AlTi Global, Inc. (ALTI)

NASDAQFinancialsAsset Management - GlobalSnapshot 2026-10-23

$2.58-3.37%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge AlTi Global, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-12-30
Revenue	—	102.3M
EPS	—	0.04
Annual ending 2026-12-31
Revenue	—	299.3M
EPS	—	0.13
Annual ending 2027-12-31
Revenue	—	326.8M
EPS	—	0.4

Management figures unavailable.

What the Thesis Depends On

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. Source published Aug 10, 2026-10,851,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 63d43545-d390-4f65-a53f-47be4870aa1d. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 4 of last 4 quarters. Operating income losses improved from -$30.1 million in 2025-Q2 to -$10.7 million in 2026-Q1, indicating progress in reducing losses. The trajectory shows delivering improvement in operating income but still negative overall. Delivery assessment Oct 24, 2026
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. Source published Aug 10, 2026-7,474,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: stock_quarterly_financials_fmp. Reference: 2026-Q2. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Cash from operations improved significantly from negative $30.2 million in 2025-Q1 to positive $5.3 million in 2026-Q1, demonstrating improved operational cash management. The trajectory is delivering positive cash flow from operations. Delivery assessment Oct 24, 2026
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. Target period is not explicitly aligned with this observation. Source published Aug 10, 20269.215653 percent · calculatedSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 63d43545-d390-4f65-a53f-47be4870aa1d. Source status: eligible. Compare required operating outcomes Compare 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.	Under Pressure	Unexpected leadership departures or strategy reversals	Qualitative: CFO transition completed, CEO role expanded CFO Michael Harrington retiring, Patrick Keenan appointed. CEO Kevin Moran's role expanded. No unexpected departures or strategy shifts reported. Context reviewed through Oct 23, 2026Last status assessment Oct 24, 2026Compare required operating outcomes Compare 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.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS: comparable history unavailable.

FY2027 revenue: comparable history unavailable.

Exact estimates & source dates

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.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	Unavailable	1 / 1
2026-07-25	Unavailable	Unavailable	1 / 1
2026-07-26	Unavailable	Unavailable	1 / 1
2026-07-27	Unavailable	Unavailable	1 / 1
2026-07-28	Unavailable	Unavailable	1 / 1
2026-07-29	Unavailable	Unavailable	1 / 1
2026-07-30	Unavailable	Unavailable	1 / 1
2026-07-31	Unavailable	Unavailable	1 / 1
2026-08-01	Unavailable	Unavailable	1 / 1
2026-08-02	Unavailable	Unavailable	1 / 1
2026-08-03	Unavailable	Unavailable	1 / 1
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2026-08-08	Unavailable	Unavailable	1 / 1
2026-08-09	Unavailable	Unavailable	1 / 1
2026-08-10	Unavailable	Unavailable	1 / 1
2026-08-11	Unavailable	Unavailable	1 / 1
2026-08-12	Unavailable	Unavailable	1 / 1
2026-08-13	Unavailable	Unavailable	1 / 1
2026-08-14	Unavailable	Unavailable	1 / 1
2026-08-15	Unavailable	Unavailable	1 / 1
2026-08-16	Unavailable	Unavailable	1 / 1
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2026-08-19	Unavailable	Unavailable	1 / 1
2026-08-20	Unavailable	Unavailable	1 / 1
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2026-08-22	Unavailable	Unavailable	1 / 1
2026-08-23	Unavailable	Unavailable	1 / 1
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2026-08-30	Unavailable	Unavailable	1 / 1
2026-08-31	Unavailable	Unavailable	1 / 1
2026-09-01	Unavailable	Unavailable	1 / 1
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2026-09-03	Unavailable	Unavailable	1 / 1
2026-09-04	Unavailable	Unavailable	1 / 1
2026-09-05	Unavailable	Unavailable	1 / 1
2026-09-06	Unavailable	Unavailable	1 / 1
2026-09-07	Unavailable	Unavailable	1 / 1
2026-09-08	Unavailable	Unavailable	1 / 1
2026-09-09	Unavailable	Unavailable	1 / 1
2026-09-10	Unavailable	Unavailable	1 / 1
2026-09-11	Unavailable	Unavailable	1 / 1
2026-09-12	Unavailable	Unavailable	1 / 1
2026-09-13	Unavailable	Unavailable	1 / 1
2026-09-14	Unavailable	Unavailable	1 / 1
2026-09-15	Unavailable	Unavailable	1 / 1
2026-09-16	Unavailable	Unavailable	1 / 1
2026-09-17	Unavailable	Unavailable	1 / 1
2026-09-18	Unavailable	Unavailable	1 / 1
2026-09-19	Unavailable	Unavailable	1 / 1
2026-09-20	Unavailable	Unavailable	1 / 1
2026-09-21	Unavailable	Unavailable	1 / 1
2026-09-22	Unavailable	Unavailable	1 / 1
2026-09-23	Unavailable	Unavailable	1 / 1
2026-09-24	Unavailable	Unavailable	1 / 1
2026-09-25	Unavailable	Unavailable	1 / 1
2026-09-26	Unavailable	Unavailable	1 / 1
2026-09-27	Unavailable	Unavailable	1 / 1
2026-09-28	Unavailable	Unavailable	1 / 1
2026-09-29	Unavailable	Unavailable	1 / 1
2026-09-30	Unavailable	Unavailable	1 / 1
2026-10-01	Unavailable	Unavailable	1 / 1
2026-10-02	Unavailable	Unavailable	1 / 1
2026-10-03	Unavailable	Unavailable	1 / 1
2026-10-04	Unavailable	Unavailable	1 / 1
2026-10-05	Unavailable	Unavailable	1 / 1
2026-10-06	Unavailable	Unavailable	1 / 1
2026-10-07	Unavailable	Unavailable	1 / 1
2026-10-08	Unavailable	Unavailable	1 / 1
2026-10-09	Unavailable	Unavailable	1 / 1
2026-10-10	Unavailable	Unavailable	1 / 1
2026-10-11	Unavailable	Unavailable	1 / 1
2026-10-12	Unavailable	Unavailable	1 / 1
2026-10-13	Unavailable	Unavailable	1 / 1
2026-10-14	Unavailable	Unavailable	1 / 1
2026-10-15	Unavailable	Unavailable	1 / 1
2026-10-16	Unavailable	Unavailable	1 / 1
2026-10-17	Unavailable	Unavailable	1 / 1
2026-10-18	Unavailable	Unavailable	1 / 1
2026-10-19	Unavailable	Unavailable	1 / 1
2026-10-20	Unavailable	Unavailable	1 / 1
2026-10-21	Unavailable	Unavailable	1 / 1
2026-10-22	Unavailable	Unavailable	1 / 1
2026-10-23	Unavailable	Unavailable	1 / 1
2026-10-24	Unavailable	Unavailable	1 / 1

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-05-01	1	0	0
2026-06-01	1	0	0
2026-07-01	1	0	0
2026-08-01	1	0	0
2026-09-01	1	0	0
2026-10-01	1	0	0

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 1 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Sep 25–Oct 24 · 0 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 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.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Reduce operating losses to under $11MPublished status: Broken
Sustain positive cash flow from operationsPublished status: Broken
Achieve ~15% revenue growthPublished status: Broken
Maintain stable leadership after CEO and CFO transitionsPublished status: Under Pressure

Next proof point

Nov 11, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

4 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.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

2.2%Typical daily move · historical

Downside history

-55.5%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

AlTi Global, Inc. outlook in detail

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.

Updated Oct 24, 2026

What kind of bet this is

This is a high-risk growth and turnaround story, not yet a profitable compounder. The long-term thesis is on watch: revenue and operating cash flow have improved, but the company still reports operating losses and recent performance has been weak.

What's priced into AlTi Global, Inc.

ALTI is valued at a premium to peers, with valuation driven partly by optionality, meaning value tied to future possibilities rather than current earnings. The expectations gap is negative and model confidence is low, so the evidence does not establish that those future possibilities are already supported by results.

What the fundamentals likely do

Near term, another guidance cut or continued earnings misses could add pressure to an already weak operating picture; the latest quarter was missed, and the next print is a key watchpoint. Over the multi-year view, core wealth management revenue has grown and operating losses have narrowed, while cash from operations turned positive in the latest reported quarter. These are signs of progress, but profitability remains unproven; a recent event also flagged a new direct financial obligation.

What AlTi Global, Inc. hinges on

The central swing factor is whether revenue growth can continue while operating losses keep narrowing and cash from operations remains positive. Near term, guidance and earnings delivery matter, as do interest-rate conditions and results from large financial-sector peers. The evidence gives limited detail on the new financial obligation, so its effect on the thesis remains unclear.