The strong results and guidance suggest Alkami is successfully integrating MANTL and gaining market share. Traders should monitor the company's ability to maintain this growth trajectory and margin expansion in 2026, particularly as it expands into the bank market.
Price Chart
Executive Summary
Alkami Technology reported strong Q4 2025 financial results with 34.7% YoY revenue growth and a 150% increase in Adjusted EBITDA. The company also provided bullish 2026 guidance, projecting revenue growth of 18-19% and Adjusted EBITDA growth of 57-64%, driven by momentum from its MANTL acquisition and platform expansion.
Key Financial Metrics
Key Facts
- Q4 2025 revenue of $120.8 million, up 34.7% YoY
- Full year 2025 revenue of $443.6 million, up 32.9% YoY
- Adjusted EBITDA of $59.1 million in 2025, more than double 2024's $26.9 million
- 2026 revenue guidance of $525.5-$530.5 million (18-19% growth)
- 2026 Adjusted EBITDA guidance of $93.5-$97.5 million (57-64% growth)
- ARR grew 35% to $480.3 million, with RPO reaching $1.7 billion
Financial Impact
Revenue growth of 32.9% and Adjusted EBITDA more than doubling, with 2026 guidance projecting continued strong growth
Risk Factors
- Increased sales and marketing spend could pressure margins
- Integration risks from the MANTL acquisition
- Competition in the digital banking platform space
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001529274-26-000005 |
| Document: alk-20260225.htm | 0001529274-26-000005 |
| Document: investorpresentationq425.htm | 0001529274-26-000005 |
| Document: 0001529274-26-000005-index-headers.html | 0001529274-26-000005 |
| Document: 0001529274-26-000005-index.html | 0001529274-26-000005 |
| Document: 0001529274-26-000005.txt | 0001529274-26-000005 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 9d ago | SC 13D/A | $14.01 | awaiting T+60 | — | $15.71 (+12.13%) |
Oct 7, 2026 19d ago | 8-K | $14.15 | awaiting T+60 | — | $15.71 (+11.02%) |
Jul 14, 2026 14w ago | Press Release | $17.06 $14.15 | ▼ −17.06% | ▼ −20.43% | $15.71 (−7.91%) |
Jun 11, 2026 19w ago | Institutional Cluster | $15.19 $19.38 | ▲ +27.58% | ▲ +24.32% | $15.71 (+3.42%) |
May 21, 2026 22w ago | 3 | $16.80 $20.14 | ▲ +19.88% | ▲ +16.69% | $15.71 (−6.49%) |
May 21, 2026 22w ago | 3 | $16.80 $20.14 | ▲ +19.88% | ▲ +16.69% | $15.71 (−6.49%) |
May 14, 2026 23w ago | Insider Cluster | $16.61 $19.83 | ▲ +19.39% | ▲ +14.87% | $15.71 (−5.42%) |
May 6, 2026 24w ago | Insider Cluster | $16.75 $18.17 | ▲ +8.48% | ▲ +6.42% | $15.71 (−6.21%) |
May 4, 2026 25w ago | Insider Cluster | $17.17 $18.33 | ▲ +6.76% | ▲ +4.90% | $15.71 (−8.50%) |
Apr 7, 2026 28w ago | DEFA14A | $16.47 $19.02 | ▲ +15.48% | ▲ +5.03% | $15.71 (−4.61%) |
US Market Status
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