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→Stable
- Exceptional Business Quality→Stable
- Beat Streak Recently Broken→Stable
- +1 more pillar — see the Why tab for full reasoning
Moelis & Company (MC) Stock Analysis
Breakout setup
Financial Services · Capital Markets
Wait for pullback to $64.39. BUY gates pass at $68.35, but analyst target reached - limited upside remaining argues for a more patient entry. Engine's entry $64.39 (support + ATR (held)) is the shallowest technical level that clears the 2:1 A.R:R minimum.
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 $64.39. BUY gates pass at $68.35, but analyst target reached - limited upside remaining argues for a more patient entry. Engine's entry $64.39 (support + ATR (held)) is the shallowest technical level that clears the 2:1 A.R:R minimum. Chart setup: Golden cross, above all MAs, RSI 60, MACD bullish. Maintain position. Not compelling to add more. | News modifier +2 (HOLD_IF_HOLDING → STRONG_BUY_WAIT) Score 6.6/10, moderate confidence.
Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news boost analyst 0.60, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
Recent developments
updated 2026-07-30Recent Developments — Moelis & Company
Latest news
- 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
- NEWS Earnings Flash (MC) Moelis & Company Reports Q2 Revenue $409.4M, vs. FactSet Est of $387.3M - marketscreener.com — marketscreener.com positive
- NEWS Earnings Flash (MC) Moelis & Company Posts Q2 Adjusted EPS $0.63 per Share, vs. FactSet Est of $0.62 - marketscreener.co — marketscreener.com positive
Generated 2026-07-31T00:38:35Z.
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.
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Rating Breakdown
10 dimensions · all in-band
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Wait for pullback to $64.39. BUY gates pass at $68.35, but analyst target reached - limited upside remaining argues for a more patient entry. Engine's entry $64.39 (support + ATR (held)) is the shallowest technical level that clears the 2:1 A.R:R minimum. Chart setup: Golden cross, above all MAs, RSI 60, MACD bullish. Maintain position. Not compelling to add more. | News modifier +2 (HOLD_IF_HOLDING → STRONG_BUY_WAIT) Target $71.20 (+4.2%), stop $58.77 (−16.3%), A.R:R -1.1:1. Score 6.6/10, moderate confidence.
Take-profit target: $71.20 (-9.0% upside). Target $71.20 (+4.2%), stop $58.77 (−16.3%), A.R:R -1.1:1. Stop-loss: $58.77.
Analyst target reached - limited upside remaining.
Moelis & Company trades at a P/E of 24.7 (forward 16.7). TrendMatrix value score: 6.9/10. Verdict: Buy (Wait for Entry).
19 analysts cover MC with a consensus score of 3.6/5. Average price target: $72.
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.