Evercore Inc. (EVR) Stock Analysis
Temp Headwind edge
Financial Services · Capital Markets
Wait for pullback to $296.03. Weak momentum — blocks BUY_NOW at $320.81. Engine's entry $296.03 (Ma50 Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Concentration risk — Product: Investment Banking & Equities (98.0%); Analyst target reached - limited upside remaining.
Evercore is an independent investment banking firm offering M&A advisory, restructuring, capital markets, and equities research through its Investment Banking and Equities segment, and wealth management through Investment Management. In 2025, Investment Banking and Equities... Read more
Wait for pullback to $296.03. Weak momentum — blocks BUY_NOW at $320.81. Engine's entry $296.03 (Ma50 Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Concentration risk — Product: Investment Banking & Equities (98.0%); Analyst target reached - limited upside remaining. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Growth is cheap relative to earnings, but the chart hasn't confirmed yet (PEG 1.49, quality 8.6/10, growth 10.0/10). Score 6.5/10, moderate confidence.
Passes 4/6 gates (clean insider activity, no SEC red flags, earnings proximity no date, semi cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHProductInvestment Banking & Equities98%10-K Item 1: 'our Investment Banking & Equities segment generated $3.69 billion, or 98% of our revenues'
Material Events(8-K, last 90d)
- 2026-02-04Item 5.02LOWBoard appointed Christine Varney as director effective March 1, 2026, to serve on Audit and Nominating/Corporate Governance Committees. Routine board appointment; no officer departure.SEC filing →
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·3 ceiling hits
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Wait for pullback to $296.03. Weak momentum — blocks BUY_NOW at $320.81. Engine's entry $296.03 (Ma50 Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Concentration risk — Product: Investment Banking & Equities (98.0%); Analyst target reached - limited upside remaining. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Growth is cheap relative to earnings, but the chart hasn't confirmed yet (PEG 1.49, quality 8.6/10, growth 10.0/10). Target $364.61 (+13.7%), stop $270.02 (−18.8%), Setup A.R:R 2.4:1. Score 6.5/10, moderate confidence.
Take-profit target: $364.61 (+16.8% upside). Target $364.61 (+13.7%), stop $270.02 (−18.8%), Setup A.R:R 2.4:1. Stop-loss: $270.02.
Concentration risk — Product: Investment Banking & Equities (98.0%); Analyst target reached - limited upside remaining; Negative momentum.
Evercore Inc. trades at a P/E of 18.3 (forward 14.1). TrendMatrix value score: 6.5/10. Verdict: Buy (Wait for Entry).
15 analysts cover EVR with a consensus score of 3.9/5. Average price target: $369.
What does Evercore Inc. do?Evercore is an independent investment banking firm offering M&A advisory, restructuring, capital markets, and equities...
Evercore is an independent investment banking firm offering M&A advisory, restructuring, capital markets, and equities research through its Investment Banking and Equities segment, and wealth management through Investment Management. In 2025, Investment Banking and Equities generated $3.69 billion or 98% of revenues, with 171 senior banking MDs across 33 cities worldwide.