Alkami Technology, Inc.

NasdaqGS:ALKT 株式レポート

時価総額:US$1.8b

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 4.42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0.63%を直接所有しており、その価値は$ 11.10M 。経営陣と取締役会の平均在任期間はそれぞれ2.3年と4.4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4.4yrs
CEOの所有権0.6%
経営陣の平均在職期間2.3yrs
取締役会の平均在任期間4.4yrs

経営陣の近況

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

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 5.48M ) 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 (60 yo)

4.4yrs
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 & Director4.4yrsUS$7.49m0.63%
$ 11.1m
Cassandra Hudson
Chief Financial Officer & Treasurerless than a yearUS$6.43m0.27%
$ 4.7m
Douglas Linebarger
Chief Legal Officer & Secretary8.1yrsUS$2.50m0.12%
$ 2.1m
William Hill
Consultantless than a yearUS$7.65m0.18%
$ 3.2m
Stephen Bohanon
Founder & Chief Strategy Officerno dataUS$2.81m0.60%
$ 10.5m
Prerna Sachdeva
Chief Accounting Officer & Principal Accounting Officer1.8yrsデータなし0.015%
$ 255.0k
Deep Varma
Chief Technology Officer3.3yrs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 Officer5.3yrsデータなしデータなし
Wayne McCulloch
Chief Customer Officer2.8yrsデータなしデータなし
Nathaniel Harley
Chief Revenue Officer & President of MANTL1.3yrsデータなしデータなし
Benjamin Conant
Chief Product Officer1.3yrsデータなしデータなし
2.3yrs
平均在職期間
54yo
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 ( 2.3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 & Director4.4yrsUS$7.49m0.63%
$ 11.1m
Brian Smith
Independent Chairman of the Board14.6yrsUS$301.37k0.52%
$ 9.1m
Jeffrey Fox
Independent Directorless than a yearデータなしデータなし
Joseph Payne
Independent Directorless than a yearUS$426.64k0.013%
$ 224.9k
Charles Kane
Independent Director6.5yrsUS$272.46k0%
$ 0
Barbara Yastine
Independent Director5.5yrsUS$266.21k0.069%
$ 1.2m
Steven Mitchell
Independent Director11.5yrsUS$257.50k0.033%
$ 587.1k
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 Director8.3yrsUS$272.46k0.032%
$ 570.2k
Maria Alvarez
Independent Director3.3yrsUS$264.67k0.055%
$ 961.4k
4.4yrs
平均在職期間
60yo
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 ( 4.4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2026/04/30 13:30
終値2026/04/30 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. 9 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

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