Barclays Issues Pessimistic Forecast for Alkami Technology (NASDAQ:ALKT) Stock Price

Alkami Technology (NASDAQ:ALKT) had its price objective dropped by research analysts at Barclays from $25.00 to $21.00 in a report issued on Thursday,Benzinga reports. The brokerage currently has an “equal weight” rating on the stock. Barclays‘s price target suggests a potential upside of 26.89% from the stock’s previous close.

Other analysts have also issued reports about the company. Weiss Ratings reissued a “sell (d-)” rating on shares of Alkami Technology in a report on Wednesday, January 21st. The Goldman Sachs Group cut their target price on Alkami Technology from $29.00 to $26.00 and set a “neutral” rating on the stock in a research note on Friday, October 31st. Citizens Jmp cut their price objective on Alkami Technology from $40.00 to $28.00 and set a “market outperform” rating on the stock in a research report on Thursday. JPMorgan Chase & Co. cut their price target on shares of Alkami Technology from $38.00 to $22.00 and set an “overweight” rating on the stock in a report on Wednesday, February 18th. Finally, Needham & Company LLC dropped their target price on shares of Alkami Technology from $32.00 to $22.00 and set a “buy” rating on the stock in a research note on Thursday. Five research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $28.57.

Alkami Technology Trading Up 5.9%

NASDAQ ALKT opened at $16.55 on Thursday. Alkami Technology has a 52 week low of $14.11 and a 52 week high of $31.66. The business has a 50 day moving average price of $19.91 and a 200-day moving average price of $21.93. The company has a quick ratio of 2.17, a current ratio of 2.17 and a debt-to-equity ratio of 1.08. The company has a market cap of $1.74 billion, a price-to-earnings ratio of -35.98 and a beta of 0.53.

Insider Activity

In other news, insider Douglas A. Linebarger sold 8,179 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $20.34, for a total value of $166,360.86. Following the sale, the insider owned 221,751 shares of the company’s stock, valued at $4,510,415.34. The trade was a 3.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 18.10% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Alkami Technology

Hedge funds and other institutional investors have recently bought and sold shares of the business. General Atlantic L.P. lifted its position in shares of Alkami Technology by 24.3% during the third quarter. General Atlantic L.P. now owns 11,991,480 shares of the company’s stock worth $297,868,000 after acquiring an additional 2,346,162 shares in the last quarter. Vanguard Group Inc. lifted its holdings in Alkami Technology by 5.7% during the 4th quarter. Vanguard Group Inc. now owns 8,414,419 shares of the company’s stock worth $194,121,000 after purchasing an additional 456,275 shares in the last quarter. Westfield Capital Management Co. LP boosted its stake in Alkami Technology by 33.1% in the 4th quarter. Westfield Capital Management Co. LP now owns 4,118,355 shares of the company’s stock worth $95,010,000 after purchasing an additional 1,023,297 shares during the period. ArrowMark Colorado Holdings LLC grew its holdings in Alkami Technology by 56.3% during the 3rd quarter. ArrowMark Colorado Holdings LLC now owns 3,872,873 shares of the company’s stock valued at $96,202,000 after buying an additional 1,394,617 shares in the last quarter. Finally, Alliancebernstein L.P. increased its position in shares of Alkami Technology by 13.3% during the third quarter. Alliancebernstein L.P. now owns 3,679,746 shares of the company’s stock valued at $91,405,000 after buying an additional 430,632 shares during the period. Institutional investors own 54.97% of the company’s stock.

Key Alkami Technology News

Here are the key news stories impacting Alkami Technology this week:

• Positive Sentiment: Q4 highlights showed continued revenue momentum and the company described record revenue growth in the quarter — supporting the growth story underpinning ALKT’s long-term thesis. Alkami Technology Inc (ALKT) Q4 2025 Earnings Call Highlights
• Positive Sentiment: One firm (Citizens JMP) continues to assign a bullish “market outperform” rating and set a $28 price target (still implying material upside from current levels), which can support speculative buying interest. Benzinga
• Neutral Sentiment: Full Q4 earnings call transcript and the investor presentation are available for detailed review — useful for investors who want to parse customer metrics, churn, and product adoption trends before taking a position. Q4 2025 Earnings Call Transcript Q4 Results Presentation
• Neutral Sentiment: Recent short-interest reports appear inconsistent/zeroed in public feeds and do not provide a clear signal about positioning or a potential squeeze; treat those data points cautiously.
• Negative Sentiment: Management trimmed FY‑2026 and Q1 revenue guidance below consensus (FY $525.5M–$530.5M vs. $544.7M consensus; Q1 $124.7M–$125.7M vs. $127.2M consensus), which is the primary near-term negative catalyst and explains much of the selloff pressure.
• Negative Sentiment: Barclays cut its price target to $21 and moved to an “equal weight” rating, signaling reduced conviction from a major broker — a headwind for investor confidence. Benzinga
• Negative Sentiment: Coverage pieces and posts (e.g., AAII) note the stock’s sharp intraday move and attribute that drop largely to the weaker-than-expected guidance and analyst actions, reinforcing negative sentiment among retail investors. Why ALKT Stock Is Down

About Alkami Technology

Alkami Technology, Inc is a provider of cloud-based digital banking and engagement solutions tailored for banks and credit unions. The company’s platform offers a comprehensive suite of online and mobile banking features, including bill payment, peer-to-peer transfers, card management, streamlined account opening and real-time alerts, all designed to enhance the end-user experience and drive customer loyalty.

Built on a multi-tenant, software-as-a-service (SaaS) architecture hosted in the cloud, Alkami’s platform leverages modern APIs and a partner ecosystem to integrate third-party fintech applications and services.