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EVR

EvercoreC
NYSE / Financial Services
Last Price
Quote time unavailable
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Current thesis
Record Q2 revenue, strength across advisory and other businesses, and banker additions support a constructive medium-term case if activity translates into sustained earnings and better GAAP margins. [#SEC-8K-2026-07-29]
Posture
Mixed
Lead driver
Sentiment
What changed
Next scheduled catalyst: earnings 2026-10-28 · BMO.
What can break
Advisory fees depend on transaction timing; announced mandates and banker hires do not guarantee completed-deal revenue.
Momentum
30
Value
55
Sentiment
59
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $285.00 · Bull $335.00 · Bear $205.00Analysis 2026-10-16; returns require an exact persisted reference.
Earnings
2026-10-28 · BMO
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-26 • Vendor: Data Vendor v1
Scores
As of 2026-10-26 • Model: HYBRID_IC_RP
AI Memo
As of 2026-10-16 • 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 $335.44
Why
Momentum30 · Δ7d +3.7
Value55 · Δ7d -0.2
Sentiment59 · Δ7d -1.4
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.

Confirming evidence

  • • Next scheduled catalyst: earnings 2026-10-28 · BMO.
  • • Sentiment remains the lead driver in the composite, 7D delta -1.4.

Contradictions & invalidation

  • • Advisory fees depend on transaction timing; announced mandates and banker hires do not guarantee completed-deal revenue.
  • • Hiring and compensation costs could precede revenue from expanded coverage.
  • • Q2 GAAP operating margin fell despite higher revenue, highlighting compensation and execution risk.

Catalyst clock

2026-10-28 · BMO

October 28 third-quarter results

Lead driver: Sentiment · See AI snapshot
Momentum
30
8% active weight
Current posture
7d trendFlat
Δ7d
+3.7
Δ21d
+11.8
Value
55
47% active weight
Current posture
7d trendFlat
Δ7d
-0.2
Δ21d
+0.3
Sentiment
59
45% active weight
Current posture
7d trendSoftening
Δ7d
-1.4
Δ21d
-32.7
Why this grade

Composite grade C. Momentum 29.6 / Value 55.1 / Sentiment 59.5

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-10-16. Scenario method

B+
Bull case
30%
Probability
Target price
$335.00
Analysis reference price unavailable
Analysis 2026-10-16 · RankAlpha Sentiment Codex
Most likely
B
Base case
45%
Probability
Target price
$285.00
Analysis reference price unavailable
Analysis 2026-10-16 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$205.00
Analysis reference price unavailable
Analysis 2026-10-16 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-10-26
Market Cap
$9.9B
Beta
1.57
Shares Out
38.46M
P/E (TTM)
29.1
P/S (TTM)
4.20
P/FCF (TTM)
16.36
Rev YoY
+19.1%
EPS YoY
-1.8%
Gross Margin
+98.8%
Op Margin
+22.6%
Net Debt
-$1.85B
Current Ratio
2.47
As of 2026-10-26 • Updated nightlySource: Internal modelMethods & Data