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Olin Corporation

OLN Basic Materials Unknown Updated July 31, 2026
$18.41
52W $17.73 – $30.46
56/100
$2.11B
-15.0
1.21
AI Committee Verdict
Watch
Conviction: Contested · 67% agreement · 6 analysts
+25.9%
Contested

Is OLN Bullish or Bearish?

Mixed. Innellis AI committee rates Olin Corporation (OLN) Watch with a composite score of 56/100 , based on 6 analysts with 67% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +3.61 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 — -16.39 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. Growth Analyst sees a compelling case — quarter-over-quarter growth rate is accelerating, not just positive. Risk Analyst remains cautious — bollinger bandwidth of 22.0% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Bollinger bandwidth of 22.0% signals elevated volatility — 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
56/100
Agreement
67%
Analysts
6
Conviction
Contested
Sector Rank
Top 29%
of 54 Basic Materials peers
Growth Analyst bullish
85 / 100 · Low confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 22.0% signals elevated volatility
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 53.6 to 56.4.

Analyst-level changes:
  • Growth Analyst: score 68->85 (+17).
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Risk Analyst: +1 bearish signal(s).
  • Value Analyst abstained (was neutral at 48).

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

Technical Analysis

RSI (14)
24.7
Oversold
MACD Histogram
-0.129
Bearish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Lh Ll
Support
$18.45
Resistance
$23.18
Bollinger %B
-0.09
Below Lower Band
Price vs Moving Averages
EMA 9
$21.51 Below
EMA 21
$21.86 Below
EMA 50
$22.86 Below
EMA 200
$24.27 Below

Fundamental Analysis

Valuation
100
Growth
65
Profitability
0
Financial Health
40
Cash Flow
36
Valuation
P/E Ratio -15.0×
P/B Ratio 1.23×
PEG Ratio -0.05
Dividend Yield 0.04%
52W High $30.46
52W Low $17.73
Quality & Growth
ROE -2.3%
ROA -0.6%
Gross Margin 6.9%
Operating Margin -0.8%
Revenue Growth YoY
Debt / Equity 1.95
AI Fundamental Assessment
P/E ratio of -15.0 (inexpensive relative to a 15-40x range); Price-to-book of 1.2x; PEG ratio of -0.0 (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 0.1%; Current ratio of 1.42 (tight short-term liquidity); Debt-to-equity of 1.95; Free cash flow margin of 0.3% (thin cash generation); Free cash flow per share is positive (0.87); Most recent quarter beat estimates by 49.7%; 5 consecutive earnings beats; EPS growth accelerating (+0.0% -> +44.8% QoQ); Average YoY EPS growth of -607.9%; Analyst estimates falling over recent quarters
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Explore OLN Further

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