US · Technology · Software - Application
EPS came in at -0.01 against a street estimate of 0.01 — a miss of 200.0%.
Analysts rate Alkami Technology Inc a buy (9 buy, 2 hold, 0 sell out of 11) with an average price target of $22.00.
CONFIDENT Q2 beat expectations on revenue ($129.8M, +15.9% YoY) and adj. EBITDA ($19.4M). ARR hit $512M (+21% YoY). 5-year $500M revenue, $100M EBITDA goal now guided for 2026. Bank expansion accelerating. Q2 2026 No geographic breakdown provided. Analysts pressed on DSSP comps headwinds, bank growth acceleration timing, and ARPU moderation. Management clarified: backlog delays comps to 2027; bank trajectory conservative; ARPU normalizing post-MANTL but expansion thesis intact. One analyst (Jeff Van Rhee) directly challenged sideways bank numbers; execs reframed as early-stage success vs. acceleration play. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| General Atlantic Llc | 18.12% |
| North Reef Capital Management LP | 7.15% |
| Jana Partners Management LP | 6.31% |
| BlackRock Inc | 5.50% |
| Vanguard Portfolio Management, LLC | 4.38% |
| HHG PLC | 3.61% |
| UBS Group AG | 3.46% |
| Algebris Investment Management (UK) LLP | 3.21% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 ALKAMI TECHNOLOGY, INC. – Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Revenues (6 months ended June 30, 2026): $255.98 million, up 22% from $209.89 | 2026-07-30 |
| Results announced · Q3 2026 ALKAMI TECHNOLOGY, INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • GAAP total revenue: $129.8 million, up 15.9% year-over-year • GAAP net loss: $ | 2026-07-29 |
| Shareholder vote results · Q2 2026 ALKAMI TECHNOLOGY, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 19, 2026 • 107,016,974 total shares entitled to vote as of rec | 2026-05-20 |
| Material agreement · Q2 2026 ALKAMI TECHNOLOGY, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company received approval to use up to $100,000,000 of cash for stock repurchases • Cr | 2026-05-06 |
| Quarterly report · Q1 2026 ALKAMI TECHNOLOGY, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue Q1 2026: $126.1 million, up 29% from $97.8 million in Q1 2025 • Gross prof | 2026-04-30 |
| Results announced · Q2 2026 ALKAMI TECHNOLOGY, INC. — Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q1 2026 Revenue: $126.1 million, up 28.9% year-over-year • GAAP Gross Margin: | 2026-04-29 |
| Proxy statement · Q4 2025 ALKAMI TECHNOLOGY, INC. — 2026 PROXY SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect three Class II directors to serve until the 2029 An | 2026-04-07 |
| Annual report FY2025 ALKAMI TECHNOLOGY, INC. - 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total Revenues 2025: $443.6 million (up 32.9% from 2024's $333.8 mill | 2026-02-26 |
Readable in the app.
| Announcement | Date |
|---|---|
| Credit agreement amended to permit $100M stock repurchase program Alkami Technology, Inc. amended its credit agreement with Silicon Valley Bank on May 1, 2026. The key change: the company received approval to use up to $100 million of its existing cash for | 2026-05-06 |
| Board authorizes $100 million share repurchase program Alkami Technology announced Q1 2026 financial results on April 29, 2026, along with an investor presentation. The 8-K filing itself does not disclose specific financial metrics, revenues, or | 2026-04-29 |
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Google PlayApp StoreData updated 2026-09-18.