ALTI · AlTi Global, Inc.
$2.87
-0.04 (-1.37%)
At close · Oct 5
Return incl. dividend (before tax)
Market Cap
$481.87M
Shares
155.94M
Volume · Oct 5
18.33K
Avg daily vol (3M)
176.78K
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$2.91
Open$3.00
Day$2.89–3.03
52W close$2.81–5.19
Avg vol 30d172K
Short int2.2M · 1.4% float · 8.5d
Short vol12%
Last earningsAug 10, 2026
DataApr 2021–Oct 2026
Filing10-Q · Aug 10
Up next
Next earnings call
Nov 9, 2026
Est · unconfirmed
· in 5 wks
filed Aug 10, 2026
call held Aug 10, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
$276.62M
Trailing 12 months
Net income (TTM)
−$113.02M
Trailing 12 months
Revenue growth YoY
+10.8%
Year over year
Operating margin
-22.2%
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
0.3%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
$18.86M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+11.0%
Year over year · more shares
Price change (1Y)
-15.9%
Trailing year
Short interest
1.4%
Latest settlement · 8.5 days to cover
AI Brief
Q2 FY26 earnings call · Aug 10, 2026
Q2 FY26
TL;DR. ALTI reported Q2 2026 revenue of $58M (+11% YoY) and adjusted EBITDA of over $5M (+9% YoY) on continued net inflows, while operating expenses fell 12% YoY; however, an ~$19M unrealized loss tied to the wind-down of the Asian Credit and Special Situations external manager drove a $30.8M net loss, and the company gave no update on its ongoing strategic review.
Bullish
- + Q2 revenue grew 11% YoY to $58M, with management/advisory fees up 11% to $54M
- + AUM grew 8% YoY to $51B and 6% sequentially on net inflows of ~$700M and market appreciation
- + Adjusted EBITDA rose 9% YoY to over $5M as cost discipline delivered a 12% decline in operating expenses
- + Distributions from investments increased 28% YoY on external strategic manager outperformance
- + Net client inflows of ~$700M were posted in wealth management alongside continued advisor additions in Miami and endowments
Bearish
- − Q2 GAAP net loss from continuing operations was $30.8M, wider than the $26.1M loss in the prior-year quarter
- − GAAP operating loss of $11M persists as management states reported expenses 'do not yet fully reflect' cost progress
- − No substantive update on the strategic review; committee continues its work
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceOverall
Sell
SellHoldBuy
Technical
Strong Sell
Momentum
Very Weak
Sentiment
Neutral
Fundamentals
Strong
Quant / Vol
Very High
Market backdrop
VIX 15.3 · calm
Equity put/call 0.58
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−24%
below
Price vs 50-day avg
−20%
below
RSI (14)
33
neutral
MACD trend
Negative
52-week position
4%
near low
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
−24%
trailing
6-month return
−25%
trailing
YTD return
−37%
this year
Relative strength
−37%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $4 › 200d $4 — 200d above 50d
Institutional flow
Distributing
-10% holders QoQ · +7 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
1.39% of float · ▼ -1.4% MoM · 8.5 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
76 holders — mid 3-yr range
Squeeze score
37
low risk · 0–100
Fundamentals
Revenue growth
+29%
Y/Y
EPS growth
+41%
Y/Y
Free cash flow
$-51.5M
Balance sheet
$40.3M
net cash
Quant / Vol
risk profile
Volatility
66%
annualized · 1-yr
Max drawdown
−46%
past year
ATR
5.5%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders Strong Sell
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−24%
Bearish
Price vs 50-day avg
−20%
Bearish
RSI (14)
33
Neutral
MACD trend
Negative
Bearish
52-week position
4%
Bearish
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross)
No cross
50d $4 › 200d $4 — 200d above 50d
Institutional flow
Distributing
-10% holders QoQ · +7 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
1.39% of float · ▼ -1.4% MoM · 8.5 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
76 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $3
Now $3 · 4%
Range high $5
vs 200-day avg -24%
vs 50-day avg -20%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $5.4M | 2Q'26 | — |
GAAP → non-GAAP reconciliationGAAP Adjusted Net Income 504K
+165K Interest expense
+101K Income tax expense
-46K Net income tax adjustments
+4.69M Depreciation and amortization
= Adjusted EBITDA 5.41M
|
|||
| Adjusted Net Income non-GAAP | $504K | For the Three Months Ended June 30, 2026 filing | — |
| AUA | 96B | 2Q'26 | — |
| AUA at Period End (Wealth Management) | 88.8B | 2Q'26 | — |
| AUM | 51.4B | 2Q'26 | — |
| AUM at Period End (Wealth Management) | 49.7B | 2Q'26 | — |
| Average AUA (Wealth Management) | 85.9B | 2Q'26 | — |
| Average AUM (Wealth Management) | 48.3B | 2Q'26 | — |
| Average AUM/AUA (Alternatives Platform) | $7.14B | For the Three Months Ended June 30, 2026 filing | — |
| Total AUM/AUA (Alternatives Platform) | $7.19B | 2Q'26 | — |
| Total Operating Expenses (normalized, excluding non-recurring and non-cash items) non-GAAP | $53M | Q2 FY2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ALTI
this stock
AlTi Global, Inc.
|
$481.87M | -37.3% | +28.5% | — | 1.4% |
|
BLK
BlackRock, Inc.
|
$347.03B | -1.0% | +16.2% | 25.6 | 0.6% |
|
KKR
KKR & Co. Inc.
|
$86.77B | -29.2% | -11.0% | — | 1.5% |
|
BX
Blackstone Inc.
|
$85.57B | -27.5% | +9.2% | 25.6 | 2.6% |
|
BN
BROOKFIELD Corp /ON/
|
$81.46B | -19.5% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ALTI | -7.0% | -24.2% | -24.8% | -2.7% | -37.3% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -6.8% | -23.8% | -37.0% | -3.6% | -50.1% |