ALKTAlkami Technology, Inc.
Alkami Technology, Inc. (ALKT) sells digital sales and service platforms for financial institutions, focusing on retail and business banking. The next catalyst is Oct 29, 2026 — Q3 2026 Earnings Release, which will test the company’s ability to meet aggressive revenue growth and profitability targets amid a competitive landscape.
- Revenue grew 32.9% YoY to $452.69M, but net income remains negative at -$45.11M.
- Free cash flow (TTM) stands at $30.05M, with a net margin of -10.0%.
- Shareholders’ equity is $362.05M, and debt-to-equity is 0.00x.
The Read
Alkami's stock has historically declined sharply when it failed to meet aggressive revenue growth and profitability timelines despite partnerships, rallied modestly on buyback announcements overshadowing mixed earnings, and traded flat when results met estimates without surprises.
The schedule
- Fri2Oct
llinois Bankers Annual Conference
- Thu5Nov
This earnings release will test the company's ability to maintain margins amid macroeconomic pressures and cost pass-through lags. The outcome will also reflect the impact of the Fed Funds Rate environment and the 10Y-2Y Treasury Spread on its financial performance.
- Thu14Jan
This event will test the company's capital allocation strategy and forward guidance, which could influence investor sentiment and the company's ability to maintain its growth trajectory.
- Tue9Feb
This earnings release will test the company's ability to maintain its financial performance amid macroeconomic headwinds and the impact of the Fed Funds Rate environment.
- Thu29Apr
This earnings release will test the company's ability to maintain its financial performance amid macroeconomic headwinds and the impact of the Fed Funds Rate environment.
- Tue18May
This event will test the company's ability to communicate its strategy and growth prospects to investors, which could influence its stock price and market sentiment.
- Thu5Aug
This earnings release will test the company's ability to maintain its financial performance amid macroeconomic headwinds and the impact of the Fed Funds Rate environment.
Past
- Tue15Sep
Actual outcome: Bull · $18.50 at outcome
ALKT's stock moved higher following the Regional Bank IT Spending Assessment, as the news indicated strong IT spending growth across regional banks, which positively impacted the company's prospects. The event highlighted increased demand for ALKT's solutions, aligning with the company's strategic focus and driving investor confidence.
Mid-quarter channel check on regional bank and credit union IT budget allocations under President Trump's economic policies and current Fed dynamics.
- Thu6Aug
Actual outcome: Bull · $20.21 at outcome
Alkami reported Q2 earnings in line with estimates, missing the EPS forecast by a negligible margin. However, the company raised its full-year outlook, signaling stabilization in demand and progress toward its five-year financial goals. Strategic partnerships and a sale process announcement also contributed to the positive sentiment, driving the stock toward the bull target.
Scheduled Q2 2026 earnings release evaluating mid-year application software growth against an overbought RSI of 70.8.
- Thu30Apr
Actual outcome: Bull · $16.61 at outcome
Alkami reported Q1 earnings that missed some headline estimates, but simultaneously announced a new $100 million share repurchase program alongside its financial results. The stock rallied 5.3% following the release, as the substantial buyback authorization signaled strong management confidence and overshadowed the mixed bottom-line performance, driving positive investor sentiment.
- Thu26Feb
Actual outcome: Bear · $16.49 at outcome
Alkami met EPS estimates but failed to deliver the aggressive revenue growth or clear Adjusted EBITDA profitability timeline required to sustain its valuation, leaving the stock significantly below the $19.00 bear floor. While institutional buying and new partnerships with Nacha and MeridianLink provided a modest post-event bounce, the results were insufficient to reverse a broader downward trend or meet the 30% growth expectations set by investors.
