ALKT

ALKAMI TECHNOLOGY, INC.

Nasdaq · Services-Prepackaged Software · Inc. DE · CIK 0001529274
$16.56 -1.69% $1.8B
Insider Buying Cluster (2 insiders)High Impact Filing (7/10)
Vol
Market Cap$1.8B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (81%)
Inst. Holders6 funds
Inst. Value$304.6M
Inst. Activity2 buys / 0 sells
Insider Activity21B / 2S
Insider Net $$254.5M
SEC Reports7
Exchange Nasdaq·Sector Services-Prepackaged Software·Inc. DE·CIK 0001529274·Prev Close $16.84

Recent Activity

May 15, 2026 SEC
General Atlantic, a major 10% owner and director, purchased 1.975M shares of Alkami Technology for ~$32.9M in open-marke
CLUSTER — Impact 7/10
May 14, 2026 Insider
GENERAL ATLANTIC, L.P. bought 675,000 shares
Director @ $16.49 ($11.1M)
May 14, 2026 Insider
GENERAL ATLANTIC GENPAR (BERMUDA), L.P. bought 675,000 shares
Director @ $16.49 ($11.1M)
May 14, 2026 short_volume
Short Volume: ALKT — 57.1% short (0.6M / 1.0M)
Short: 574,040 | Exempt: 2,100 | TRF Vol: 1,006,066 | Short Ratio: 57.1% | Off-exchange volume (dark
May 13, 2026 Insider
GENERAL ATLANTIC, L.P. bought 550,000 shares
Director @ $16.63 ($9.1M)
May 7, 2026 SEC
General Atlantic entities purchased $17.66M of ALKT stock over two days at ~$16.92/share, the same day the company amend
CLUSTER — Impact 7/10
Apr 7, 2026 SEC
ALKAMI TECHNOLOGY, INC. filed its definitive proxy statement (DEFA14A) ahead of its 2026 Annual Meeting, disclosing the
DEFA14A — Impact 4/10
Inst.
MORGAN STANLEY — ADD
1,739,146 shares ($40.1M)

Price Targets

$21.67 +30.9% upside Strong Buy
Current $16.56 Low $18.00 Median $21.00 High $27.00 9 analysts
$18.00 $27.00

Analyst Ratings

Strong Buy81% buy · 16 analysts
4Strong Buy
9Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 30, 2026 Citizens MAINTAIN Market Outperform → Market Outperform
Feb 26, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
Feb 26, 2026 Citizens MAINTAIN Market Outperform → Market Outperform
Feb 26, 2026 Needham MAINTAIN Buy → Buy
Feb 18, 2026 JP Morgan MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.16 ▼ -12.0% $0.14 — $0.20 125% YoY 8
Next Q $0.22 ▲ +3.9% $0.20 — $0.26 70% YoY 8
Current FY $0.81 ▼ -0.5% $0.74 — $0.92 287% YoY 8
Next FY $1.14 ▲ +2.9% $1.02 — $1.27 41% YoY 7

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$194.1M
MORGAN STANLEY$40.1MADD
FMR LLC$29.1MTRIM
BANK OF AMERICA CORP$24.7MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$14.7MNEW

Recent Insider Trades

DateInsiderTypeValue
May 14, 2026GENERAL ATLANTIC,BUY$11.1M
May 14, 2026GENERAL ATLANTICBUY$11.1M
May 13, 2026GENERAL ATLANTIC,BUY$9.1M
May 13, 2026GENERAL ATLANTICBUY$9.1M
May 12, 2026GENERAL ATLANTIC,BUY$12.7M
6 institutional holders with $304.6M total value (13,201,153 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, FMR. Net buying activity: 2 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC8,414,419$194.1M63.7%
2MORGAN STANLEY1,739,146$40.1M13.2%ADD +43.5%
3FMR LLC1,260,597$29.1M9.5%TRIM -28.0%
4BANK OF AMERICA CORP /DE/1,071,293$24.7M8.1%ADD +65.1%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC635,827$14.7M4.8%NEW
6WELLS FARGO & COMPANY/MN79,871$1.8M0.6%TRIM -41.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD1,212,0141,739,146+43.5%$40.1M2025-Q4
BANK OF AMERICA CORP /DE/ADD648,8411,071,293+65.1%$24.7M2025-Q4
MORGAN STANLEYDOUBLED600,7951,212,014+101.7%$30.1M2025-Q3
WELLS FARGO & COMPANY/MNTRIM149,76587,534-41.6%$2.2M2025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT130,9000-100.0%$0.002025-Q3
FMR LLCTRIM1,459,3941,051,443-28.0%$31.7M2025-Q2
BANK OF AMERICA CORP /DE/ADD305,902573,794+87.6%$17.3M2025-Q2
WELLS FARGO & COMPANY/MNADD115,006149,765+30.2%$4.5M2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM403,000130,900-67.5%$3.9M2025-Q2
TWO SIGMA INVESTMENTS, LPEXIT54,2180-100.0%$0.002025-Q2
UBS Group AGDOUBLED186,8152,525,719+1252.0%$66.3M2025-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED99,900403,000+303.4%$10.6M2025-Q1
WELLS FARGO & COMPANY/MNDOUBLED30,805115,006+273.3%$3.0M2025-Q1
CITADEL ADVISORS LLCNEAR_EXIT655,79689,325-86.4%$2.3M2025-Q1
TWO SIGMA INVESTMENTS, LPNEW54,218$1.4M2025-Q1
NORGES BANKEXIT79,6000-100.0%$0.002025-Q1
CITADEL ADVISORS LLCDOUBLED84,900655,796+672.4%$24.1M2024-Q4
UBS Group AGDOUBLED36,994186,815+405.0%$6.9M2024-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED41,74399,900+139.3%$3.7M2024-Q4
NORGES BANKNEW79,600$2.9M2024-Q4
WELLS FARGO & COMPANY/MNADD17,97830,805+71.3%$1.1M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW534,375$16.9M2024-Q3
8 unique insiders with 23 transactions. Net insider value: $254.5M ($254.7M bought, $273.7K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 14, 2026GENERAL ATLANTIC, L.P.DirectorBUY675,000$16.49$11.1M
May 14, 2026GENERAL ATLANTIC GENPAR (BERMUDA), L.P.DirectorBUY675,000$16.49$11.1M
May 13, 2026GENERAL ATLANTIC, L.P.DirectorBUY550,000$16.63$9.1M
May 13, 2026GENERAL ATLANTIC GENPAR (BERMUDA), L.P.DirectorBUY550,000$16.63$9.1M
May 12, 2026GENERAL ATLANTIC, L.P.DirectorBUY750,000$16.87$12.7M
May 12, 2026GENERAL ATLANTIC GENPAR (BERMUDA), L.P.DirectorBUY750,000$16.87$12.7M
May 6, 2026GENERAL ATLANTIC GENPAR (BERMUDA), L.P.DirectorBUY844,772$16.63$14.0M
May 6, 2026GENERAL ATLANTIC, L.P.DirectorBUY844,772$16.63$14.0M
May 5, 2026GENERAL ATLANTIC GENPAR (BERMUDA), L.P.DirectorBUY700,000$16.84$11.8M
May 5, 2026GENERAL ATLANTIC, L.P.DirectorBUY700,000$16.84$11.8M
May 4, 2026GENERAL ATLANTIC GENPAR (BERMUDA), L.P.DirectorBUY521,771$16.92$8.8M
May 4, 2026GENERAL ATLANTIC, L.P.DirectorBUY521,771$16.92$8.8M
Apr 5, 2026Alvarez Maria InesDirectorA674$0.00$0.00
Apr 5, 2026SMITH BRIAN RDirectorA1,160$0.00$0.00
Apr 5, 2026Mitchell Steven RDirectorA524$0.00$0.00
Mar 12, 2026GENERAL ATLANTIC, L.P.DirectorBUY500,000$18.33$9.2M
Mar 12, 2026GENERAL ATLANTIC GENPAR (BERMUDA), L.P.DirectorBUY500,000$18.33$9.2M
Mar 11, 2026GENERAL ATLANTIC GENPAR (BERMUDA), L.P.DirectorBUY900,000$18.41$16.6M
Mar 11, 2026GENERAL ATLANTIC, L.P.DirectorBUY900,000$18.41$16.6M
Mar 11, 2026Payne Joseph P.DirectorBUY5,500$18.23$100.2K
Mar 10, 2026GENERAL ATLANTIC GENPAR (BERMUDA), L.P.DirectorBUY1,103,749$17.56$19.4M
Mar 10, 2026GENERAL ATLANTIC, L.P.DirectorBUY1,103,749$17.56$19.4M
Mar 9, 2026Shootman AlexChief Executive OfficerSELL10,876$16.59$180.4K
Mar 9, 2026GENERAL ATLANTIC GENPAR (BERMUDA), L.P.DirectorBUY842,266$17.35$14.6M
Mar 9, 2026GENERAL ATLANTIC, L.P.DirectorBUY842,266$17.35$14.6M
Mar 4, 2026Linebarger Douglas A.Chief Legal OfficerA66,506$0.00$0.00
Mar 4, 2026Shootman AlexChief Executive OfficerA211,609$0.00$0.00
Mar 2, 2026Linebarger Douglas A.Chief Legal OfficerSELL5,518$16.90$93.3K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (81% buy). Based on 16 analysts: 4 strong buy, 9 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$21.67 mean target +30.9% upside Strong Buy (1.70)
$18.00 Low $27.00 High
MetricValue
Current Price$16.56
Target Low$18.00
Target Mean$21.67
Target Median$21.00
Target High$27.00
# Analysts9
RecommendationStrong Buy (1.70)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.16 $0.14 $0.20 124.8% -12.0% 0↑ 7↓ $0.1B 14.8% 8
Next Q
2026-09-30
$0.22 $0.20 $0.26 69.9% +3.9% 5↑ 2↓ $0.1B 18.6% 8
Current FY
2026-12-31
$0.81 $0.74 $0.92 286.8% -0.5% 0↑ 7↓ $0.5B 19.4% 8
Next FY
2027-12-31
$1.14 $1.02 $1.27 40.5% +2.9% 4↑ 1↓ $0.6B 17.2% 7

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.157
7d ago$0.179-0.022
30d ago$0.179-0.022
60d ago$0.179-0.022
90d ago$0.202-0.045
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 30, 2026 Citizens MAINTAIN Market Outperform Market Outperform
Feb 26, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Feb 26, 2026 Citizens MAINTAIN Market Outperform Market Outperform
Feb 26, 2026 Needham MAINTAIN Buy Buy
Feb 18, 2026 JP Morgan MAINTAIN Overweight Overweight
Jan 29, 2026 Citizens REITERATE Market Outperform Market Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20264930081%
Apr 1, 20264930081%
Mar 1, 20264930081%
Feb 1, 20264930081%
Jan 1, 20264930081%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 14, 2026
short_volume
Short Volume: ALKT — 57.1% short (0.6M / 1.0M)
Short: 574,040 | Exempt: 2,100 | TRF Vol: 1,006,066 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: ALKT — 61.1% short (0.5M / 0.8M)
Short: 482,492 | Exempt: 500 | TRF Vol: 789,993 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: ALKT — 57.1% short (0.3M / 0.5M)
Short: 313,324 | Exempt: 0 | TRF Vol: 549,017 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: ALKT — 63.1% short (0.6M / 0.9M)
Short: 571,131 | Exempt: 18,300 | TRF Vol: 904,465 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: ALKT — 65.8% short (0.5M / 0.7M)
Short: 468,524 | Exempt: 8,393 | TRF Vol: 712,036 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: ALKT — 61.5% short (0.9M / 1.5M)
Short: 915,614 | Exempt: 0 | TRF Vol: 1,489,795 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
earnings_calendar
ALKT Q1 2026 Earnings After Market Close — 2026-04-29
Mar 31, 2026
short_volume
Short Volume: ALKT — 59.0% short (0.3M / 0.5M)
Short: 298,346 | Exempt: 520 | TRF Vol: 505,444 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Mar 26, 2026
short_interest
FTD: ALKT — 214,942 shares ($3.4M) failed to deliver
Settlement: 20260326, Price: $15.87, FTD Value: $3,411,129.54, ALKAMI TECHNOLOGY INC COM
Mar 25, 2026
short_volume
Short Volume: ALKT — 72.7% short (0.5M / 0.7M)
Short: 479,231 | Exempt: 0 | TRF Vol: 659,590 | Short Ratio: 72.7% | Off-exchange volume (dark pool + OTC)
Mar 24, 2026
short_volume
Short Volume: ALKT — 68.3% short (0.5M / 0.7M)
Short: 461,448 | Exempt: 0 | TRF Vol: 675,319 | Short Ratio: 68.3% | Off-exchange volume (dark pool + OTC)
Mar 12, 2026
short_interest
FTD: ALKT — 168,717 shares ($3.1M) failed to deliver
Settlement: 20260312, Price: $18.57, FTD Value: $3,133,074.69, ALKAMI TECHNOLOGY INC COM
Mar 9, 2026
short_interest
FTD: ALKT — 120,425 shares ($2.1M) failed to deliver
Settlement: 20260309, Price: $17.06, FTD Value: $2,054,450.5, ALKAMI TECHNOLOGY INC COM
Mar 3, 2026
short_interest
FTD: ALKT — 124,218 shares ($2.1M) failed to deliver
Settlement: 20260303, Price: $17.09, FTD Value: $2,122,885.62, ALKAMI TECHNOLOGY INC COM
Feb 25, 2026
earnings_calendar
ALKT Q4 2025 Earnings After Market Close — 2026-02-25