Alight, Inc.

NYSE:ALIT 株式レポート

時価総額:US$417.4m

Alight 将来の成長

Future 基準チェック /06

Alightの収益は年間1.1%で減少すると予測されていますが、年間利益は年間148.6%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に11.3% 147.2%なると予測されています。

主要情報

148.6%

収益成長率

147.24%

EPS成長率

Professional Services 収益成長15.3%
収益成長率-1.1%
将来の株主資本利益率11.30%
アナリストカバレッジ

Low

最終更新日08 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 May 13

ALIT: Undemanding Price And Potential Reverse Split Will Support Future Share Recovery

Narrative Update The analyst price target for Alight has been revised lower to $2.20 from $2.38 as analysts factor in weaker renewals, softer project activity, reduced guidance visibility, and near term margin pressure highlighted in recent research updates. Analyst Commentary Recent research updates on Alight have shifted clearly cautious, with several firms cutting price targets, lowering ratings, and pointing to execution issues around renewals, guidance, and margins.
ナラティブの更新 Apr 28

ALIT: Weaker Renewals And Dividend Cut Will Pressure Future Earnings Profile

Narrative Update on Alight Alight's analyst price targets have been cut sharply, with recent revisions such as BofA's move to $0.50 from $1.40 and DA Davidson's shift to $3 from $5. Analysts point to weaker renewals, softer project activity, and pressure on margins following disappointing Q4 results and cautious guidance.
ナラティブの更新 Apr 14

ALIT: Weaker Renewals And Execution Missteps Will Pressure Future Earnings Profile

Analysts have sharply reduced their price expectations for Alight, with the average target moving lower by about $2. This change is accompanied by lower assumed revenue growth, slimmer profit margins, and a cut to future P/E as they factor in weaker renewals, softer project activity, and ongoing execution challenges.
ナラティブの更新 Mar 30

ALIT: Undemanding Valuation And Margin Improvement Will Support Future Share Recovery

Narrative Update The analyst price target for Alight has been reduced by approximately $0.33 to $2.38, as analysts factor in weaker recent results, softer revenue guidance, pressure on renewals, and near term margin headwinds highlighted across recent research updates. Analyst Commentary Recent research updates on Alight have shifted meaningfully, with several firms cutting price targets and rethinking ratings after weaker results, softer guidance, and pressure on renewals and margins.
ナラティブの更新 Mar 16

ALIT: Higher Margins And Execution Improvements Will Support Future Share Recovery

Analysts have sharply reduced Alight's average price targets, with changes from $6.50 to $1, $5 to $3, $6 to $2.50, and $1.40 to $0.50, while one fair value estimate is maintained around $2.70. These revisions reflect concerns about weaker renewals, softer project activity, margin pressure from growth investments, and limited near term visibility after recent earnings and guidance updates.
ナラティブの更新 Mar 02

ALIT: Reset Multiples And Higher Margins Will Support Future Share Upside

Alight's updated analyst price target has been cut sharply, with new targets clustering in a $0.50 to $3 range. Analysts point to weaker Q4 results, softer Q1 revenue guidance, renewal missteps, and reduced visibility, which is also reflected in a lower fair value estimate of 2.7 and a reset future P/E assumption of 12.16x.
ナラティブの更新 Feb 16

ALIT: Inflection Year Execution And Leadership Transition Will Drive Future Upside

Our updated view trims Alight's fair value estimate from $8.00 to $6.50 per share, reflecting analysts' reduced price targets and concerns that higher discount rates, thinner profit margins, and a much higher assumed future P/E multiple are leaving less room for error in the current setup. Analyst Commentary Recent Street research has shifted toward more conservative price targets for Alight, but there are still some clear bullish angles that long term investors may want to keep in mind.
ナラティブの更新 Feb 02

ALIT: Higher Margins And Leadership Changes Will Reshape Future Earnings Profile

Analysts have cut their price target on Alight to US$2.50 from US$6.00, reflecting updated assumptions around discount rate, profit margin, revenue growth and future P/E in light of competitive and regulatory pressures on valuation multiples. Analyst Commentary Recent research reflects a more cautious stance on Alight, with the price target reset to US$2.50 from US$6.00.
ナラティブの更新 Jan 19

ALIT: Reset Multiples And Profitability Focus Will Drive Future Upside Potential

Analysts have trimmed their price target on Alight to $2.50 from $6.00, citing a reset in valuation multiples after a choppy year for health care IT stocks and ongoing concerns around competition and regulation. Analyst Commentary Recent commentary highlights that, even with a lower price target, some bullish analysts still see a constructive setup for Alight, particularly around execution and how the market is valuing health care IT names after a volatile stretch.
分析記事 Jan 17

Benign Growth For Alight, Inc. (NYSE:ALIT) Underpins Stock's 26% Plummet

Unfortunately for some shareholders, the Alight, Inc. ( NYSE:ALIT ) share price has dived 26% in the last thirty days...
ナラティブの更新 Jan 05

ALIT: Expanding Backlog And Margin Gains Will Drive Future Upside Potential

Analysts have lowered their price target on Alight to $8.00 from $11.00 as they temper expectations for revenue growth and profit margins, while still citing a growing backlog and confidence in longer term margin expansion as support for the updated valuation. Analyst Commentary Bullish analysts emphasize that the recent price target revision reflects a recalibration of valuation assumptions rather than a deterioration in the underlying business, noting that the firm still sees meaningful upside from current trading levels.
Seeking Alpha Dec 21

Alight: Heavy Debt And Heavy Churn Make For An Unattractive Investment

Summary Alight is initiated at a sell rating due to declining revenue, customer attrition, and poor competitive positioning in the benefits enrollment software space. ALIT faces a -3% to -4% revenue decline in FY25, with a -6.5% loss from non-renewing customers outweighing modest new wins. Gross margins are weak at 33%, far below typical software peers, indicating limited scalability and possible custom development burdens. Despite an 8% dividend yield, heavy debt and high payout leave little room for reinvestment, putting both free cash flow and dividend sustainability at risk. Read the full article on Seeking Alpha
ナラティブの更新 Dec 20

ALIT: Expanding Backlog Will Support Future Margin Expansion And Share Upside

Analysts have trimmed their price target on Alight, modestly lowering fair value from about $5.86 to $5.71 per share. They cite a reduced valuation multiple amid delayed growth acceleration, even as backlog builds and margin expansion confidence remains intact.
ナラティブの更新 Dec 06

ALIT: Expanding Backlog Will Drive Future Margin Expansion And Share Upside

Analysts have trimmed their price target on Alight to $8.50 from $11.00, citing a delayed growth acceleration and a lower valuation multiple, even as the company’s backlog expands and management remains confident in margin improvement. Analyst Commentary Bullish analysts highlight that the revised price target still embeds upside from current levels, reflecting confidence that Alight can execute on its longer term growth and profitability agenda despite near term headwinds.
分析記事 Nov 24

Alight's (NYSE:ALIT) Dividend Will Be $0.04

Alight, Inc. ( NYSE:ALIT ) will pay a dividend of $0.04 on the 15th of December. This makes the dividend yield 8.1...
ナラティブの更新 Nov 22

ALIT: Backlog Momentum Will Drive Margin Expansion Despite Delayed Acceleration

Analysts have lowered their price target for Alight from $11.00 to $8.50, citing delayed growth acceleration and reduced profit margins. They note, however, that continued backlog growth supports future margin improvement.
分析記事 Nov 08

Alight's (NYSE:ALIT) Dividend Will Be $0.04

Alight, Inc. ( NYSE:ALIT ) has announced that it will pay a dividend of $0.04 per share on the 15th of December. The...
分析記事 Nov 07

Alight, Inc.'s (NYSE:ALIT) 26% Dip In Price Shows Sentiment Is Matching Revenues

Unfortunately for some shareholders, the Alight, Inc. ( NYSE:ALIT ) share price has dived 26% in the last thirty days...
ナラティブの更新 Nov 07

ALIT: Backlog Expansion And Margin Confidence Will Drive Upside Potential

Analysts have lowered their price target for Alight from $11.00 to $8.50, citing recent delays in growth acceleration. This comes despite ongoing increases in the company’s backlog and continued confidence in margin expansion.
ナラティブの更新 Oct 23

Analysts Weigh In on Alight as Price Targets Dip Amid Mixed Growth Outlook

Alight’s analyst price target has been reduced modestly from approximately $7.57 to $7.21 per share. This adjustment reflects analysts’ expectations for slower near-term revenue growth and a recalibrated outlook as the company focuses on margin improvements amid delayed deal closures.
ナラティブの更新 Oct 08

AI And Goldman Sachs Collaboration Will Expand Market Reach

Analysts have lowered their price target for Alight from $10 to $7, citing cautious revenue guidance for 2025 and the expectation of a transition year as the company works to re-establish consistent performance. Analyst Commentary Following the latest update, analyst perspectives on Alight highlight both potential opportunities and notable risks as the company enters what is expected to be a transitional year.
ナラティブの更新 Aug 07

AI And Goldman Sachs Collaboration Will Expand Market Reach

Alight's fair value estimate has declined as analysts raised the discount rate and reduced the projected future P/E, resulting in a lowered consensus price target from $9.57 to $8.50. What's in the News Alight expects 2025 revenue between $2,282 million and $2,329 million.
分析記事 Aug 06

Alight, Inc. (NYSE:ALIT) Shares May Have Slumped 30% But Getting In Cheap Is Still Unlikely

NYSE:ALIT 1 Year Share Price vs Fair Value Explore Alight's Fair Values from the Community and select yours Alight...
分析記事 May 11

Alight, Inc. (NYSE:ALIT) Just Reported Earnings, And Analysts Cut Their Target Price

It's been a good week for Alight, Inc. ( NYSE:ALIT ) shareholders, because the company has just released its latest...
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新しいナラティブ May 08

Integrated Worklife Platform And AI Will Transform Service Delivery

Alight's focus on AI and automation in its platforms aims to drive innovation, improve efficiencies, and enhance revenue growth and margin expansion.
分析記事 Apr 09

Alight, Inc. (NYSE:ALIT) Shares May Have Slumped 26% But Getting In Cheap Is Still Unlikely

Alight, Inc. ( NYSE:ALIT ) shareholders that were waiting for something to happen have been dealt a blow with a 26...
分析記事 Feb 05

Some Confidence Is Lacking In Alight, Inc.'s (NYSE:ALIT) P/S

With a median price-to-sales (or "P/S") ratio of close to 1.4x in the Professional Services industry in the United...
Seeking Alpha Nov 28

Alight: Lackluster Growth And Expensive

Summary Alight is fairly valued with minimal upside, facing growth challenges, high debts, and increasing SG&A expenses, making it a hold rather than a buy. The company’s valuation is high at over 30x FCF, and competition from major players like Workday and ADP could intensify. Despite stable cash flows and high switching costs, Alight's growth prospects are lackluster, and the labor market remains arguably challenging. High leverage and rising SG&A expenses pressure profitability, making it difficult for Alight to justify a higher valuation. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:ALIT - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20282,260N/AN/AN/A1
12/31/20272,148-89N/AN/A5
12/31/20262,147-94N/AN/A5
3/31/20262,248-3,078259366N/A
12/31/20252,262-3,076250360N/A
9/30/20252,289-2,114243354N/A
6/30/20252,311-1,104142253N/A
3/31/20252,321-36106225N/A
12/31/20242,332-138131252N/A
9/30/20242,334-280148269N/A
6/30/20242,336-278253382N/A
3/31/20242,359-341288414N/A
12/31/20232,386-300246386N/A
9/30/20232,646-252189336N/A
6/30/20232,839-247183330N/A
3/31/20232,993-129187339N/A
12/31/20222,207-130155286N/A
9/30/20223,05475118265N/A
6/30/20222,994537175N/A
3/31/20222,951-25-3395N/A
12/31/20212,915-351115N/A
9/30/20212,771-12552153N/A
6/30/20212,749-57173271N/A
3/31/20212,724-103194286N/A
12/31/20202,728-103143233N/A
12/31/20192,55222N/A268N/A
12/31/20182,378-21N/A196N/A
9/30/20182,38121N/A205N/A
12/31/20172,30124N/A303N/A
12/31/20162,260126N/A388N/A

アナリストによる今後の成長予測

収入対貯蓄率: ALIT今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: ALIT今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: ALIT今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: ALITの収益は今後 3 年間で減少すると予想されています (年間-1.1% )。

高い収益成長: ALITの収益は今後 3 年間で減少すると予測されています (年間-1.1% )。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: ALITの 自己資本利益率 は、3年後には低くなると予測されています ( 11.3 %)。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/14 03:51
終値2026/05/14 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Alight, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7

アナリスト機関
Curtis NagleBofA Global Research
Peter ChristiansenCitigroup Inc
Peter HeckmannD.A. Davidson & Co.