Alkami Technology, Inc.

NasdaqGS:ALKT 株式レポート

時価総額:US$1.7b

Alkami Technology マネジメント

マネジメント 基準チェック /34

Alkami Technologyの CEO はAlex Shootmanで、 Nov2021年に任命され、 の在任期間は 4.58年です。 の年間総報酬は$ 7.49Mで、 7.5%給与と92.5%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.44%を直接所有しており、その価値は$ 7.28M 。経営陣と取締役会の平均在任期間はそれぞれ2.5年と4.6年です。

主要情報

Alex Shootman

最高経営責任者

US$7.5m

報酬総額

CEO給与比率7.45%
CEO在任期間4.6yrs
CEOの所有権0.4%
経営陣の平均在職期間2.5yrs
取締役会の平均在任期間4.6yrs

経営陣の近況

Recent updates

分析記事 23h

Alkami Technology (ALKT) Stock Could Be 28% Undervalued After Yodlee FDX Integration

Alkami Technology (ALKT) recently announced a new integration with Yodlee that adopts the Financial Data Exchange API, a move aimed at modernizing data sharing for financial institutions using its digital banking platform. See our latest analysis for Alkami Technology. Despite the FDX integration news, Alkami Technology’s recent share price performance has been weak, with the stock down 31.44% on a year to date share price return basis and the 1 year total shareholder return declining 42.04%...
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
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
User avatar
新しいナラティブ 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.
分析記事 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...
分析記事 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 Alpha

CEO報酬分析

Alkami Technology の収益と比較して、Alex Shootman の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

-US$50m

Dec 31 2025US$7mUS$558k

-US$48m

Sep 30 2025n/an/a

-US$44m

Jun 30 2025n/an/a

-US$38m

Mar 31 2025n/an/a

-US$37m

Dec 31 2024US$8mUS$537k

-US$41m

Sep 30 2024n/an/a

-US$46m

Jun 30 2024n/an/a

-US$52m

Mar 31 2024n/an/a

-US$57m

Dec 31 2023US$4mUS$517k

-US$63m

Sep 30 2023n/an/a

-US$55m

Jun 30 2023n/an/a

-US$60m

Mar 31 2023n/an/a

-US$62m

Dec 31 2022US$998kUS$450k

-US$59m

Sep 30 2022n/an/a

-US$67m

Jun 30 2022n/an/a

-US$58m

Mar 31 2022n/an/a

-US$49m

Dec 31 2021US$29mUS$68k

-US$47m

報酬と市場: Alexの 総報酬 ($USD 7.49M ) は、 US市場 ($USD 5.30M ) の同規模の企業の平均を上回っています。

報酬と収益: Alexの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Alex Shootman (61 yo)

4.6yrs
在職期間
US$7,492,018
報酬

Mr. Alex P. Shootman has been the Chief Executive Officer and Director of Alkami Technology, Inc. since November 05, 2021 and serves as its President. He served as the Chief Executive Officer and President...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Alex Shootman
CEO, President & Director4.6yrsUS$7.49m0.44%
$ 7.3m
Cassandra Hudson
Chief Financial Officer & Treasurerless than a yearUS$6.43m0.022%
$ 368.8k
Douglas Linebarger
Chief Legal Officer & Secretary8.3yrsUS$2.50m0.12%
$ 1.9m
William Hill
Consultantless than a yearUS$7.65m0.034%
$ 559.0k
Stephen Bohanon
Founder & Chief Strategy Officerno dataUS$2.81m0.60%
$ 10.0m
Prerna Sachdeva
Chief Accounting Officer & Principal Accounting Officer2yrsデータなし0.019%
$ 310.9k
Deep Varma
Chief Technology Officer3.4yrsデータなしデータなし
Steve Calk
Head of Investor Relationsno dataデータなしデータなし
Julie Hoagland
Chief Human Resources Officer5.4yrsデータなしデータなし
Wayne McCulloch
Chief Customer Officer3yrsデータなしデータなし
Nathaniel Harley
Chief Revenue Officer & President of MANTL1.4yrsデータなしデータなし
Benjamin Conant
Chief Product Officer1.4yrsデータなしデータなし
2.5yrs
平均在職期間
55yo
平均年齢

経験豊富な経営陣: ALKTの経営陣は 経験豊富 であると考えられます ( 2.5年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Alex Shootman
CEO, President & Director4.6yrsUS$7.49m0.44%
$ 7.3m
Brian Smith
Independent Chairman of the Board14.8yrsUS$301.37k0.53%
$ 8.8m
Jeffrey Fox
Independent Directorless than a yearデータなしデータなし
Joseph Payne
Independent Director1.1yrsUS$426.64k0.017%
$ 280.1k
Charles Kane
Independent Director6.7yrsUS$272.46k0%
$ 0
Barbara Yastine
Independent Director5.7yrsUS$266.21k0.075%
$ 1.3m
Steven Mitchell
Independent Director11.7yrsUS$257.50k0.033%
$ 556.0k
Judson Linville
Independent Directorless than a yearデータなしデータなし
Susanna Morgan
Independent Directorless than a yearUS$348.23kデータなし
Raphael Osnoss
Independent Director8.5yrsUS$272.46k0.039%
$ 652.3k
Maria Alvarez
Independent Director3.4yrsUS$264.67k0.00077%
$ 12.8k
4.6yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: ALKTの 取締役会経験豊富 であると考えられます ( 4.6年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/17 09:23
終値2026/06/17 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Alkami Technology, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12

アナリスト機関
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