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Hyatt

H Consumer Cyclical Unknown Updated August 01, 2026
$174.02
52W $133.51 – $206.86
51/100
$16.50B
63.3
1.32
AI Committee Verdict
Watch
Conviction: Contested · 43% agreement · 7 analysts
+0.6%
-13.7%
0.04:1
Contested

Is H Bullish or Bearish?

Mixed. Innellis AI committee rates Hyatt (H) Watch with a composite score of 51/100 , based on 7 analysts with 43% agreement. Last updated August 01, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +8.98 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 — -11.02 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 — news sentiment is positive (+0.40 across 38 articles, 14d). Value Analyst remains cautious — price-to-book of 4.6x prices in significant intangible value. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • 3 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • Beta of 1.36 means this name should amplify a favorable market regime — Macro
  • News sentiment is positive (+0.40 across 38 articles, 14d) — News
Bear Case
  • Price-to-book of 4.6x prices in significant intangible value — Value
  • ROE of only -1.0% -- cheap may mean cheap for a reason — Value
  • RSI at 24 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Price trading below the lower Bollinger Band -- stretched to the downside — Technical
  • Current ratio of 0.75 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 August 01, 2026
Overall Committee Score
51/100
Agreement
43%
Analysts
7
Conviction
Contested
Sector Rank
Top 81%
of 124 Consumer Cyclical peers
Value Analyst bearish
30 / 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− Price-to-book of 4.6x prices in significant intangible value
Growth Analyst bullish
68 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ 3 consecutive earnings beats -- consistent execution
Technical Analyst bearish
38 / 100 · High confidence
Price action is deteriorating -- trend and/or momentum are working against this name
− RSI at 24 is in oversold territory (could mean either capitulation or a bounce setup)
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Current ratio of 0.75 is tight -- limited short-term liquidity cushion
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
70 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.40 across 38 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)
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Investment Thesis Evolution

Committee score moved marginally from 49.2 to 51.0.

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

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

Technical Analysis

RSI (14)
24.2
Oversold
MACD Histogram
-1.606
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Support
$150.12
Resistance
$175.06
Bollinger %B
-0.19
Below Lower Band
Price vs Moving Averages
EMA 9
$183.45 Below
EMA 21
$186.79 Below
EMA 50
$185.29 Below
EMA 200
$168.49 Above

Fundamental Analysis

Valuation
49
Growth
94
Profitability
0
Financial Health
28
Cash Flow
36
Valuation
P/E Ratio 63.3×
P/B Ratio 4.97×
PEG Ratio -0.13
Dividend Yield 0.00%
52W High $206.86
52W Low $133.51
Quality & Growth
ROE -1.6%
ROA -0.4%
Gross Margin 34.5%
Operating Margin 17.3%
Revenue Growth YoY
Debt / Equity 1.36
AI Fundamental Assessment
P/E ratio of 63.3 (rich relative to a 15-40x range); Price-to-book of 5.0x; PEG ratio of -0.1 (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 0.3%; Current ratio of 0.62 (tight short-term liquidity); Debt-to-equity of 1.36; Free cash flow margin of 0.6% (thin cash generation); Free cash flow per share is positive (2.67); Most recent quarter beat estimates by 20.6%; 3 consecutive earnings beats; EPS growth accelerating (-52.6% -> +77.8% QoQ); Average YoY EPS growth of 64.7%; Analyst estimates rising over recent quarters
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Explore H Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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