Alkami Technology

ALKT: Margin Strength And Operational Efficiency Will Drive Future Upside

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

23 Apr 25

Updated

03 Mar 26

Views

220

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-30.5%

7D

-1.3%

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1Y

-30.5%

7D

-1.3%

You can edit this narrative until Mar 4 1:10 PM. Then, changes will post as Updates.

Author's Valuation

US$22.6721.8% undervalued

AnalystConsensusTarget Fair Value

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.

4 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$22.67

21.8% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

15.75%

Historical revenue growth rate

25.61%

Software revenue growth rate

1.24%

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

9.04%

Calculation

US$75.98m

Earnings '29

x

44.78x

PE Ratio '29

=

US$3.40b

Market Cap '29

US$3.40b

Market Cap '29

/

116.11m

No. shares '29

=

US$29.30

Share Price '29

US$29.30 Share Price '29

Discounted to 2026 @ 8.97% p.a.

=

US$22.64

Fair Value '26