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Ralliant Corporation Stock Price

NYSE:RAL Community·US$7.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 3 Fair Values set on narratives written by author

RAL Share Price Performance

US$69.25
21.85 (46.10%)
US$68.55
Fair Value
US$69.25
21.85 (46.10%)
1.0% overvalued intrinsic discount
US$68.55
Fair Value
Price US$69.25
AnalystConsensusTarget US$68.55
AnalystLowTarget US$47.25
AnalystHighTarget US$85.00

RAL Community Narratives

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Fair Value US$68.55 1.0% overvalued intrinsic discount

Grid Modernization And Defense Spending Will Support This Undervalued Supplier’s Long-Term Potential

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·
Fair Value US$47.25 46.5% overvalued intrinsic discount

Electrification And Defense Cycles Will Strain Margins And Expose Long Duration Demand Risks

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·
Fair Value US$85 18.5% undervalued intrinsic discount

AI Grid Modernization And Defense Backlog Will Drive Powerful Long Term Tailwinds

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US$47.25
46.5% overvalued intrinsic discount
Profit Margin
16.23%
Future PE
16.94x
Price in 2029
US$61.71

Trending Discussion

Updated Narratives

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RAL: Expanded Buybacks Will Support Future Returns After Index Reclassification

Fair Value: US$85 18.5% undervalued intrinsic discount
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RAL: Buybacks And Margin Assumptions Will Shape A Balanced Outlook

Fair Value: US$68.55 1.0% overvalued intrinsic discount
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Electrification And Defense Cycles Will Strain Margins And Expose Long Duration Demand Risks

Fair Value: US$47.25 46.5% overvalued intrinsic discount
0 users have set this as their fair value
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Snowflake Analysis

Moderate growth potential with mediocre balance sheet.

0 Risks
1 Reward

Ralliant Corporation Key Details

US$2.1b

Revenue

US$1.1b

Cost of Revenue

US$1.1b

Gross Profit

US$2.3b

Other Expenses

-US$1.2b

Earnings

Last Reported Earnings
Apr 03, 2026
Next Reporting Earnings
n/a
-11.10
50.40%
-58.55%
73.4%
View Full Analysis

About RAL

Founded
2024
Employees
7000
CEO
Tamara Newcombe
WebsiteView website
ralliant.com

Ralliant Corporation engages in the design, development, manufacture, sale, and service of precision instruments and engineered products in the United States, China, and internationally. It operates through two segments, Test and Measurement; and Sensors and Safety Systems. The Test and Measurement segment provides precision test and measurement instruments, systems, software, and services markets under the TEKTRONIX, KEITHLEY INSTRUMENTS, SONIX, and EA ELECTRO-AUTOMATIK brand names. This segment offers a portfolio of industry solutions, including oscilloscopes, probes, source measuring units, semiconductor test systems, high-power bi-directional power supplies, and measurement analysis software packages. The Sensors and Safety Systems segment provides power grid monitoring solutions, safety systems for mission critical defense and space applications, and sensing solutions for critical environments, as well as sensing products encompassing liquid level, flow, and pressure sensors, motion sensors and components, and hygienic sensors. This segment markets its products under the QUALITROL, GEMS SENSORS, SETRA SYSTEMS, HENGSTLER DYNAPAR, ANDERSON-NEGELE, DOVER MOTION, SPECIALTY PRODUCT TECHNOLOGIES, and PACIFIC SCIENTIFIC ENERGETIC MATERIALS COMPANY. It serves semiconductor, diversified electronics, communications, utilities, defense and space, industrial manufacturing, and other industries. The company was formerly known as New Precision Technologies Company. Ralliant Corporation was incorporated in 2024 and is based in Raleigh, North Carolina.

Recent RAL News & Updates

Narrative Update Jul 10

RAL: Expanded Buybacks Will Support Future Returns After Index Reclassification

Analysts have raised their price target on Ralliant from $70.00 to $85.00, citing updated assumptions for revenue growth, profitability, and a slightly lower discount rate as the basis for the higher fair value estimate. What’s in the News for Ralliant Ralliant was dropped from the Russell 1000 Defensive Index and the Russell 1000 Value-Defensive Index, according to index constituent updates.
Seeking Alpha Jul 03

Ralliant: Strong Spin-Off Momentum, But The Multiple Already Reflects It

Summary Ralliant Corporation delivered strong Q1 results, raising full-year guidance and demonstrating robust demand in defense, utilities, and precision testing end markets. RAL's Sensors & Safety Systems segment outperformed with a 28.4% EBITDA margin and a multi-year defense backlog exceeding $1 billion, while Test & Measurement showed margin improvement and order strength. Management is executing a productivity program targeting $50–$60 million in annualized savings by 2028 and accelerating buybacks, but valuation at 27x FY1 EPS limits near-term upside. I maintain a hold with a positive bias, awaiting either a more attractive entry point or further evidence that 2027–2028 earnings estimates are too conservative. Read the full article on Seeking Alpha

Recent updates

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