Stock Analysis
Helios Technologies, Inc. (HLIO) Stock Analysis
Helios Technologies, Inc. (HLIO) stock analysis covering valuation, fundamentals, technical indicators, risk, AIQ Momentum, analyst catalysts, dividends, and the current AIQ Score.
Helios Technologies, Inc. (HLIO) currently has an AIQ Score of 46/100, indicating a neutral setup. Value is the strongest factor at 56/100. Momentum is the weakest current factor at 20/100. Technical, fundamental, catalyst, dividend, and risk evidence should be read together at the latest market-close snapshot.
HLIO at a Glance
Crawlable current metrics from the latest market-close stock snapshot.
| Metric | Current |
|---|---|
| Price | $47.44 |
| AIQ Score | 46/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Strong Sell |
| Market Cap | $2.33B |
| P/E Ratio (TTM) | 32.62 |
| Forward P/E | — |
| EPS (quarter ended 2026-07-04) | $0.66 |
| Revenue (quarter ended 2026-07-04) | $231.9M |
| Dividend Yield (TTM) | 0.60% |
| Beta | 1.27 |
| Volume | 2.04M |
| 52-week range | $46.95-$95.05 |
| RSI 14 | 18.86 |
| 50-Day SMA | $68.31 |
| 200-Day SMA | $73.35 |
| Analyst Price Target | $82.17 |
| Next Earnings | Mar 1, 2027 |
HLIOHelios Technologies, Inc.
Industrials / Industrial - Machinery
Low Priority
In Line With Peers
Latest quote
- Momentum20
- Value56
- Quality52
- Risk resilience54
- Sentiment43
HLIO Stock Analysis Summary
Helios Technologies, Inc. (HLIO) currently has an AIQ Score of 46/100, indicating a neutral setup. Value is the strongest factor at 56/100. Momentum is the weakest current factor at 20/100. Technical, fundamental, catalyst, dividend, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, HLIO has AIQ Score of 46/100 with Value base of 56/100 and fading Momentum at 20/100. Wait for component alignment before adding exposure.
Value (56/100) leads while Momentum (20/100) lags. This cross-factor spread creates entry timing uncertainty.
Industrials · -21.05% stock move · HLIO classified in Industrial - Machinery.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is HLIO Bullish or Bearish Right Now?
HLIO currently has a neutral overall setup. Value is the strongest factor at 56/100, while Momentum is weakest at 20/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Analyst target implies +73.21% upside from the latest quote.
- - Momentum is weak at 20/100.
- - Price is -35.32% below its 200-day SMA.
- - Technical consensus has more sell votes than buy votes (38 vs 6).
Current Consensus
HLIO's Technical Analysis Consensus is currently Strong Sell, with 6 buy, 1 neutral, and 38 sell votes. HLIO's 14-day RSI is 18.86, which places the stock in an oversold momentum range. HLIO's beta is 1.27, indicating greater market sensitivity than the broad market.
What Changed in HLIO?
The largest recent change in HLIO is Risk Resilience moving down by 17.0 points over the available 7-day comparison window. Value remains the strongest visible factor.
What Would Change the HLIO Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, earnings revisions strengthen, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, analyst expectations deteriorate, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive catalyst or estimate-revision evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
HLIO Decision Framework
Public evidence layers, setup checks, and risk context for Helios Technologies, Inc..
Helios Technologies, Inc. (HLIO) Stock Analysis
Helios Technologies, Inc. has an AIQ Score of 46/100 in a Neutral regime. Value is strongest at 56/100. Beta is 1.3, above market sensitivity. Review the supporting stock factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | HLIO is in a Neutral AIQ regime with score 46/100. |
| Signal Conflict | The primary conflict is that value leads at 56/100 while momentum lags at 20/100. |
| Factor Evidence | Momentum 20/100 · Value 56/100 · Quality 52/100 · Risk 54/100 · Sentiment 43/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Value is the strongest factor at 56/100.
Momentum is 20/100 and RSI (14) is 18.9.
HLIO is in a Neutral regime at 46/100.
Risk factor is 54/100 with beta 1.3 and annual volatility 44.64%.
Current conflict: value leads at 56/100 while momentum lags at 20/100.
HLIO Research Cluster
Ticker-specific paths for valuation, technical analysis, catalysts, dividends, financials, risk, and news.
HLIO Fundamentals
HLIO valuation, profitability, growth, margins, balance-sheet strength, and free cash flow.
HLIO Technical Analysis
HLIO technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
HLIO Stock Catalysts
Track HLIO earnings, analyst ratings, price targets, estimate revisions, stock news, and upcoming events.
HLIO Dividend Analysis
HLIO dividend yield, annual dividend, payout ratio, payment history, and income reliability context.
HLIO Financial Data
HLIO revenue, earnings, income statement, balance sheet, cash flow, valuation ratios, and stock metrics.
HLIO Risk Analysis
HLIO volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
HLIO Stock News
HLIO stock news, market tone, recent headlines, and catalyst context.
HLIO vs Industrial Machinery & Equipment Peers
Current peer cohort: HLIO · HON · HUBB · IEX · IR. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| HLIO Current stock | 46/100 | 56/100 | 20/100 | 54/100 | -0.23 | 44.64% | Current |
| HON Honeywell | 66/100 | 66/100 | 65/100 | 57/100 | 0.43 | 26.14% | HLIO vs HON |
| HUBB Hubbell | 45/100 | 54/100 | 24/100 | 50/100 | -0.18 | 32.65% | HLIO vs HUBB |
| IEX IDEX Corporation | 50/100 | 42/100 | 39/100 | 71/100 | 1.31 | 22.57% | HLIO vs IEX |
| IR Ingersoll Rand | 58/100 | 50/100 | 74/100 | 57/100 | 0.25 | 33.68% | HLIO vs IR |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Nov 6, 2026.
About the AIQ Score
Methodology for the current stock evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of stock evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Open the return calculator with stock context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalysts7 recent quarterly periods are available for review.
Checked Nov 7, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
Fundamentals Verdict
Current snapshot fields are separate from reported-quarter statement tables.
Latest period Jul 4, 2026.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching HLIO
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for HLIO
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
HLIO Stock FAQ
What is HLIO stock price today?
Helios Technologies, Inc.'s current stock price is $47.44. Use the live quote with AIQ Score, news, and risk context rather than treating price alone as a decision signal.
Is HLIO bullish or bearish right now?
HLIO's bullish or bearish read depends on the current AIQ Score, factor alignment, technical analysis consensus, valuation, risk, and catalyst evidence. A mixed setup should be treated differently from a broad confirmation across those signals.
What is HLIO's market cap?
HLIO's market cap is $2.33B based on the latest completed market-close snapshot from Nov 6, 2026. Use it with P/E ratio, revenue, and growth metrics to frame company size, valuation, and peer comparisons.
What is HLIO's current P/E ratio?
HLIO's current P/E ratio is 32.62 based on the latest completed market-close snapshot from Nov 6, 2026. Read it with revenue growth, margins, EPS, cash flow, and peer valuation rather than using P/E alone.
What is HLIO's RSI?
HLIO's 14-day RSI is 18.86 based on the latest completed market-close snapshot from Nov 6, 2026. RSI should be interpreted with MACD, moving averages, volume, volatility, and price trend.
Is HLIO above its 50-day and 200-day moving averages?
HLIO is -30.55% from its 50-day SMA and -35.32% from its 200-day SMA based on the latest completed market-close snapshot from Nov 6, 2026. Moving-average position should be read with momentum and broader AIQ evidence.
When is HLIO's next earnings date?
HLIO's next earnings date is currently listed as Mar 1, 2027. Earnings can reset revenue, EPS, price target, analyst rating, and catalyst expectations.
Does HLIO pay a dividend?
HLIO's dividend yield is 0.60% based on the latest completed market-close snapshot from Nov 6, 2026. Dividend yield should be read with payout ratio, free cash flow, growth, and balance-sheet strength.