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

Akamai Technologies (NASDAQ:AKAM) had its price objective increased by Craig Hallum from $90.00 to $100.00 in a research report report published on Friday morning,MarketScreener reports. The firm currently has a hold rating on the technology infrastructure company’s stock.

Other equities research analysts have also issued research reports about the company. KeyCorp raised their price objective on Akamai Technologies from $115.00 to $120.00 and gave the company an “overweight” rating in a research note on Friday. DA Davidson increased their target price on Akamai Technologies from $115.00 to $125.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Oppenheimer raised their price target on shares of Akamai Technologies from $100.00 to $115.00 and gave the stock an “outperform” rating in a research report on Thursday, February 5th. TD Cowen upped their price target on shares of Akamai Technologies from $98.00 to $104.00 and gave the company a “hold” rating in a report on Thursday, November 13th. Finally, Morgan Stanley upgraded shares of Akamai Technologies from an “underweight” rating to an “overweight” rating and increased their price objective for the company from $83.00 to $115.00 in a research note on Monday, January 12th. Ten research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $107.89.

Akamai Technologies Price Performance

AKAM opened at $94.17 on Friday. Akamai Technologies has a twelve month low of $67.51 and a twelve month high of $113.50. The firm has a market cap 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 current ratio of 2.36, a quick ratio of 2.28 and a debt-to-equity ratio of 0.82. The company has a fifty day simple moving average of $93.66 and a 200 day simple moving average of $84.18.

Akamai Technologies (NASDAQ:AKAM) last posted its quarterly earnings data on Thursday, February 19th. The technology infrastructure company reported $1.84 earnings per share for the quarter, beating analysts’ consensus estimates of $1.75 by $0.09. The company had revenue of $1.09 billion during the quarter, compared to analysts’ expectations of $1.08 billion. Akamai Technologies had a net margin of 10.74% and a return on equity of 13.86%. The firm’s revenue for the quarter was up 7.4% on a year-over-year basis. During the same period in the prior year, the company posted $1.66 EPS. 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. Equities research analysts expect that Akamai Technologies will post 4.6 EPS for the current fiscal year.

Insider Activity

In other Akamai Technologies news, EVP Paul C. Joseph sold 5,000 shares of the stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $90.17, for a total transaction of $450,850.00. Following the sale, the executive vice president directly owned 17,513 shares of the company’s stock, valued at approximately $1,579,147.21. This represents a 22.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, COO Adam Karon sold 3,320 shares of the firm’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $87.30, for a total transaction of $289,836.00. Following the completion of the transaction, the chief operating officer owned 7,785 shares in the company, valued at approximately $679,630.50. The trade was a 29.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 32,318 shares of company stock valued at $2,967,254 over the last three months. 2.00% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Akamai Technologies

Several institutional investors and hedge funds have recently bought and sold shares of the business. DLD Asset Management LP lifted its holdings in Akamai Technologies by 60.0% in the second quarter. DLD Asset Management LP now owns 20,000,000 shares of the technology infrastructure company’s stock worth $1,595,200,000 after acquiring an additional 7,500,000 shares during the last quarter. Norges Bank acquired a new stake in shares of Akamai Technologies during the 2nd quarter worth approximately $266,817,000. AQR Capital Management LLC lifted its holdings in shares of Akamai Technologies by 522.8% in the 3rd quarter. AQR Capital Management LLC now owns 2,020,346 shares of the technology infrastructure company’s stock worth $153,061,000 after purchasing an additional 1,695,937 shares during the last quarter. Alyeska Investment Group L.P. boosted its position in Akamai Technologies by 570.0% during the 3rd quarter. Alyeska Investment Group L.P. now owns 1,634,040 shares of the technology infrastructure company’s stock valued at $123,795,000 after purchasing an additional 1,390,167 shares during the period. Finally, Rubric Capital Management LP acquired a new position in Akamai Technologies during the 4th quarter valued at approximately $104,700,000. Institutional investors and hedge funds own 94.28% of the company’s stock.

Trending Headlines about 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

Akamai Technologies Company Profile

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.