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Wabtec

WAB Industrials Unknown Updated July 31, 2026
$290.85
52W $184.26 – $306.64
54/100
$49.13B
39.0
0.94
AI Committee Verdict
Watch
Conviction: Contested · 57% agreement · 7 analysts
-13.6%
Contested

Is WAB Bullish or Bearish?

Mixed. Innellis AI committee rates Wabtec (WAB) Watch with a composite score of 54/100 , based on 7 analysts with 57% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +6.08 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 — -13.92 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. Technical Analyst sees a compelling case — price structure making higher highs and higher lows. Risk Analyst remains cautious — bollinger bandwidth of 26.5% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • News sentiment is positive (+0.27 across 57 articles, 14d) — News
Bear Case
  • P/E of 38.9 is moderate-to-rich — Value
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • Bollinger bandwidth of 26.5% 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
54/100
Agreement
57%
Analysts
7
Conviction
Contested
Sector Rank
Top 53%
of 158 Industrials peers
Value Analyst neutral
55 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
− P/E of 38.9 is moderate-to-rich
Growth Analyst neutral
50 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst bullish
69 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 26.5% 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 bullish
66 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.27 across 57 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 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 55.0 to 53.9.

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

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

Technical Analysis

RSI (14)
58.2
Neutral
MACD Histogram
2.294
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Bollinger %B
0.71
Inside Bands
Price vs Moving Averages
EMA 9
$289.81 Above
EMA 21
$280.78 Above
EMA 50
$272.09 Above
EMA 200
$248.60 Above

Fundamental Analysis

Valuation
20
Growth
63
Profitability
0
Financial Health
60
Cash Flow
37
Valuation
P/E Ratio 39.0×
P/B Ratio 4.38×
PEG Ratio 3.54
Dividend Yield 0.00%
52W High $306.64
52W Low $184.26
Quality & Growth
ROE 10.5%
ROA 5.3%
Gross Margin 34.3%
Operating Margin 16.5%
Revenue Growth YoY
Debt / Equity 0.62
AI Fundamental Assessment
P/E ratio of 39.0 (rich relative to a 15-40x range); Price-to-book of 4.4x; PEG ratio of 3.5 (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 0.1%; Gross margin of 0.3%; Current ratio of 1.12 (tight short-term liquidity); Debt-to-equity of 0.62; Free cash flow margin of 0.9% (thin cash generation); Free cash flow per share is positive (10.93); Most recent quarter beat estimates by 4.9%; 2 consecutive earnings beats; EPS growth decelerating (+29.0% -> +1.8% QoQ); Average YoY EPS growth of 21.6%; Analyst estimates rising over recent quarters
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Explore WAB Further

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