Added to YB: 2026-07-30
Pitch date: 2026-07-27
ALKT [neutral]
Alkami Technology, Inc.
+2.49%
current return
Author Info
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Company Info
Alkami Technology, Inc. provides a cloud-based digital sales and service platform for financial institutions in the United States.
Market Cap
$1.9B
Pitch Price
$17.89
Price Target
N/A
Dividend
N/A
EV/EBITDA
-84.15
P/E
-38.27
EV/Sales
4.71
Sector
Software
Category
special_situation
$ALKT: the sale process already ran once — JANA wants a rerun
ALKT (overview): Cloud digital banking SaaS to community banks/CUs. ARR $493.6M (+22%), rev +29%, adj EBITDA $22.3M. Stock -42% YoY at $16.79, ~$1.8B cap, EV ~4.2x ARR/21x EBITDA. JANA (6.3%, >10% w/swaps) pushing board to rerun stalled Jan sale process. Q2 prints 7/29. Risk: process already failed, $100M buyback signals staying public, AI bundling threat, 8.25% short.
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