Get emailed when ALIT changes direction
Insider selling: $44,587,757 sold by 28 insiders (30d)
Factor divergence:
DIVERGENCE: estimate_revisions, narrative_gap bullish vs analyst_revisions bearish
Est. revisions:
+5.3%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -0.4)
Factor Model
net -0.4 1.5 / 10
Est. Revisions
+0.3
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.5
BofA Slashes Price Target 64% on Missed Guidance
Watch: Watch Q1 earnings for actual revenue retention rates and new business pipeline trends. If management can't stabilize churn and show green shoots in contract renewals, the $0.50 target may not be a floor.
Bank of America cut its price target on Alight to $0.50 from $1.40 on February 23, citing weak Q1 revenue guidance and deteriorating fundamentals. The company missed its 2025 financial targets due to below-plan new business wins and contract renewals, signaling execution problems beyond macro headwinds. CEO Rohit Verma acknowledged the shortfalls but pivoted to operational efficiency and AI-driven product development as recovery levers.
A 64% price-target cut from a major bank isn't noise — it reflects a loss of conviction in near-term visibility and contract stability. Declining net revenue retention is particularly damaging for a software-plus-services model that depends on expansion within existing accounts. Unless the company demonstrates swift wins on service quality and renewed client confidence, this warning could trigger broader institutional downgrade pressure.
Evidence
8d ago
Insider buy by LOPES ROBERT A. JR. (ALIT): $24,600
8d ago
Insider buy by VERMA ROHIT (ALIT): $99,680
8d ago
Insider buy by VERMA ROHIT (ALIT): $77,040
8d ago
Insider buy by MASSEY RICHARD N (ALIT): $232,500
8d ago
Insider buy by SCHRIESHEIM ROBERT A (ALIT): $100,189
8d ago
Insider buy by LOPES ROBERT A. JR. (ALIT): $23,899
8d ago
Insider buy by RAJGOPAL KAUSIK (ALIT): $89,596
8d ago
Insider buy by LOPES ROBERT A. JR. (ALIT): $21,999
7 older signals
8d ago
Insider buy by SCHRIESHEIM ROBERT A (ALIT): $1,136
8d ago
Insider buy by GUILMETTE DAVID D (ALIT): $284,645
8d ago
Insider buy by LOPES ROBERT A. JR. (ALIT): $18,750
8d ago
Insider buy by MASSEY RICHARD N (ALIT): $639,420
8d ago
Insider buy by SCHRIESHEIM ROBERT A (ALIT): $150,000
8d ago
Insider sell by FOLEY WILLIAM P II (ALIT): $41,267,079
Fundamentals & Data ▾
Alight, Inc.
Technology · Software - Application
Mkt Cap
$357M
Beta
1.31
Div Yield
1684.00%
52w Range
$0.48 - $6.11
Short Interest
54.6M 10.51%
Days to Cover
1.1 +33%
Technicals
downtrend
from 52w Hi
-4.2%
1w return
+2.1%
Insiders
mixed
0B / 0S
EPS Estimate
$0.04
+5.3% 30d
0up / 5dn
Est. Dispersion
183%
5 analysts
Analyst Target
$2
$0 - $5
Options P/C
0.83
Insider Cluster
strong buy
6B / 4S (officer)
Financials
Revenue
$653M -4% YoY
FCF
$99M
Gross Margin
37%
Op Margin
8%
Momentum:
accelerating
Recent Filings & Data
insider trade
124
net selling
· $44,587,757 sold
· $1,763,454 bought
28 insiders · 124 transactions (30d)
Recent transactions
HEATON JEREMY J. · other
FOLEY WILLIAM P II · award · $17,812
FRADIN RUSSELL P. · award · $50,000
WILLIAMS LENORE DENISE · award · $27,500
LOPES ROBERT A. JR. · award · $13,750
VERMA ROHIT · award
FELLI MARTIN · award
DORSEY DONNA G · award
BASSIOUNI ALLISON · award
DUGGIRALA DEEPIKA · award
LOPES ROBERT A. JR. · buy · $24,600
RUSH STEPHEN D. · award
VERMA ROHIT · buy · $99,680
FELLI MARTIN · award
BASSIOUNI ALLISON · award
DUGGIRALA DEEPIKA · award
VERMA ROHIT · buy · $77,040
VERMA ROHIT · award
FOLEY WILLIAM P II · award · $17,811
FRADIN RUSSELL P. · award · $50,000
MASSEY RICHARD N · award · $28,749
WILLIAMS LENORE DENISE · award · $27,499
LOPES ROBERT A. JR. · award · $13,749
MASSEY RICHARD N · buy · $232,500
SCHRIESHEIM ROBERT A · buy · $100,189
LOPES ROBERT A. JR. · buy · $23,899
RAJGOPAL KAUSIK · buy · $89,596
FOLEY WILLIAM P II · award · $17,809
FRADIN RUSSELL P. · award · $49,999
MASSEY RICHARD N · award · $28,750
WILLIAMS LENORE DENISE · award · $27,498
LOPES ROBERT A. JR. · award · $13,747
DORSEY DONNA G · award
ESSARY DAVID ALLEN · award
LOPES ROBERT A. JR. · buy · $21,999
FOLEY WILLIAM P II · award
FRADIN RUSSELL P. · award
MASSEY RICHARD N · award
MANGINI SIOBHAN NOLAN · award
WILLIAMS LENORE DENISE · award
RAJGOPAL KAUSIK · award
HAYES MICHAEL E · award
SCHRIESHEIM ROBERT A · award
LOPES ROBERT A. JR. · award
FOLEY WILLIAM P II · award · $17,812
FRADIN RUSSELL P. · award · $49,995
MASSEY RICHARD N · award · $28,747
WILLIAMS LENORE DENISE · award · $27,496
LOPES ROBERT A. JR. · award · $13,748
SCHRIESHEIM ROBERT A · buy · $1,136
GUILMETTE DAVID D · buy · $284,645
FOLEY WILLIAM P II · award · $43,265
FRADIN RUSSELL P. · award · $17,221
MASSEY RICHARD N · award · $23,358
WILLIAMS LENORE DENISE · award · $21,289
LOPES ROBERT A. JR. · award · $4,732
RAJGOPAL KAUSIK · award · $44,792
LOPES ROBERT A. JR. · buy · $18,750
FRADIN RUSSELL P. · award
MASSEY RICHARD N · buy · $639,420
GUILMETTE DAVID D · award
GUILMETTE DAVID D · award
FELLI MARTIN · award
HAYES MICHAEL E · award
GEORGE GREGORY A · award
HEATON JEREMY J. · award
BASSIOUNI ALLISON · award
DUGGIRALA DEEPIKA · award
STURRUS ROBERT · award
SCHRIESHEIM ROBERT A · award
LOPES ROBERT A. JR. · award
SCHRIESHEIM ROBERT A · buy · $150,000
FELLI MARTIN · award
GEORGE GREGORY A · award
HEATON JEREMY J. · award
BASSIOUNI ALLISON · award
DUGGIRALA DEEPIKA · award
STURRUS ROBERT · award
TULSIANI DINESH V · award
HEATON JEREMY J. · award
BASSIOUNI ALLISON · award
STURRUS ROBERT · award
WILLIAMS LENORE DENISE · award
MANGINI SIOBHAN NOLAN · award
BASSIOUNI ALLISON · award
DUGGIRALA DEEPIKA · award
STURRUS ROBERT · award
FOLEY WILLIAM P II · award
PAOLILLO REGINA MARIE CPA · award
MEINHARDT ERIKA · award
MASSEY RICHARD N · award
WILLIAMS LENORE DENISE · award
RAJGOPAL KAUSIK · award
GOFF GREGORY R · sell · $2,001,100
HENSON DANIEL S · other
GEORGE GREGORY A · sell · $645,104
FOLEY WILLIAM P II · sell · $41,267,079
GUILMETTE DAVID D · award
FOLEY WILLIAM P II · award
PAOLILLO REGINA MARIE CPA · award
MEINHARDT ERIKA · award
MASSEY RICHARD N · award
WILLIAMS LENORE DENISE · award
RAJGOPAL KAUSIK · award
FELLI MARTIN · award
ROONEY KATIE J · sell · $674,474
FOLEY WILLIAM P II · award
PAOLILLO REGINA MARIE CPA · award
MEINHARDT ERIKA · award
MASSEY RICHARD N · award
GOFF GREGORY R · other
GUILMETTE DAVID D · award
HENSON DANIEL S · other
HENSON DANIEL S · award
SCHOLL STEPHAN · other
ROONEY KATIE J · other
TULSIANI DINESH V · other
ROGERS MICHAEL JAMES · other
FOLEY WILLIAM P II · award
PAOLILLO REGINA MARIE CPA · award
MEINHARDT ERIKA · award
MASSEY RICHARD N · award
WILLIAMS LENORE DENISE · award
RAJGOPAL KAUSIK · award
15 signals · latest 8d ago
Get alerted when ALIT changes direction
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