NASDAQ · STOCK
Duke Energy
$125.37
52W $113.90 – $134.49
55/100
$97.78B
19.2
0.37
Is DUK Bullish or Bearish?
Mixed.
Innellis AI committee rates Duke Energy (DUK) Watch with a composite score of 55/100
, based on 7 analysts with 43% agreement.
Last updated July 31, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +5.06 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 — -14.94 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. Technical Analyst sees a compelling case — price structure making higher highs and higher lows. Risk Analyst remains cautious — high leverage (debt-to-equity 1.73) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- Dividend yield of 3.4% pays you to wait — Value
- 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
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- Debt-to-equity of 1.73 adds balance-sheet risk to the value case — Value
- High leverage (debt-to-equity 1.73) amplifies downside in a stress scenario — Risk
- Current ratio of 0.55 is tight -- limited short-term liquidity cushion — 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
55/100
Agreement
43%
Analysts
7
Conviction
Contested
Sector Rank
Top 17%
of 45 Utilities peers
Value Analyst
neutral
50
/ 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Dividend yield of 3.4% pays you to wait
− Debt-to-equity of 1.73 adds balance-sheet risk to the value case
Growth Analyst
bullish
62
/ 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst
bullish
69
/ 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
Risk Analyst
bearish
32
/ 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 1.73) amplifies downside in a stress scenario
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
68
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.33 across 56 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 2744.14)
Investment Thesis Evolution
Committee score moved marginally from 54.8 to 54.9.
- New bearish signals: 2 appeared.
- New bullish signals: 2 appeared.
- Bearish pressure eased: 2 signal(s) disappeared.
- Analyst(s) changed stance: Macro Analyst, News Analyst.
Analyst-level changes:
- Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
- News Analyst: stance neutral->bullish; score 60->68 (+9); +1 bullish signal(s).
- Portfolio Manager: +2 bearish signal(s).
Comparing 2026-07-30 to 2026-07-31 (1 day apart).
Technical Analysis
RSI (14)
38.1
Neutral
MACD Histogram
-0.138
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Support
$119.78
Resistance
$127.79
Bollinger %B
0.28
Inside Bands
Price vs Moving Averages
EMA 9
$127.40
Below
EMA 21
$127.04
Below
EMA 50
$126.42
Below
EMA 200
$124.58
Above
Fundamental Analysis
Valuation
73
Growth
76
Profitability
0
Financial Health
21
Cash Flow
36
Valuation
P/E Ratio
19.2×
P/B Ratio
1.79×
PEG Ratio
2.17
Dividend Yield
0.03%
52W High
$134.49
52W Low
$113.90
Quality & Growth
ROE
9.6%
ROA
2.5%
Gross Margin
58.4%
Operating Margin
27.0%
Revenue Growth YoY
—
Debt / Equity
1.67
AI Fundamental Assessment
P/E ratio of 19.2 (inexpensive relative to a 15-40x range); Price-to-book of 1.8x; PEG ratio of 2.2 (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 0.2%; Gross margin of 0.6%; Current ratio of 0.66 (tight short-term liquidity); Debt-to-equity of 1.67; Free cash flow margin of 0.6% (thin cash generation); Free cash flow per share is positive (8.49); Most recent quarter beat estimates by 2.2%; EPS growth accelerating (-17.1% -> +28.7% QoQ); Analyst estimates rising over recent quarters
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