Alkami Technology, Inc.

NasdaqGS:ALKT Stok Raporu

Piyasa değeri: US$1.6b

Alkami Technology Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 0/6

Alkami Technology yıllık ortalama 5.4% oranında kazançlarını artırırken, Software sektöründe kazançlar growing at 22.5% annual. Gelirler yılda ortalama 25.4% oranında büyüyor .

Anahtar bilgiler

5.44%

Kazanç büyüme oranı

60.75%

EPS büyüme oranı

Software Sektör Büyümesi17.33%
Gelir büyüme oranı25.45%
Özkaynak getirisi-13.44%
Net Marj-10.55%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

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
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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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Yeni Anlatı 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.
Analiz Makalesi 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...
Analiz Makalesi 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

Gelir ve Gider Dağılımı

Alkami Technology nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NasdaqGS:ALKT Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
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

Kaliteli Kazançlar: ALKT şu anda kârlı değil.

Büyüyen Kar Marjı: ALKT şu anda kârlı değil.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: ALKT kârlı değildir, ancak son 5 yılda zararlarını yılda 5.4% oranında azaltmıştır.

Büyüme Hızlandırma: ALKT 'un son bir yıldaki kazanç büyümesinin 5 yıllık ortalamasıyla karşılaştırılması mümkün değil çünkü şu anda kârlı değil

Kazançlar vs. Sektör: ALKT kârlı olmadığından, geçmiş yıl kazanç büyümesinin Software sektörüyle ( 14.2% ) karşılaştırılması zorlaşıyor.


Özkaynak Getirisi

Yüksek ROE: ALKT hissesi şu anda kârlı olmadığından negatif Özsermaye Getirisi'ne ( -13.44% ) sahiptir.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/14 02:43
Gün Sonu Hisse Fiyatı2026/06/12 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Alkami Technology, Inc. 12 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Saket KaliaBarclays
Andrew SchmidtCitigroup Inc
Patrick WalravensCitizens JMP Securities, LLC