1 hour ago
2
Trey Thoelcke
Mon, March 16, 2026 astatine 6:45 AM CDT 5 min read
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Alkami Technology (ALKT) posted Q4 gross of $120.79M, up 34.7% year-over-year, with nett dollar retention astatine 115% and ARR churn beneath 1%, arsenic General Atlantic accumulated 2.8M shares astatine $17.35 to $18.41 amid a 28.71% yearly decline. AdaptHealth (AHCO) generated full-year operating currency travel of $601.77M, up 11.06%, with absorption guiding FY2026 Adjusted EBITDA to $680M to $730M, arsenic Richard Cashin purchased 2M shares astir $9.73 contempt a 71.5% five-year decline. Tecnoglass (TGLS) reported grounds Q4 gross of $245.30M and a grounds backlog of $1.30B, up 16.1%, with a guardant P/E of astir 10x, arsenic Energy Holding added to its presumption adjacent 52-week lows.
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Large beneficial owners are accumulating shares successful each 3 stocks arsenic they commercialized adjacent multi-year lows, betting that near-term unit from outgo inflation, net impairments, and currency headwinds masks underlying currency procreation and request visibility.
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Three beneficial owners filed open-market purchases this past week, each targeting a banal nether important pressure. General Atlantic accumulated shares successful Alkami Technology (NASDAQ: ALKT) crossed 3 consecutive sessions. Richard Cashin stepped into AdaptHealth (NASDAQ: AHCO) with assertive buying. And Energy Holding added to its presumption successful Tecnoglass (NYSE: TGLS). Each acquisition carries a chiseled thesis worthy understanding.
General Atlantic, already a 10% proprietor and committee participant, purchased 2,845,015 shares crossed March 9, 10, and 11, 2026, astatine prices ranging from $17.35 to $18.41 per share. The banal has fallen 28.71% implicit the past year, creating what appears to beryllium a condemnation re-entry for an capitalist that knows the concern intimately.
Alkami posted Q4 gross of $120.79 million, up 34.7% year-over-year, with adjusted EBITDA of $19.14 million, astir doubled year-over-year. Revenue per idiosyncratic climbed 20% to $21.44, nett dollar retention sits astatine 115%, and yearly recurring gross (ARR) churn is beneath 1%. Management guided FY2026 gross to $525.5 cardinal to $530.5 million, with adjusted EBITDA of $93.5 cardinal to $97.5 million. The thesis: a high-retention SaaS exemplary serving determination banks and recognition unions, inactive unprofitable connected a GAAP ground but approaching currency travel inflection. The MANTL acquisition adds omnichannel account-opening to the platform, and implicit 50% of caller logo online banking deals successful H2 2025 adopted the afloat level umbrella. Analyst statement targets $22.67 versus the existent $18 price. Retirement-focused investors should enactment the ongoing GAAP losses and integration risk, but General Atlantic's repetition accumulation astatine these levels reflects a important committedness by a semipermanent stakeholder.
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