
Value Analyst bullish
77 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 9.4 is inexpensive for the broad market
Growth Analyst bullish
62 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ EPS growing 104.5% YoY
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Macro Analyst bullish
78 / 100 · Moderate 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
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 17 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
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
60.8
Neutral
MACD Histogram
-0.006
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Support
$76.29
Resistance
$94.88
Bollinger %B
0.78
Inside Bands
Price vs Moving Averages
EMA 9
$89.39 Above
EMA 21
$87.84 Above
EMA 50
$86.06 Above
EMA 200
$82.02 Above

Fundamental Analysis

Valuation
100
Profitability
36
Financial Health
76
Cash Flow
70
Valuation
P/E Ratio 9.9×
P/B Ratio 1.39×
PEG Ratio 0.09
Dividend Yield 3.29%
52W High $94.90
52W Low $68.62
Quality & Growth
ROE 1022.8%
ROA 481.6%
Gross Margin 1793.6%
Operating Margin 1337.0%
Revenue Growth YoY
Debt / Equity 0.40
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 9.9 (inexpensive relative to a 15-40x range); Price-to-book of 1.4x; PEG ratio of 0.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 10.2%; Return on assets of 4.8%; Net margin of 8.8%; Gross margin of 17.9%; Current ratio of 1.43 (tight short-term liquidity); Debt-to-equity of 0.40; Free cash flow per share is positive (10.30); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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