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Stock impact report

Alkami Technology (ALKT): Jana Lauds Organic Top Line Growth [Yahoo! Finance]

Alkami Technology, Inc. (ALKT) 
Company Research Source: Yahoo! Finance
According to a report by news agency Reuters, activist investor Jana Partners took a stake in Alkami Technology, Inc. (NASDAQ:ALKT) in the third quarter. News platform Bloomberg reported on December 9 that Partners thinks the banking firm was undervalued and should explore a sale to a rival or private equity firm. Scott Ostfeld, a managing member at Jana, said at the Bloomberg Activism Forum in New York that Alkami Technology, Inc. (NASDAQ:ALKT) was trading at a substantial discount after shares had plunged close to 40% this year. Per the activist investor, Alkami is an attractive target for PE given its organic top-line growth and high customer retention rate. For the fourth quarter of 2025, Alkami Technology, Inc. (NASDAQ:ALKT) expects revenue in the range of $119.6 million to $121.1 million and adjusted EBITDA in the range of $16.1 million to $17.1 million. For the full year 2025, the firm has set revenue guidance at $442.5 million to $444 million, with full year adjusted EBITDA Show less Read more
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