Alkami Technology beats Q2 revenue expectations
Overview
Alkami Technology Q2 2025 revenue rises 36% yr/yr, beating analyst expectations, per LSEG data
Adjusted EBITDA for Q2 2025 reaches $11.9 mln, up from $4.6 mln yr/yr
Company attributes growth to demand for digital transformation and MANTL acquisition
Outlook
Alkami sees Q3 revenue between $112.5 mln and $114.0 mln
Alkami expects Q3 adjusted EBITDA of $13.0 mln to $14.0 mln
Company forecasts 2025 revenue of $443.0 mln to $447.0 mln
Company anticipates 2025 adjusted EBITDA of $51.5 mln to $54.0 mln
Result Drivers
DIGITAL TRANSFORMATION DEMAND - Strong demand for digital transformation among regional and community financial institutions contributed to revenue growth, per CEO Alex Shootman
MANTL ACQUISITION - Recent acquisition of MANTL added 23 new clients, boosting platform user numbers and supporting revenue growth
USER GROWTH - Platform users increased by 2.3 mln to 20.9 mln, contributing to revenue per registered user rising 17% yr/yr
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Beat | $112.06 mln | $110 mln (10 Analysts) |
Q2 GAAP Net Income |
| -$13.59 mln |
|
Q2 Gross Margin |
| 58.6% |
|
Q2 Adjusted Gross Margin |
| 65.1% |
|
Q2 Gross Profit |
| $65.62 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the it services & consulting peer group is "buy"
Wall Street's median 12-month price target for Alkami Technology Inc is $40.00, about 33.4% above its July 29 closing price of $26.62
The stock recently traded at 39 times the next 12-month earnings vs. a P/E of 52 three months ago
Press Release: ID:nPn9xqydga
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