B+
Bull case
20%
Probability
Target price
$24.00
+34.0% vs current
ALKT
AlkamiCNasdaq / Software & Services
Last Price
At close
2026-07-18
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$18.75
+4.7% vs current
B-
Bear case
30%
Probability
Target price
$15.25
-14.9% vs current
AI sentiment snapshot
Latest data as of 2026-07-16
Recent news sentiment (30D)
0.0
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+50.6
Score
AI commentary
The operating evidence is stronger than the near-term price setup: Q1 results and guidance were constructive, but the deterministic signal remains negative and the packet contains only one recent news item, no social coverage, and no analyst revision or post-print price-reaction data. Zeros indicate unavailable sentiment fields rather than neutral evidence.
RankAlpha Sentiment Codex - 2026-07-16
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-10-14catalystQ2 growth and margin pressure watchMedium impact
Stored Q1 earnings context flags a comparison headwind from lower termination-fee revenue and temporary database technology costs affecting gross margin; this creates downside sensitivity if normalization is slower than expected. [#PR-EARNINGS-2026-04-30]
2027-07-16eventFY2026 outlook executionHigh impact
Q1 results established FY2026 revenue guidance of $527.1-$530.9 million and adjusted EBITDA guidance of $94.9-$97.9 million, alongside a newly authorized $100 million repurchase program. Execution against these ranges is the clearest forward validation point. [#SEC-8K-2026-04-29]
2027-07-16catalystDSSP and MANTL cross-sellHigh impact
Management described Digital Sales & Service Platform adoption, MANTL logo additions, and expansion within existing institutions as the main path to increasing value per customer beyond relatively steady replacement-market new-logo growth. [#EARNINGS-TRANSCRIPT-2026Q1]
Recommendation
N/A
No formal recommendation provided.
As of 2026-07-16 • Updated nightlySource: Internal modelMethodology