Alkami Technology, Inc.

NasdaqGS:ALKT 주식 리포트

시가총액: US$1.6b

Alkami Technology 과거 순이익 실적

과거 기준 점검 0/6

Alkami Technology은 연평균 5.4%의 비율로 수입이 증가해 온 반면, Software 산업은 연평균 24.9%의 비율로 증가했습니다. 매출은 연평균 25.4%의 비율로 증가했습니다.

핵심 정보

5.44%

순이익 성장률

60.75%

주당순이익(EPS) 성장률

Software 산업 성장률17.33%
매출 성장률25.45%
자기자본이익률-13.44%
순이익률-10.55%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

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
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
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새로운 내러티브 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.
분석 기사 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...
분석 기사 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

매출 및 비용 세부 내역

Alkami Technology가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:ALKT 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 26472-50186123
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

양질의 수익: ALKT 은(는) 현재 수익성이 없습니다.

이익 마진 증가: ALKT는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: ALKT는 수익성이 없지만 지난 5년 동안 연평균 5.4%의 속도로 손실을 줄였습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 ALKT의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: ALKT은 수익성이 없어 지난 해 수익 성장률을 Software 업계(14.3%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: ALKT는 현재 수익성이 없으므로 자본 수익률이 음수(-13.44%)입니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/12 06:50
종가2026/06/12 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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산업 및 섹터 지표

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분석가 소스

Alkami Technology, Inc.는 12명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
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Andrew SchmidtCitigroup Inc
Patrick WalravensCitizens JMP Securities, LLC