Alkami Technology

ALKT: Margin Strength And Operational Efficiency Will Drive Future Upside

AN

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

23 Apr 25

Updated

19 May 26

Views

282

19 May

US$16.87

AnalystConsensusTarget's Fair Value

US$21.67

22.1% undervalued

1Y

-42.2%

7D

1.5%

Loading

1Y

-42.2%

7D

1.5%

You can edit this narrative until May 20 8:15 AM. Then, changes will post as Updates.

Author's Valuation

US$21.6722.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 19 May 26

Fair value Decreased 4.41%

ALKT: Margin Ambitions And Digital Banking Demand Will Drive Repricing Potential

Analysts turn a bit more cautious after softer guidance and a broader pullback in software stocks, even as demand for Alkami’s digital banking tools stays steady. The big question now is whether new product rollouts and margin goals can outweigh slower rollouts and a tougher market mood.

1 view

Shared on 29 Apr 26

ALKT: Activist Review And Margin Ambitions Will Drive Repricing Potential

Alkami Technology's updated analyst price target shifts to $22.67 per share, reflecting recent cuts from $34 to $27, $25 to $18, $40 to $28, $25 to $21, and $38 to $22 as analysts weigh softer 2026 guidance, SaaS multiple compression, and questions around the pace of Digital Sales and Service Platform and Mantl growth, alongside still solid digital banking demand and longer term margin ambitions. Analyst Commentary Recent research cuts center on recalibrated expectations for 2026, SaaS multiple pressure, and questions around how quickly newer products can translate into revenue, rather than on a collapse in digital banking demand.

18 views

Shared on 31 Mar 26

ALKT: Activist Sale Review And Margin Framework Will Shape Future Repricing

Narrative Update The blended analyst price target for Alkami Technology has been reduced by several dollars to the low $20s, as analysts recalibrate their models in response to lower 2026 revenue guidance, SaaS multiple compression, sector wide concerns about software valuations and AI competition, and timing related factors such as one time fees and slower Digital Sales and Service Platform deployments. Analyst Commentary Recent Street research on Alkami Technology reflects a mix of cautious adjustments to valuation and continued confidence in the underlying business, with multiple firms lowering price targets into a tighter range in the high teens to high $20s.

14 views

Shared on 03 Mar 26

Fair value Decreased 29%

ALKT: Activist Sale Exploration And Margin Roadmap Will Drive Future Repricing

Alkami Technology's updated analyst price target has shifted lower, with our fair value estimate moving from $32.11 to $22.67 as analysts factor in reduced 2026 revenue expectations, slightly lighter near term profitability guidance, and sector wide SaaS multiple compression, even as they continue to highlight solid underlying digital banking demand. Analyst Commentary Street research around Alkami is mixed, with most firms trimming price targets but drawing different conclusions about how much of that move is company specific versus driven by broader SaaS valuation pressure.

5 views

Shared on 20 Jan 26

Fair value Decreased 1.37%

ALKT: Margin Execution And Activist Interest Will Support Future Share Repricing

Narrative Update Analysts have trimmed their fair value estimate for Alkami Technology slightly to about $32.11 from $32.56. This reflects recent price target cuts tied to softer revenue trends, a lighter FY25 revenue outlook, and adjustments to future P/E assumptions despite relatively stable margin expectations.

7 views

Shared on 29 Nov 25

ALKT: Activist Interest And Margin Gains Will Drive Performance Despite Revenue Headwinds

Alkami Technology's analyst price target has been reduced from $40 to $32. Analysts cited mixed quarterly results, with softer revenue and fewer new implementations, as key drivers for the downward revision.

22 views

Shared on 15 Nov 25

Fair value Decreased 7.86%

ALKT: Profit Margins Will Strengthen Amid Activist Investor Interest

Analysts have lowered their price target for Alkami Technology from $35.33 to $32.56. They cited mixed third quarter results, including a slight revenue miss, improved profit margins, and a moderated outlook for future revenue growth.

16 views

Shared on 01 Nov 25

Fair value Decreased 8.09%

Analysts have lowered their price target for Alkami Technology from approximately $38 to $35. They cited mixed third-quarter results with a revenue miss but stronger profit margins, as well as a softer revenue outlook due to fewer implementations going live in the period.

5 views

Shared on 01 May 25

Fair value Decreased 0.92%

0 views

Valuator

Company Info

Notes

AnalystConsensusTarget Fair Value

US$21.67

22.1% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

15.11%

Historical revenue growth rate

25.45%

Software revenue growth rate

1.52%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.01%

Calculation

US$61.08m

Earnings '29

x

53.34x

PE Ratio '29

=

US$3.26b

Market Cap '29

US$3.26b

Market Cap '29

/

116.33m

No. shares '29

=

US$28.01

Share Price '29

US$28.01 Share Price '29

Discounted to 2026 @ 9.04% p.a.

=

US$21.60

Fair Value '26