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Texas Capital Bancshares

TCBI Financial Services Unknown Updated July 24, 2026
$99.23
52W $75.41 – $108.92
68/100
12.9
0.67
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
AI Committee Verdict
Buy
Conviction: Contested · 71% agreement · 7 analysts
+7.6%
-4.0%
1.91:1
Contested
Is TCBI Bullish or Bearish?
Bullish. Innellis AI committee rates Texas Capital Bancshares (TCBI) Buy with a composite score of 68/100 , based on 7 analysts with 71% agreement. Last updated July 24, 2026.
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
  • Weekly trend: uptrend.
  • Daily downtrend but weekly uptrend — possible early reversal but not yet confirmed on the daily.
  • Daily volatility (ATR%) above ~3% is treated as elevated risk.
Bear Case
  • MACD histogram is negative (-0.595) — bearish momentum.
  • Bearish candlestick pattern(s) detected: Shooting Star.
Price History (6M)
AI Investment Committee
Committee Consensus As of July 24, 2026
Overall Committee Score
68/100
Agreement
71%
Analysts
7
Conviction
Contested
Sector Rank
Top 2%
of 178 Financial Services peers
Value Analyst bullish
77 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 12.0 is inexpensive for the broad market
Growth Analyst bullish
85 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 62.2% YoY -- genuine top-line momentum
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 0.18) -- 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 bullish
70 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.40 across 21 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 2893.79)
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Investment Thesis Evolution

Committee score moved marginally from 65.8 to 67.9.

Analyst-level changes:
  • Growth Analyst: score 71->85 (+14); +2 bullish signal(s).
  • News Analyst: score 61->70 (+10); +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Technical Analyst: score 57->48 (-9); +1 bearish signal(s).
  • Value Analyst: +1 bullish signal(s).

Comparing 2026-07-23 to 2026-07-24 (1 day apart).

Technical Analysis
RSI (14)
34.2
Neutral
MACD Histogram
-0.595
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$95.28
Resistance
$106.80
Bollinger %B
0.02
Inside Bands
Price vs Moving Averages
EMA 9
$102.00 Below
EMA 21
$102.38 Below
EMA 50
$101.53 Below
EMA 200
$95.97 Above
Fundamental Analysis
Valuation
100
Growth
80
Profitability
0
Financial Health
100
Cash Flow
38
Valuation
P/E Ratio 12.9×
P/B Ratio 1.23×
PEG Ratio 0.06
Dividend Yield 0.00%
52W High $108.92
52W Low $75.41
Quality & Growth
ROE 9.1%
ROA 1.1%
Gross Margin 62.4%
Operating Margin 24.9%
Revenue Growth YoY
Debt / Equity 0.23
AI Fundamental Assessment
P/E ratio of 12.9 (inexpensive relative to a 15-40x range); Price-to-book of 1.2x; PEG ratio of 0.1 (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 0.2%; Gross margin of 0.6%; Current ratio of 26.12 (healthy short-term liquidity); Debt-to-equity of 0.23; Free cash flow margin of 1.0% (thin cash generation); Free cash flow per share is positive (20.69); Most recent quarter missed estimates by 1.0%; EPS growth accelerating (-26.4% -> +20.5% QoQ); Average YoY EPS growth of 19.0%; Analyst estimates rising over recent quarters
Key Risks
  • MACD histogram is negative (-0.595) — bearish momentum.
  • Bearish candlestick pattern(s) detected: Shooting Star.
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.
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