IDEX Corporation (IEX) Stock Analysis
Breakout setup
Industrials · Specialty Industrial Machinery
Hold if already holding. Not a fresh buy at $214.86, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: U.S. customers (51.0%); Analyst target reached - limited upside remaining.
IDEX Corporation is a global applied solutions provider with over 50 subsidiaries serving niche markets through three segments: Health & Science Technologies (43% of 2025 sales), Fluid & Metering Technologies (35%), and Fire & Safety/Diversified Products (22%). In 2025, 51% of... Read more
Hold if already holding. Not a fresh buy at $214.86, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: U.S. customers (51.0%); Analyst target reached - limited upside remaining. Chart setup: Golden cross, above all MAs, RSI 62, MACD bullish. Maintain position. Not compelling to add more. Score 5.7/10, moderate confidence.
Passes 6/7 gates (positive momentum, clean insider activity, no SEC red flags, news boost analyst 0.35, earnings proximity 88d clear, semi cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHGeographicU.S. customers51%10-K Item 1A: 'In 2025, 51% of the Company's sales were derived from customers within the U.S. and 49% were derived from customers outside of the U.S.'
Material Events(8-K, last 90d)
- 2026-02-09Item 5.02LOWIDEX notified Roopa Unnikrishnan (SVP, Chief Strategy and Innovation Officer, named executive officer) of elimination of her position effective Feb 28, 2026. No successor named; position eliminated. Separation agreement to be entered.SEC filing →
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
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $214.86, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: U.S. customers (51.0%); Analyst target reached - limited upside remaining. Chart setup: Golden cross, above all MAs, RSI 62, MACD bullish. Maintain position. Not compelling to add more. Target $219.36 (+2.1%), stop $203.31 (−5.7%), A.R:R -0.8:1. Score 5.7/10, moderate confidence.
Take-profit target: $219.36 (+2.0% upside). Target $219.36 (+2.1%), stop $203.31 (−5.7%), A.R:R -0.8:1. Stop-loss: $203.31.
Concentration risk — Geographic: U.S. customers (51.0%); Analyst target reached - limited upside remaining; Near 52-week high (4.0% away).
IDEX Corporation trades at a P/E of 32.3 (forward 24.3). TrendMatrix value score: 4.4/10. Verdict: Hold.
20 analysts cover IEX with a consensus score of 3.9/5. Average price target: $223.
What does IDEX Corporation do?IDEX Corporation is a global applied solutions provider with over 50 subsidiaries serving niche markets through three...
IDEX Corporation is a global applied solutions provider with over 50 subsidiaries serving niche markets through three segments: Health & Science Technologies (43% of 2025 sales), Fluid & Metering Technologies (35%), and Fire & Safety/Diversified Products (22%). In 2025, 51% of sales were from U.S. customers and 49% from customers outside the U.S.