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Stock impact report

Alkami targets 18.5–19.6% revenue growth in 2026 outlook while accelerating DSSP adoption [Seeking Alpha]

Alkami Technology, Inc. (ALKT) 
Company Research Source: Seeking Alpha
Alex Shootman, CEO, opened with, "I am pleased to announce a strong fourth quarter performance, which caps off a great year for Alkami. For both the fourth quarter and the year, Alkami exceeded consensus revenue Fresh Stock Ideas, Every Day Explore diverse investing perspectives with daily analysis from experts across the market. Subscribe to Stock Ideas Sign Up Quick Insights Key drivers include high single-digit ARPU growth, new client additions, increased adoption of MANTL and DSSP products, backlog conversion, and expansion of AI-enabled offerings. However, a large decline in termination fee revenue and moderated ARPU growth for digital banking clients are expected to partially offset growth. Margins are expected to improve over 2026, with the midpoint adjusted EBITDA margin projected to rise through the year (beyond 19% in the fourth quarter). However, increased database technology costs will create temporary pressure, and reduced termination fee revenue will also Show less Read more
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