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ALALNT

Allient Inc.

$ALNT·$1.9B·Electrical Equipment & Parts·Industrials
$113.02+1.4%YTD+61.1%1Y+137.6%
Mentions · last 7 days
2026-08-11: 6 posts2026-08-12: 2 posts2026-08-13: 3 posts2026-08-14: 3 posts2026-08-15: 0 posts2026-08-16: 1 posts2026-08-17: 4 posts19-6%
Price updated 6h ago·X counts updated 5h ago
ALALNT
$ALNTAllient Inc.
$113.02+1.45%19 posts-6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ALNT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-14

The move is getting stronger, with heavier trading behind it.

Motion-control industrial up 138% in twelve months, beat Q2 on both lines, and CEO/director Richard Warzala sold 70K shares for $8M — real acceleration with a large insider sale to weigh.

Allient's four-quarter revenue is running $139M–143M with EPS $0.32–$0.39 and stable ~30–33% gross margins — Q2 topped estimates on both revenue and EPS, and the tape has been discounting further sequential progress.

  • Consensus FY26 revenue $584M / EPS $2.53, walking to $625M / $3.10 in FY27 and $663M / $3.28 in FY28 (4 analysts) — modest coverage but a clean 23% EPS step-up in FY27 reflects margin expansion, not just top-line.
  • Insider signal: Richard Warzala (officer + director) sold 70,000 shares at $113.58 for $7.95M — a large primary-insider sale into strength is a material yellow flag, especially against a 14.4M-share float where each large ticket moves the tape.
  • +138% over 12 months, +61% YTD, position 88% of 52-week range, +18% above 50-day and +57% above 200-day MA, beta 1.62 — extended tape with a low-float amplifier.

Next print 2026-11-04 is where Q3 orders/backlog either extend the FY27 model or expose that Warzala's sale timed the peak-quarter.

What to watch: November 4 Q3 print — order-book growth, motion-control segment mix, updated FY26 guide, and any follow-on insider filings.

On the calendar: 2026-11-04 — Q3 2026 earnings

Read the AI verdict + X sentiment for $ALNT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs and manufactures precision motion control components — motors, servo drives, encoders — for industrial, medical, and defense applications.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $ALNT.

Electrical Equipment & Parts · Industrials

No material change from last week — VRT and NVT confirmed at fresh highs that hyperscaler rack power acceleration is a multi-year capex cycle for electrical infrastructure.

What this means for $ALNT

Neutral — Designs and manufactures precision motion control components — motors, servo drives, encoders — for industrial, medical, and defense applications; limited read-through from electrical equipment & parts macro dynamics to this specific revenue mix.

Industry benchmark

36-name peer basket
+22.0%YTD
+77.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
60.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
8.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
31.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.80$0.61+30.5%
Q1 2026May 6, 2026$0.50$0.55-9.1%
Q4 2025Mar 5, 2026$0.55$0.46+19.6%
Q3 2025Nov 5, 2025$0.59$0.50+18.0%
Next earningsWed, Nov 4·consensus EPS $0.73

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$138.9M+4.6%30.4%7.3%$0.32$4.0M
Q4 FY25$143.4M+17.5%30.2%8.3%$0.38$11.7M
Q3 FY25$138.7M+10.8%33.3%8.8%$0.39$2.8M
Q2 FY25$139.6M+2.6%31.0%9.2%$0.34$22.4M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$584.1M$582.3M – $587.4M$2.53$2.45 – $2.604
FY27$624.8M$619.7M – $628.5M$3.10$3.02 – $3.144
FY28$663.2M$659.9M – $667.2M$3.28$3.26 – $3.311
FY29$696.8M$693.3M – $701.0M$3.56$3.54 – $3.591
FY30$728.7M$725.0M – $733.0M$3.72$3.70 – $3.751

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.88%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+17.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+56.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 14.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.625-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 10Richard S WarzalaCEO70.0K sh$8.0MSellMar 27Ashish BendrePresident6.0K sh$378K
+ 31 other (22 awards · 7 inkinds · 2 gifts) in window

See when $ALNT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentAug 13SC 13D/A
AI summary

Juniper Investment Company (acting through Juniper Targeted Opportunity Fund LP) filed an amended Schedule 13D/A on August 13, 2026 (event date August 11), disclosing a position of 591,704 shares representing 3.5% of Allient Inc. (ALNT). This is an activist or significant-holder filing; the amendment signals a change in beneficial ownership or investment intent. Allient is a precision motion control and electronic systems manufacturer. A 3.5% stake by a targeted opportunity fund suggests possible engagement or position adjustment.

8-KShareholder voteMay 118-K — Item 5.07: Shareholder vote
AI summary

Allient Inc. (ALNT) held its 2026 Annual Meeting of Stockholders on May 6, 2026, with 17,018,097 shares outstanding as of the March 11, 2026 record date. Shareholders elected all six director nominees by strong margins (e.g., Robert Engel: 12.99M for / 58.5K against), approved executive compensation in an advisory vote (12.68M for / 358K against, ~97% support), and ratified Deloitte & Touche LLP as independent auditor for fiscal 2026. This is a routine annual governance event with no material operational implications.

S-3ASRAuto-shelf registrationMar 30S-3ASR
+ 13 other (3 S-8 POSs · 2 10-Qs · 2 13Gs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Are You Looking for a Top Momentum Pick? Why Allient (ALNT) is a Great Choicezacks.com·6d agoDo Options Traders Know Something About Allient Stock We Don't?zacks.com·7d agoAllient Inc. (ALNT) Q2 2026 Earnings Call Transcriptseekingalpha.com·11d agoAllient Q2 Earnings Call Highlightsmarketbeat.com·12d agoAllient (ALNT) Surpasses Q2 Earnings and Revenue Estimateszacks.com·12d ago

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Voices on X · last 7 days

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