247Wallst·2026-03-16 11:45Core Insights - Insiders are accumulating shares in three companies—Alkami Technology, AdaptHealth, and Tecnoglass—trading near multi-year lows, indicating confidence in their underlying cash generation and demand despite current pressures [2][4]. Alkami Technology (ALKT) - Alkami reported Q4 revenue of $120.79 million, a 34.7% increase year-over-year, with adjusted EBITDA nearly doubling to $19.14 million [7]. - The company has a net dollar retention rate of 115% and an annual recurring revenue (ARR) churn rate below 1% [7]. - General Atlantic purchased 2.8 million shares at prices between $17.35 and $18.41, despite a 28.71% decline in stock price over the past year [6][7]. - Management projects FY2026 revenue between $525.5 million and $530.5 million, with adjusted EBITDA of $93.5 million to $97.5 million [7]. AdaptHealth (AHCO) - AdaptHealth's operating cash flow for the full year reached $601.77 million, an 11.06% increase year-over-year [9]. - Richard Cashin acquired 2 million shares at approximately $9.73, although the stock has seen a 71.5% decline over the past five years [8][9]. - The company faced a significant earnings miss due to a $128 million non-cash goodwill impairment in its Diabetes Health unit [9]. - Management guided FY2026 adjusted EBITDA to be between $680 million and $730 million, with free cash flow projected at $175 million to $225 million [9]. Tecnoglass (TGLS) - Tecnoglass reported record Q4 revenue of $245.30 million, a 16.1% increase year-over-year, and holds a record backlog of $1.30 billion [10]. - The stock has declined 31.17% over the past year, influenced by margin compression from high aluminum costs and currency fluctuations [10]. - Energy Holding has been accumulating shares near 52-week lows, reflecting confidence in the company's future revenue visibility [10]. - The forward P/E ratio is approximately 10x, with an analyst consensus target of $66.25, indicating significant upside potential from the current price of $45.71 [10].