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Evercore Inc. (EVR) Stock Analysis

Momentum Cont setup

HoldModerate Confidence

Financial Services · Capital Markets

Hold if already holding. Not a fresh buy at $345.67, but acceptable to hold if already in. Reason: Analyst target reached - limited upside remaining.

Evercore is an independent investment banking firm offering strategic advisory, restructuring, capital markets, and equities research/trading. In 2025, its Investment Banking & Equities segment generated $3.69B or 98% of revenues, with 806 fees earned from advisory and... Read more

$345.67+8.7% A.UpsideScore 7.1/10#3 of 40 Capital Markets
QualityF-score9 / 9FCF yield
IncomeYield1.03%(5y avg 1.81%)Payout18.91%sustainable
Entry $317.16(support + ATR)Stop $302.25Target $344.62(resistance)A.R:R -0.6:1Setup A.R:R 1.9:1
Analyst target$374.60+8.4%10 analysts
$344.62our TP
$345.67price
$374.60mean
$325
$435

Hold if already holding. Not a fresh buy at $345.67, but acceptable to hold if already in. Reason: Analyst target reached - limited upside remaining. Chart setup: Trend continuation, RSI 62, MACD bullish. Downgraded from BUY WAIT — price $345.40 has reached target $344.62. No upside to wait for. Score 7.1/10, moderate confidence.

Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 63d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

Recent Developments — Evercore Inc.

Generated 2026-05-26T19:11:35Z.

Thesis

Rewards
Strong earnings beat streak (4/4)
Strong overall score: 7.1/10
High-quality business
Risks
Analyst target reached - limited upside remaining

Key Metrics

P/E (TTM)19.5
P/E (Fwd)15.0
Mkt Cap$13.4B
EV/EBITDA
Profit Mgn16.4%
ROE42.2%
Rev Growth100.3%
Beta1.49
Dividend1.03%
Rating analysts15

Quality Signals

Piotroski F9/9MoatWideCompounder

Options Flow

P/C0.23bullish
IV45%normal
Max Pain$155-55.2% vs spot

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·2 ceiling hits

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Support Resistance
1.6
Bollinger
1.8
52w Position
7.8
GatesA.R:R -0.6=NEGATIVEMomentum 6.8>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 63d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARMomentum ContSuitability: Aggressive
RSI
62 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $311.60Resistance $351.65

Price Targets

$302
$317
$345
A.Upside-0.3%
A.R:R-0.6:1
Setup A.R:R (at entry)1.9:1

Position Sizing

ConvictionHigh conviction
Suggested %0.6%
Max %1.2%
RegimeCautious

Risk Alerts

! Target reached (-5.6% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-29 (63d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is EVR stock a buy right now?

Hold if already holding. Not a fresh buy at $345.67, but acceptable to hold if already in. Reason: Analyst target reached - limited upside remaining. Chart setup: Trend continuation, RSI 62, MACD bullish. Downgraded from BUY WAIT — price $345.40 has reached target $344.62. No upside to wait for. Target $344.62 (-0.3%), stop $302.25 (−14.4%), A.R:R -0.6:1. Score 7.1/10, moderate confidence.

What is the EVR stock price target?

Take-profit target: $344.62 (+8.7% upside). Target $344.62 (-0.3%), stop $302.25 (−14.4%), A.R:R -0.6:1. Stop-loss: $302.25.

What are the risks of investing in EVR?

Analyst target reached - limited upside remaining.

Is EVR overvalued or undervalued?

Evercore Inc. trades at a P/E of 19.5 (forward 15.0). TrendMatrix value score: 6.4/10. Verdict: Hold.

What do analysts say about EVR?

15 analysts cover EVR with a consensus score of 3.9/5. Average price target: $375.

What does Evercore Inc. do?Evercore is an independent investment banking firm offering strategic advisory, restructuring, capital markets, and...

Evercore is an independent investment banking firm offering strategic advisory, restructuring, capital markets, and equities research/trading. In 2025, its Investment Banking & Equities segment generated $3.69B or 98% of revenues, with 806 fees earned from advisory and underwriting transactions across numerous industry sectors globally.

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