Alkami Technology Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 0/6
Die Gewinne von Alkami Technology sind jährlich um durchschnittlich 5.4% gestiegen, während die Gewinne der Branche Software jährlich um gewachsen um 22.5% gestiegen sind. Die Umsätze sind jährlich um gewachsen 25.4% gestiegen.
Wichtige Informationen
5.44%
Wachstumsrate der Gewinne
60.75%
EPS-Wachstumsrate
| Software Wachstum der Industrie | 17.33% |
| Wachstumsrate der Einnahmen | 25.45% |
| Eigenkapitalrendite | -13.44% |
| Netto-Marge | -10.55% |
| Letzte Ertragsaktualisierung | 31 Mar 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Seeking Alpha • Jun 04
Buyback Plan A Vote Of Confidence For Alkami Technology
Summary Alkami Technology (ALKT) targets mid-sized banks and credit unions with its digital banking platform, showing steady revenue growth but still chasing GAAP profitability. ALKT trades at a forward P/E of 20.5, below the sector median, with improving non-GAAP earnings and a recent $100M stock repurchase authorization signaling management confidence. Recent acquisition of MANTL has accelerated multi-product adoption among clients, supporting cross-sell momentum and operational leverage. While activist Jana Partners is pushing for a sale, I rate ALKT a buy based on reasonable valuation and growth, but see no immediate sale catalyst since no buyer exists. Read the full article on Seeking Alpha
Narrativ-Update • Jun 02
ALKT: Omnichannel Onboarding Momentum Will Support Future Repricing Potential
Analysts have trimmed their price target on Alkami Technology by $5 to reflect updated assumptions around its discount rate, revenue growth, profit margin and future P/E estimates, prompting a fresh look at the stock's risk and reward profile. What's in the News MANTL, Alkami's account opening solution team, announced new partnerships with FVSBank and Sturgis Bank to automate and modernize onboarding across digital and in branch channels, with more than 85% of application decisions handled automatically, including KYC, AML, and BSA checks (company announcements, May 28, 2026).Narrativ-Update • May 19
ALKT: Margin Ambitions And Digital Banking Demand Will Drive Repricing Potential
Narrative Update Alkami Technology's updated analyst price target has shifted slightly lower to about $21.67, as analysts factor in reduced fair value, more conservative revenue growth and profit margin expectations, and a higher assumed future P/E. These changes are influenced by sector wide SaaS multiple compression and softer guidance relative to prior consensus.Narrativ-Update • Apr 29
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.
Narrativ-Update • Apr 14
ALKT: Activist Review And Softer Guidance Will Shape Balanced Risk Reward Outlook
Alkami Technology's analyst fair value estimate is updated from $25.00 to $18.00, as analysts factor in lower 2026 revenue expectations, softer near term profitability guidance, a higher discount rate, and SaaS multiple compression, despite generally healthy underlying digital banking demand. Analyst Commentary Recent Street research points to a more cautious stance on Alkami Technology, with several price targets moving lower even as commentary highlights generally healthy underlying demand for digital banking solutions.Narrativ-Update • Mar 31
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.
Narrativ-Update • Mar 17
ALKT: Potential Sale And New Products Will Unlock Future Earnings Power
Narrative Update: Alkami Technology Alkami Technology's fair value estimate has been revised from $40 to $28 as analysts trim price targets across the board, citing softer 2026 guidance, SaaS multiple compression, and the need for clearer proof that newer products can sustain premium growth at scale. Analyst Commentary Street research on Alkami presents a mixed picture, with lower price targets but generally constructive views on the underlying business and product positioning.Narrativ-Update • Mar 03
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.Narrativ-Update • Feb 17
ALKT: Potential Sale Process Will Likely Unlock Undervalued Future Earnings Power
Analysts have reduced their price target on Alkami Technology by $6 to $40, citing updated views on fair value and future P/E that reflect revised assumptions for revenue growth and profit margins. Analyst Commentary Recent research points to a more cautious stance on valuation, with the latest move being a US$3 reduction in one published price target to US$40.Analyseartikel • Feb 06
Risks Still Elevated At These Prices As Alkami Technology, Inc. (NASDAQ:ALKT) Shares Dive 27%
Alkami Technology, Inc. ( NASDAQ:ALKT ) shares have had a horrible month, losing 27% after a relatively good period...Narrativ-Update • Feb 03
ALKT: Activist Sale Process And Margin Outlook Will Support Bullish Repricing
Analysts have trimmed their price target on Alkami Technology by $3, citing updated views on future revenue growth, profit margins and P/E assumptions, while keeping fair value estimates broadly in line with prior work. Analyst Commentary Bearish analysts are framing the US$3 cut to Alkami Technology's price target as a recalibration of expectations rather than a complete rethink of the business, but the tone is clearly more cautious than before.Narrativ-Update • Jan 20
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.Narrativ-Update • Jan 06
ALKT: Margin Strength And Activist Pressure Will Offset Slower Implementations
Analysts reduced their price target on Alkami Technology from US$40 to US$32, citing mixed Q3 results with slightly softer revenue, fewer implementations going live, and a lighter FY25 revenue outlook, partly offset by stronger margins. Analyst Commentary Bearish analysts are framing the lower US$32 price target as a reset on expectations after what they describe as mixed Q3 numbers.Narrativ-Update • Dec 14
ALKT Will Benefit From Margin Expansion And Activist Pressure Despite Slower Implementations
Analysts have lowered their price target on Alkami Technology to $25.00 from $29.00. This reflects tempered revenue growth expectations and a lighter near term implementation pipeline, partially offset by improved margin forecasts and a still constructive view on the broader digital banking setup.Narrativ-Update • Nov 29
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.Narrativ-Update • Nov 15
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.Narrativ-Update • Nov 01
ALKT: Margin Strength And Operational Efficiency Will Drive Future Upside
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.Analyseartikel • Aug 02
Investors Give Alkami Technology, Inc. (NASDAQ:ALKT) Shares A 30% Hiding
Alkami Technology, Inc. ( NASDAQ:ALKT ) shareholders that were waiting for something to happen have been dealt a blow...Analyseartikel • Aug 01
Alkami Technology, Inc. (NASDAQ:ALKT) Just Released Its Second-Quarter Results And Analysts Are Updating Their Estimates
Alkami Technology, Inc. ( NASDAQ:ALKT ) investors will be delighted, with the company turning in some strong numbers...Analyseartikel • Jul 12
Alkami Technology (NASDAQ:ALKT) Is Carrying A Fair Bit Of Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Analyseartikel • May 09
Investors Appear Satisfied With Alkami Technology, Inc.'s (NASDAQ:ALKT) Prospects As Shares Rocket 31%
Alkami Technology, Inc. ( NASDAQ:ALKT ) shareholders are no doubt pleased to see that the share price has bounced 31...Analyseartikel • May 07
Shareholders Would Not Be Objecting To Alkami Technology, Inc.'s (NASDAQ:ALKT) CEO Compensation And Here's Why
Key Insights Alkami Technology to hold its Annual General Meeting on 14th of May CEO Alex Shootman's total compensation...Analyseartikel • May 03
Analysts Have Been Trimming Their Alkami Technology, Inc. (NASDAQ:ALKT) Price Target After Its Latest Report
As you might know, Alkami Technology, Inc. ( NASDAQ:ALKT ) recently reported its quarterly numbers. It looks like a...
Neues Narrativ • Apr 23
MANTL Integration And Kubernetes Migration Will Shape Future Platforms
The integration of MANTL enhances user growth, revenue, and market presence through core-agnostic solutions and cross-selling opportunities.Analyseartikel • Apr 22
Alkami Technology, Inc. (NASDAQ:ALKT) Shares Could Be 30% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Alkami Technology is US$34.38 based on 2 Stage Free Cash Flow to Equity...Analyseartikel • Mar 11
Alkami Technology, Inc.'s (NASDAQ:ALKT) Stock Retreats 32% But Revenues Haven't Escaped The Attention Of Investors
Alkami Technology, Inc. ( NASDAQ:ALKT ) shareholders that were waiting for something to happen have been dealt a blow...Seeking Alpha • Jan 17
Alkami: The Data Advantage In Addition To AI
Summary Alkami Technology is a FinTech that has rapidly embedded AI into its SaaS product offerings. More important it is benefiting from data management services income as information is a key ingredient for training intelligent applications. This means it deserves better. However, it also faces rate-sensitivity risks in case the U.S. Central Bank was to maintain monetary policy tighter for longer. Still, it is making rapid progress on the profitability front. Read the full article on Seeking AlphaAufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Alkami Technology Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 31 Mar 26 | 472 | -50 | 186 | 123 |
| 31 Dec 25 | 444 | -48 | 181 | 118 |
| 30 Sep 25 | 413 | -44 | 172 | 113 |
| 30 Jun 25 | 385 | -38 | 163 | 107 |
| 31 Mar 25 | 356 | -37 | 152 | 100 |
| 31 Dec 24 | 334 | -41 | 143 | 96 |
| 30 Sep 24 | 316 | -46 | 138 | 92 |
| 30 Jun 24 | 297 | -52 | 132 | 90 |
| 31 Mar 24 | 281 | -57 | 127 | 87 |
| 31 Dec 23 | 265 | -63 | 121 | 85 |
| 30 Sep 23 | 249 | -55 | 116 | 84 |
| 30 Jun 23 | 235 | -60 | 114 | 80 |
| 31 Mar 23 | 219 | -62 | 111 | 76 |
| 31 Dec 22 | 204 | -59 | 108 | 69 |
| 30 Sep 22 | 191 | -67 | 104 | 62 |
| 30 Jun 22 | 178 | -58 | 96 | 57 |
| 31 Mar 22 | 164 | -49 | 84 | 52 |
| 31 Dec 21 | 152 | -47 | 75 | 49 |
| 30 Sep 21 | 143 | -47 | 65 | 47 |
| 30 Jun 21 | 132 | -61 | 57 | 44 |
| 31 Mar 21 | 122 | -57 | 50 | 41 |
| 31 Dec 20 | 112 | -57 | 47 | 40 |
| 31 Dec 19 | 74 | -43 | 40 | 33 |
Qualität der Erträge: ALKT ist derzeit unrentabel.
Wachsende Gewinnspanne: ALKT ist derzeit unrentabel.
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: ALKT ist unrentabel, hat aber in den letzten 5 Jahren die Verluste mit einer Rate von 5.4% pro Jahr reduziert.
Beschleunigtes Wachstum: Das Gewinnwachstum des letzten Jahres kann nicht mit dem 5-Jahres-Durchschnitt von ALKT verglichen werden, da das Unternehmen derzeit nicht profitabel ist.
Erträge im Vergleich zur Industrie: ALKT ist unrentabel, was einen Vergleich des Gewinnwachstums des letzten Jahres mit der Branche Software (14.2%) erschwert.
Eigenkapitalrendite
Hohe Eigenkapitalrendite: ALKT hat eine negative Eigenkapitalrendite (-13.44%), da es derzeit unrentabel ist.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/14 08:09 |
| Aktienkurs zum Tagesende | 2026/06/12 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Alkami Technology, Inc. wird von 12 Analysten beobachtet. 8 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Saket Kalia | Barclays |
| Andrew Schmidt | Citigroup Inc |
| Patrick Walravens | Citizens JMP Securities, LLC |