Alkami Technology Inc (ALKT)

In the past six months, Alkami's share price declined by 41.76% to $23.08 as of December 23, 2025. Jana Partners reportedly pushed Alkami to explore a sale. Alkami announced a partnership with Spiral to enhance personalized savings and giving experiences. The stock saw a 3% increase after a week of broader software sector volatility. Alkami announced exceeding 500 Positive Pay customers. The company unveiled the breakout tracks for its Alkami Co:lab 2026 conference. Alkami launched its One-Click Software Development Kit (SDK) Manager. Alkami was categorized as a 2025 IDC FinTech Rankings Top 50 solution provider. Insider trading activity has shown more selling than buying, while analysts have a consensus rating of 'Moderate Buy' with an average price target of $36.00.

Demand for Alkami Technology's products and services does not appear to exhibit explicit seasonality, but rather a consistent and growing trend driven by the ongoing digital transformation in the banking sector. There is a continued strong tailwind for digital banking solutions across the US and increasing consumer demand for digital experiences. This sustained demand is evidenced by a significant increase in new contracts for Alkami's Data & Marketing Solutions, annual recurring revenue (ARR) growth of over 30% in Q3 2025, management's expectation to connect 350,000 more end users in Q4 2025 than in Q4 2024, and research indicating that digital is the primary gateway for banking primacy.

Alkami Technology, Inc. is a cloud-based digital banking solutions provider for financial institutions in the United States, operating within the Technology sector, specifically in the Computer Software and Internet Software industries. The company empowers financial institutions to enhance user engagement, accelerate revenue, and improve operational efficiency through its proprietary, cloud-based, and multi-tenant digital banking platform. Alkami's major products and solutions include a unified digital banking platform, digital account opening, marketing and data insights, card experience, money movement and payments, customer service and financial wellness, business banking, and security and fraud protection.

Alkami Technology, Inc. primarily serves community, regional, and super-regional credit unions and banks across the United States.

Alkami Technology has maintained a strong brand reputation, certified by J.D. Power for providing 'An Outstanding Mobile Banking Platform Experience' in both 2024 and 2025. Alkami was recognized with the 'Best New Community' award at the 2025 CMX Community Industry Awards. Alkami was named a 2025 IDC FinTech Rankings Top 50 solution provider. The company has also received positive attention for the growing adoption of its Data & Marketing Solutions. The milestone of exceeding 500 Positive Pay customers further bolstered its reputation in fraud prevention and commercial onboarding solutions. News about Jana Partners pushing Alkami to explore a sale could be perceived as a mixed signal.

Alkami Technology, Inc. has a significant portion of its shares held by institutional investors, ranging from approximately 53.32% to 90.78%, while insider ownership is reported between 5.52% and 79.47%. Major institutional owners include General Atlantic Llc, Vanguard Group Inc, and BlackRock, Inc. Key individual and insider owners include General Atlantic LLC, Brian R. Smith, Arg Private Equity II LLC, and George B. Kaiser.