Moelis & Company combines exceptional business quality — a Piotroski score of 9 out of 9, 42% return on equity, and superior margins relative to peers — with a recently broken earnings beat streak and virtually no remaining upside to the near-term technical target, suggesting the quality franchise is fairly priced and patience is the appropriate stance.
Thesis pillars
- Fully Priced Near Term Target↓Deteriorating
- Exceptional Business Quality→Stable
- Beat Streak Recently Broken→Stable
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Feb 26, 2026
Moelis & Company (MC) Stock Analysis
Recovery setup
Financial Services · Capital Markets
Wait for pullback to $52.35. At $58.30 the A.R:R is 0.0:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $52.35 (support + ATR (held)) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Analyst target reached - limited upside remaining; Earnings in 7 days (event risk).
Moelis & Company is a global independent investment bank founded in 2007, providing M&A, recapitalization, restructuring, capital markets, and private capital advisory services to corporations, financial sponsors, governments, and sovereign wealth funds. The firm employed 1,416... Read more
Wait for pullback to $52.35. At $58.30 the A.R:R is 0.0:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $52.35 (support + ATR (held)) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Analyst target reached - limited upside remaining; Earnings in 7 days (event risk). Chart setup: Death cross but MACD improving, RSI 56. Fundamentals strong but target reached (0.4% upside). Wait for pullback. Score 6.1/10, high confidence.
Passes 6/10 gates (positive momentum, clean insider activity, positive momentum, no SEC red flags, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and news soft restructuring and earnings proximity 7d<=7d. Suitability: aggressive.
Recent developments
updated 2026-10-29Recent Developments — Moelis & Company
Latest news
- NEWS Moelis & Company (NYSE:MC) Stock Has Consensus Target Price of $73.62 According to Brokerages - MarketBeat — MarketBeat neutral
- NEWS Moelis (MC) Q2 Earnings and Revenues Beat Estimates - Yahoo Finance — Yahoo Finance positive
- NEWS Moelis & Company (NYSE:MC) Posts Quarterly Earnings Results, Beats Expectations By $0.01 EPS - MarketBeat — MarketBeat positive
- NEWS Moelis & Company (NYSE:MC) Posts Quarterly Earnings Results, Beats Expectations By $0.01 EPS - marketbeat.com — marketbeat.com positive
- NEWS Moelis (NYSE:MC) Reports Upbeat Q2 CY2026 - StockStory — StockStory positive
Generated 2026-10-29T11:14:33Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. People who build TrendMatrix, or entities they control, may hold positions, long or short, in securities it covers, and may trade them at any time. Positions are not disclosed individually. Verdicts are generated by an automated model applied by the same rules to every covered stock, and are not adjusted for any position held by the people who build TrendMatrix. We do not accept payment from issuers for coverage.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Rating Breakdown
1 floor-breaker
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Wait for pullback to $52.35. At $58.30 the A.R:R is 0.0:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $52.35 (support + ATR (held)) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Analyst target reached - limited upside remaining; Earnings in 7 days (event risk). Chart setup: Death cross but MACD improving, RSI 56. Fundamentals strong but target reached (0.4% upside). Wait for pullback. Target $58.55 (+0.4%), stop $49.84 (−17.0%), A.R:R 0.0:1. Score 6.1/10, high confidence.
Take-profit target: $58.55 (+0.4% upside). Target $58.55 (+0.4%), stop $49.84 (−17.0%), A.R:R 0.0:1. Stop-loss: $49.84.
Analyst target reached - limited upside remaining; Earnings in 7 days (event risk); Below 200-MA, MA slope -2.6%/30d (confirmed downtrend).
Moelis & Company trades at a P/E of 20.3 (forward 15.1). TrendMatrix value score: 7.1/10. Verdict: Buy (Wait for Entry).
19 analysts cover MC with a consensus score of 3.5/5. Average price target: $67.
What does Moelis & Company do?Moelis & Company is a global independent investment bank founded in 2007, providing M&A, recapitalization,...
Moelis & Company is a global independent investment bank founded in 2007, providing M&A, recapitalization, restructuring, capital markets, and private capital advisory services to corporations, financial sponsors, governments, and sovereign wealth funds. The firm employed 1,416 professionals including 178 Managing Directors across over 20 global offices in 2025; 254 clients paid fees of $1 million or more.