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    What Alkami Technology (ALKT)'s Activist Pressure and Award-Winning Platform Adoption Means For Shareholders

    Simply Wall St·12/11/2025 20:23:12
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    • In recent days, activist investor Jana Partners urged Alkami Technology to explore a potential sale or other strategic alternatives, while Alkami’s MANTL solution team announced that Financial Plus Credit Union won the Future Branches Innovator Award for “Most Effective Technology Implementation” after revamping its account opening process with MANTL’s omnichannel platform.
    • Together, the activist pressure and MANTL’s award-winning implementation highlight both external interest in unlocking value at Alkami and tangible proof that its digital banking technology is improving client efficiency and member experience.
    • We’ll now examine how Jana Partners’ call for Alkami to explore a potential sale could influence the company’s existing investment narrative.

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    Alkami Technology Investment Narrative Recap

    To own Alkami, you need to believe that digital transformation among banks and credit unions will keep driving demand for its cloud-based, omnichannel banking and onboarding tools. Jana Partners’ call to explore a sale could influence sentiment in the short term, but it does not change the core near-term catalyst: winning and expanding client relationships. The biggest risk remains that competitive and pricing pressure in digital banking software could weigh on Alkami’s ability to scale profitably.

    Against that backdrop, MANTL’s Future Branches Innovator Award with Financial Plus Credit Union is directly relevant. It gives recent, real-world evidence that Alkami’s onboarding technology can streamline workflows and improve member experience, reinforcing the thesis that deeper product adoption at banks and credit unions can support contract expansion and recurring revenue growth, even as investors debate the impact of activist pressure on the company’s path forward.

    Yet while the technology wins awards, investors should also be aware that growing commoditization in digital banking could...

    Read the full narrative on Alkami Technology (it's free!)

    Alkami Technology's narrative projects $743.3 million revenue and $62.2 million earnings by 2028. This requires 24.5% yearly revenue growth and a $100.7 million earnings increase from $-38.5 million today.

    Uncover how Alkami Technology's forecasts yield a $32.56 fair value, a 47% upside to its current price.

    Exploring Other Perspectives

    ALKT 1-Year Stock Price Chart
    ALKT 1-Year Stock Price Chart

    Eleven fair value estimates from the Simply Wall St Community span roughly US$16 to US$122 per share, showing just how far apart individual views can be. Before you pick a side, remember that Alkami’s heavy exposure to regional and community institutions ties its performance to a sector that could face consolidation and regulatory shifts for years to come.

    Explore 11 other fair value estimates on Alkami Technology - why the stock might be worth 25% less than the current price!

    Build Your Own Alkami Technology Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.