DA Davidson reiterates Buy rating on Alight stock with $7 price target

Published 08/10/2025, 14:32
DA Davidson reiterates Buy rating on Alight stock with $7 price target

Investing.com - DA Davidson has reiterated its Buy rating on Alight Solutions (NYSE:ALIT) with a price target of $7.00, maintaining its positive outlook despite the stock’s significant decline this year. According to InvestingPro data, ALIT is currently trading at $3.32, with analyst targets ranging from $4.50 to $11.00. The stock appears undervalued based on InvestingPro’s Fair Value analysis, trading at just 0.55 times book value.

The firm has reduced its total revenue and adjusted EBITDA forecasts for 2026 and 2027 by approximately 1% each, according to its latest research note.

DA Davidson views the more than 50% decline in Alight shares year-to-date as "overdone," despite acknowledging several modest disappointments over the past two years.

The firm expects Alight to report its third-quarter results in early November, providing investors with an updated financial picture.

In a potential buyout scenario, DA Davidson estimates Alight could be valued at 9x-13x EBITDA, which would translate to approximately $8.50-$13.50 per share when adding back an estimated $15 million in public company costs to the firm’s 2027 adjusted EBITDA forecast of $674 million.

In other recent news, Alight, Inc. reported its second-quarter 2025 earnings, showing a revenue of $528 million, which slightly exceeded forecasts. However, the company’s earnings per share (EPS) were $0.10, falling short of the expected $0.11. A significant $983 million goodwill impairment charge was noted, impacting investor sentiment. Despite this, DA Davidson reiterated its Buy rating with a $10.00 price target, highlighting the strong Q2 results, where total revenue and adjusted EBITDA surpassed expectations. Conversely, Needham lowered its price target to $6.00, citing growth concerns, but maintained a Buy rating due to solid performance in recurring revenue growth and effective expense management. Additionally, Alight has named Stephen Rush as Chief Commercial Officer to focus on global commercial sales and marketing strategy. The company also announced a partnership with Sword Health, integrating its AI care platform for musculoskeletal and mental health care into the Alight Worklife platform. These developments reflect Alight’s ongoing efforts to expand its service offerings and strengthen its market position.

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