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

Macy's

M Consumer Cyclical Unknown Updated July 20, 2026
$23.79
52W $11.77 – $26.10
57/100
9.4
1.49
Explore M Further
📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
AI Committee Verdict
Watch
Conviction: Contested · 43% agreement · 7 analysts
+1.9%
-1.5%
1.30:1
Contested
Is M Bullish or Bearish?
Mixed. Innellis AI committee rates Macy's (M) Watch with a composite score of 57/100 , based on 7 analysts with 43% agreement. Last updated July 20, 2026.
Executive Summary
The committee is genuinely divided. Value Analyst sees a compelling case — p/e of 9.3 is inexpensive for the broad market. Risk Analyst remains cautious — bollinger bandwidth of 16.4% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
  • Daily trend: uptrend.
  • Weekly trend: uptrend.
  • Daily and weekly trends are both bullish — multi-timeframe alignment, highest confidence.
  • Higher Highs / Higher Lows structure confirms bullish price action.
  • Daily volatility (ATR%) above ~3% is treated as elevated risk.
Bear Case
  • MACD histogram is negative (-0.107) — bearish momentum.
Price History (6M)
AI Investment Committee
Committee Consensus As of July 20, 2026
Overall Committee Score
57/100
Agreement
43%
Analysts
7
Conviction
Contested
Value Analyst bullish
80 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 9.3 is inexpensive for the broad market
Growth Analyst neutral
43 / 100 · High confidence
Moderate growth -- present but not remarkable
+ 4 consecutive earnings beats -- consistent execution
− Revenue declining -0.3% YoY -- this is not a growth story right now
Technical Analyst neutral
57 / 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 16.4% signals elevated volatility
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
66 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.27 across 18 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 2975.52)
Open Full Terminal →
Investment Thesis Evolution

Committee score moved marginally from 56.6 to 56.6.

Analyst-level changes:
  • Portfolio Manager: +1 bearish signal(s).

Comparing 2026-07-19 to 2026-07-20 (1 day apart).

Technical Analysis
RSI (14)
46.6
Neutral
MACD Histogram
-0.107
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$22.96
Resistance
$23.76
Bollinger %B
0.38
Inside Bands
Price vs Moving Averages
EMA 9
$23.46 Above
EMA 21
$23.44 Above
EMA 50
$22.61 Above
EMA 200
$20.22 Above
Fundamental Analysis
Valuation
100
Growth
69
Profitability
0
Financial Health
64
Cash Flow
37
Valuation
P/E Ratio 9.4×
P/B Ratio 1.27×
PEG Ratio 0.41
Dividend Yield 0.03%
52W High $26.10
52W Low $11.77
Quality & Growth
ROE 13.2%
ROA 4.0%
Gross Margin 36.5%
Operating Margin 4.5%
Revenue Growth YoY
Debt / Equity 1.06
AI Fundamental Assessment
P/E ratio of 9.4 (inexpensive relative to a 15-40x range); Price-to-book of 1.3x; PEG ratio of 0.4 (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 0.0%; Gross margin of 0.4%; Current ratio of 1.48 (tight short-term liquidity); Debt-to-equity of 1.06; Free cash flow margin of 0.8% (thin cash generation); Free cash flow per share is positive (5.68); Most recent quarter beat estimates by 392.4%; 4 consecutive earnings beats; EPS growth decelerating (+1755.6% -> -92.2% QoQ); Analyst estimates rising over recent quarters
Key Risks
  • MACD histogram is negative (-0.107) — bearish momentum.
This risk summary is generated from quantitative data signals, not qualitative opinion. All investors should conduct their own due diligence. This is not financial advice.
Get the Full M Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal → Mobile
Weekly Intelligence Brief
Get the committee's top-scored stocks every Sunday.
Free · No spam · Unsubscribe anytime