Akamai Technologies (NASDAQ:AKAM) Price Target Raised to $110.00

Akamai Technologies (NASDAQ:AKAM) had its target price lifted by UBS Group from $90.00 to $110.00 in a report issued on Friday morning,Benzinga reports. The firm currently has a neutral rating on the technology infrastructure company’s stock.

Other equities analysts have also issued reports about the stock. President Capital upped their target price on shares of Akamai Technologies from $104.00 to $116.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Scotiabank upped their price objective on Akamai Technologies from $105.00 to $120.00 and gave the company a “sector outperform” rating in a report on Friday. DA Davidson increased their price target on shares of Akamai Technologies from $115.00 to $125.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Akamai Technologies in a research note on Monday, December 29th. Finally, Raymond James Financial lifted their price target on shares of Akamai Technologies from $84.00 to $90.00 and gave the stock an “outperform” rating in a research report on Monday, November 10th. Ten investment 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. According to MarketBeat.com, Akamai Technologies has a consensus rating of “Hold” and an average target price of $107.89.

Akamai Technologies Stock Down 14.1%

Shares of NASDAQ:AKAM opened at $94.17 on Friday. The company has a market capitalization of $13.55 billion, a PE ratio of 30.57, a P/E/G ratio of 2.90 and a beta of 0.70. Akamai Technologies has a 52 week low of $67.51 and a 52 week high of $113.50. The company has a debt-to-equity ratio of 0.82, a quick ratio of 2.28 and a current ratio of 2.36. The company’s fifty day moving average is $93.66 and its 200-day moving average is $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, topping the consensus estimate of $1.75 by $0.09. The company had revenue of $1.09 billion during the quarter, compared to analyst estimates of $1.08 billion. Akamai Technologies had a net margin of 10.74% and a return on equity of 13.86%. The company’s revenue was up 7.4% on a year-over-year basis. During the same quarter last year, the business posted $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. Equities research analysts predict that Akamai Technologies will post 4.6 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, EVP Mani Sundaram sold 10,438 shares of the stock in a transaction dated Monday, December 1st. The stock was 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 in the company, valued at approximately $1,209,337.50. This trade represents a 43.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CTO Robert Blumofe sold 3,500 shares of Akamai Technologies stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $108.00, for a total value of $378,000.00. Following the completion of the sale, the chief technology officer directly owned 14,574 shares in the company, valued at approximately $1,573,992. This represents a 19.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 32,318 shares of company stock valued at $2,967,254. 2.00% of the stock is owned by corporate insiders.

Institutional Trading of Akamai Technologies

Hedge funds and other institutional investors have recently made changes to their positions in the business. Whittier Trust Co. of Nevada Inc. boosted its holdings in Akamai Technologies by 295.3% during the third quarter. Whittier Trust Co. of Nevada Inc. now owns 336 shares of the technology infrastructure company’s stock worth $26,000 after purchasing an additional 251 shares during the last quarter. TD Waterhouse Canada Inc. increased its stake in Akamai Technologies by 130.0% in the 3rd quarter. TD Waterhouse Canada Inc. now owns 345 shares of the technology infrastructure company’s stock valued at $26,000 after buying an additional 195 shares during the last quarter. Smartleaf Asset Management LLC lifted its position in Akamai Technologies by 566.7% during the 3rd quarter. Smartleaf Asset Management LLC now owns 340 shares of the technology infrastructure company’s stock worth $26,000 after buying an additional 289 shares in the last quarter. JFS Wealth Advisors LLC lifted its position in Akamai Technologies by 626.2% during the 4th quarter. JFS Wealth Advisors LLC now owns 305 shares of the technology infrastructure company’s stock worth $27,000 after buying an additional 263 shares in the last quarter. Finally, Wolff Wiese Magana LLC boosted its stake in shares of Akamai Technologies by 497.0% during the 3rd quarter. Wolff Wiese Magana LLC now owns 400 shares of the technology infrastructure company’s stock worth $30,000 after buying an additional 333 shares during the last quarter. 94.28% of the stock is currently owned by institutional investors and hedge funds.

Key Akamai Technologies News

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.