
What smart money is saying about Alstom
1 fund in our archive has pitched Alstom — most recently Acatis in March 2025.
Alstom SA offers solutions for rail transport industry in Europe, the Americas, Asia and Pacific, the Middle East, and Africa. The company offers rolling stock solutions for people movers and monorails, light rails, metros, commuter trains, regional and intercity trains, high-speed trains, and locomotives; asset optimization, connectivity, digital passenger, and security and city mobility solutions; and signaling products, such as urban, mainline, and freight and mining signaling. It also provides tram, metro, and main line systems; and tracklaying and track solutions, catenary free and ground feeding solutions, electrification solutions, and electromechanical equipment. In addition, the company provides maintenance, modernization, parts and repair, and support services. Further, it offers various components, including bogies, motors and generators, switchgears, auxiliary converters, traction transformers, brake friction, components propulsion, train control and information systems, and dispen dampers. The company was incorporated in 1992 and is based in Saint-Ouen, France.
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Position history
Between Q1 2025 and Q2 2026, 1 fund letter reported a position in Alstom, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position
- HoldsACATIS Investment ReportJune 2026
“Alstom has drastically downg- raded its medium-term profit and cashflow targets.”
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Fund coverage · 1 thesis
- AcatisMarch 2025
Alstom is well-positioned in the rail industry with strong financials, increasing orders, and a strategic expansion in the US market following its acquisition of Bombardier.
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