MC

MoelisB

NYSE / Financial Services

At close

2026-06-02

Current thesis

The bull read is that record Q1 revenue, record announced transaction activity, a near-all-time-high pipeline, continued Managing Director additions, no debt, and aggressive buybacks indicate the franchise is still benefiting from an improving advisory backdrop despite near-term earnings noise [#8-K-2026-04-29].

Posture

Constructive

Lead driver

Momentum

What changed

Momentum remains the lead driver in the composite, 7D delta +14.6.

What can break

Advisory revenue depends on a limited number of large engagements and transaction closings, so quarterly results can swing sharply [#10-K-2026-02-26].

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $65.00 · Bull $80.00 · Bear $56.00

Data freshness

Prices

As of 2026-06-02

Fundamentals

As of 2026-06-01 • Vendor: Data Vendor v1

Scores

As of 2026-06-02 • Model: HYBRID_IC_RP

AI Memo

As of 2026-04-29 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-06-02

Supporting evidence

What

Grade B · Constructive

Confidence Medium · Net Neutral

Target $80.00

Why

Momentum69 · Δ7d +14.6

Value50 · Δ7d -0.6

Sentiment50 · Δ7d -2.2

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Momentum · See technicals

Momentum

34% active weight

Current posture

7d trendSoftening

Δ7d

+14.6

Δ21d

+5.2

Value

32% active weight

Current posture

7d trendFlat

Δ7d

-0.6

Δ21d

-10.6

Sentiment

33% active weight

Current posture

7d trendSoftening

Δ7d

-2.2

Δ21d

-0.4

Why this grade

Composite grade B. Momentum 69.1 / Value 49.9 / Sentiment 50.0

Fundamentals (TTM)

As of 2026-06-01

Market Cap

$5.63B

Beta

1.86

Shares Out

78.32M

P/E (TTM)

25.0

P/S (TTM)

3.98

P/FCF (TTM)

18.14

Rev YoY

+30.4%

EPS YoY

+204.9%

Gross Margin

Op Margin

+18.9%

Net Debt

-$412.47M

Current Ratio

As of 2026-06-02 • Updated nightlySource: Internal modelMethodology