EVN (47) VALU (61) SOR (53) NOAH (56) ⌘ Pro Terminal →

AlTi Global Inc. (Class A) (ALTI) — RQD Stock Rating Cockpit

$2.56 0.00% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $2.56

AlTi Global Inc. (Class A) (ALTI) carries a Roarable Rating of E (Strong Sell) with 23/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record Warning: Scores below 50 (23/100 · E) historically underperformed SPY in 71% of rolling 90-day windows →

ROARABLE E • RED ALERT Cap $399.2M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on ALTI Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is ALTI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-02, AlTi Global Inc. (Class A) (NASDAQ: ALTI) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 23/100 at a spot price of $2.56 (0.00% 1D, market cap $399.2M). Pillar breakdown: Fundamental Cash Engine 3/20, Institutional 13F & Options Flow 3/20, Executive Insider Alignment 8/20, FRED Macro Regime Fit 6/20, and SEC Balance-Sheet Forensics 3/20. Across 1096 tracked Financials issuers, ALTI ranks #1080 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does ALTI compare to EVN and VALU in the Financials sector?

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Within the Financials sector (Investment Managers), ALTI carries a Roarable E (23/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of -10.5%. By comparison, EVN (Eaton Vance Municipal Income Trust) holds a D grade (47/100 RQD, P/E N/A, ROIC —, cap $395.5M) and VALU (Value Line Inc.) posts a C- grade (61/100 RQD, P/E 18.0x, ROIC 5.2%, cap $389.8M). Among the 5-stock peer group, NOAH leads on earnings multiple (5.8x) while NOAH leads on capital efficiency (11.2% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for ALTI?

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Per ALTI's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001838615), AlTi Global Inc. (Class A) generated $255.0M in revenue (+28.5% YoY), -$119.7M in net income, and $0 in free cash flow against $1.18B in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Financials with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $2.56 (-0.19%)🧬 Dilution Drag (+1.28% YoY Shares)⚙️ Cash Engine: 3/20 (E) • 4.4% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record Warning: Scores below 50 (23/100 · E) historically underperformed SPY in 71% of rolling 90-day windows (-11.1% avg 90D alpha vs SPY • 29.0% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERRED ALERT • E

3-of-3 JEV AI Jury Bearish Warning

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw E · Rk D-

Each axis scored 0–20

12M PRICE TARGET CONE-15.6% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for ALTI)Realized 20D OHLCV Swing Band: ±12.5%

Deterministic 5-Pillar Attribution (23/100 Composite)

🔍 WHY ALTI SCORES 23/100 (E) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: SEC 10-K Forensic Risk+8/20 pts (35% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 1/9

▲ #2 Bullish Driver: Macro Regime Fit+6/20 pts (26% of score)

FRED Regime × Technicals: 9% of 52W Range • RSI-14 at 41.5 (NEUTRAL RANGE)

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution4/20 pts (-16 pt drag)

Dilution Drag (+1.28% YoY Shares) & executive Form 4 sales trim 16 pts from alignment

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade E$2.55-3.9% Next Q

Q2 (-2Q)

Grade E$2.45+2.9% Next Q

Q3 (-1Q)

Grade E$2.52+1.6% Next Q

Current

Grade E$2.56-11.1% Hist 90D α

Trajectory: E (15) → E (23)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a ALTI Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While ALTI currently carries a cautious 23/100 (E) rating due to Insider Conviction & Share Dilution (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Financials with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($3.05) and Max Pain ($2.69) forces dealer call-delta covering toward $5.72.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Dilution Drag (+1.28% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $ALTI• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “ALTI Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 23%NO 77%Trade / Inspect Odds →

RSI-14 MOMENTUMNEUTRAL RANGE

41.530 Oversold · 70 Hot

ALTMAN-Z SHIELDFORTRESS SAFE (>3.0)

3.80>3.0 Fortress Safe

PIOTROSKI F-SCOREWEAK QUALITY (1–4)

1 / 99-Pt Accounting

52-WEEK LASER RANGE9% OF RANGE

L: $2$2.56H: $5

1. Money & Cash Health● WEAK

Are profits real cash in the bank?

Weak cash conversion or heavy valuation strain compared to actual cash earned.

Factor Grade: ERQD 3 / 20

2. Big Money & Insiders● TRIMMING

Are whales & executives buying or selling?

Insiders and big institutional desks have been trimming shares rather than stepping up to buy.

Factor Grade: ERQD 6 / 40

3. Hidden Risks & Market Weather● WARNING

SEC fine-print scan & interest-rate fit

High sensitivity to tight interest rates or new risk warnings added to recent SEC annual filings.

Factor Grade: D-RQD 14 / 40

MULTI-MODEL JEV QUANT JURY DELIBERATION

3-of-3 JEV AI Jury Bearish Warning on ALTI

Cash & Moat Bull AI

ROIC & Free Cash Flow Model

BEARISH (15)

-10.5% ROIC with 42.0% gross margin and 2.80% FCF yield.

SEC Forensic Auditor AI

10-K Accruals & Altman-Z Guard

BEARISH (40)

Altman-Z 4.20 and Piotroski 1/9 pass balance-sheet audit.

Whale & Macro Hawk AI

Options Skew, 13F & Fed NetLiq

BEARISH (20)

6/40 institutional & smart-money positioning score with 6/20 macro alignment.

Bull Case: Why Buyers Like ALTI

✓Established market leader in Financials with deep daily trading liquidity.

Bear Case: What Could Go Wrong

!Company executives have done more routine share selling than personal cash buying lately.
!Sensitive to high interest rates and tighter Federal Reserve market liquidity.
!Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring ALTI)

✓Walkthrough of ALTI's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

ALTI // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -27.07%📐 HORIZONTAL RANGE

2026-11-02O $2.47H $2.56L $2.47C $2.56VOL 315.9K

RES: $5.64SUP: $2.07SMA50: $3.05SMA200: $3.61

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

ALTI Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 ALTI Butterfly Map → + Track ALTI →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

8.0%/yr Implied 5Y Growth

vs. +28.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on ALTI today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for ALTI. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for ALTI today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (ALTI)

Financials Rank #1080 of 1096 ⚔️ EVN vs ALTI Full Matrix →

1. Head-to-Head Financials Peer Comparison (ALTI vs. EVN, VALU, SOR, NOAH)

Industry: Investment Managers (79 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, AlTi Global Inc. (Class A) (ALTI) ranks #1080 by composite RQD confidence (23/100, grade E) and #749 by equity capitalization ($399.2M). Within this direct 5-issuer industry benchmark cohort, NOAH leads on earnings valuation at 5.8x trailing P/E, while NOAH leads on capital efficiency and profitability with 11.2% ROIC and — gross margin. VALU currently holds the highest overall quantitative score in the immediate peer group at 61/100 (C-) compared with ALTI at 23/100 (E).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
ALTI ACTIVE AlTi Global Inc. (Class A)	E	23/100	—	—	-10.5%	0.00%	$399.2M	Benchmark Subject
EVN Eaton Vance Municipal Income Trust	D	47/100	—	—	—	+0.20%	$395.5M	/evn-vs-alti →
VALU Value Line Inc.	C-	61/100	18.0x	—	5.2%	+1.64%	$389.8M	/valu-vs-alti →
SOR Source Capital Inc. Cmn Shs of BI	D+	53/100	—	—	—	-0.77%	$387.1M	/sor-vs-alti →
NOAH Noah Holdings Limited	D+	56/100	5.8x	—	11.2%	-2.32%	$462.0M	/noah-vs-alti →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001838615

In its most recent audited fiscal period (FY2025, filed 2025-12-31), AlTi Global Inc. (Class A) (ALTI) reported GAAP revenue of $255.0M (+28.5% vs. FY2024 revenue of $198.4M , and +15.3% cumulative change since FY2023) , GAAP net income of -$119.7M, operating cash flow of $0, and free cash flow of $0 . On the balance sheet, ALTI closed FY2025 with $1.18B in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 1/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$255.0M	-$119.7M	—	—	$1.18B	—
FY2024 (FY)	2024-12-31	$198.4M	-$103.0M	-$50.7M	-$58.2M	$1.26B	—
FY2023 (FY)	2023-12-31	$221.1M	-$165.6M	-$81.7M	-$81.7M	—	—

3. ALTI Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is ALTI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does ALTI compare to EVN and VALU in the Financials sector?

What are the biggest fundamental strengths and SEC risk factors for ALTI?

Where is ALTI trading relative to its 50-day, 200-day, and 52-week technical levels?

ALTI last traded at $2.56 (0.00% on volume of 156,493 shares), positioning the stock -16.07% below its 50-day simple moving average ($3.05) and -29.09% below its 200-day simple moving average ($3.61). Across its 52-week range of $2.26 to $5.45, ALTI sits at the 9.4% percentile with a 14-day RSI of 41.5 (NEUTRAL RANGE) and an implied next-earnings move of ±12.5% ($2.24 to $2.88).

ALTI Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Should I buy, hold, or sell ALTI stock right now?

AlTi Global Inc. (Class A) (ALTI) currently earns a Roarable Rating of E (Strong Sell — SELL) with 23/100 RQD Confidence. Stretched risk/reward at current multiples (-11% return on capital) under elevated 10-year interest-rate pressure.

What is ALTI's 12-month price target and RQD AI Jury consensus?

ALTI's 12-month base price target is $2.16 (range $1.68 to $5.72), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

Direct Sub-Reports: ALTI RQD Cockpit ALTI 12M Forecast ALTI Earnings & Move ALTI Dividends & DRIP ALTI Insiders & 13F ALTI Whale Options ALTI Profit Sankey ALTI News & Why

ROARABLE RATING BRIEF • RQD 23/100 (E) ✓ STAGE-C NUMBER FIREWALL VERIFIED

ALTI — AlTi Global Inc. (Class A): What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:37:01Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, ALTI scores 23 out of 100, a letter grade of E, with the verdict "Roarable Strong Sell — Forensic Risk / Avoid." The five pillars are: Fundamental Cash Engine at 3/20 (ROIC -10.5%; FCF yield 0%), Whale 13F Flow at 3/20, Insider Conviction at 3/20, Macro Regime Fit at 6/20 (Beta 1.0), and Forensic Balance Sheet at 8/20 (Altman Z 2.5; Piotroski F 1/9; Debt/Equity 0.5). For a prospective investor, the low fundamental pillar means the cash engine is not currently generating returns on capital, so any upside would depend on a turnaround not evidenced in the reported figures. The weak Piotroski score signals weak year-over-year financial quality, and the 3/20 institutional and insider pillars indicate the source data shows little supportive smart-money conviction. The valuation tradeoff is that a $2.56 price against a $399.2M market cap cannot be anchored to earnings, since P/E and EPS are not available in source data; the stock's 52-week range of $2.26–$5.45 shows substantial price volatility. The macro pillar's moderate score reflects only a beta of 1.0, which is market-level sensitivity rather than a positive signal.

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025	$255.0M	$-73.9M	$-119.7M	N/A	N/A	$41.2M	N/A
FY 2024	$198.4M	$-58.9M	$-103.0M	N/A	$-58.2M	$64.4M	N/A
FY 2023	$221.1M	$-48.2M	$-165.6M	N/A	$-81.7M	N/A	N/A

Per the SEC financials, all three reported periods show operating and net losses. Per the market data, operating margin is -29% and net margin is -46.9%, with gross margin at 0%. ROIC is -10.5% per the market data, and per the Roarable RQD rating the Altman Z-Score is 2.5 and the Piotroski F-Score is 1/9. Cash declined from $64.4M in FY 2024 to $41.2M in FY 2025, and Debt/Equity is 0.5 per the Roarable RQD rating.

Recent Catalysts & News Wire Analysis

Per the recent news feed, the catalysts include: a MarketBeat item reporting an upgrade to "Hold" at Zacks Research (flagged as a CATALYST with a GREEN light); an Investing.com India report that AlTi Global secured an $85 million credit facility with a term loan and revolving credit (flagged YELLOW); a Moomoo options-chain report, a TradingView estimates report, and two Simply Wall St pieces on money market managers and China exposure, all flagged YELLOW. The feed contains no quantitative earnings guidance. Per the Butterfly Supply-Chain Graph, supply_chain is NONE, with no butterfly links and no proprietary signals.

Open Questions

What is the basis for the $85 million credit facility, its maturity, and its covenant terms, given that the source data reports debt as N/A?
Why did FCF turn from -$58.2M in FY 2024 to a 0% FCF yield, and what drives the cash-burn trajectory?
What share of revenue is fee-based versus performance-based, and how did the FY 2023 net loss of $-165.6M arise relative to its operating loss of $-48.2M?
What are the EPS and valuation multiples on a trailing or forward basis?
Are there any insider, 13F, or Congressional ownership changes that the holder data would reflect?

ALTI Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for AlTi Global Inc. (Class A) (ALTI) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to ALTI Debate Forum (3) ↓

🟡 MARKET WIRE Moomoo • 1h ago

AlTi Global(ALTI) Stock Options Chain | Quotes & News

Moomoo report covering AlTi Global Inc. (Class A) (ALTI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE TradingView • 4h ago

AlTi Global, Inc. Estimates – NASDAQ:ALTI

TradingView report covering AlTi Global Inc. (Class A) (ALTI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST MarketBeat • 7h ago

AlTi Global (NASDAQ:ALTI) Upgraded to "Hold" at Zacks Research

MarketBeat report covering AlTi Global Inc. (Class A) (ALTI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Investing.com India • 10h ago

AlTi Global secures $85 million credit facility with term loan and revolving credit By Investing.com

Investing.com India report covering AlTi Global Inc. (Class A) (ALTI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Simply Wall St • 13h ago

3 Stocks To Watch as Higher Cash Yields Reshape Money Market Managers

Simply Wall St report covering AlTi Global Inc. (Class A) (ALTI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Simply Wall St • 16h ago

3 Financial Stocks With China Exposure Starting With Visa Stock

Simply Wall St report covering AlTi Global Inc. (Class A) (ALTI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE https://www.dars.gov.et/ • 19h ago

AlTi Global Inc. (ALTI) Slips 2.37% to $2.47 as Shares Test Lower Support Zone - Put Call Ratio

https://www.dars.gov.et/ report covering AlTi Global Inc. (Class A) (ALTI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Simply Wall St • 22h ago

Promising Penny Stocks To Watch In October 2026

Simply Wall St report covering AlTi Global Inc. (Class A) (ALTI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

ALTI Bull vs. Bear Conversation Board — What's Your Call at $2.56?

🐂 33% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON ALTI 🐻 67% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk 🐻 BEARISH 🎯 Target: $2.25 (-12.1%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is ALTI (E • RQD 23/100) a Buy at $2.56?

Welcome to the ALTI (AlTi Global Inc. (Class A)) Roar Pit. Current RQD Composite is 23/100 (Roarable Strong Sell — Forensic Risk / Avoid) in Investment Managers. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

BE BearTrap_Alert Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $1.97 (-23.0%)

Spot @ $2.56

Pump the brakes on ALTI — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on ALTI, but look at what you are paying: current EV/EBITDA multiples with tightening sector spreads. Unless AlTi Global Inc. (Class A) expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

SI SiliconVal_Bull Verified K Arena Trader 🐂 BULLISH 🎯 Target: $3.23 (+26.2%)

Spot @ $2.56

ALTI cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on ALTI, the market is fixating on short-term headline noise in Investment Managers and ignoring the balance sheet and cash flow trajectory. At $2.56 (52-wk range $2.26 - $5.45), any beat on forward guidance forces shorts and underweight funds to chase.