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Evercore Inc. (EVR) Stock Analysis

Temp Headwind edge

Buy WaitHigh Confidence

Financial Services · Capital Markets

Wait for pullback to $292.12. At $323.20 the A.R:R is 0.1:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $292.12 (Rr Min Solve Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Analyst target reached - limited upside remaining; Negative momentum.

Evercore is an independent investment banking firm offering strategic advisory, restructuring, capital markets, and equities research/trading. In 2025, its Investment Banking & Equities segment generated $3.69B or 98% of revenues, with 806 fees earned from advisory and... Read more

$323.20+11.3% A.UpsideScore 6.9/10#4 of 40 Capital Markets
QualityF-score9 / 9FCF yield—
IncomeYield1.10%(5y avg 1.81%)Payout18.91%sustainable
Entry $292.12(Rr Min Solve Sticky)Stop $270.01Target $325.21(analyst − 13%)A.R:R 0.1:1Setup A.R:R 1.6:1
Analyst target$373.80+15.7%10 analysts
$325.21our TP
$323.20price
$373.80mean
$435

Wait for pullback to $292.12. At $323.20 the A.R:R is 0.1:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $292.12 (Rr Min Solve Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Analyst target reached - limited upside remaining; Negative momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Wide-moat business. Accumulate on weakness. Score 6.9/10, high confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 70d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

Val6.7Qual9.2Grw10.0Mom2.3Sent6.7Ins5.0Peer5.3Tech7.4Risk7.26.9OVERALL

Recent Developments — Evercore Inc.

Latest news

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
V7 flight-to-quality bonus: +0.5 (Q=9.2 in RISK_OFF)
Sector modifier (Financial Services): +1.0
Strong earnings beat streak (4/4)
Risks
Analyst target reached - limited upside remaining
Negative momentum

Key Metrics

P/E (TTM)18.2
P/E (Fwd)14.0
Mkt Cap$12.5B
EV/EBITDA—
Profit Mgn16.4%
ROE42.2%
Rev Growth100.3%
Beta1.49
Dividend1.10%
Rating analysts15

Quality Signals

Piotroski F9/9MoatWideCompounder✓

Options Flow

P/C0.24bullish
IV45%normal

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker·2 ceiling hits

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Obv
1.0
Volume
2.0
Ma Position
4.2
Rsi
4.5
Volume distribution (falling OBV)Below 200-MA but MA still rising (+2.6%/30d) — pullback in uptrend, not confirmed weakness
GatesMomentum 2.3<4.5A.R:R 0.1 < 1.5@spotInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 70d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
49 · Neutral
↓ 20D MA↑ 50D MA↓ 200D MADEATH CROSSSupport $311.60Resistance $362.12

Price Targets

$270
$292
$325
A.Upside+0.6%
A.R:R0.1:1
Setup A.R:R (at entry)1.6:1

Position Sizing

ConvictionHigh conviction
Suggested %0.8%
Max %1.7%
RegimeRisk-Off

Risk Alerts

! Target reached (0.6% upside)
! Momentum score 2.3/10 — below 4.5 minimum
! Reward/Risk 0.1:1 at current price — below 1.5:1 minimum

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-29 (70d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is EVR stock a buy right now?

Wait for pullback to $292.12. At $323.20 the A.R:R is 0.1:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $292.12 (Rr Min Solve Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Analyst target reached - limited upside remaining; Negative momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Wide-moat business. Accumulate on weakness. Target $325.21 (+0.6%), stop $270.01 (−19.7%), Setup A.R:R 1.6:1. Score 6.9/10, high confidence.

What is the EVR stock price target?

Take-profit target: $325.21 (+11.3% upside). Target $325.21 (+0.6%), stop $270.01 (−19.7%), Setup A.R:R 1.6:1. Stop-loss: $270.01.

What are the risks of investing in EVR?

Analyst target reached - limited upside remaining; Negative momentum.

Is EVR overvalued or undervalued?

Evercore Inc. trades at a P/E of 18.2 (forward 14.0). TrendMatrix value score: 6.7/10. Verdict: Buy (Wait for Entry).

What do analysts say about EVR?

15 analysts cover EVR with a consensus score of 3.9/5. Average price target: $374.

What does Evercore Inc. do?Evercore is an independent investment banking firm offering strategic advisory, restructuring, capital markets, and...

Evercore is an independent investment banking firm offering strategic advisory, restructuring, capital markets, and equities research/trading. In 2025, its Investment Banking & Equities segment generated $3.69B or 98% of revenues, with 806 fees earned from advisory and underwriting transactions across numerous industry sectors globally.

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