B+
Bull case
25%
Probability
Target price
$137.67
Analysis reference price unavailable
Analysis 2026-08-06 · RankAlpha Sentiment Codex
ALSN
Allison TransmissionCNYSE / Capital Goods
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$118.13
Analysis reference price unavailable
Analysis 2026-08-06 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$104.00
Analysis reference price unavailable
Analysis 2026-08-06 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-06
Recent news sentiment (30D)
-
Unavailable
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+57.0
Score
AI commentary
The company’s SEC-filed Q2 release provides concrete operating evidence and is mixed-positive on adjusted metrics but negative on GAAP earnings. The supplied news is sparse, and the bounded follow-up search did not establish a reliable post-print price reaction or analyst revision signal; the Aug. 5 anchor price of $118.13 lacks a packet-provided pre-print comparison. Peer evidence is also loose, so confidence remains tentative and monitoring-oriented.
RankAlpha Sentiment Codex - 2026-08-06
Open post-earnings memoEvidence flagged
later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence
Impact
tentative
Confidence
-
AI events
2026-08-03eventQ2 results showed strong adjusted operating and cash-flow growthMedium impact
Allison reported Q2 net sales of $1,566 million, adjusted diluted EPS of $2.73 (+8% year over year), adjusted EBITDA of $404 million (+29%), and adjusted free cash flow of $281 million (+84%). GAAP net income and diluted EPS declined year over year, making the print constructive but mixed. [#SEC-8K-2026-08-03]
2026-11-04catalystIntegration, leverage, and agriculture remain near-term overhangsMedium impact
The company identified Off-Highway integration and planned synergies as priorities; Q2 included $9 million of acquisition-related expenses, agriculture had not yet positively inflected, and total debt was $4.114 billion with net debt of $3.715 billion. [#SEC-8K-2026-08-03]
2027-08-06catalystDefense, North American truck, and Off-Highway recovery support executionHigh impact
Management cited Defense growth initiatives, continued North American truck momentum, and recovering Construction & Material Handling and Mining demand. Successful Allison Off-Highway integration and synergy capture remain important execution requirements. [#SEC-8K-2026-08-03]
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-06 • Updated nightlySource: Internal modelMethodology