AlTi Global, Inc. (ALTI)
NASDAQFinancialsAsset Management - GlobalSnapshot 2026-09-04
$3.00-21.88%
Close 2026-09-04 · 1-day change
NASDAQFinancialsAsset Management - GlobalSnapshot 2026-09-04
QuarterlyIQ Insights · ALTI
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -31.0% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 13.4% |
Growth built into the price is above our model estimate.
The price assumes 44.4 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Elevated risk of a next-quarter earnings miss: this name operates in a high-miss-rate industry and has been missing across recent quarters. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 0 industry peers · Company calendar date is not available
ALTI — earnings miss
Dated 2026-08-10
Results of Operations and Financial Condition AlTi Global, Inc. (the “Company”) is furnishing an updated form of investor presentation that is attached as Exhibit 99.1 to this Current Report on Form 8-K and incorporated by reference herein. A copy of the investor presentation is also available on the Company’s investor relations website at ir.alti-global.com. Exhibit 99.1 and the information set forth therein shall not be deemed to be filed for purposes of Section 18 of the Securities Exchang…
Why it matters: Strong revenue growth shows the business is gaining traction. Investors look for consistent performance.
Supportive ifQ3 revenue growth exceeds 10% year-over-year, continuing the trend from Q1.
Worry ifQ3 revenue growth is under 5% compared to last year. This shows a slowdown.
Why it matters: Earnings results will show if the company continues to meet or beat expectations. This affects investor confidence.
Watch forEarnings per share beats analyst expectations by more than 5%.
Also watch forEarnings per share misses analyst expectations by more than 5%.
Why it matters: Continued revenue growth shows AlTi's ability to expand its core business. This is key for investor confidence.
Supportive ifQ2 2026 revenue in wealth management exceeds $73.1 million, showing growth from Q1.
Worry ifQ2 2026 revenue in wealth management is below $73.1 million. This shows a slowdown.
Why it matters: A new CEO can change the company’s direction. This could affect growth and investor sentiment.
Watch forThe new CEO has a clear growth plan. This plan appeals to investors.
Also watch forThe new CEO does not share a clear plan. This worries investors.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$238 on $10,000 · ±2.4% | How much price usually moves either way. |
| Bad day | $558 loss on $10,000 · 5.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,586 loss on $10,000 · 45.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: A drop in sector growth could impact AlTi's performance. It reflects broader market conditions.
Worry ifSector revenue growth is under 10% compared to last year.
Less concerning ifSector revenue growth is over 15% compared to last year.
Why it matters: The change may affect how investors see AlTi's future growth.
Watch forThe market reacted well when Patrick Keenan became CFO.
Also watch forThe market reacted poorly. This shows concerns about the change in leadership.
Why it matters: Missing earnings can change how investors see AlTi's growth and stability.
Worry ifInvestor feelings stay the same or get better even after the earnings miss.
Less concerning ifInvestor feelings get worse after the earnings miss.
Why it matters: This would signal a slowdown in AlTi's core wealth management business growth. It is a key focus for management.
Worry ifQ2 revenue growth reported below 10% year over year.
Less concerning ifQ2 revenue growth reported at or above 10% year over year.
Why it matters: Reducing losses is key for financial health. It signals better cost management.
Supportive ifOperating income losses improve to less than -$5 million in Q3.
Worry ifOperating income losses remain worse than -$10 million in Q3.
Why it matters: M&A activity can expand AlTi's capabilities and market reach. This is important for growth.
Watch forAlTi announced a new acquisition. This will improve its services.
Also watch forNo new M&A announcements or updates on existing deals.
Why it matters: M&A can expand capabilities and market reach. It is crucial for growth.
Watch forThey announced a new acquisition. It adds important skills or expands their reach.
Also watch forNo new M&A announcements or updates on existing deals in the next quarter.
Why it matters: Changes in leaders can change company strategy. This may impact performance and investor trust.
Watch forNew CFO Patrick Keenan is successfully saving costs.
Also watch forNew CFO Patrick Keenan is having trouble keeping finances stable.
Why it matters: Positive cash flow shows the company is managing its finances well. It supports growth plans.
Supportive ifCash flow from operations stays positive above $5 million in Q3.
Worry ifCash flow from operations turns negative again in Q3.