Added to YB: 2026-01-15
Pitch date: 2025-11-12
ALNT [bearish]
Allient Inc.
-16.26%
current return
Author Info
No bio for this author
Company Info
Allient Inc., together with its subsidiaries, designs, manufactures, and sells precision and specialty-controlled motion components and systems for various industries in the United States, Canada, South America, Europe, and the Asia-Pacific.
Market Cap
$1.0B
Pitch Price
$52.89
Price Target
36.00 (-41%)
Dividend
0.20%
EV/EBITDA
16.22
P/E
54.36
EV/Sales
2.26
Sector
Electrical Equipment
Category
N/A
Allient Inc. - $ALNT (short)
ALNT (short): Niche motion components manufacturer trading at 13x peak EBITDA with 33% ATH margins. Industrial/power-quality business (48% revenue) at cyclical top as component lead times normalize, shifting market share from specialty suppliers back to large OEMs like Schneider/ABB. Prefab data center modules favor integrated suppliers. See $36 PT (30% downside) as $255M industrials contracts to <$220M, margins compress to 32%. Risks: strong data center demand, multi-vendor sourcing persists.
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