Alkami Technology, Inc.

Informe acción NasdaqGS:ALKT

Capitalización de mercado: US$1.8b

Alkami Technology Resultados de beneficios anteriores

Pasado controles de criterios 0/6

Alkami Technology ha aumentado sus beneficios a una tasa media anual de 5.4%, mientras que los beneficios de la industria de Software han experimentado un crecimiento anual de 21.4%. Los ingresos han ido creciendo a una tasa media de 25.4% al año.

Información clave

5.44%

Tasa de crecimiento de los beneficios

60.75%

Tasa de crecimiento del BPA

Crecimiento de la industria Software 17.33%
Tasa de crecimiento de los ingresos25.45%
Rentabilidad financiera-13.44%
Margen neto-10.55%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

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.

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.

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.

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.

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.

Alkami Technology: Wrongfully Punished And Primed For A Buyout

Feb 18

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.

Risks Still Elevated At These Prices As Alkami Technology, Inc. (NASDAQ:ALKT) Shares Dive 27%

Feb 06
Risks Still Elevated At These Prices As Alkami Technology, Inc. (NASDAQ:ALKT) Shares Dive 27%

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.

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.

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.

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.

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.

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.

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.

Investors Give Alkami Technology, Inc. (NASDAQ:ALKT) Shares A 30% Hiding

Aug 02
Investors Give Alkami Technology, Inc. (NASDAQ:ALKT) Shares A 30% Hiding

Alkami Technology, Inc. (NASDAQ:ALKT) Just Released Its Second-Quarter Results And Analysts Are Updating Their Estimates

Aug 01
Alkami Technology, Inc. (NASDAQ:ALKT) Just Released Its Second-Quarter Results And Analysts Are Updating Their Estimates

Alkami Technology (NASDAQ:ALKT) Is Carrying A Fair Bit Of Debt

Jul 12
Alkami Technology (NASDAQ:ALKT) Is Carrying A Fair Bit Of Debt

Investors Appear Satisfied With Alkami Technology, Inc.'s (NASDAQ:ALKT) Prospects As Shares Rocket 31%

May 09
Investors Appear Satisfied With Alkami Technology, Inc.'s (NASDAQ:ALKT) Prospects As Shares Rocket 31%

Shareholders Would Not Be Objecting To Alkami Technology, Inc.'s (NASDAQ:ALKT) CEO Compensation And Here's Why

May 07
Shareholders Would Not Be Objecting To Alkami Technology, Inc.'s (NASDAQ:ALKT) CEO Compensation And Here's Why

Analysts Have Been Trimming Their Alkami Technology, Inc. (NASDAQ:ALKT) Price Target After Its Latest Report

May 03
Analysts Have Been Trimming Their Alkami Technology, Inc. (NASDAQ:ALKT) Price Target After Its Latest Report
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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.

Alkami Technology, Inc. (NASDAQ:ALKT) Shares Could Be 30% Below Their Intrinsic Value Estimate

Apr 22
Alkami Technology, Inc. (NASDAQ:ALKT) Shares Could Be 30% Below Their Intrinsic Value Estimate

Alkami Technology, Inc.'s (NASDAQ:ALKT) Stock Retreats 32% But Revenues Haven't Escaped The Attention Of Investors

Mar 11
Alkami Technology, Inc.'s (NASDAQ:ALKT) Stock Retreats 32% But Revenues Haven't Escaped The Attention Of Investors

Alkami: The Data Advantage In Addition To AI

Jan 17

Alkami Technology, Inc.'s (NASDAQ:ALKT) P/S Still Appears To Be Reasonable

Sep 16
Alkami Technology, Inc.'s (NASDAQ:ALKT) P/S Still Appears To Be Reasonable

Desglose de ingresos y gastos

Cómo gana y gasta dinero Alkami Technology. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGS:ALKT Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 26472-50182123
31 Dec 25444-48181118
30 Sep 25413-44172113
30 Jun 25385-38163107
31 Mar 25356-37152100
31 Dec 24334-4114396
30 Sep 24316-4613892
30 Jun 24297-5213290
31 Mar 24281-5712787
31 Dec 23265-6312185
30 Sep 23249-5511684
30 Jun 23235-6011480
31 Mar 23219-6211176
31 Dec 22204-5910869
30 Sep 22191-6710462
30 Jun 22178-589657
31 Mar 22164-498452
31 Dec 21152-477549
30 Sep 21143-476547
30 Jun 21132-615744
31 Mar 21122-575041
31 Dec 20112-574740
31 Dec 1974-434033

Ingresos de calidad: ALKT actualmente no es rentable.

Margen de beneficios creciente: ALKT actualmente no es rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: ALKT no es rentable, pero ha reducido pérdidas en los últimos 5 años a un ritmo de 5.4% por año.

Acelerando crecimiento: No se puede comparar el crecimiento de los beneficios de ALKT en el último año con su promedio de 5 años, ya que actualmente no es rentable.

Beneficios vs. Industria: ALKT no es rentable, por lo que resulta difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Software (16%).


Rentabilidad financiera

Alta ROE: ALKT tiene una rentabilidad financiera negativa (-13.44%), ya que actualmente no es rentable.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/04/30 03:43
Precio de las acciones al final del día2026/04/30 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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.

AnalistaInstitución
Saket KaliaBarclays
Andrew SchmidtCitigroup Inc
Patrick WalravensCitizens JMP Securities, LLC