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
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 | -40.6% |
| 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 2026-11-04.
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.
| 15.5% |
Growth built into the price is above our model estimate.
The price assumes 56.2 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 2026-11-04 · Compared with 0 industry peers
ALTI — credit agreement
Dated 2026-10-20
Entry into a Material Definitive Agreement. On October 19, 2026, AlTi Global, Inc. (the “Company”), certain subsidiaries of the Company, AlTi Global Holdings, LLC, as borrower (the “Borrower”), Diameter Finance Administration LLC, as administrative agent and collateral agent, and the lenders party thereto entered into a Credit Agreement (the “Credit Agreement”). The Credit Agreement provides for an $85.0 million senior secured credit facility, consisting of $60.0 million of term loan commitme…
Why it matters: More assets can support fee growth. A decline from June's $96 billion would weaken that sign.
Watch forQ3 results show assets under management above the June 30 level of $96 billion.
Also watch forQ3 results show assets managed below $96 billion.
Why it matters: The facility adds debt and could affect cash needs. AlTi's next report can show its cost and use.
Worry ifAlTi reports the facility's interest cost and use. It reports no borrowing beyond its stated $85 million size.
Less concerning ifAlTi reports added draws, higher debt costs, or tighter loan terms that raise cash pressure.
Why it matters: AlTi has cut its operating loss, but it still loses money. A smaller loss would extend that progress.
Supportive ifQ3 operating loss is less than $10.7 million, compared with the Q1 loss.
Worry ifQ3 operating loss is $10.7 million or more, or turns wider than the prior quarter.
Why it matters: Core wealth growth is a stated priority. Q3 results on November 11 can show if recent revenue momentum continues.
Supportive ifOn November 11, AlTi reports Q3 revenue growth above 10% year over year.
Worry ifQ3 revenue growth is 10% or less year over year, or revenue falls from the prior quarter.
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 | ±$226 on $10,000 · ±2.3% | 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 | $5,549 loss on $10,000 · 55.5% | 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: Cash from operations turned positive in Q1. Staying above zero would show that cash progress lasted.
Supportive ifQ3 cash from operations is positive, following $5.3 million in Q1.
Worry ifQ3 cash from operations is zero or negative.