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PWPPerella Weinberg PartnersSell4.0·$15.60+0.78%
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Perella Weinberg Partners (PWP) Stock Analysis

Falling Knife setup

SellVALUE-TRAP 3/5Moderate Confidence

Financial Services · Capital Markets

Sell if holding. Momentum 1.6/10 is below the 5.0 floor at $15.60 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Geographic: United States; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.9).

Perella Weinberg Partners is a global independent financial advisory firm with 549 advisory professionals and 75 partners across 12 offices in the U.S., Canada, UK, France, and Germany, providing M&A, restructuring, capital markets, and private funds advisory. Revenues were... Read more

$15.60+27.4% A.UpsideScore 4.0/10#36 of 40 Capital Markets
QualityF-score8 / 9FCF yield
IncomeYield1.79%Payout112.00%at-risk
Stop $14.59Target $19.87(analyst − 15%)A.R:R 2.6:1
Analyst target$23.38+49.8%4 analysts
$19.87our TP
$15.60price
$23.38mean
$30

Sell if holding. Momentum 1.6/10 is below the 5.0 floor at $15.60 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Geographic: United States; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.9). Chart setup: Death cross, below all MAs, RSI 32, MACD bearish. Score 4.0/10, moderate confidence.

Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 51d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: aggressive.

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

Recent developments

updated 2026-06-09

Recent Developments — Perella Weinberg Partners

Generated 2026-06-15T18:11:46Z.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Fri, Jul 31, 202651d to earnings· next earnings call

Thesis

Rewards
Sector modifier (Financial Services): +1.0
Attractive valuation
Analyst upside: 27%
Risks
Concentration risk — Geographic: United States
V7 low-quality RISK_OFF penalty: -0.5 (Q=4.9)
Consecutive earnings misses (2)

Key Metrics

P/E (TTM)62.4
P/E (Fwd)10.4
Mkt Cap$1.5B
EV/EBITDA
Profit Mgn2.9%
ROE13.3%
Rev Growth-29.7%
Beta1.64
Dividend1.79%
Rating analysts8

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C1.50bearish
IV108%elevated
Max Pain$23+44.2% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHGeographicUnited States
    10-K Item 1A: 'our operations in the United States have historically provided most of our revenues and earnings'

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

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

3 floor-breakers

Revenue shrinking — -29.7% YoY. Growth thesis broken unless recovery story develops.static

Revenue Growth
0.0
Declining revenue: -30%
Low model confidence on this dimension (33%).

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Growth Rank
0.3
Quality Rank
2.6
Value Rank
3.2

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Obv
1.0
Ma Position
1.0
Volume
2.7
Rsi
3.5
Volume distribution (falling OBV)Below 200-MA, MA slope -1.8%/30d — confirmed downtrend
GatesMomentum 1.6<4.5Death cross (50MA < 200MA)A.R:R 2.6 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 51d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARFalling KnifeSuitability: Aggressive
RSI
32 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $15.04Resistance $19.13

Price Targets

$15
$20
A.Upside+27.4%
A.R:R2.6:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! momentum at 1.6 (below the engine's 4.5 threshold)
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-31 (51d)

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 PWP stock a buy right now?

Sell if holding. Momentum 1.6/10 is below the 5.0 floor at $15.60 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Geographic: United States; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.9). Chart setup: Death cross, below all MAs, RSI 32, MACD bearish. Prior stop was $14.59. Score 4.0/10, moderate confidence.

What is the PWP stock price target?

Take-profit target: $19.87 (+27.4% upside). Prior stop was $14.59. Stop-loss: $14.59.

What are the risks of investing in PWP?

Concentration risk — Geographic: United States; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.9); Consecutive earnings misses (2).

Is PWP overvalued or undervalued?

Perella Weinberg Partners trades at a P/E of 62.4 (forward 10.4). TrendMatrix value score: 7.8/10. Verdict: Sell.

What do analysts say about PWP?

8 analysts cover PWP with a consensus score of 3.9/5. Average price target: $23.

What does Perella Weinberg Partners do?Perella Weinberg Partners is a global independent financial advisory firm with 549 advisory professionals and 75...

Perella Weinberg Partners is a global independent financial advisory firm with 549 advisory professionals and 75 partners across 12 offices in the U.S., Canada, UK, France, and Germany, providing M&A, restructuring, capital markets, and private funds advisory. Revenues were $750.9M in 2025; no single client exceeded 10% of revenues in 2025 or 2023, though U.S. operations historically provide most revenues.

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