Barclays Cuts Alkami Technology (NASDAQ:ALKT) Price Target to $21.00

Alkami Technology (NASDAQ:ALKT) had its target price lowered by Barclays from $25.00 to $21.00 in a report issued on Thursday morning,Benzinga reports. The brokerage currently has an equal weight rating on the stock.

Other equities analysts have also issued reports about the company. Citizens Jmp lowered their price target on Alkami Technology from $40.00 to $28.00 and set a “market outperform” rating on the stock in a research note on Thursday. The Goldman Sachs Group reduced their price objective on Alkami Technology from $29.00 to $26.00 and set a “neutral” rating for the company in a research report on Friday, October 31st. Needham & Company LLC lowered their price objective on Alkami Technology from $32.00 to $22.00 and set a “buy” rating on the stock in a research report on Thursday. Zacks Research lowered Alkami Technology from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 4th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Alkami Technology in a research report on Wednesday, January 21st. Five equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $28.57.

Alkami Technology Stock Performance

NASDAQ:ALKT opened at $16.55 on Thursday. The firm’s 50-day moving average is $19.91 and its 200-day moving average is $21.93. Alkami Technology has a 52-week low of $14.11 and a 52-week high of $31.66. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.17 and a current ratio of 2.17. 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 Buying and Selling at Alkami Technology

In other news, insider Douglas A. Linebarger sold 8,179 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $20.34, for a total value of $166,360.86. Following the completion of the transaction, the insider directly owned 221,751 shares of the company’s stock, valued at approximately $4,510,415.34. This represents a 3.56% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Corporate insiders own 18.10% of the company’s stock.

Institutional Trading of Alkami Technology

Large investors have recently bought and sold shares of the stock. General Atlantic L.P. boosted its stake in shares of Alkami Technology by 24.3% in the 3rd quarter. General Atlantic L.P. now owns 11,991,480 shares of the company’s stock valued at $297,868,000 after purchasing an additional 2,346,162 shares in the last quarter. Irenic Capital Management LP bought a new position in Alkami Technology during the 4th quarter valued at about $48,596,000. North Reef Capital Management LP boosted its position in Alkami Technology by 1,545.7% in the fourth quarter. North Reef Capital Management LP now owns 2,100,000 shares of the company’s stock valued at $48,447,000 after buying an additional 1,972,396 shares in the last quarter. Westfield Capital Management Co. LP boosted its position in Alkami Technology by 160.0% in the third quarter. Westfield Capital Management Co. LP now owns 3,095,058 shares of the company’s stock valued at $76,881,000 after buying an additional 1,904,474 shares in the last quarter. Finally, JANA Partners Management LP bought a new stake in Alkami Technology during the third quarter worth about $47,008,000. 54.97% of the stock is currently owned by institutional investors.

Alkami Technology News Roundup

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.