Will Integrating MANTL and HubSpot Reshape Alkami Technology’s (ALKT) Competitive Edge in Digital Banking?

• In July 2025, Alkami Technology reported its second-quarter earnings, revealing US$112.06 million in sales and a net loss of US$13.59 million, alongside updated guidance projecting third-quarter GAAP revenue of US$112.5 million to US$114 million.
• The company's progress included leveraging early benefits from the MANTL acquisition and introducing a key integration with HubSpot, both aimed at expanding cross-sell opportunities and enhancing personalized offerings for financial institutions.
• We'll explore how Alkami's accelerating sales growth and deeper integration of MANTL solutions may revise the company's investment outlook.

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Alkami Technology Investment Narrative Recap

To be a shareholder in Alkami Technology, one must believe in the company’s ability to integrate acquisitions like MANTL to capitalize on cross-sell opportunities within the digital banking sector. The company’s second-quarter results and updated guidance reinforce that accelerating sales growth remains a short-term catalyst, while successful MANTL integration continues to be the central risk; this news does not materially change that balance.

The recent announcement of Alkami’s integration with HubSpot is particularly relevant, as it supports the company’s cross-sell strategy by enabling financial institutions to execute more personalized, data-driven campaigns. This product update may strengthen Alkami’s value proposition as it deepens client engagement, a factor closely linked to the key catalyst of revenue growth through expanded platform capabilities.

But in contrast, investors should be aware that a smooth integration of MANTL remains crucial, as any major delays or execution challenges could…

Read the full narrative on Alkami Technology (it's free!)

Alkami Technology's narrative projects $709.5 million in revenue and $19.9 million in earnings by 2028. This requires 25.9% yearly revenue growth and a $57.1 million increase in earnings from the current level of -$37.2 million.

Uncover how Alkami Technology's forecasts yield a $38.80 fair value, a 74% upside to its current price.

Exploring Other Perspectives

Eight members of the Simply Wall St Community estimate Alkami’s fair value ranging from US$0.05 to US$122.14 per share. That diversity of opinion makes it worth considering how execution risks in cross-selling and integration could shape future outcomes.

Explore 8 other fair value estimates on Alkami Technology - why the stock might be worth over 5x more than the current price!

Build Your Own Alkami Technology Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Alkami Technology research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Alkami Technology research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Alkami Technology's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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