Get the Weekly Intelligence Brief — top committee picks every Sunday.
NASDAQ · STOCK

Amcor

AMCR Consumer Cyclical Unknown Updated August 01, 2026
$44.88
52W $36.25 – $50.94
61/100
$20.75B
31.4
0.61
AI Committee Verdict
Buy
Conviction: Moderate · 67% agreement · 6 analysts
+6.5%
-1.3%
4.86:1
Moderate

Is AMCR Bullish or Bearish?

Bullish. Innellis AI committee rates Amcor (AMCR) Buy with a composite score of 61/100 , based on 6 analysts with 67% agreement. Last updated August 01, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +14.40 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 — -5.60 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 market regime is bullish (bull market -- normal position sizing). The main limiting factor is p/e of 30.6 is moderate-to-rich. The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • Dividend yield of 5.8% pays you to wait — Value
  • Revenue growing 64.8% YoY -- genuine top-line momentum — Growth
  • EPS growing 31.8% YoY — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
Bear Case
  • P/E of 30.6 is moderate-to-rich — Value
  • 2 consecutive earnings misses -- execution concerns — Growth
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 01, 2026
Overall Committee Score
61/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 13%
of 124 Consumer Cyclical peers
Value Analyst neutral
48 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Dividend yield of 5.8% pays you to wait
− P/E of 30.6 is moderate-to-rich
Growth Analyst bullish
69 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 64.8% YoY -- genuine top-line momentum
− 2 consecutive earnings misses -- execution concerns
Technical Analyst bullish
68 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
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
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 10 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 2535.03)
Open Full Terminal →

Investment Thesis Evolution

Committee score moved marginally from 58.3 to 60.6.

Analyst-level changes:
  • Macro Analyst: stance neutral->bullish; score 58->70 (+12).
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Value Analyst: +1 bearish signal(s).

Comparing 2026-07-31 to 2026-08-01 (1 day apart).

Technical Analysis

RSI (14)
54.4
Neutral
MACD Histogram
0.052
Bullish Momentum
Trend Direction
Uptrend
Weekly: Sideways
Market Structure
Mixed
Support
$44.28
Resistance
$47.80
Bollinger %B
0.68
Inside Bands
Price vs Moving Averages
EMA 9
$44.81 Above
EMA 21
$43.95 Above
EMA 50
$42.54 Above
EMA 200
$42.44 Above

Fundamental Analysis

Valuation
77
Growth
58
Profitability
0
Financial Health
53
Cash Flow
37
Valuation
P/E Ratio 31.4×
P/B Ratio 1.78×
PEG Ratio -0.64
Dividend Yield 0.06%
52W High $50.94
52W Low $36.25
Quality & Growth
ROE 4.4%
ROA 1.4%
Gross Margin 17.9%
Operating Margin 6.7%
Revenue Growth YoY
Debt / Equity 1.43
AI Fundamental Assessment
P/E ratio of 31.4 (rich relative to a 15-40x range); Price-to-book of 1.8x; PEG ratio of -0.6 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.0%; Return on assets of 0.0%; Net margin of 0.0%; Gross margin of 0.2%; Current ratio of 1.44 (tight short-term liquidity); Debt-to-equity of 1.43; Free cash flow margin of 0.7% (thin cash generation); Free cash flow per share is positive (2.63); Most recent quarter missed estimates by 2.0%; 2 consecutive earnings misses; EPS growth accelerating (-10.9% -> +11.6% QoQ); Analyst estimates rising over recent quarters
Get the Full AMCR Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →

Explore AMCR Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
Weekly Intelligence Brief
Get the committee's top-scored stocks every Sunday.
Free · No spam · Unsubscribe anytime