Akamai Technologies (NASDAQ:AKAM) Price Target Raised to $100.00

Akamai Technologies (NASDAQ:AKAM) had its price target increased by Royal Bank Of Canada from $90.00 to $100.00 in a research note released on Friday, Marketbeat.com reports. The brokerage currently has a sector perform rating on the technology infrastructure company’s stock.

Several other analysts also recently commented on AKAM. Piper Sandler raised their price objective on Akamai Technologies from $86.00 to $89.00 and gave the stock a “neutral” rating in a research note on Monday, January 5th. Oppenheimer increased their price target on Akamai Technologies from $100.00 to $115.00 and gave the stock an “outperform” rating in a report on Thursday, February 5th. Scotiabank lifted their price objective on Akamai Technologies from $94.00 to $105.00 and gave the company a “sector outperform” rating in a report on Friday, January 9th. Weiss Ratings reiterated a “hold (c)” rating on shares of Akamai Technologies in a research report on Monday, December 29th. Finally, HSBC increased their target price on Akamai Technologies from $130.00 to $134.00 in a research note on Monday, November 10th. Ten equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $107.89.

Akamai Technologies Stock Down 14.1%

Akamai Technologies stock opened at $94.17 on Friday. The company’s 50 day simple moving average is $93.66 and its 200 day simple moving average is $84.18. Akamai Technologies has a fifty-two week low of $67.51 and a fifty-two week high of $113.50. The firm has a market capitalization of $13.55 billion, a price-to-earnings ratio of 30.57, a PEG ratio of 2.90 and a beta of 0.70. The company has a debt-to-equity ratio of 0.82, a current ratio of 2.36 and a quick ratio of 2.28.

Akamai Technologies (NASDAQ:AKAM) last issued its earnings results on Thursday, February 19th. The technology infrastructure company reported $1.84 EPS for the quarter, beating the consensus estimate of $1.75 by $0.09. The firm had revenue of $1.09 billion during the quarter, compared to the consensus estimate of $1.08 billion. Akamai Technologies had a net margin of 10.74% and a return on equity of 13.86%. The business’s quarterly revenue was up 7.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.66 earnings per share. Akamai Technologies has set its FY 2026 guidance at 6.200-7.200 EPS and its Q1 2026 guidance at 1.500-1.670 EPS. As a group, sell-side analysts anticipate that Akamai Technologies will post 4.6 EPS for the current year.

Insiders Place Their Bets

In other news, EVP Mani Sundaram sold 10,438 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $89.25, for a total transaction of $931,591.50. Following the completion of the transaction, the executive vice president directly owned 13,550 shares of the company’s stock, valued at $1,209,337.50. This trade represents a 43.51% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Adam Karon sold 3,320 shares of Akamai Technologies stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $87.30, for a total transaction of $289,836.00. Following the completion of the sale, the chief operating officer owned 7,785 shares in the company, valued at $679,630.50. This trade represents a 29.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 32,318 shares of company stock worth $2,967,254 in the last 90 days. Company insiders own 2.00% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in AKAM. Brighton Jones LLC lifted its position in Akamai Technologies by 101.4% during the 4th quarter. Brighton Jones LLC now owns 4,016 shares of the technology infrastructure company’s stock worth $384,000 after buying an additional 2,022 shares in the last quarter. Jones Financial Companies Lllp increased its position in shares of Akamai Technologies by 35.2% in the first quarter. Jones Financial Companies Lllp now owns 1,087 shares of the technology infrastructure company’s stock valued at $88,000 after acquiring an additional 283 shares during the last quarter. United Services Automobile Association acquired a new stake in shares of Akamai Technologies in the first quarter valued at about $266,000. Empowered Funds LLC raised its holdings in Akamai Technologies by 73.0% during the first quarter. Empowered Funds LLC now owns 7,134 shares of the technology infrastructure company’s stock worth $574,000 after acquiring an additional 3,010 shares in the last quarter. Finally, D.A. Davidson & CO. boosted its position in Akamai Technologies by 5.2% during the second quarter. D.A. Davidson & CO. now owns 10,011 shares of the technology infrastructure company’s stock valued at $798,000 after purchasing an additional 491 shares during the last quarter. Institutional investors own 94.28% of the company’s stock.

Key Headlines Impacting Akamai Technologies

Here are the key news stories impacting Akamai Technologies this week:

• Positive Sentiment: Q4 beat and revenue growth — Akamai reported Q4 EPS $1.84 vs. $1.75 expected and revenue of ~$1.095B (up ~7% YoY), driven by security and cloud sales; non‑GAAP EPS and full‑year revenue growth were highlighted in the release. Akamai Reports Fourth Quarter 2025 and Full-Year 2025 Financial Results
• Positive Sentiment: AI/Cloud momentum in core CIS business — Management signaled strong traction in AI Inference Cloud and sees Cloud Infrastructure Services (CIS) growth accelerating (Seeking Alpha reports management projecting 45%–50% CIS growth in 2026), which underpins longer‑term upside if execution continues. Akamai projects 45%-50% CIS revenue growth in 2026 as AI Inference Cloud momentum accelerates
• Positive Sentiment: Analyst target upgrades — Multiple firms raised price targets (Morgan Stanley, KeyCorp, Scotiabank, Susquehanna, etc.), reflecting optimism on the company’s AI/cloud runway despite near‑term noise. Analyst price target adjustments
• Neutral Sentiment: FY26 revenue guide above estimates but EPS range broad — Akamai guided FY26 revenue to $4.4B–$4.6B (above some Street estimates) and EPS to $6.20–$7.20; investors are parsing the wide EPS range versus consensus. Akamai forecasts annual revenue above estimates on cloud infrastructure momentum
• Neutral Sentiment: Q1 guidance roughly in line — Akamai set Q1 EPS guidance of $1.50–$1.67, near consensus, leaving the immediate outlook neither clearly beat nor miss. Akamai Q4 press release / guidance
• Negative Sentiment: Guidance/near‑term concerns sparked a selloff — Despite the beat, several outlets and traders focused on the lower‑end EPS guidance, raising concerns and triggering heavy selling pressure intraday/after‑hours. Akamai Tumbles 11% Despite Q4 Beat As 2026 Outlook Disappoints
• Negative Sentiment: Operational headwinds cited — Management noted a memory shortage that could pressure near‑term margins/visibility (covered in commentary/video), adding to investor caution. Akamai outlook dragged by memory shortage, Blue Owl under pressure
• Negative Sentiment: Mixed analyst views remain — while many raised targets, at least one major firm (Goldman) remains on the sell side with a low target, keeping bearish conviction in some desks. Goldman Sachs maintains sell rating

About Akamai Technologies

Akamai Technologies, Inc is a leading provider of content delivery network (CDN) services and cloud security solutions designed to optimize and safeguard digital experiences. Leveraging a globally distributed platform, the company accelerates web and mobile content delivery for enterprises, media companies, e-commerce platforms and government agencies. Its edge computing architecture brings processing power closer to end users, reducing latency and improving application performance across geographies.

The company’s core offerings include content acceleration, web and mobile performance optimization, media delivery, and a suite of cybersecurity solutions that protect against DDoS attacks, application-layer threats and bot-driven fraud.