$ALKT

Alkami Technology (ALKT) reported Q2 2026 ARR of $511.7 million (+21% YoY) and total revenue of $129.8 million (+15.9% YoY). Non-GAAP gross margin was 63.0% and adjusted EBITDA was $19.4 million. Q3 revenue guidance is $132.7 million to $134.2 million; full-year 2026 revenue guidance is $528 million to $531 million. Bank clients under contract: 54.

Jana Partners, an activist investor holding over 10% of Alkami Technology (ALKT), said in a letter quoted by Bloomberg that Alkami is not running a proper sale process. Jana claims potential buyers were blocked by limited engagement and unrealistic valuation expectations, and urged the full board to run a supervised, realistic process. Alkami shares are down about 23% YTD.

ALKAMI TECHNOLOGY, INC. (ALKT) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 exhibit991-earningsrelease.htm EX-99.1 Document Exhibit 99.1 Alkami Announces Second Quarter 2026 Financial Results PLANO, Texas, July 29, 2026 (PRNewswire) -- Alkami Technology, Inc. (Nasdaq: ALKT) (“Alkami” or “the Company”), a digital sales and service platform provi

Bloomberg reported June 29 that activist Jana Partners built an economic stake of over 10% in Alkami Technology (NASDAQ:ALKT) and urged the digital banking software provider to engage multiple parties about a potential sale. JPMorgan on June 22 cut its ALKT price target to $19 from $20 but kept an Overweight rating, citing resilient banking workflows and acquisition appeal.

Alkami Technology (NASDAQ:ALKT) said June 10 it integrated Yodlee’s financial data sharing into its platform via the Financial Data Exchange (FDX) API. The company expects better performance and fewer login disruptions for users of third-party apps, using consent-based, credential-free authentication. Alkami also said the change should reduce support inquiries and infrastructure strain.

Alkami announced a webinar discussing how financial institutions are transitioning from AI experimentation to practical implementation in business banking. The webinar, titled "Digital Maturity in Motion: What Business & Commercial Leaders Are Doing Differently in 2026," will cover AI-driven business banking, digital onboarding, fraud prevention, and data readiness. It will feature speakers from SRP Federal Credit Union, Tradition Capital Bank, and Digital Banking Report, highlighting how digitally mature institutions use data and AI for measurable execution.

Alkami (ALKT) reported strong Q1 2026 results with 29% revenue growth and $22.3 million in adjusted EBITDA, exceeding expectations. The company highlighted consistent Annual Recurring Revenue (ARR) expansion, robust adoption of its Digital Sales and Service Platform (DSSP), and a significant increase in long-term revenue commitments, alongside authorizing its first $100 million share buyback program. Management also discussed growth headwinds from declining termination fees and temporary margin pressures, while emphasizing the successful integration of its Mantle acquisition and active development of AI-powered platform capabilities.

Alkami Technology Inc. reported mixed Q1 2026 earnings, missing EPS forecasts significantly at -$0.09 against an expected $0.18, resulting in a 150% negative surprise. Despite this, revenue grew by a strong 29% year-over-year to $126.1 million, slightly exceeding expectations, with subscription revenue accounting for 96% of the total. The stock fell 5.53% in aftermarket trading due to profitability concerns, although the company projects continued revenue growth and improved EPS in upcoming quarters, driven by their Digital Sales & Service Platform and strategic AI investments.

Alkami announced the winners of its 2026 customer awards programs, the FIsionaries and "For the MANTL" Awards, at Alkami Co:lab 2026. These awards recognize financial institutions and leaders for their innovation in digital relationship banking across various categories like Transformational Culture, Data Strategy, User Experience, Digital Transformation, and Omnichannel Excellence. The announcement highlights Alkami's strategy of ecosystem expansion and customer adoption within the digital banking sector.

Alkami Technology, Inc. announced the winners of its 2026 FIsionaries™ Awards and the inaugural "For the MANTL" Awards at Alkami Co:lab 2026. These awards recognize financial institutions and leaders for their innovation in digital banking, strategic transformation, data execution, user experience, and for achieving outstanding success with the MANTL Origination & Onboarding Platform. The programs highlight efforts to redefine relationship banking and foster community growth through transformative technology and customer engagement.