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MCMoelis & CompanyBuy Wait6.1·$68.29-3.52%
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Moelis & Company (MC) Stock Analysis

Momentum Cont setup

Buy WaitDEATH CROSS (EXEMPT)High Confidence

Financial Services · Capital Markets

Wait for pullback to $63.10. BUY gates pass at $68.29, but analyst target reached - limited upside remaining argues for a more patient entry. Engine's entry $63.10 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum.

Moelis & Company is a global independent investment bank providing M&A, restructuring, and capital markets advisory services with 178 Managing Directors and 1,416 employees across 20+ locations worldwide. Substantially all revenue is earned from advisory fees; in 2025, 254... Read more

$68.29+11.3% A.UpsideScore 6.1/10#10 of 40 Capital Markets
QualityF-score9 / 9FCF yield
IncomeYield3.67%(5y avg 4.48%)Payout93.53%at-risk
Entry $63.10(Support Atr Sticky)Stop $58.24Target $70.29(resistance)A.R:R -1.0:1Setup A.R:R 2.3:1
Analyst target$71.00+4.0%10 analysts
$70.29our TP
$68.29price
$71.00mean
$58
$86

Wait for pullback to $63.10. BUY gates pass at $68.29, but analyst target reached - limited upside remaining argues for a more patient entry. Engine's entry $63.10 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Chart setup: Trend continuation, RSI 62, MACD bullish. Fundamentals strong but target reached (-9.5% upside). Wait for pullback. Score 6.1/10, high confidence.

Passes 8/10 gates (positive momentum, clean insider activity, positive momentum, no SEC red flags, news events none recent, earnings proximity 50d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-10
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Jul 30, 202650d to earnings· next earnings call

Thesis

Rewards
V7 flight-to-quality bonus: +0.5 (Q=8.3 in RISK_OFF)
Sector modifier (Financial Services): +1.0
Strong earnings beat streak (3/4)
Risks
Analyst target reached - limited upside remaining

Key Metrics

P/E (TTM)25.5
P/E (Fwd)17.9
Mkt Cap$5.3B
EV/EBITDA
Profit Mgn14.5%
ROE41.8%
Rev Growth4.3%
Beta1.85
Dividend3.67%
Rating analysts19

Quality Signals

Piotroski F9/9MoatNarrow

Options Flow

P/C0.50bullish
IV60%elevated
Max Pain$35-48.7% vs spot

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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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.

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Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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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.

Methodology · Editorial policy & 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

Growth Rank
1.9
Value Rank
3.8
Quality Rank
6.9
Superior ROE vs peers
GatesA.R:R -1.0=NEGATIVEDeath cross exempted (quality + momentum high enough)Momentum 6.6>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 50d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARMomentum ContSuitability: Aggressive
RSI
62 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $61.93Resistance $71.72

Price Targets

$58
$63
$70
A.Upside+2.9%
A.R:R-1.0:1
Setup A.R:R (at entry)2.3:1

Position Sizing

ConvictionHigh conviction
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Target reached (-9.5% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-30 (50d)

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 MC stock a buy right now?

Wait for pullback to $63.10. BUY gates pass at $68.29, but analyst target reached - limited upside remaining argues for a more patient entry. Engine's entry $63.10 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Chart setup: Trend continuation, RSI 62, MACD bullish. Fundamentals strong but target reached (-9.5% upside). Wait for pullback. Target $70.29 (+2.9%), stop $58.24 (−17.3%), Setup A.R:R 2.3:1. Score 6.1/10, high confidence.

What is the MC stock price target?

Take-profit target: $70.29 (+11.3% upside). Target $70.29 (+2.9%), stop $58.24 (−17.3%), Setup A.R:R 2.3:1. Stop-loss: $58.24.

What are the risks of investing in MC?

Analyst target reached - limited upside remaining.

Is MC overvalued or undervalued?

Moelis & Company trades at a P/E of 25.5 (forward 17.9). TrendMatrix value score: 6.8/10. Verdict: Buy (Wait for Entry).

What do analysts say about MC?

19 analysts cover MC with a consensus score of 3.6/5. Average price target: $71.

What does Moelis & Company do?Moelis & Company is a global independent investment bank providing M&A, restructuring, and capital markets advisory...

Moelis & Company is a global independent investment bank providing M&A, restructuring, and capital markets advisory services with 178 Managing Directors and 1,416 employees across 20+ locations worldwide. Substantially all revenue is earned from advisory fees; in 2025, 254 clients paid fees of at least $1 million and the top 10 transactions represented approximately 18% of revenues.

Related stocks: VIRT (Virtu Financial, Inc.) · EVR (Evercore Inc.) · TIGR (UP Fintech Holding Limited) · FUTU (Futu Holdings Limited) · BGC (BGC Group, Inc.)
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