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WAL · NYSE · STOCK

Western Alliance Bancorporation (WAL) Stock Analysis

Financial Services Updated September 22, 2026
$77.78
52W $65.82 – $97.23
69/100
$8.59B
8.7
1.32
AI Committee Verdict
Buy
69/100
Conviction: Contested · 83% agreement · 6 analysts
+2.8%
-1.9%
1.46:1
Contested

Is WAL Bullish or Bearish?

Bullish. Innellis AI committee rates Western Alliance Bancorporation (WAL) Buy with a composite score of 69/100 , based on 6 analysts with 83% agreement. Last updated September 22, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +5.85 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 — -14.15 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
  • P/E of 8.7 is inexpensive for the broad market — Value
  • Price-to-book of 1.2x is a discount to asset value — Value
  • Revenue growing 69.9% YoY -- genuine top-line momentum — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
  • 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 September 22, 2026
Overall Committee Score
69/100
Agreement
83%
Analysts
6
Conviction
Contested
Sector Rank
Top 13%
of 211 Financial Services peers
Value Analyst bullish
77 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 8.7 is inexpensive for the broad market
Growth Analyst bullish
85 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 69.9% YoY -- genuine top-line momentum
Technical Analyst neutral
42 / 100 · High confidence
Mixed or range-bound price action
− Price structure making lower highs and lower lows
Risk Analyst bullish
70 / 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
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
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
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
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Investment Thesis Evolution

Committee score strengthened from 65.9 to 69.2.

Analyst-level changes:
  • Macro Analyst: score 65->80 (+15); +1 bullish signal(s).
  • News Analyst: stance neutral->bullish; score 58->62 (+4).
  • Portfolio Manager: score 45->55 (+10); +1 bearish signal(s).

Comparing 2026-09-21 to 2026-09-22 (1 day apart).

Technical Analysis

RSI (14)
45.0
Neutral
MACD Histogram
-0.000
Bearish Momentum
Trend Direction
Downtrend
Weekly: Sideways
Market Structure
Mixed
Support
$77.21
Resistance
$80.89
Bollinger %B
0.39
Inside Bands
Price vs Moving Averages
EMA 9
$78.97 Below
EMA 21
$79.40 Below
EMA 50
$80.01 Below
EMA 200
$80.50 Below

Fundamental Analysis

Valuation
100
Growth
66
Profitability
65
Financial Health
39
Cash Flow
15
Valuation
P/E Ratio 8.7×
P/B Ratio 1.09×
PEG Ratio 0.49
Dividend Yield 2.14%
52W High $97.23
52W Low $65.82
Quality & Growth
ROE 1266.2%
ROA 104.5%
Gross Margin 5656.9%
Operating Margin 2401.2%
Revenue Growth YoY
Debt / Equity 0.95
AI Fundamental Assessment
P/E ratio of 8.7 (inexpensive relative to a 15-40x range); Price-to-book of 1.1x; PEG ratio of 0.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 12.7%; Return on assets of 1.0%; Net margin of 19.3%; Gross margin of 56.6%; Current ratio of 0.20 (tight short-term liquidity); Debt-to-equity of 0.95; Free cash flow per share is negative (-15.23); Most recent quarter missed estimates by 1.0%; EPS growth accelerating (-36.3% -> +43.0% QoQ); Average YoY EPS growth of 14.0%; Analyst estimates flat over recent quarters
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