Alkami Technology (ALKT) Resumen de Acciones
Alkami Technology, Inc. ofrece una plataforma digital de ventas y servicios basada en la nube para instituciones financieras de Estados Unidos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 3/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
No se han detectado riesgos en ALKT a partir de nuestros controles de riesgos.
ALKT Community Fair Values
Create NarrativeSee what 53 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Alkami Technology, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$15.31 |
| Máximo en las últimas 52 semanas | US$31.08 |
| Mínimo de 52 semanas | US$14.11 |
| Beta | 0.57 |
| Cambio en 1 mes | -14.80% |
| Variación en 3 meses | -17.56% |
| Cambio de 1 año | -48.49% |
| Variación en 3 años | -1.03% |
| Variación en 5 años | -53.12% |
| Variación desde la OPV | -64.40% |
Noticias y actualizaciones recientes
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
Actualización de narrativa • 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).Actualización de narrativa • 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.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 AlphaActualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...
Nueva narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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 AlphaRentabilidad de los accionistas
| ALKT | US Software | Mercado US | |
|---|---|---|---|
| 7D | -13.9% | -11.4% | -2.7% |
| 1Y | -48.5% | -10.5% | 22.5% |
Rentabilidad vs. Industria: Los resultados de ALKT fueron inferiores a los de la industria US Software, que obtuvo un rendimiento del -10.5% el año pasado.
Rentabilidad vs. Mercado: ALKT obtuvo unos resultados inferiores a los del mercado US, que fueron del 22.5% el año pasado.
Volatilidad de los precios
| ALKT volatility | |
|---|---|
| ALKT Average Weekly Movement | 6.9% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: ALKT no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ALKT (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2009 | 1,225 | Alex Shootman | www.alkami.com |
Alkami Technology, Inc. ofrece una plataforma digital de ventas y servicios basada en la nube para instituciones financieras en Estados Unidos. La empresa ofrece la plataforma digital de ventas y servicios Alkami, que incluye la plataforma de banca digital Alkami, módulos de incorporación y apertura de cuentas, y de datos y marketing. Sus soluciones permiten a las instituciones financieras incorporar y captar nuevos usuarios, acelerar los ingresos y mejorar la eficiencia operativa, con el apoyo de una arquitectura propia, basada en la nube y multiusuario.
Resumen de fundamentos de Alkami Technology, Inc.
| Estadísticas fundamentales de ALKT | |
|---|---|
| Capitalización bursátil | US$1.70b |
| Beneficios(TTM) | -US$49.80m |
| Ingresos (TTM) | US$471.94m |
3.5x
Ratio precio-ventas (PS)-32.9x
Ratio precio-beneficio (PE)¿Está ALKT sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ALKT | |
|---|---|
| Ingresos | US$471.94m |
| Coste de los ingresos | US$199.23m |
| Beneficio bruto | US$272.71m |
| Otros gastos | US$322.51m |
| Beneficios | -US$49.80m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -0.47 |
| Margen bruto | 57.78% |
| Margen de beneficio neto | -10.55% |
| Ratio deuda/patrimonio | 90.8% |
¿Cómo se ha desempeñado ALKT a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/09 22:41 |
| Precio de las acciones al final del día | 2026/06/09 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Alkami Technology, Inc. está cubierta por 12 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Saket Kalia | Barclays |
| Andrew Schmidt | Citigroup Inc |
| Patrick Walravens | Citizens JMP Securities, LLC |