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NiSource

NI Utilities Unknown Updated July 31, 2026
$44.44
52W $38.45 – $49.21
47/100
$21.30B
22.0
0.54
AI Committee Verdict
Watch
Conviction: Moderate · 71% agreement · 7 analysts
+0.7%
-6.5%
0.10:1
Moderate

Is NI Bullish or Bearish?

Mixed. Innellis AI committee rates NiSource (NI) Watch with a composite score of 47/100 , 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 — +12.74 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 — -7.26 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 sees neither a compelling opportunity nor a clear risk at this stage. Conditions remain neutral — patience is warranted.

Bull & Bear Case

Bull Case
  • Dividend yield of 2.7% pays you to wait — Value
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Debt-to-equity of 1.72 adds balance-sheet risk to the value case — Value
  • 3 consecutive earnings misses -- execution concerns — Growth
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • High leverage (debt-to-equity 1.72) amplifies downside in a stress scenario — Risk
  • Current ratio of 0.69 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
47/100
Agreement
71%
Analysts
7
Conviction
Moderate
Sector Rank
Top 93%
of 45 Utilities peers
Value Analyst neutral
50 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Dividend yield of 2.7% pays you to wait
− Debt-to-equity of 1.72 adds balance-sheet risk to the value case
Growth Analyst bearish
40 / 100 · High confidence
Growth story is weak, decelerating, or inconsistent
− 3 consecutive earnings misses -- execution concerns
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
32 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 1.72) 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 neutral
58 / 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 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 48.7 to 47.3.

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

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

Technical Analysis

RSI (14)
29.2
Oversold
MACD Histogram
-0.170
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$41.53
Resistance
$44.73
Bollinger %B
-0.01
Below Lower Band
Price vs Moving Averages
EMA 9
$45.47 Below
EMA 21
$46.04 Below
EMA 50
$46.51 Below
EMA 200
$45.36 Below

Fundamental Analysis

Valuation
61
Growth
30
Profitability
0
Financial Health
19
Cash Flow
8
Valuation
P/E Ratio 22.0×
P/B Ratio 2.20×
PEG Ratio 2.56
Dividend Yield 0.03%
52W High $49.21
52W Low $38.45
Quality & Growth
ROE 9.8%
ROA 2.5%
Gross Margin 55.9%
Operating Margin 27.8%
Revenue Growth YoY
Debt / Equity 1.74
AI Fundamental Assessment
P/E ratio of 22.0 (inexpensive relative to a 15-40x range); Price-to-book of 2.2x; PEG ratio of 2.6 (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 0.6%; Current ratio of 0.65 (tight short-term liquidity); Debt-to-equity of 1.74; Free cash flow margin of -0.4% (thin cash generation); Free cash flow per share is negative (-1.74); Most recent quarter missed estimates by 2.3%; 3 consecutive earnings misses; EPS growth decelerating (+168.4% -> +107.8% QoQ); Analyst estimates rising over recent quarters
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Explore NI Further

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