Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$1.8B
107M shares
52-week range
$13.98 – $30.88
18% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NASDAQ
CS
Borrow rate
0.60%
Easy to borrow
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| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|
| Revenue | $73.5M | $112.1M | $152.2M | $204.3M | $264.8M | $333.8M | $443.6M |
| Cost of revenue | $43.1M | $53.0M | $68.4M | $95.9M | $120.7M | $137.2M | $187.0M |
| Gross profit | $30.4M | $59.2M | $83.8M | $108.3M | $144.1M | $196.6M | $256.6M |
| Gross margin | 41.4% | 52.8% | 55.1% | 53.0% | 54.4% | 58.9% | 57.8% |
| R&D | $32.7M | $40.2M | $48.8M | $69.3M | $84.7M | $96.2M | $118.4M |
| Operating income | −$42.5M | −$35.1M | −$42.9M | −$70.2M | −$63.7M | −$44.6M | −$53.6M |
| EBITDA | −$39.5M | −$48.1M | −$42.0M | −$47.1M | −$44.9M | −$29.6M | −$22.6M |
| Net income | −$41.9M | −$51.4M | −$46.8M | −$58.6M | −$62.9M | −$40.8M | −$47.7M |
| Net margin | -56.9% | -45.8% | -30.8% | -28.7% | -23.8% | -12.2% | -10.7% |
| EPS (diluted) | -0.50 | -0.67 | -0.52 | -0.64 | -0.67 | -0.41 | -0.46 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $530M | $0.78 | $0.75–$0.81 | 4 |
| 2027 | $621M | $1.11 | $1.07–$1.13 | 3 |
| 2028 | $717M | $1.44 | $1.42–$1.47 | 1 |
Forward consensus · source: Financial Modeling Prep
Alkami Technology Inc is a cloud-based digital banking solutions provider. The company offers the Alkami Digital Sales & Service Platform, which includes a digital banking platform, onboarding and account opening solutions, and data and marketing tools. The platform enables financial institutions to onboard and engage users, support revenue growth, and improve operational efficiency through a cloud-based, multi-tenant architecture. The company provides services to clients under software-as-a-service arrangements. It derives substantially all of its revenues from SaaS subscription services charged for the use of digital sales and service solutions.
www.alkami.comNo one on the platform currently holds ALKT.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-06-30 | 130,900 | $3.9M |
No one on the platform has traded ALKT yet.
| $2.6B |
| — |
| IEIvanhoe Electric Inc. | $9.37 | +2.07% | $1.5B | — |
| JAMFJamf Holding Corp. | $13.05 | +0.00% | $1.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 4.7× sales vs its 6.3× historical median P/S.
Fair value ≈ $22.77 · price $17.00 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Jana Partners raised stake in $ALKT to 10%+ and is pushing the company to sell and consider buyers and board changes. https://notreload.xyz/jana-partners-raises-alkami-stake-to-10-demands-sale/
View on StockTwits ↗$ALKT Share Price: $15.57 Contract Selected: Dec 18, 2026 $15 Calls Buy Zone: $1.87 – $2.31 Target Zone: $3.53 – $4.31 Potential Upside: 78% ROI Time to Expiration: 184 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗https://marketbeat.com/a/8688594/ $ALKT Alkami Technology Touts $500M ARR, AI Upside and Bank Demand at Fintech Event
View on StockTwits ↗Alkami Technology shares moved higher after Bloomberg reported that activist investor Jana Partners is urging the fintech company to revive efforts to explore a potential sale. Jana, which owns a stake in the Plano, Texas-based banking software provider, reportedly believes Alkami remains an attractive acquisition target for either a private equity buyer or a larger publicly traded financial technology company. According to people familiar with the matter cited by Bloomberg, Alkami had already hired advisers several months ago to evaluate strategic alternatives, including a possible sale. Jana Managing Partner Scott Ostfeld previously argued at a December conference that the company was undervalued and that pursuing a transaction could unlock shareholder value. The report renewed investor speculation that consolidation activity in the fintech sector could accelerate as firms seek scale, stronger recurring revenue streams, and expanded digital banking capabilities. $ALKT
View on StockTwits ↗$ALKT looks like it caught support and large insider buys in March & May. Starting a position.
View on StockTwits ↗https://marketbeat.com/a/8661347/ $ALKT Alkami Technology Sees Steady Digital Banking Demand as Cross-Selling Fuels Growth
View on StockTwits ↗$ALKT This Beaten-Down Fintech Stock Landed a Massive $102 Million Vote of Confidence https://marketwirenews.com/stock/alkt/news/this-beaten-down-fintech-stock-landed-a-massive-102--5715251771678511.html?utm_source=stocktwits
View on StockTwits ↗$ALKT opened a starter / not pretending much it seems a slow stock
View on StockTwits ↗$ALKT could heat up fast if can break the baby (billy) bottom base
View on StockTwits ↗$ALKT Q1 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.09 down -12.50% YoY • Reported revenue of $126.14M up 28.93% YoY • Alkami guides Q2 2026 GAAP revenue to $128.0M-$129.0M and Adjusted EBITDA to $17.9M-$18.7M. For FY 2026, Alkami projects GAAP revenue of $527.1M-$530.9M and Adjusted EBITDA of $94.9M-$97.9M.
View on StockTwits ↗$NBIS priced at a big premium to peers, hard to justify. $AI $WEAV $ALKT $OSPN way more reasonable multiples
View on StockTwits ↗$APLD hard to see value at these multiples when $AI $WEAV $ALKT $OSPN exist in the same industry
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.