ALKT
Alkami Technology, Inc.
ALKT's outlook is improving, though it still trails on the overall score.
PLTR
Palantir Technologies Inc.
PLTR has the edge over ALKT overall, supported by stronger valuation and stronger modeled upside.
ALKT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Healthy | |
| Strong |
ALKT's revenue, cash flow and balance sheet are currently healthy, but its profitability is under pressure.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR's revenue, profitability, cash flow and balance sheet are all currently strong.
ALKT PE Valuation
ALKT has no meaningful PE right now: it lost money over the past year.
PLTR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 75x | $172 | — |
| Current | 120x | $172 | — |
| Cheap | 165x | $236 | +37% |
| Fair | 251x | $359 | +109% |
| Expensive | 452x | $646 | +277% |
Historical ranges are pointers, not guarantees.
PLTR's PE is in its cheap range at 120x. If earnings grow as analysts expect, today's price would be 75x next year's earnings.
ALKT Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for ALKT, with profitability improving.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for PLTR, with profitability improving.
ALKT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.03 | — |
| Q3 2026 | -$0.34 | +$0.08 |
| Q2 2026 | -$0.42 | -$0.05 |
| Q1 2026 | -$0.47 | -$0.10 |
| Q4 2025 | -$0.46 | -$0.05 |
| Q3 2025 | -$0.42 | +$0.06 |
| Q2 2025 | -$0.37 | +$0.18 |
| Q1 2025 | -$0.37 | +$0.24 |
| Q4 2024 | -$0.41 | +$0.26 |
ALKT is still losing money, but less than at its worst: $0.34 per share over the past year, against $0.67 at its worst in early 2023.
PLTR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.30 | +61% |
| Q3 2026 | $1.43 | +240% |
| Q2 2026 | $1.17 | +290% |
| Q1 2026 | $0.89 | +287% |
| Q4 2025 | $0.63 | +232% |
| Q3 2025 | $0.42 | +110% |
| Q2 2025 | $0.30 | +76% |
| Q1 2025 | $0.23 | +92% |
| Q4 2024 | $0.19 | +111% |
PLTR has the edge over ALKT on earnings quality, reporting a profit while its opponent remains loss making.
ALKT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $134.9M | +19% |
| Q2 2026 | $129.8M | +16% |
| Q1 2026 | $126.1M | +29% |
| Q4 2025 | $120.8M | +35% |
| Q3 2025 | $113M | +31% |
| Q2 2025 | $112.1M | +36% |
| Q1 2025 | $97.8M | +29% |
| Q4 2024 | $89.7M | +26% |
ALKT's revenue has grown year over year every quarter since early 2021: $135M last quarter, up 19% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -4.6% | +6.8 points |
| Q2 2026 | -5.9% | +8.2 points |
| Q1 2026 | -4.5% | +11 points |
| Q4 2025 | -7.9% | +1.8 points |
| Q3 2025 | -11% | +0.7 points |
| Q2 2025 | -14% | +1.9 points |
| Q1 2025 | -16% | +0.5 points |
| Q4 2024 | -9.6% | +8.7 points |
ALKT's operating margin was −4.6% last quarter, up 6.8 points from the same quarter a year ago, near the top of its range since 2020.
PLTR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +96% |
| Q2 2026 | $1.9B | +93% |
| Q1 2026 | $1.6B | +85% |
| Q4 2025 | $1.4B | +70% |
| Q3 2025 | $1.2B | +63% |
| Q2 2025 | $1B | +48% |
| Q1 2025 | $883.9M | +39% |
| Q4 2024 | $827.5M | +36% |
PLTR has the edge over ALKT on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 47% | +14 points |
| Q2 2026 | 47% | +20 points |
| Q1 2026 | 46% | +26 points |
| Q4 2025 | 41% | +40 points |
| Q3 2025 | 33% | +18 points |
| Q2 2025 | 27% | +11 points |
| Q1 2025 | 20% | +7.2 points |
| Q4 2024 | 1.3% | -9.5 points |
PLTR has the edge over ALKT on profitability, with a higher operating margin.
ALKT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $21.4M | -30% |
| Q2 2026 | $21.6M | +2747% |
| Q1 2026 | -$5.2M | +$962K |
| Q4 2025 | $16.2M | +173% |
| Q3 2025 | $30.5M | +186% |
| Q2 2025 | $760K | +518% |
| Q1 2025 | -$6.1M | -1053% |
| Q4 2024 | $6M | +$11.5M |
ALKT has burned cash in most quarters: $54M over the past year, up 74% from the year before.
PLTR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +139% |
| Q2 2026 | $1.2B | +126% |
| Q1 2026 | $891.8M | +193% |
| Q4 2025 | $764M | +67% |
| Q3 2025 | $500.9M | +20% |
| Q2 2025 | $531.6M | +276% |
| Q1 2025 | $304.1M | +140% |
| Q4 2024 | $457.2M | +54% |
PLTR has the edge over ALKT on cash flow, with more consistent year-over-year improvement.
ALKT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -235K shares |
| 1 year | +2.2% | +2.3M shares |
| 3 years | +13% | +12M shares |
| 5 years | +42% | +31.8M shares |
| Available history | +28% | +23.5M shares |
ALKT has 107M diluted shares, up 2.2% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $10M |
| Q4 2022 | — |
| Q3 2022 | — |
| Q2 2022 | — |
| Q1 2022 | — |
| Q4 2021 | — |
| Q3 2021 | — |
| Q2 2021 | $3,000 |
PLTR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +5.2M shares |
| 1 year | +0.1% | +2.9M shares |
| 3 years | +11% | +248M shares |
| 5 years | +31% | +610M shares |
| Available history | +184% | +1.7B shares |
PLTR has the edge over ALKT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | $19.2M |
| Q3 2025 | $19.2M |
| Q2 2025 | $18.6M |
| Q1 2025 | $18M |
| Q4 2024 | $18.6M |
| Q3 2024 | $18.9M |
| Q2 2024 | $17.7M |
| Q1 2024 | $9M |
ALKT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -14.7x | Net Cash |
ALKT has the edge over PLTR on leverage, with a lower net debt burden relative to earnings.
PLTR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -2.3x | Net Cash |
| Q4 2024 | -6.1x | Net Cash |
PLTR has more cash than debt.
ALKT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.4 | Neutral |
| Stochastic | 12.8 | Oversold |
ALKT's weekly RSI is 42 (neutral) and its Stochastic is 13 (oversold).
PLTR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 47.4 | Neutral |
PLTR's weekly RSI is 51 (neutral) and its Stochastic is 47 (neutral).
ALKT PE vs Technology Sector
ALKT has no meaningful PE right now: it lost money over the past year.
PLTR PE vs Technology Sector
| Metric | PLTR | Sector median | Relative |
|---|---|---|---|
| PE | 120x | 28x | 331% above |
| PE % | 1 | 38 | 37 pts below |
PLTR is trading at 120x earnings, a 331% premium to the Technology sector's median of 28x.
ALKT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $13.9 | 0% above |
| 20 week MA | $17.1 | 18% below |
| 50 week MA | $17.7 | 21% below |
| 100 week MA | $22.6 | 38% below |
| 200 week MA | $22.9 | 39% below |
ALKT is in a downtrend: it's below all five of its weekly moving averages, and 39% below its 200-week average.
PLTR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $185.8 | 7.6% below |
| 20 week MA | $167.6 | 2.4% above |
| 50 week MA | $157.1 | 9.2% above |
| 100 week MA | $143.8 | 19% above |
| 200 week MA | $83.3 | 106% above |
PLTR has the edge over ALKT on trend strength, trading above more of its moving averages.
ALKT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $42.1 | $19.7 | -53% |
| 2022 | $19.7 | $13.6 | -31% |
| 2023 | $13.6 | $24.3 | +78% |
| 2024 | $24.3 | $38.5 | +59% |
| 2025 | $38.5 | $23.1 | -40% |
| 2026 YTD | $23.1 | $13.9 | -40% |
ALKT has finished lower in three of the last five years. It's down 40% so far in 2026.
PLTR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.20 | $27.8 | +202% |
| 2021 | $27.8 | $18.9 | -32% |
| 2022 | $18.9 | $6.29 | -67% |
| 2023 | $6.29 | $17.2 | +173% |
| 2024 | $17.2 | $79.1 | +361% |
| 2025 | $79.1 | $188.7 | +139% |
| 2026 YTD | $188.7 | $171.6 | -9.1% |
PLTR has the edge over ALKT on returns for 2026, with the stronger performance.