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

Akamai Technologies (NASDAQ:AKAM) had its price target upped by Robert W. Baird from $90.00 to $110.00 in a report published on Friday, MarketBeat.com reports. The firm currently has an outperform rating on the technology infrastructure company’s stock.

A number of other equities analysts also recently issued reports on AKAM. Piper Sandler raised their price target on Akamai Technologies from $86.00 to $89.00 and gave the stock a “neutral” rating in a research note on Monday, January 5th. Scotiabank increased their target price on Akamai Technologies from $94.00 to $105.00 and gave the company a “sector outperform” rating in a report on Friday, January 9th. KeyCorp raised their target price on Akamai Technologies from $115.00 to $120.00 and gave the stock an “overweight” rating in a research report on Friday. TD Cowen reduced their price target on shares of Akamai Technologies from $104.00 to $100.00 and set a “hold” rating for the company in a research report on Friday. Finally, Craig Hallum increased their price objective on shares of Akamai Technologies from $90.00 to $100.00 and gave the stock a “hold” rating in a research note on Friday. Ten equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $107.89.

Akamai Technologies Price Performance

Shares of NASDAQ:AKAM opened at $94.17 on Friday. The business has a fifty day moving average price of $93.66 and a 200-day moving average price of $84.18. The company has a debt-to-equity ratio of 0.82, a current ratio of 2.36 and a quick ratio of 2.28. The company has a market capitalization of $13.55 billion, a PE ratio of 30.57, a PEG ratio of 2.90 and a beta of 0.70. Akamai Technologies has a 1-year low of $67.51 and a 1-year high of $113.50.

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

Insider Buying and Selling

In related news, EVP Paul C. Joseph sold 5,000 shares of the firm’s 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 completion of the transaction, the executive vice president directly owned 17,513 shares of the company’s stock, valued at approximately $1,579,147.21. This trade represents a 22.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, COO Adam Karon sold 3,320 shares of the firm’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $87.30, for a total value of $289,836.00. Following the transaction, the chief operating officer owned 7,785 shares of the company’s stock, valued at approximately $679,630.50. The trade was a 29.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 32,318 shares of company stock worth $2,967,254 in the last quarter. 2.00% of the stock is owned by insiders.

Institutional Trading of Akamai Technologies

A number of large investors have recently made changes to their positions in the business. Alberta Investment Management Corp bought a new stake in shares of Akamai Technologies in the 2nd quarter valued at approximately $822,000. Rakuten Investment Management Inc. purchased a new stake in Akamai Technologies during the 3rd quarter valued at $5,323,000. Norges Bank bought a new stake in Akamai Technologies in the second quarter worth $266,817,000. National Pension Service lifted its position in Akamai Technologies by 48.5% in the third quarter. National Pension Service now owns 68,111 shares of the technology infrastructure company’s stock worth $5,160,000 after buying an additional 22,242 shares during the last quarter. Finally, Nordea Investment Management AB lifted its holdings in shares of Akamai Technologies by 39.9% in the 3rd quarter. Nordea Investment Management AB now owns 3,437,472 shares of the technology infrastructure company’s stock worth $258,739,000 after acquiring an additional 980,966 shares during the last quarter. 94.28% of the stock is currently owned by institutional investors.

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.