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Visteon

VC Consumer Cyclical Unknown Updated July 31, 2026
$104.42
52W $83.49 – $129.10
57/100
$2.79B
18.7
1.29
AI Committee Verdict
Buy
Conviction: Contested · 43% agreement · 7 analysts
+0.8%
-0.8%
1.00:1
Contested

Is VC Bullish or Bearish?

Bullish. Innellis AI committee rates Visteon (VC) Buy with a composite score of 57/100 , based on 7 analysts with 43% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +17.84 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -2.16 from today. The band boundary is 60.0, 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. Risk Analyst sees a compelling case — low leverage (debt-to-equity 0.19) -- balance sheet can absorb a shock. Growth Analyst remains cautious — revenue declining -1.1% yoy -- this is not a growth story right now. 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
  • Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
  • Low leverage (debt-to-equity 0.19) -- balance sheet can absorb a shock — Risk
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • Beta of 1.33 means this name should amplify a favorable market regime — Macro
Bear Case
  • Revenue declining -1.1% YoY -- this is not a growth story right now — Growth
  • EPS declining -47.7% YoY despite any revenue growth — Growth
  • 2 consecutive earnings misses -- execution concerns — Growth
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
57/100
Agreement
43%
Analysts
7
Conviction
Contested
Sector Rank
Top 24%
of 124 Consumer Cyclical peers
Value Analyst bullish
62 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
Growth Analyst bearish
35 / 100 · High confidence
Growth story is weak, decelerating, or inconsistent
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− Revenue declining -1.1% YoY -- this is not a growth story right now
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ MACD histogram positive -- bullish 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 0.19) -- balance sheet can absorb a shock
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
60 / 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 58.2 to 57.2.

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

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

Technical Analysis

RSI (14)
47.9
Neutral
MACD Histogram
0.525
Bullish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Mixed
Support
$103.60
Resistance
$105.24
Bollinger %B
0.45
Inside Bands
Price vs Moving Averages
EMA 9
$104.83 Below
EMA 21
$105.46 Below
EMA 50
$107.00 Below
EMA 200
$104.40 Above

Fundamental Analysis

Valuation
94
Growth
55
Profitability
0
Financial Health
91
Cash Flow
36
Valuation
P/E Ratio 18.7×
P/B Ratio 1.74×
PEG Ratio -0.39
Dividend Yield 0.01%
52W High $129.10
52W Low $83.49
Quality & Growth
ROE 12.8%
ROA 5.9%
Gross Margin 12.8%
Operating Margin 7.4%
Revenue Growth YoY
Debt / Equity 0.27
AI Fundamental Assessment
P/E ratio of 18.7 (inexpensive relative to a 15-40x range); Price-to-book of 1.7x; 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 0.1%; Net margin of 0.0%; Gross margin of 0.1%; Current ratio of 1.78 (healthy short-term liquidity); Debt-to-equity of 0.27; Free cash flow margin of 0.6% (thin cash generation); Free cash flow per share is positive (5.97); Most recent quarter missed estimates by 15.4%; 2 consecutive earnings misses; EPS growth accelerating (-44.3% -> +15.8% QoQ); Average YoY EPS growth of -20.1%; Analyst estimates rising over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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