Alkami Technology Management
Management criteria checks 3/4
Alkami Technology's CEO is Alex Shootman, appointed in Nov 2021, has a tenure of 4.5 years. total yearly compensation is $7.49M, comprised of 7.5% salary and 92.5% bonuses, including company stock and options. directly owns 0.43% of the company’s shares, worth $7.72M. The average tenure of the management team and the board of directors is 2.4 years and 4.5 years respectively.
Key information
Alex Shootman
Chief executive officer
US$7.5m
Total compensation
| CEO salary percentage | 7.45% |
| CEO tenure | 4.5yrs |
| CEO ownership | 0.4% |
| Management average tenure | 2.4yrs |
| Board average tenure | 4.5yrs |
Recent management updates
Recent updates
Narrative Update • 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.Narrative Update • 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.
Narrative Update • 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.Narrative Update • 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.
Narrative Update • 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.Narrative Update • 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.Seeking Alpha • Feb 18
Alkami Technology: Wrongfully Punished And Primed For A Buyout
Summary Alkami Technologies (ALKT) is rated a strong buy, with a likely 25–30% M&A premium and compelling standalone upside. ALKT boasts 30% revenue growth, 96% subscription revenue, 113% net retention, and a resilient per-user SaaS model insulated from AI disruption. The recent MANTL acquisition addresses ALKT’s onboarding gap, driving ARPU growth and strengthening its competitive moat in digital banking. Activist pressure and strategic review signal a high probability of a sale, but even absent a deal, ALKT’s underpenetrated TAM and robust cross-sell strategy support significant upside. Read the full article on Seeking AlphaNarrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...
New Narrative • 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.Analysis Article • 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...Analysis Article • 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 AlphaCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$50m |
| Dec 31 2025 | US$7m | US$558k | -US$48m |
| Sep 30 2025 | n/a | n/a | -US$44m |
| Jun 30 2025 | n/a | n/a | -US$38m |
| Mar 31 2025 | n/a | n/a | -US$37m |
| Dec 31 2024 | US$8m | US$537k | -US$41m |
| Sep 30 2024 | n/a | n/a | -US$46m |
| Jun 30 2024 | n/a | n/a | -US$52m |
| Mar 31 2024 | n/a | n/a | -US$57m |
| Dec 31 2023 | US$4m | US$517k | -US$63m |
| Sep 30 2023 | n/a | n/a | -US$55m |
| Jun 30 2023 | n/a | n/a | -US$60m |
| Mar 31 2023 | n/a | n/a | -US$62m |
| Dec 31 2022 | US$998k | US$450k | -US$59m |
| Sep 30 2022 | n/a | n/a | -US$67m |
| Jun 30 2022 | n/a | n/a | -US$58m |
| Mar 31 2022 | n/a | n/a | -US$49m |
| Dec 31 2021 | US$29m | US$68k | -US$47m |
Compensation vs Market: Alex's total compensation ($USD7.49M) is above average for companies of similar size in the US market ($USD5.53M).
Compensation vs Earnings: Alex's compensation has been consistent with company performance over the past year.
CEO
Alex Shootman (60 yo)
4.5yrs
Tenure
US$7,492,018
Compensation
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...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, President & Director | 4.5yrs | US$7.49m | 0.43% $ 7.7m | |
| Chief Financial Officer & Treasurer | less than a year | US$6.43m | 0.011% $ 193.4k | |
| Chief Legal Officer & Secretary | 8.2yrs | US$2.50m | 0.11% $ 1.9m | |
| Consultant | less than a year | US$7.65m | 0.034% $ 605.4k | |
| Founder & Chief Strategy Officer | no data | US$2.81m | 0.60% $ 10.8m | |
| Chief Accounting Officer & Principal Accounting Officer | 1.9yrs | no data | 0.015% $ 261.5k | |
| Chief Technology Officer | 3.3yrs | no data | no data | |
| Head of Investor Relations | no data | no data | no data | |
| Chief Human Resources Officer | 5.3yrs | no data | no data | |
| Chief Customer Officer | 2.9yrs | no data | no data | |
| Chief Revenue Officer & President of MANTL | 1.3yrs | no data | no data | |
| Chief Product Officer | 1.3yrs | no data | no data |
2.4yrs
Average Tenure
54yo
Average Age
Experienced Management: ALKT's management team is considered experienced (2.4 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, President & Director | 4.5yrs | US$7.49m | 0.43% $ 7.7m | |
| Independent Chairman of the Board | 14.7yrs | US$301.37k | 0.52% $ 9.3m | |
| Independent Director | less than a year | no data | no data | |
| Independent Director | 1yr | US$426.64k | 0.013% $ 230.7k | |
| Independent Director | 6.6yrs | US$272.46k | 0% $ 0 | |
| Independent Director | 5.6yrs | US$266.21k | 0.10% $ 1.9m | |
| Independent Director | 11.6yrs | US$257.50k | 0.033% $ 602.1k | |
| Independent Director | less than a year | no data | no data | |
| Independent Director | less than a year | US$348.23k | no data | |
| Independent Director | 8.4yrs | US$272.46k | 0.032% $ 584.8k | |
| Independent Director | 3.3yrs | US$264.67k | 0.055% $ 986.0k |
4.5yrs
Average Tenure
60yo
Average Age
Experienced Board: ALKT's board of directors are considered experienced (4.5 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/21 17:17 |
| End of Day Share Price | 2026/05/21 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Alkami Technology, Inc. is covered by 12 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Saket Kalia | Barclays |
| Andrew Schmidt | Citigroup Inc |
| Patrick Walravens | Citizens JMP Securities, LLC |