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Avantor

AVTR Healthcare Unknown Updated July 31, 2026
$13.78
52W $7.26 – $15.93
51/100
$9.32B
-16.4
0.94
AI Committee Verdict
Watch
Conviction: Moderate · 71% agreement · 7 analysts
+4.6%
-14.2%
0.33:1
Moderate

Is AVTR Bullish or Bearish?

Mixed. Innellis AI committee rates Avantor (AVTR) Watch with a composite score of 51/100 , based on 7 analysts with 71% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +8.85 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -11.15 from today. The band boundary is 45.0, 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 genuinely divided. News Analyst sees a compelling case. Risk Analyst remains cautious — bollinger bandwidth of 41.3% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Price-to-book of 1.4x is a discount to asset value — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • ROE of only -9.6% -- cheap may mean cheap for a reason — Value
  • Revenue declining -2.0% YoY -- this is not a growth story right now — Growth
  • RSI at 79 is in overbought territory — Technical
  • Price trading above the upper Bollinger Band -- stretched — Technical
  • Weekly RSI at 91 -- overbought on the larger timeframe too — Technical
  • Bollinger bandwidth of 41.3% signals elevated volatility — Risk
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 July 31, 2026
Overall Committee Score
51/100
Agreement
71%
Analysts
7
Conviction
Moderate
Sector Rank
Top 80%
of 93 Healthcare peers
Value Analyst neutral
55 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Price-to-book of 1.4x is a discount to asset value
− ROE of only -9.6% -- cheap may mean cheap for a reason
Growth Analyst neutral
50 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− Revenue declining -2.0% YoY -- this is not a growth story right now
Technical Analyst neutral
54 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− RSI at 79 is in overbought territory
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 41.3% signals elevated volatility
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
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 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 52.9 to 51.1.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • News Analyst: score 66->62 (-4).
  • Portfolio Manager: +2 bearish signal(s).
  • Risk Analyst: +1 bearish signal(s).
  • Technical Analyst: +2 bearish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
76.9
Overbought
MACD Histogram
0.280
Bullish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Hh Hl
Support
$11.82
Resistance
$14.42
Bollinger %B
0.97
Inside Bands
Price vs Moving Averages
EMA 9
$12.67 Above
EMA 21
$11.66 Above
EMA 50
$10.53 Above
EMA 200
$10.60 Above

Fundamental Analysis

Valuation
99
Growth
57
Profitability
0
Financial Health
91
Cash Flow
37
Valuation
P/E Ratio -16.4×
P/B Ratio 1.66×
PEG Ratio 0.33
Dividend Yield 0.00%
52W High $15.93
52W Low $7.26
Quality & Growth
ROE -9.5%
ROA -4.5%
Gross Margin 31.8%
Operating Margin -4.3%
Revenue Growth YoY
Debt / Equity 0.01
AI Fundamental Assessment
P/E ratio of -16.4 (inexpensive relative to a 15-40x range); Price-to-book of 1.7x; PEG ratio of 0.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -0.1%; Return on assets of -0.0%; Net margin of -0.1%; Gross margin of 0.3%; Current ratio of 1.78 (healthy short-term liquidity); Debt-to-equity of 0.01; Free cash flow margin of 0.7% (thin cash generation); Free cash flow per share is positive (0.43); Most recent quarter beat estimates by 8.6%; 2 consecutive earnings beats; EPS growth accelerating (-22.7% -> +23.5% QoQ); Average YoY EPS growth of -12.5%; Analyst estimates falling over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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