Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
AlTi Global, Inc. (ALTI)
NASDAQFinancialsAsset Management - GlobalSnapshot 2026-11-04
$2.38-8.81%
Close 2026-11-05 · 1-day change
NASDAQFinancialsAsset Management - GlobalSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.40 → 0.40 EPS · FY ending Dec 31, 2027 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for ALTI yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Reduce operating losses to under $11M | Operating losses fell from $30.1M to $10.7M. | Broken | Operating loss worsens beyond -$10.7M next year | Operating income: $-10.851M FY2026-Q2; GAAP. Published target: Operating loss <= -$10.7M. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 10, 2026-10,851,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 11, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk growth and turnaround case, not yet a proven durable compounder. The long-term thesis is improving, but remains unproven: revenue and cash flow have strengthened while the business is still loss-making.
ALTI trades at a 5.25 premium versus peers, while the expectations gap is negative and model confidence is low. The valuation is tagged as justified, with no flagged concentration of fragility, but the evidence does not show what specific growth expectations are already assumed.
Near term, recent performance is weak, the latest quarter missed, and the estimated chance of another miss is 53%. Over the multi-year view, wealth-management revenue has grown and operating losses have narrowed, while cash from operations turned positive in 2026-Q1; losses remain, and a recent filing noted a new financial obligation.
The thesis depends on continued revenue growth and further progress toward positive operating income. A guidance cut or rate cuts would be unfavorable under the stated scenarios, while continued strong earnings and guidance from major financial-sector peers could support sector momentum.
Over the next one to three years, ALTI’s case is a watch-stage turnaround with some operating progress but material execution and sector risks. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 2 of 2 supplied quarters. Management reported: “The inclusion of any forward- looking information in this presentation should not be regarded as a representation that the future plans, estimates or expectations contemplated will be achieved.” “The inclusion of any forward- looking information in this presentation should not be regarded as a representation that the future plans, estimates or expectations contemplated will be achieved.” Operating income was $-10.851 million in 2026-Q2.
Sustain positive cash flow from operations | Cash from operations turned positive at $5.3M. | Broken | Cash flow from operations falls below $5.3M next year | Cash from operations: $-7.474M FY2026-Q2; GAAP. Published target: Cash flow from operations >= $5.3M. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 10, 2026-7,474,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Achieve ~15% revenue growth | A primary condition in AlTi Global, Inc.'s published investment case. The stated target is Revenue growth >= 14.7% YoY. | Broken | Revenue growth falls below 14.7% next year | Revenue growth: 9.22% FY2026-Q2; GAAP. Published target: Revenue growth >= 14.7% YoY. Reported actuals cannot certify a consensus target without an explicit period and accounting-basis binding. Aug 10, 20269.215653 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Maintain stable leadership after CEO and CFO transitions | A supporting condition in AlTi Global, Inc.'s published investment case. The stated target is No major leadership disruptions or strategy shifts. | Improving | Unexpected leadership departures or strategy reversals | Qualitative: CFO transition managed with succession (Keenan), CEO role expanded CFO Michael Harrington retiring with Patrick Keenan appointed as successor; Kevin Moran's role as President/COO expanded. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.40 → $0.40 · observed estimates
$0.32B → $0.33B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-07-25 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-07-26 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-07-27 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-07-28 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-07-29 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-07-30 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-07-31 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-08-01 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-08-02 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-08-03 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-08-04 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-08-05 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-08-06 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-08-07 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-08-08 | $0.40 | $316,000,000 | 1 / 1 |
| 2026-08-09 | $0.40 | $316,000,000 | 1 / 1 |
| 2026-08-10 | $0.40 | $316,000,000 | 1 / 1 |
| 2026-08-11 | $0.40 | $316,000,000 | 1 / 1 |
| 2026-08-12 | $0.40 | $316,000,000 | 1 / 1 |
| 2026-08-13 | $0.40 | $316,000,000 | 1 / 1 |
| 2026-08-14 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-08-15 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-08-16 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-08-17 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-08-18 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-08-19 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-08-20 | $0.40 | $316,400,000 | 1 / 1 |
| 2026-08-21 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-08-22 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-08-23 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-08-24 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-08-25 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-08-26 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-08-27 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-08-28 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-08-29 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-08-30 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-08-31 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-01 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-02 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-03 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-04 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-05 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-06 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-07 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-08 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-09 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-10 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-11 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-12 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-13 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-14 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-15 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-16 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-17 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-18 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-19 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-20 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-21 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-22 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-23 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-24 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-25 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-26 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-27 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-28 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-29 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-09-30 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-01 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-02 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-03 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-04 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-05 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-06 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-07 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-08 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-09 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-10 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-11 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-12 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-13 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-14 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-15 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-16 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-17 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-18 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-19 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-20 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-21 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-22 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-23 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-24 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-25 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-26 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-27 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-28 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-29 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-30 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-10-31 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-11-01 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-11-02 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-11-03 | $0.40 | $326,800,000 | 1 / 1 |
| 2026-11-04 | $0.40 | $326,800,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.