B+
Bull case
25%
Probability
Target price
$47.00
Analysis reference price unavailable
Analysis 2026-07-31 · RankAlpha Sentiment Codex
APAM
Artisan Partners Asset ManagementBNYSE / Financial Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$40.00
Analysis reference price unavailable
Analysis 2026-07-31 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$31.00
Analysis reference price unavailable
Analysis 2026-07-31 · 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 2026-07-31
Recent news sentiment (30D)
+26.6
Positive
Company
-
Unavailable
Macro
+26.6
Positive
Pulse
-
Unavailable
Weekly research (10D)
-32.0
Negative
Sentiment proxy
+61.4
Score
AI commentary
The company’s 2Q26 release provides concrete operating support through record AUM, revenue growth, margin expansion, and credit and alternatives inflows [#SEC-8K-2026-07-28]. The read remains mixed because of substantial outflows and the U.S. Value wind-down. A recent AP earnings headline provides coverage but no usable price-reaction detail; analyst revisions, target changes, and a clean direct-peer comparison are unavailable. Maintain a cautious monitoring view.
RankAlpha Sentiment Codex - 2026-07-31
Open post-earnings memoEvidence flagged
peer set is too generic or lacks enough direct operating comparators; later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence
Impact
tentative
Confidence
-
AI events
2026-10-29event2Q26 earnings showed resilient profitabilityMedium impact
Record AUM of $183.4 billion, 9% revenue growth, adjusted operating-income growth of 13%, and 120 basis points of adjusted margin expansion support a constructive post-earnings read [#SEC-8K-2026-07-28].
2026-10-29catalystU.S. Value wind-down and flow dragMedium impact
Firmwide net outflows reached $10.5 billion, including $6.4 billion from U.S. Value. Artisan plans to wind down that business and return capital by largely completing the process in Q3, creating a near-term overhang [#SEC-8K-2026-07-28].
2027-07-31catalystCredit and alternatives diversificationHigh impact
Credit generated approximately $700 million of net inflows and its 16th consecutive positive organic-growth quarter, while alternatives added approximately $300 million; EMsights exceeded $5 billion in AUM [#SEC-8K-2026-07-28].
Recommendation
N/A
No formal recommendation provided.
As of 2026-07-31 • Updated nightlySource: Internal modelMethodology