Silvercrest Asset Management Group Inc. (SAMG)

Fundamental score: 3/5 (Mixed). Recent SEC filings show AUM holding around ~$37B and no going-concern/covenant breach disclosures, but profitability has weakened materially (1H26 net income down sharply vs 1H25) and trailing net margin is ~0.72%. Valuation is split: low EV/Sales (~0.69x) but very high P/E (~88x) and negative trailing free-cash-flow yield (~-28%), implying the market is pricing a rebound. Balance sheet remains reasonable (net debt/EBITDA ~1.64, current ratio ~6.54, Altman Z ~2.31) and the dividend yield is ~8.08% (based on $0.84 annual dividend and $10.39 price).

The only bullish leg is a fresh regulator-confirmed catalyst — the Central Bank of Ireland's full MiFID license (2026-09-11) — but third-party sentiment deteriorated determinate-negative over the window (baseline +0.125 → scoring −0.05) on a sub-200-day tape with Reduce consensus, net client outflows, and no market-rewarded reaction to the license yet. Moderate red-flag cap applied (conflicting bullish regulatory vs bearish technical signals, both in-window); walked bottom-up, the weak-sentiment row matches rather than the capped mixed row.

Neutral-to-weak tape. Last close 10.07 sits below the SMA50 (10.16) and far below the SMA200 (12.81), pinned at the SMA20 (10.07) inside a persistent downtrend from the 16.56 high; EMA9 (10.05) and EMA21 (10.07) are stacked flat against price with no separation. Momentum is mid-range and non-bullish: RSI14 48.96, Williams %R -40, MACD -0.04 below zero with a barely positive histogram (+0.01, no bullish cross). ADX14 52.08 is very strong but direction-agnostic, and with price below the entire moving-average stack it reads as a strong DOWN trend, not strength. Chart quality scores 2 (mostly neutral/weak bearish). The verdict is Do Nothing regardless: this is a partial run (input company.cached=true) with no runDate, so the inherited currentDate 2026-09-11 is untrusted and no chart/event windows can be anchored (fail-closed branch, score capped at 2), and qualitativeScore 2 (< 3) independently hard-blocks any bullish entry.