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EQH

EquitableC
NYSE / Financial Services
Last Price
Quote time unavailable
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Current thesis
Strong operating earnings growth, record AUM/A, positive flows, shareholder-approved merger progress, and capital returns support a constructive medium-term setup. The packet median analyst target of $61.45 implies roughly 18% upside from the $52.17 anchor price.
Posture
Mixed
Lead driver
Sentiment
What changed
Next scheduled catalyst: earnings 2026-11-02 · AMC.
What can break
Corebridge closing and integration could face execution, regulatory, or timing setbacks.
Momentum
86
Value
40
Sentiment
61
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $61.45 · Bull $68.00 · Bear $46.00Analysis 2026-08-07; returns require an exact persisted reference.
Earnings
2026-11-02 · AMC
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-23 • Vendor: Data Vendor v1
Scores
As of 2026-10-26 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-07 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-10-26

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-26. Definitions

Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $64.00
Why
Momentum86 · Δ7d +5.4
Value40 · Δ7d +0.0
Sentiment61 · Δ7d +1.1
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.

Confirming evidence

  • • Next scheduled catalyst: earnings 2026-11-02 · AMC.
  • • Sentiment remains the lead driver in the composite, 7D delta +1.1.

Contradictions & invalidation

  • • Corebridge closing and integration could face execution, regulatory, or timing setbacks.
  • • GAAP net loss widened year over year despite higher operating earnings.
  • • The quarter still produced a $453 million GAAP net loss, while merger execution, integration, market sensitivity, and delivery against 2026 targets remain material risks.

Catalyst clock

2026-11-02 · AMC

Q2 operating momentum and record AUM

Lead driver: Sentiment · See AI snapshot
Momentum
86
8% active weight
Current posture
7d trendFlat
Δ7d
+5.4
Δ21d
+4.1
Value
40
47% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
-0.0
Sentiment
61
45% active weight
Current posture
7d trendImproving
Δ7d
+1.1
Δ21d
-9.4
Why this grade

Composite grade C. Momentum 86.4 / Value 40.0 / Sentiment 61.5

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-07. Scenario method

B+
Bull case
25%
Probability
Target price
$68.00
Analysis reference price unavailable
Analysis 2026-08-07 · RankAlpha Sentiment Codex
Most likely
B
Base case
55%
Probability
Target price
$61.45
Analysis reference price unavailable
Analysis 2026-08-07 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$46.00
Analysis reference price unavailable
Analysis 2026-08-07 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-10-23
Market Cap
$14.4B
Beta
1.12
Shares Out
273.04M
P/E (TTM)
39.2
P/S (TTM)
0.94
P/FCF (TTM)
17.51
Rev YoY
-10.4%
EPS YoY
+38.3%
Gross Margin
+49.1%
Op Margin
-3.3%
Net Debt
-$8.39B
Current Ratio
11.62
As of 2026-10-26 • Updated nightlySource: Internal modelMethods & Data