NASDAQ · STOCK
Evercore
$320.57
52W $265.87 – $388.71
62/100
$12.40B
16.7
1.49
⚠
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.
Is EVR Bullish or Bearish?
Bullish.
Innellis AI committee rates Evercore (EVR) Buy with a composite score of 62/100
, based on 7 analysts with 57% agreement.
Last updated August 01, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +13.14 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 — -6.86 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
- ROE of 41.0% shows genuine earnings power backing the valuation — Value
- Revenue growing 47.3% YoY -- genuine top-line momentum — Growth
- EPS growing 69.8% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
- Low leverage (debt-to-equity 0.29) -- balance sheet can absorb a shock — Risk
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- Price-to-book of 6.5x prices in significant intangible value — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- 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 01, 2026
Overall Committee Score
62/100
Agreement
57%
Analysts
7
Conviction
Contested
Sector Rank
Top 46%
of 141 Financial Services peers
Value Analyst
neutral
59
/ 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 41.0% shows genuine earnings power backing the valuation
− Price-to-book of 6.5x prices in significant intangible value
Growth Analyst
bullish
71
/ 100 · High confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 47.3% YoY -- genuine top-line momentum
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst
neutral
48
/ 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst
bullish
80
/ 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.29) -- balance sheet can absorb a shock
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
neutral
60
/ 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
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)
Investment Thesis Evolution
Committee score moved marginally from 60.1 to 61.9.
- Conviction changed from moderate to contested.
- Committee agreement fell notably from 71% to 57%.
- New bearish signals: 2 appeared.
- Bullish support removed: 1 signal(s) disappeared.
- New bullish signals: 1 appeared.
- Bearish pressure eased: 3 signal(s) disappeared.
- Analyst(s) changed stance: Macro Analyst.
Analyst-level changes:
- Macro Analyst: stance neutral->bullish; score 58->70 (+12); +1 bullish signal(s).
- Portfolio Manager: +2 bearish signal(s).
Comparing 2026-07-31 to 2026-08-01 (1 day apart).
Technical Analysis
RSI (14)
40.5
Neutral
MACD Histogram
-2.630
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Support
$289.14
Resistance
$323.33
Bollinger %B
0.18
Inside Bands
Price vs Moving Averages
EMA 9
$327.01
Below
EMA 21
$334.71
Below
EMA 50
$338.83
Below
EMA 200
$326.92
Below
Fundamental Analysis
Valuation
98
Growth
63
Profitability
1
Financial Health
50
Cash Flow
37
Valuation
P/E Ratio
16.7×
P/B Ratio
0.00×
PEG Ratio
0.28
Dividend Yield
0.01%
52W High
$388.71
52W Low
$265.87
Quality & Growth
ROE
29.1%
ROA
11.1%
Gross Margin
99.1%
Operating Margin
21.5%
Revenue Growth YoY
—
Debt / Equity
0.00
AI Fundamental Assessment
P/E ratio of 16.7 (inexpensive relative to a 15-40x range); Price-to-book of 0.0x; PEG ratio of 0.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.3%; Return on assets of 0.1%; Net margin of 0.2%; Gross margin of 1.0%; Current ratio of 0.00 (tight short-term liquidity); Debt-to-equity of 0.00; Free cash flow margin of 1.0% (thin cash generation); Free cash flow per share is positive (25.42); Most recent quarter beat estimates by 4.1%; 5 consecutive earnings beats; EPS growth decelerating (+46.8% -> -61.4% QoQ); Average YoY EPS growth of 20.2%; Analyst estimates falling over recent quarters
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