HRB H&R Block Forecast, Technical & Fundamental Analysis

Momentum Indicator for HRB turns negative, indicating new downward trend

HRB saw its Momentum Indicator move below the 0 level on September 01, 2026. This is an indication that the stock could be shifting in to a new downward move. Traders may want to consider selling the stock or exploring put options. Tickeron's A.I.dvisor looked at 92 similar instances where the indicator turned negative. In 59 of the 92 cases, the stock moved further down in the following days. The odds of a decline are at 64%.

Technical Analysis (Indicators)

Bearish Trend Analysis

The Moving Average Convergence Divergence Histogram (MACD) for HRB turned negative on August 27, 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 48 similar instances when the indicator turned negative. In 30 of the 48 cases the stock turned lower in the days that followed. This puts the odds of success at 62%.

HRB moved below its 50-day moving average on September 09, 2026 date and that indicates a change from an upward trend to a downward trend.

Following a 3-day decline, the stock is projected to fall further. Considering past instances where HRB declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 62%.

Bullish Trend Analysis

The RSI Indicator demonstrates that the ticker has stayed in the oversold zone for 2 days, which means it's wise to expect a price bounce in the near future.

The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 7 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.

Following a +1.27% 3-day Advance, the price is estimated to grow further. Considering data from situations where HRB advanced for three days, in 207 of 328 cases, the price rose further within the following month. The odds of a continued upward trend are 63%.

HRB 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 145 of 212 cases where HRB Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 68%.

Fundamental Analysis (Ratings)

The Tickeron SMR rating for this company is 6 (best 1 - 100 worst), indicating very strong sales and a profitable 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.

The Tickeron Valuation Rating of 12 (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: HRB's P/B Ratio (47.393) is very high in comparison to the industry average of (8.409). P/E Ratio (7.930) is within average values for comparable stocks, (60.171). Projected Growth (PEG Ratio) (0.572) is also within normal values, averaging (1.359). Dividend Yield (0.038) settles around the average of (0.036) among similar stocks. P/S Ratio (1.474) is also within normal values, averaging (1.647).

The Tickeron Price Growth Rating for this company is 41 (best 1 - 100 worst), indicating steady price growth. HRB’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron Profit vs. Risk Rating rating for this company is 60 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 87, placing this stock slightly better than average.

The Tickeron PE Growth Rating for this company is 80 (best 1 - 100 worst), pointing to worse than average 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.