Moelis & Company combines exceptional business quality — a Piotroski score of 9 out of 9, 42% return on equity, and superior margins relative to peers — with a recently broken earnings beat streak and virtually no remaining upside to the near-term technical target, suggesting the quality franchise is fairly priced and patience is the appropriate stance.
Thesis pillars
- Fully Priced Near Term Target↓Deteriorating
- Exceptional Business Quality→Stable
- Beat Streak Recently Broken↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Feb 26, 2026· older than 90 days
Moelis & Company (MC) Stock Analysis
Recovery setup
Financial Services · Capital Markets
Hold if already holding. Not a fresh buy at $59.22, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Below 200-MA, MA slope -3.0%/30d (confirmed downtrend).
Moelis & Company is a global independent investment bank founded in 2007, providing M&A, recapitalization, restructuring, capital markets, and private capital advisory services to corporations, financial sponsors, governments, and sovereign wealth funds. The firm employed 1,416... Read more
Hold if already holding. Not a fresh buy at $59.22, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Below 200-MA, MA slope -3.0%/30d (confirmed downtrend). Chart setup: Death cross but MACD improving, RSI 63. Downgraded from BUY WAIT — price $59.22 vs the analyst target $58.55: -1.1% upside; No upside left. Score 6.1/10, high confidence.
Passes 6/10 gates (positive momentum, clean insider activity, positive momentum, no SEC red flags, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and news soft restructuring and earnings proximity 1d<=7d. Suitability: aggressive.
Recent developments
updated Oct 28, 2026Recent Developments — Moelis & Company
Latest news
- NEWS A Look at Moelis & Co (MC) After 4.3% Gain -- GF Value $86.03 vs Price $58.30 - GuruFocus — GuruFocus Oct 28, 2026 positive
- NEWS Dave & Buster's Approaches Moelis to Help Tackle $1.5 Billion Debt — fiscal.ai Oct 28, 2026 negative
- NEWS Dave & Buster's Approaches Moelis to Help Tackle $1.5 Billion Debt - marketscreener.com — marketscreener.com Oct 28, 2026 neutral
- NEWS Dave & Buster's Approaches Moelis to Help Tackle $1.5 Billion Debt - www.marketscreener.com — www.marketscreener.com Oct 28, 2026 negative
- NEWS Moelis, Lazard, Sezzle, Affirm, and Encore Capital Group Stocks Trade Down, What You Need To Know - StockStory — StockStory Oct 14, 2026 negative
Latest item Oct 28, 2026 · Generated 2026-11-04T11:39:50Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
1 floor-breaker
Technicals 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
Hold if already holding. Not a fresh buy at $59.22, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Below 200-MA, MA slope -3.0%/30d (confirmed downtrend). Chart setup: Death cross but MACD improving, RSI 63. Downgraded from BUY WAIT — price $59.22 vs the analyst target $58.55: -1.1% upside; No upside left. Analyst target $58.55 reached (−1.1%), stop $49.84 (−18.8%), A.R:R -0.1:1. Score 6.1/10, high confidence.
Analyst target $58.55 reached (−1.1% from $59.22); no take-profit level is published. Analyst target $58.55 reached (−1.1%), stop $49.84 (−18.8%), A.R:R -0.1:1. Stop-loss: $49.84.
Analyst target reached - limited upside remaining; Below 200-MA, MA slope -3.0%/30d (confirmed downtrend).
Moelis & Company trades at a P/E of 20.6 (forward 15.3). TrendMatrix value score: 6.8/10. Verdict: Hold.
19 analysts rate MC, with a consensus score of 3.6/5. 10 analysts publish price targets averaging $67.
What does Moelis & Company do?Moelis & Company is a global independent investment bank founded in 2007, providing M&A, recapitalization,...
Moelis & Company is a global independent investment bank founded in 2007, providing M&A, recapitalization, restructuring, capital markets, and private capital advisory services to corporations, financial sponsors, governments, and sovereign wealth funds. The firm employed 1,416 professionals including 178 Managing Directors across over 20 global offices in 2025; 254 clients paid fees of $1 million or more.