AlTi Global clears the engine's asymmetry bar with 107% modeled upside and a cheap 8.4x forward P/E against 28% growth, but the current RSI-78 bounce sits inside a still-confirmed downtrend and quality remains below the investable floor with a weak 3/9 Piotroski score.
Thesis pillars
- Quality Floor Breach→Stable
- Passed High Asymmetry Gate→Stable
- Cheap Valuation With Growth→Stable
- +2 more pillars — see the Why tab for full reasoning
AlTi Global, Inc. (ALTI) Stock Analysis
Recovery setup · Inst Constrain edge
Financial Services · Asset Management
Sell if holding. Engine safety override at $3.62: Quality below floor (2.0 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 6.5/10 and A.R:R 7.4:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality; Below long-term trend.
AlTi Global is a global wealth management and Outsourced Chief Investment Officer (OCIO) firm serving ultra-high-net-worth families, foundations, and institutions, managing or advising approximately $93.1 billion in combined assets as of December 31, 2025 through roughly 490... Read more
Sell if holding. Engine safety override at $3.62: Quality below floor (2.0 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 6.5/10 and A.R:R 7.4:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 69. Score 6.5/10, moderate confidence.
Passes 7/10 gates (positive momentum, favorable risk/reward ratio, clean insider activity, news events none recent, earnings proximity 34d clear, semi cycle peak clear, materials cycle peak clear). Suitability: aggressive.
Recent developments
updated 2026-07-08Recent Developments — AlTi Global, Inc.
Material events (past 30 days)
- 8K Jul 2, 2026 MEDIUM Item 5.02: Company entered an Executive Employment and Restrictive Covenant Agreement appointing an interim Chief Executive Officer (Curtin) effective July 1, 2026, and amended President/COO Kevin Moran's contract (base salary raised to $600,000, 2026 target bonus $1,600,000, notice period shortened to 30 days
- 8K Jun 25, 2026 MEDIUM Item 5.02: CFO Michael Harrington will retire effective July 1, 2026, following a multi-month planned transition and succession process; the Board appointed Patrick Keenan as CFO effective July 1, 2026. Clean, pre-planned handoff; no disagreement cited.
Generated 2026-07-08T23:03:58Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Concentration Risks(10-K Item 1A)
- HIGHcounterpartysubsidiary distributions10-K Item 1A: 'We are a holding company and our only material asset is our interest in our subsidiaries, and we are accordingly dependent upon distributions made by our subsidiaries to pay taxes, make payments under the Tax Receivable Agreement...and pay dividends.'
Material Events(8-K, last 90d)
- 2026-07-02Item 5.02MEDIUMCompany entered an Executive Employment and Restrictive Covenant Agreement appointing an interim Chief Executive Officer (Curtin) effective July 1, 2026, and amended President/COO Kevin Moran's contract (base salary raised to $600,000, 2026 target bonus $1,600,000, notice period shortened to 30 days). Filing text was cut off before naming a permanent CEO successor or citing a reason for the change.SEC filing →
- 2026-06-25Item 5.02MEDIUMCFO Michael Harrington will retire effective July 1, 2026, following a multi-month planned transition and succession process; the Board appointed Patrick Keenan as CFO effective July 1, 2026. Clean, pre-planned handoff; no disagreement cited.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers·2 ceiling hits
Unprofitable operations — net margin -42.0%. Quality floor flags this regardless of sector context.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $3.62: Quality below floor (2.0 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 6.5/10 and A.R:R 7.4:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 69. Prior stop was $3.36. Score 6.5/10, moderate confidence.
Take-profit target: $7.65 (+111.6% upside). Prior stop was $3.36. Stop-loss: $3.36.
Concentration risk — Counterparty: subsidiary distributions; Quality below floor (2.0 < 4.0).
AlTi Global, Inc. trades at a P/E of N/A (forward 8.3). TrendMatrix value score: 9.4/10. Verdict: Sell.
7 analysts cover ALTI with a consensus score of 4.3/5. Average price target: $9.
What does AlTi Global, Inc. do?AlTi Global is a global wealth management and Outsourced Chief Investment Officer (OCIO) firm serving...
AlTi Global is a global wealth management and Outsourced Chief Investment Officer (OCIO) firm serving ultra-high-net-worth families, foundations, and institutions, managing or advising approximately $93.1 billion in combined assets as of December 31, 2025 through roughly 490 professionals in 19 cities across 9 countries. The company also runs an Alternatives Platform — an internally managed event-driven fund plus stakes in three externally managed funds — and exited its International Real Estate segment in Q3 2025 to operate as one reportable segment.