ArrowMark Reduces Stake in Alight as Concerns Rise Over Recurring Revenue Strategy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 04 2025
0mins
Source: NASDAQ.COM
ArrowMark's Share Sale: ArrowMark Colorado Holdings LLC sold 9,793,024 shares of Alight, reducing its position by approximately $74.46 million, which now represents 0.48% of its total assets under management.
Alight's Business Overview: Alight is a technology-driven provider of digital HR, payroll, and business solutions, focusing on large enterprises and generating revenue through long-term contracts and recurring employer solutions.
Market Reaction and Implications: The significant reduction in ArrowMark's stake signals potential internal issues within Alight that the market may not have fully recognized, prompting investors to reassess the stock's decline.
Future Considerations for Alight: The company's ability to stabilize margins, protect client retention, and increase recurring revenue will be crucial for its recovery and could determine if the current share price represents a low point in its valuation.
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Analyst Views on CERT
Wall Street analysts forecast CERT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CERT is 12.11 USD with a low forecast of 9.00 USD and a high forecast of 16.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
7 Buy
4 Hold
0 Sell
Moderate Buy
Current: 9.400
Low
9.00
Averages
12.11
High
16.00
Current: 9.400
Low
9.00
Averages
12.11
High
16.00
About CERT
Certara, Inc. is a provider of biosimulation technology and solutions for using Model-Informed Drug Development (MIDD) in the global biopharmaceutical industry. It accelerates medicine using biosimulation software, technology and services to transform traditional drug discovery and development. It delivers software products and technology-driven services to customers to carry out and realize the full benefits of biosimulation in drug discovery, preclinical and clinical research, regulatory submissions and market access. Its regulatory science and market access software and services, such as regulatory submissions software, natural language processing and Bayesian analytics. It offers both mechanistic and empirical biosimulation solutions providing clients with a comprehensive offering based on their therapy goals, mechanism of action, and available data sources. Its clients include 2,400 biopharmaceutical companies, academic institutions and regulatory agencies across 70 countries.
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.
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