Barclays Lowers Alkami Technology (NASDAQ:ALKT) Price Target to $21.00

Alkami Technology (NASDAQ:ALKT) had its target price lowered by research analysts at Barclays from $25.00 to $21.00 in a report released on Thursday,Benzinga reports. The firm currently has an “equal weight” rating on the stock. Barclays‘s price objective points to a potential upside of 43.00% from the stock’s current price.

A number of other research analysts have also recently commented on ALKT. Citizens Jmp lowered their price target on Alkami Technology from $40.00 to $28.00 and set a “market outperform” rating on the stock in a report on Thursday. Weiss Ratings reissued a “sell (d-)” rating on shares of Alkami Technology in a report on Wednesday, January 21st. The Goldman Sachs Group reduced their price target on shares of Alkami Technology from $29.00 to $26.00 and set a “neutral” rating on the stock in a report on Friday, October 31st. Zacks Research cut shares of Alkami Technology from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 4th. Finally, Needham & Company LLC cut their price objective on Alkami Technology from $32.00 to $22.00 and set a “buy” rating for the company in a research report on Thursday. Five research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $28.57.

Alkami Technology Stock Down 10.3%

ALKT stock traded down $1.69 during trading on Thursday, hitting $14.69. 1,686,586 shares of the stock traded hands, compared to its average volume of 1,882,182. The stock has a market cap of $1.54 billion, a price-to-earnings ratio of -34.21 and a beta of 0.53. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.17 and a quick ratio of 2.17. Alkami Technology has a 1 year low of $14.11 and a 1 year high of $31.66. The firm’s 50 day moving average is $20.17 and its two-hundred day moving average is $22.00.

Alkami Technology (NASDAQ:ALKT) last released its quarterly earnings results on Wednesday, February 25th. The company reported ($0.11) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.15 by ($0.26). The firm had revenue of $120.79 million during the quarter, compared to analysts’ expectations of $120.14 million. Alkami Technology had a negative return on equity of 5.73% and a negative net margin of 10.63%.The business’s quarterly revenue was up 34.7% on a year-over-year basis. During the same quarter last year, the business earned ($0.08) earnings per share. On average, sell-side analysts anticipate that Alkami Technology will post -0.34 EPS for the current year.

Insider Transactions at Alkami Technology

In other Alkami Technology news, insider Douglas A. Linebarger sold 8,179 shares of the company’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $20.34, for a total value of $166,360.86. Following the transaction, the insider owned 221,751 shares of the company’s stock, valued at $4,510,415.34. This represents a 3.56% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. 18.10% of the stock is currently owned by insiders.

Institutional Trading of Alkami Technology

A number of large investors have recently made changes to their positions in ALKT. CWM LLC grew its holdings in shares of Alkami Technology by 176.2% in the second quarter. CWM LLC now owns 942 shares of the company’s stock worth $28,000 after purchasing an additional 601 shares during the last quarter. First Horizon Corp purchased a new stake in Alkami Technology in the 3rd quarter valued at about $30,000. Smartleaf Asset Management LLC grew its stake in Alkami Technology by 91.7% in the 4th quarter. Smartleaf Asset Management LLC now owns 1,447 shares of the company’s stock worth $34,000 after acquiring an additional 692 shares in the last quarter. EverSource Wealth Advisors LLC increased its position in shares of Alkami Technology by 398.3% during the second quarter. EverSource Wealth Advisors LLC now owns 1,146 shares of the company’s stock worth $35,000 after acquiring an additional 916 shares during the period. Finally, Global Retirement Partners LLC bought a new stake in shares of Alkami Technology during the fourth quarter valued at approximately $37,000. 54.97% of the stock is owned by hedge funds and other institutional investors.

Alkami Technology News Roundup

Here are the key news stories impacting Alkami Technology this week:

• Positive Sentiment: Top‑line and profitability improvement: Q4 revenue rose 34.7% year‑over‑year to $120.8M; adjusted EBITDA doubled to $19.1M and non‑GAAP gross margin held ~63.4%, signaling healthy SaaS growth and improving operating leverage. Alkami Announces Fourth Quarter 2025 Financial Results
• Neutral Sentiment: Analyst price‑target change: Citizens Jmp lowered its ALKT target from $40 to $28 but kept a “market outperform” rating — still implying upside versus current levels, though the cut removes some prior optimism. Benzinga
• Neutral Sentiment: Earnings call transcript available for detail on management commentary and cadence (useful for evaluating subscription growth, churn, and sales cadence). Earnings Call Transcript
• Neutral Sentiment: Short‑interest posts in reporting services show inconsistent/zero values for late Feb (likely data noise rather than a meaningful build of shorts). No clear signal from short‑interest data.
• Negative Sentiment: EPS miss: ALKT reported a GAAP loss of ($0.11) vs. consensus +$0.15 — a material miss that likely triggered downside pressure despite the revenue beat. Earnings Report
• Negative Sentiment: Weaker forward revenue guide: FY‑2026 revenue guidance was revised to $525.5M–$530.5M vs. consensus ~$544.7M; Q1 2026 revenue guide of $124.7M–$125.7M also trailed estimates — the guidance shortfall is a primary driver of the stock decline. Press Release (guidance)

Alkami Technology Company Profile

Alkami Technology, Inc is a provider of cloud-based digital banking and engagement solutions tailored for banks and credit unions. The company’s platform offers a comprehensive suite of online and mobile banking features, including bill payment, peer-to-peer transfers, card management, streamlined account opening and real-time alerts, all designed to enhance the end-user experience and drive customer loyalty.

Built on a multi-tenant, software-as-a-service (SaaS) architecture hosted in the cloud, Alkami’s platform leverages modern APIs and a partner ecosystem to integrate third-party fintech applications and services.