ALLO Earnings

ALLO reported its FY2025Q3 earnings on 2025-11-06, showcasing a revenue of 0.00 against an estimate of 2.00K, resulting in a 0% surprise. The EPS was -0.19, surpassing the expected -0.23 by 17.39% . The stock experienced a 12.38% price change on the earnings day and a 17.14% change over the next five days, reflecting market reactions to the results.

Following ALLO's FY2025Q3 earnings announcement on 2025-11-06, the stock price moved by 12.38% on the day of the release. Over the subsequent five days, it saw a 17.14% change. Historically, ALLO's stock price tends to shift by an average of +10.55% in the 10 days leading up to earnings and -0.60% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate ALLO’s annual revenue to reach 2.00K, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between ALLO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were No Change by 0%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ALLO's stock price typically moves by +10.55% in the 10 days before its earnings and -0.60% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 2.00K.

The earnings call reveals several concerns: declining residential occupancy and NOI margin, ongoing tax reassessments, and uncertainty surrounding the disposition strategy and timeline. Despite a special cash distribution and debt reduction, the lack of clear guidance on the REIT wrap-up and declining profitability metrics weigh heavily. The Q&A session highlighted management's evasiveness on key issues, further contributing to a negative sentiment. The market is likely to react negatively, expecting a stock price decrease in the range of -2% to -8%.