A company still losing money with growing sales, with high risk. Insiders and institutions are both adding.
Going well
Sales up 11% in the latest quarter vs a year ago
Sales up 29% last year
Buying back shares: share count down 3.0% in 3 years
Watch out for
Late annual report notice
Late quarterly report notice
About 7 months of cash left at its current burn
Money moves
An insider bought $20.0M of shares with their own money in the last 30 days
Institutions added 3.7% to their holdings in the quarter ending June 2026 (46 bought, 26 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$2.51-2.7% that day
Latest insider buy: A 10% owner bought at $10.75 on Oct 1. The stock is now $2.51, -76.7% since.
Company value
$278M
Share price times all shares
Price vs sales
1.0x
No profit over the last year, so this compares value with sales instead
Cash vs value
11%
Cash as a share of company value
Debt vs value
0%
Debt as a share of company value
From ALTI's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26
$58.0M+11% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $276.6M, up 30% from the 12 months before.
What the price assumes
Your guesses, our math
Move the sliders to your own view of ALTI. Starting points are the company's recent numbers (it isn't profitable yet, so the margin starts at a 10% guess).
Sales in 5 years$1.0B
Profit in 5 years$103M
Price these guesses point to$14.61+482% vs $2.51 todayAbout +42% a year, before dividends
What today's price needs: with a 10% margin and a 15x P/E, sales could shrink about 8.6% a year for 5 years and still match today's price.
Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.
The checklist Warren Buffett-style investors use. Annual numbers for 2025.
2/5Weak
MissReturn on equity 15%+Earns a lot on the money owners have in the business.-19.0%
PassDebt under half of equityNot relying on borrowed money.0.00x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.-46.9%
MissProfitable every yearSteady profits, not one good year.1 of 5 years
PassShare count not growingNot diluting owners. Falling means buybacks.-3.0% in 3 years
Revenue
$255.0M
+28.5% vs prior year
Total debt
$883K
0.00x equity
From annual reports filed with the SEC. Gross margin doesn't apply to banks and insurers, so it isn't scored. Not in this company's SEC data, so not scored: free cash flow positive. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026
Reported Aug 10
Revenue
$58.0M
+10.8% YoY
Op. margin
-18.7%
+30.1 pts
Free cash flow
-$3.2M
Share count
+11.0%
vs a year ago
Insider rating
Last 90 days
82Strong buying
1 insider bought $20.0M
TIEDEMANN ADVISORS, LLC grew their stake 400%
50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.
Weekly insider trend
13 weeks agoBoughtSoldThis week
Filing buzz
Last 7 days vs normal
0/ 100
This week
0
Normal week
0.5
vs normal
0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+3.7%
Institutions added 3.7% to their holdings. 46 bought, 26 sold. 2 quarters of net buying in a row.
Shares held by institutions34.9M
Sep '24Jun '26
Safety check
From SEC filings
Share count growthYearly rate, last 3 years
-1.0%
Cash runwayAt last year's cash burn
7 months
Debt to equityLatest balance sheet: debt compared with what owners have
0.0x · $12.3M debt
Shares outstandingLatest reported
111M
Why high risk
Losing money, losses are large next to sales
About 7 months of cash left at its current burn
1 offering filing in 6 months (may sell new shares)
Late annual report notice
Late quarterly report notice
Earnings reports
Last 4
Next reportAround Nov 11 (est.)Estimated from the same quarter last year
Results filedAug 10
Results filedMay 11
Results filedMar 31
Results filedNov 12, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days