BigPlaySnipers
$ALKT extremely beaten down. $34 intrinsic value.
$ALKT provides cloud based digital banking software to banks and credit unions, helping them with digital banking, account opening, payments, data and marketing. Revenue is still growing strongly, with 2026 revenue guided around $528 531M.
For $34 to become realistic, ALKT needs to reaccelerate growth, expand margins, turn its strong recurring revenue into consistent profits/free cash flow, and continue winning banks and credit unions. If execution improves and the market rerates the business as a high growth fintech platform, a move back toward $34 becomes much more plausible.
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