Moelis

MC · NYSE

$53.85+$0.78 (+1.47%)TodayMarket closed · Oct 20, 7:31 PM ET

Prev close $53.07

MC analyst rating

HoldConsensus of 6 analysts over the last 12 months. 33% rate it a buy.

Strong buy0
Buy2
Hold4
Underperform0
Sell0

12-month price target · 13 analysts

Average $72.99 (+35.5% upside)

Low: $60.60
Now: $53.85
High: $90.30

Upgrades and downgrades

The latest rating actions, newest first

MC analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Morgan Stanley	Oct 8, 2026	Maintains	Overweight	$85.00 → $77.00	40%
UBS	Oct 7, 2026	Upgrade	Sell → Neutral	$60.00 → $59.00	43%
Goldman Sachs	Oct 1, 2026	Maintains	Neutral	$71.00 → $62.00	50%
Morgan Stanley	Jul 30, 2026	Maintains	Overweight	$83.00 → $85.00	40%
Keefe, Bruyette & Woods	Jul 10, 2026	Maintains	Market Perform	$69.00 → $66.00	50%
UBS	Jul 8, 2026	Downgrade	Neutral → Sell	$58.00 → $60.00	43%
Morgan Stanley	Apr 9, 2026	Maintains	Overweight	$90.00 → $83.00	40%
UBS	Apr 8, 2026	Maintains	Neutral	$59.00 → $58.00	43%
Keefe, Bruyette & Woods	Apr 8, 2026	Maintains	Market Perform	$80.00 → $64.00	50%
Goldman Sachs	Apr 1, 2026	Maintains	Neutral	$70.00 → $62.00	50%

The case for and against

Updated Oct 14, 2025

Bull case

Moelis & Co has entered the second quarter with strong momentum, reporting "record new business origination" and a "record pipeline," which underscores the firm's growth potential. The company's revenue reached $307 million, exceeding expectations by approximately 3% and marking a substantial 41% increase compared to the previous quarter, with a revenue composition of about two-thirds from M&A activities and one-third from capital markets and restructuring. Additionally, the competitive dynamic in the investment banking industry appears favorable for Moelis, as the firm is expected to maintain positive recruiting momentum, attracting talent from larger firms drawn by its culture and economic opportunities.

Bear case

Moelis & Co.'s first quarter 2025 adjusted diluted EPS of $0.64 fell slightly short of both internal estimates and consensus expectations, signaling potential underperformance in its revenue-generating capabilities. Additionally, management noted a modest decline in the sponsor backlog due to several transactions being postponed, raising concerns about future advisory volumes amidst a challenging economic environment. The firm faces heightened risk of declining M&A activity and further revenue pressures if broader economic conditions worsen, including increased market volatility or interest rate spikes.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.