Added to YB: 2026-09-25
Pitch date: 2026-09-23
ALKT [bullish]
Alkami Technology, Inc.
+0.07%
current return
Author Info
PCH Perspectives has two decades of long/short in the public markets - ideas, perspectives, and riffs on the tape. Technology-focused, with a soft spot for event-driven ideas and macro. Sign up for the newsletter.
Company Info
Alkami Technology, Inc. provides a cloud-based digital sales and service platform for financial institutions in the United States.
Market Cap
$1.9B
Pitch Price
$14.17
Price Target
23.00 (+62%)
Dividend
N/A
EV/EBITDA
-122.93
P/E
-42.41
EV/Sales
4.50
Sector
Software
Category
special_situation
ALKT - Muse Beneficiary, For Sale - Priced like it isn't
ALKT: Alkami is formally for sale at $18.14, yet the thesis estimates 60-80% deal odds versus roughly 20% implied by the market. A probability-weighted value of about $23 offers ~28% upside, with private equity at $24.50, while another failed auction could send shares to $16.50. Activist and shareholder pressure supports a transaction; agentic banking infrastructure is additional upside.
Read full article (2 min)