What Will Happen To This Stock On The Earnings-ALKT

Acrobull UK Advisory Services Ltd.

July 28			2025
Name	Ticker	Sector/Industry		Market Cap	Risk Factor
Alkami Technologies Inc.	ALKT-NASDAQ	Technology		$2.808 Billion	Medium

Alkami Technology, Inc., headquartered in Plano, Texas, was founded in 2009 and offers cloud-based digital banking solutions across the United States. Its core product, the Alkami Digital Banking Platform, enables financial institutions—including community, regional, and super-regional banks and credit unions.

Recent Highlights

Alkami Technology, Inc. has provided guidance for the second quarter of 2025, projecting GAAP total revenue to range between $109.0 million and $110.5 million. This anticipated revenue represents a robust year-over-year growth of approximately 33% to 35%, underscoring the company's continued momentum and market expansion.

Additionally, the company expects adjusted EBITDA for the quarter to be in the range of $9.0 million to $10.0 million. This estimate factors in the full-quarter financial impact of the recently acquired MANTL platform, which is expected to contribute a net loss during the integration period.

First Quarter 2025 Highlights

The company reported GAAP total revenue of $97.8 million, representing a 28.5% increase compared to the same quarter in the previous year, reflecting strong year-over-year growth.

The GAAP gross margin for the quarter was 59.0%, which marks an improvement over the 57.8% gross margin recorded during the year-ago period, indicating enhanced operational efficiency.

On a non-GAAP basis, the company achieved a gross margin of 64.3%, up from 61.7% in the prior-year quarter, suggesting continued progress in cost management and profitability.

The GAAP net loss narrowed to $(7.8) million, showing an improvement from a net loss of $(11.4) million in the same quarter last year, as the company moves closer to breakeven.

The company also delivered a significant improvement in adjusted EBITDA, which increased to $12.1 million from $3.8 million in the year-ago quarter, highlighting stronger overall financial performance and operational leverage.

CEO Statement- Alex Shootman, Chief Executive Officer, commented, “We delivered another exceptional quarter in Q1, marked by robust revenue growth of 28.5% and strong profitability, highlighted by an Adjusted EBITDA of $12.1 million. We ended the quarter with 20.5 million users on the Alkami platform—an increase of 2.3 million from the same period last year. Our momentum continues as we lead the industry in gaining market share.

Risk Involved- Financial performance of the company may have an impact on the company stock performance.

Considering all the factors and financials of the company Acrobull UK maintains Buy Rating for the stock.

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We also recommend that investors seek guidance from a qualified financial advisor, broker, or legal professional before proceeding. While our research is fact-based and our recommendations are aligned with that analysis, it is important to note that Acrobull UK does not guarantee any specific returns.

Acrobull UK Recommendation Based on Evaluation

Current Market Price	$27.39 USD
Acrobull Recommendation	Buy
Target Price	$31.49 USD
RSI Level	14 Day RSI 43
Total Shares Outstanding	102.03 Million
Shares held by Insiders Shares held by Institutions Risk Factor Stop Loss	25.08% 79.13% Medium 5%