Alkami Technology (ALKT) Stock Falls on Q1 2026 Earnings

Alkami Technology Inc. (ALKT) reported first-quarter 2026 results.

Total revenue of $126.1 million (up 28.93% year‑over‑year), slightly below the consensus estimate of $128.0 million.

Gross profit of $73.9 million (up 27.89% year‑over‑year).

Operating loss of $5.7 million (operating profit declined 62.94% year‑over‑year).

Net loss attributable to common shareholders narrowed to $10.0 million (improved 27.47% year‑over‑year); diluted earnings per share of -$0.09 (improved 12.5% year‑over‑year) versus an EPS estimate of $0.18.

Key cash‑flow and balance‑sheet points:

Cash from operating activities fell sharply to $16.6 million (large year‑over‑year decline).

Purchases of property, plant and equipment were $386,000 (down 20.41% year‑over‑year).

Cash and cash equivalents of $63.5 million (up 2.91% year‑over‑year).

Total liabilities stood at $485.2 million (down 3.57% year‑over‑year).

Cost of sales was $52.3 million (up 30.43% year‑over‑year).

Market reaction: shares of Alkami Technology (ALKT) were down 3.78% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Alkami Technology Inc. Insider Trading Activity

Alkami Technology Inc. insiders have traded $ALKT stock on the open market 16 times in the past 6 months. Of those trades, 9 have been purchases and 7 have been sales.

Here’s a breakdown of recent trading of $ALKT stock by insiders over the last 6 months:

ATLANTIC, L.P. GENERAL has made 4 purchases buying 3,346,015 shares for an estimated $59,729,147 and 0 sales.
ATLANTIC GENPAR (BERMUDA), L.P. GENERAL has made 4 purchases buying 3,346,015 shares for an estimated $59,729,147 and 0 sales.
ALEX SHOOTMAN (Chief Executive Officer) has made 0 purchases and 2 sales selling 53,806 shares for an estimated $1,121,458.
DOUGLAS A. LINEBARGER (Chief Legal Officer) has made 0 purchases and 2 sales selling 13,697 shares for an estimated $259,615.
CASSANDRA HUDSON (Chief Financial Officer) sold 6,869 shares for an estimated $116,086
JOSEPH P. PAYNE purchased 5,500 shares for an estimated $100,237
PRERNA SACHDEVA (Chief Accounting Officer) has made 0 purchases and 2 sales selling 2,453 shares for an estimated $45,243.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

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Alkami Technology Inc. Hedge Fund Activity

We have seen 106 institutional investors add shares of Alkami Technology Inc. stock to their portfolio, and 129 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL INTERNATIONAL INVESTORS removed 5,464,036 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $126,055,310
JANA PARTNERS MANAGEMENT, LP added 3,002,252 shares (+158.6%) to their portfolio in Q4 2025, for an estimated $69,261,953
IRENIC CAPITAL MANAGEMENT LP added 2,106,448 shares (+inf%) to their portfolio in Q4 2025, for an estimated $48,595,755
NORTH REEF CAPITAL MANAGEMENT LP added 1,972,396 shares (+1545.7%) to their portfolio in Q4 2025, for an estimated $45,503,175
CHICAGO CAPITAL, LLC removed 1,627,747 shares (-95.7%) from their portfolio in Q1 2026, for an estimated $25,506,795
WASATCH ADVISORS LP removed 1,413,011 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $22,141,882
ALLIANCEBERNSTEIN L.P. removed 1,266,579 shares (-34.4%) from their portfolio in Q4 2025, for an estimated $29,219,977

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

Alkami Technology Inc. Congressional Stock Trading

Members of Congress have traded $ALKT stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $ALKT stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 11/13.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.

Alkami Technology Inc. Price Targets

Multiple analysts have issued price targets for $ALKT recently. We have seen 6 analysts offer price targets for $ALKT in the last 6 months, with a median target of $24.0.

Here are some recent targets:

Mayank Tandon from Needham set a target price of $22.0 on 02/26/2026
Saket Kalia from Barclays set a target price of $21.0 on 02/26/2026
Aaron Kimson from Citizens set a target price of $28.0 on 02/26/2026
Ella Smith from JP Morgan set a target price of $22.0 on 02/18/2026
Adam Hotchkiss from Goldman Sachs set a target price of $26.0 on 11/03/2025