EQH Equitable Holdings Forecast, Technical & Fundamental Analysis

Technical Analysis (Indicators)

Bearish Trend Analysis

The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 43 of 66 cases where EQH's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 65%.

The Moving Average Convergence Divergence Histogram (MACD) for EQH turned negative on September 22, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 47 similar instances when the indicator turned negative. In 31 of the 47 cases the stock turned lower in the days that followed. This puts the odds of success at 66%.

Bullish Trend Analysis

The Momentum Indicator moved above the 0 level on October 12, 2026. You may want to consider a long position or call options on EQH as a result. In 60 of 89 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 67%.

Following a +3.53% 3-day Advance, the price is estimated to grow further. Considering data from situations where EQH advanced for three days, in 235 of 350 cases, the price rose further within the following month. The odds of a continued upward trend are 67%.

EQH may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.

The Aroon Indicator entered an Uptrend today. In 150 of 245 cases where EQH Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 61%.

Fundamental Analysis (Ratings)

The Tickeron PE Growth Rating for this company is 6 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron Valuation Rating of 13 (best 1 - 100 worst) indicates that the company is seriously undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: EQH's P/B Ratio (17.301) is very high in comparison to the industry average of (3.263). P/E Ratio (37.876) is within average values for comparable stocks, (27.022). Projected Growth (PEG Ratio) (0.030) is also within normal values, averaging (1.319). Dividend Yield (0.022) settles around the average of (0.081) among similar stocks. P/S Ratio (1.452) is also within normal values, averaging (15.860).

The Tickeron Profit vs. Risk Rating rating for this company is 34 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock slightly better than average.

The Tickeron Price Growth Rating for this company is 42 (best 1 - 100 worst), indicating steady price growth. EQH’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

The Tickeron SMR rating for this company is 100 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.