Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
Current price $251.88
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Oct 8, 26 | Morgan Stanley | maintain | Equal Weight | Equal Weight |
| Oct 7, 26 | UBS | maintain | Neutral | Neutral |
| Oct 1, 26 | Goldman Sachs | maintain | Buy | Buy |
| Aug 3, 26 | BMO Capital | maintain | Market Perform | Market Perform |
| Jul 30, 26 | Keefe, Bruyette & Woods | maintain | Outperform | Outperform |
| Jul 30, 26 | Morgan Stanley | maintain | Equal Weight | Equal Weight |
| Jul 30, 26 | UBS | maintain | Neutral | Neutral |
| Jul 10, 26 | Keefe, Bruyette & Woods | maintain | Outperform | Outperform |
| Jul 8, 26 | UBS | maintain | Neutral | Neutral |
1255 daily bars · split adjusted
Daily · Wilder smoothing
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 37.82 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 25.75 | Oscillator | Neutral |
| Williams %R (14) | -78.34 | Oscillator | Neutral |
| MACD (12, 26, 9) | -6.22 (Hist 0.03) | Oscillator | Buy |
| Average Directional Index (14) | 31.26 (+DI 10.3 / -DI 25.3) | Trend | Strong Sell |
| EMA 20 | 259.88 | MA | Strong Sell |
| SMA 20 | 259.91 | MA | Strong Sell |
| EMA 50 | 274.72 | MA | Strong Sell |
| SMA 50 | 273.76 | MA | Strong Sell |
| SMA 200 | 318.08 | MA | Strong Sell |
TTM vs. 5-year historical average (annual ratios)
| Metric | EVR | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 13.1x | 18.4x · sector 20.4x | Discount |
| Forward P/E (FY26E) | 14.0x | EPS est. 17.97 | In line |
| Price / Book | 5.2x | 4.9x | In line |
| Price / Sales | 2.0x | 2.7x | Discount |
| EV / EBITDA | 9.0x | 13.4x | Discount |
| Return on equity | 39.8% | — | Top tier |
| Gross margin | 98.5% | 99.4% | In line |
| Debt / Equity | 0.59 | 0.53 | Moderate |
| Piotroski / Altman Z | 6/9 | Z 5.38 | Safe zone |
Discounted cash flow model
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Jun 11, 26 | Lalonde Timothy Gilbert | officer: Chief Financial Officer | S-Sale | 7,808 @ $343.06 | $2.68M |
| Jun 10, 26 | Williamson Sarah K | director | A-Award | 727 | — |
| Jun 10, 26 | Wheeler William J | director | A-Award | 364 | — |
| Jun 10, 26 | Varney Christine A | director | A-Award | 727 | — |
| Jun 10, 26 | Robertson Sir Simon | director | A-Award | 364 | — |
| Jun 10, 26 | Overlock Wilard J Jr | director | A-Award | 727 | — |
| Jun 10, 26 | Millard Robert B | director | A-Award | 815 | — |
| Jun 10, 26 | Harris Gail Block | director | A-Award | 364 | — |
| S-8 | Jun 18, 2026 | 2026-06-18 17:00:38 | View |
| 4 | Jun 15, 2026 | 2026-06-15 16:15:33 | View |
| 4 | Jun 12, 2026 | 2026-06-12 17:03:24 | View |
| 4 | Jun 12, 2026 | 2026-06-12 17:03:08 | View |
| 4 | Jun 12, 2026 | 2026-06-12 17:02:50 | View |
| 4 | Jun 12, 2026 | 2026-06-12 17:02:35 | View |
Proxy statement (DEF 14A) disclosures
FY2025 · 10-K disclosure
FY2025 · 10-K disclosure
Stock news · updated daily
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NEW YORK--(BUSINESS WIRE)--Evercore (NYSE: EVR) today announced that its Board of Directors has appointed Nigel Dawn and Naveen Nataraj as Co-Presidents of the firm, effective January 1, 2027. Mr. Dawn and Mr. Nataraj will report to Chairman and Chief Executive Officer John S. Weinberg, who will continue to lead Evercore, its Management Committee and the firm's strategic direction. Evercore's Board and Mr. Weinberg have agreed that he will serve as Chairman and CEO for at least the next three y.
Evercore (NYSE: EVR) today announced that its Board of Directors has appointed Nigel Dawn and Naveen Nataraj as Co-Presidents of the firm, effective January 1,
NEW YORK, Oct. 05, 2026 (GLOBE NEWSWIRE) -- Serve Robotics Inc. (Nasdaq: SERV), a leader in autonomous robotics, announced that on Wednesday, October 7, 2026, Ali Kashani, Co-Founder and Chief Executive Officer, and Brian Read, Chief Financial Officer, will host one-on-one meetings with investors at Evercore ISI's 5th Annual Automation Tech & Physical AI Conference in New York.
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Jul 29, 2026 | 3.03 | 2.91 | Miss -4.0% | $998.5M |
| Apr 29, 2026 | 5.43 | 7.53 | Beat 38.7% | $1.40B |
| Feb 4, 2026 | 3.83 | 5.13 | Beat 33.9% | $1.30B |
| Oct 29, 2025 | 3.25 | 3.48 | Beat 7.1% | $1.05B |
| Jul 30, 2025 | 1.78 | 2.42 | Beat 36.0% | $838.0M |
| Apr 30, 2025 | 1.54 | 3.49 | Beat 126.6% | $699.0M |