Morgan Stanley Begins Coverage of Ralliant with Overweight Rating and Sets Price Target at $55
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 02 2025
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Should l Buy RAL?
Source: Benzinga
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Analyst Views on RAL
Wall Street analysts forecast RAL stock price to rise
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 42.600
Low
52.00
Averages
58.83
High
64.00
Current: 42.600
Low
52.00
Averages
58.83
High
64.00
About RAL
Ralliant Corporation is a global provider of precision technologies that specializes in designing, developing, manufacturing and servicing precision instruments and highly engineered products. Through its segments, Test and Measurement and Sensors and Safety Systems, it empowers engineers with precision technologies essential for breakthrough innovation in an electrified and digital world. The Test and Measurement segment provides precision test and measurement instruments, systems, software, and services. The Sensors and Safety Systems segment provides power grid monitoring solutions, safety systems for mission-critical aero, defense and space applications, and sensing solutions for critical environments where uptime, precision and reliability are essential. Its brands under the Test and Measurement segment include Keithley Instruments, Sonix, EA Elektro-Automatik, and others. Its brands under the Sensors and Safety Systems segment include Qualitrol, Gems Sensors, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ralliant Corporation Under Investigation for Securities Violations
- Financial Loss Disclosure: On February 4, 2026, Ralliant Corporation reported a $1.4 billion non-cash goodwill impairment in its Test & Measurement segment, primarily due to revised expectations for the EA Elektro-Automatik business, which could undermine investor confidence and lead to significant stock price declines.
- Stock Price Plunge: Following this announcement, Ralliant's shares fell by $17.89, or approximately 31.8%, from $56.28 to $38.39 on February 4, 2026, reflecting market concerns about the company's future prospects and potentially triggering a sell-off among investors.
- Ongoing Legal Investigation: Kirby McInerney LLP is conducting an investigation on behalf of Ralliant investors to determine whether the company and its senior management violated federal securities laws and engaged in other unlawful business practices; although no lawsuit has been filed yet, the investigation's findings could have significant implications for the company's legal liabilities.
- Investor Rights Protection: The law firm encourages investors who purchased or acquired Ralliant securities to provide information to discuss their rights and interests, highlighting the importance of investor participation and information sharing in potential legal actions.
See More
Ralliant Corporation Director Increases Shareholding
- Share Acquisition: Anelise Angelino Sacks, a director at Ralliant Corporation, purchased 2,000 shares at $41.25 each on February 9, 2026, totaling $82,500, which increased her direct holdings by 58.77%, indicating confidence in the company's future.
- Market Reaction: This acquisition follows Ralliant's stock hitting a 52-week low of $37.27 on February 5, suggesting that Sacks views the current price as an attractive buying opportunity.
- Financial Status: Ralliant reported $2.07 billion in revenue for 2025, down from $2.15 billion in 2024, and a significant net loss of $1.2 billion due to goodwill impairment, highlighting the financial challenges the company faces.
- Investor Advice: While Sacks's purchase reflects optimism about the company's prospects, investors are advised to monitor Ralliant's performance over the next few quarters before making any investment decisions to assess its recovery potential.
See More
Ralliant Corporation Under Investigation After $1.4 Billion Impairment Charge
- Financial Loss Disclosure: On February 4, 2026, Ralliant Corporation reported a $1.4 billion non-cash goodwill impairment charge primarily driven by revised expectations for the EA Elektro-Automatik business, indicating a significant threat to the company's financial health.
- Stock Price Plunge: Following this announcement, Ralliant's stock price fell by $17.89, or approximately 31.8%, from $56.28 per share on February 4 to $38.39 per share on February 5, reflecting strong market concerns about the company's future prospects.
- Legal Investigation Initiated: Kessler Topaz Meltzer & Check, LLP is investigating potential violations of federal securities laws on behalf of investors, highlighting a severe erosion of investor confidence in the company's governance and financial transparency.
- Investor Protection Focus: The law firm specializes in securities fraud class actions and represents institutions such as major pension funds and international investors, indicating heightened scrutiny on Ralliant's potential legal liabilities that could lead to further legal repercussions.
See More
Investigation into Ralliant Corp. Shareholder Losses
- Financial Health Concerns: Ralliant Corp.'s board declared a quarterly dividend of $0.05 per share on January 30, 2026, just five days before revealing a $1.4 billion goodwill impairment, leading to a 30% drop in share price and raising investor concerns about the company's financial health.
- Guidance Misalignment: The FY 2026 earnings guidance of $2.22 to $2.42 per share fell below analyst consensus, indicating that factors like declining demand and competitive pressures would impact performance beyond the fourth quarter, while optimistic reports on technology partnerships raised questions about transparency.
- Unusual Institutional Trading: STRS Ohio's 95.6% stake reduction, involving approximately 58,434 shares, was filed on February 5, which, despite the delayed nature of 13-F filings, has drawn scrutiny due to the timing, suggesting possible pre-earnings release trading decisions.
- Legal Investigation Initiated: Levi & Korsinsky, LLP is investigating whether Ralliant disclosed all material facts regarding its deteriorating outlook in a timely manner and whether the dividend declaration and strategic partnership comments were consistent with management's knowledge at the time, potentially impacting shareholder rights.
See More
Investigation into Ralliant Corp. Shareholder Losses
- Financial Health Concerns: Ralliant Corp. declared a quarterly dividend of $0.05 per share just five days before revealing a $1.4 billion goodwill impairment and reduced FY 2026 guidance, raising questions about the board's financial assessment and suggesting management's confidence in future cash flows may not be as strong as indicated.
- Earnings Outlook Downgrade: The FY 2026 guidance projected earnings between $2.22 and $2.42 per share, with revenue expectations falling below analyst consensus, indicating that factors such as declining demand, contract losses, and competitive pressures will continue to weigh on performance, undermining investor confidence.
- Shareholder Value Erosion: Following the earnings release, Ralliant's shares plummeted approximately 30%, leading investors to question whether the company disclosed all material facts in a timely manner, particularly regarding risk factors that were not addressed during the Q3 2025 earnings call.
- Unusual Institutional Trading: STRS Ohio's 95.6% stake reduction, involving roughly 58,434 shares, was filed on February 5, closely coinciding with the earnings release, drawing scrutiny from market observers and potentially indicating management's concealment of the company's deteriorating outlook.
See More
Ralliant Corporation Under Investigation After $1.4 Billion Impairment Charge
- Financial Loss Disclosure: On February 4, 2026, Ralliant Corporation reported its Q4 and full-year 2025 financial results, revealing a $1.4 billion non-cash goodwill impairment in its Test & Measurement segment, primarily driven by revised expectations for the EA Elektro-Automatik business, which has significantly shaken investor confidence.
- Stock Price Plunge: Following this announcement, Ralliant's stock price plummeted by $17.89, or approximately 31.8%, from $56.28 per share on February 4 to $38.39 per share on February 5, reflecting market concerns regarding the company's future outlook.
- Legal Investigation Initiated: Kessler Topaz Meltzer & Check, LLP is investigating potential violations of federal securities laws on behalf of Ralliant investors, aiming to protect shareholder interests and assess possible legal liabilities, highlighting investor concerns over corporate governance and financial transparency.
- Investor Backlash: The impairment event has triggered a strong reaction from investors, with many shareholders expressing dissatisfaction with the management and decision-making processes, potentially leading to heated discussions at future shareholder meetings and a review of governance structures.
See More
Ralliant Corporation Under Investigation for Securities Violations
- Financial Loss Disclosure: On February 4, 2026, Ralliant Corporation reported a $1.4 billion non-cash goodwill impairment in its Test & Measurement segment, primarily due to revised expectations for the EA Elektro-Automatik business, which could undermine investor confidence and lead to significant stock price declines.
- Stock Price Plunge: Following this announcement, Ralliant's shares fell by $17.89, or approximately 31.8%, from $56.28 to $38.39 on February 4, 2026, reflecting market concerns about the company's future prospects and potentially triggering a sell-off among investors.
- Ongoing Legal Investigation: Kirby McInerney LLP is conducting an investigation on behalf of Ralliant investors to determine whether the company and its senior management violated federal securities laws and engaged in other unlawful business practices; although no lawsuit has been filed yet, the investigation's findings could have significant implications for the company's legal liabilities.
- Investor Rights Protection: The law firm encourages investors who purchased or acquired Ralliant securities to provide information to discuss their rights and interests, highlighting the importance of investor participation and information sharing in potential legal actions.
See More
Ralliant Corporation Director Increases Shareholding
- Share Acquisition: Anelise Angelino Sacks, a director at Ralliant Corporation, purchased 2,000 shares at $41.25 each on February 9, 2026, totaling $82,500, which increased her direct holdings by 58.77%, indicating confidence in the company's future.
- Market Reaction: This acquisition follows Ralliant's stock hitting a 52-week low of $37.27 on February 5, suggesting that Sacks views the current price as an attractive buying opportunity.
- Financial Status: Ralliant reported $2.07 billion in revenue for 2025, down from $2.15 billion in 2024, and a significant net loss of $1.2 billion due to goodwill impairment, highlighting the financial challenges the company faces.
- Investor Advice: While Sacks's purchase reflects optimism about the company's prospects, investors are advised to monitor Ralliant's performance over the next few quarters before making any investment decisions to assess its recovery potential.
See More
Ralliant Corporation Under Investigation After $1.4 Billion Impairment Charge
- Financial Loss Disclosure: On February 4, 2026, Ralliant Corporation reported a $1.4 billion non-cash goodwill impairment charge primarily driven by revised expectations for the EA Elektro-Automatik business, indicating a significant threat to the company's financial health.
- Stock Price Plunge: Following this announcement, Ralliant's stock price fell by $17.89, or approximately 31.8%, from $56.28 per share on February 4 to $38.39 per share on February 5, reflecting strong market concerns about the company's future prospects.
- Legal Investigation Initiated: Kessler Topaz Meltzer & Check, LLP is investigating potential violations of federal securities laws on behalf of investors, highlighting a severe erosion of investor confidence in the company's governance and financial transparency.
- Investor Protection Focus: The law firm specializes in securities fraud class actions and represents institutions such as major pension funds and international investors, indicating heightened scrutiny on Ralliant's potential legal liabilities that could lead to further legal repercussions.
See More
Investigation into Ralliant Corp. Shareholder Losses
- Financial Health Concerns: Ralliant Corp.'s board declared a quarterly dividend of $0.05 per share on January 30, 2026, just five days before revealing a $1.4 billion goodwill impairment, leading to a 30% drop in share price and raising investor concerns about the company's financial health.
- Guidance Misalignment: The FY 2026 earnings guidance of $2.22 to $2.42 per share fell below analyst consensus, indicating that factors like declining demand and competitive pressures would impact performance beyond the fourth quarter, while optimistic reports on technology partnerships raised questions about transparency.
- Unusual Institutional Trading: STRS Ohio's 95.6% stake reduction, involving approximately 58,434 shares, was filed on February 5, which, despite the delayed nature of 13-F filings, has drawn scrutiny due to the timing, suggesting possible pre-earnings release trading decisions.
- Legal Investigation Initiated: Levi & Korsinsky, LLP is investigating whether Ralliant disclosed all material facts regarding its deteriorating outlook in a timely manner and whether the dividend declaration and strategic partnership comments were consistent with management's knowledge at the time, potentially impacting shareholder rights.
See More
Investigation into Ralliant Corp. Shareholder Losses
- Financial Health Concerns: Ralliant Corp. declared a quarterly dividend of $0.05 per share just five days before revealing a $1.4 billion goodwill impairment and reduced FY 2026 guidance, raising questions about the board's financial assessment and suggesting management's confidence in future cash flows may not be as strong as indicated.
- Earnings Outlook Downgrade: The FY 2026 guidance projected earnings between $2.22 and $2.42 per share, with revenue expectations falling below analyst consensus, indicating that factors such as declining demand, contract losses, and competitive pressures will continue to weigh on performance, undermining investor confidence.
- Shareholder Value Erosion: Following the earnings release, Ralliant's shares plummeted approximately 30%, leading investors to question whether the company disclosed all material facts in a timely manner, particularly regarding risk factors that were not addressed during the Q3 2025 earnings call.
- Unusual Institutional Trading: STRS Ohio's 95.6% stake reduction, involving roughly 58,434 shares, was filed on February 5, closely coinciding with the earnings release, drawing scrutiny from market observers and potentially indicating management's concealment of the company's deteriorating outlook.
See More
Ralliant Corporation Under Investigation After $1.4 Billion Impairment Charge
- Financial Loss Disclosure: On February 4, 2026, Ralliant Corporation reported its Q4 and full-year 2025 financial results, revealing a $1.4 billion non-cash goodwill impairment in its Test & Measurement segment, primarily driven by revised expectations for the EA Elektro-Automatik business, which has significantly shaken investor confidence.
- Stock Price Plunge: Following this announcement, Ralliant's stock price plummeted by $17.89, or approximately 31.8%, from $56.28 per share on February 4 to $38.39 per share on February 5, reflecting market concerns regarding the company's future outlook.
- Legal Investigation Initiated: Kessler Topaz Meltzer & Check, LLP is investigating potential violations of federal securities laws on behalf of Ralliant investors, aiming to protect shareholder interests and assess possible legal liabilities, highlighting investor concerns over corporate governance and financial transparency.
- Investor Backlash: The impairment event has triggered a strong reaction from investors, with many shareholders expressing dissatisfaction with the management and decision-making processes, potentially leading to heated discussions at future shareholder meetings and a review of governance structures.
See More
