Akamai Technologies (NASDAQ:AKAM) Price Target Raised to $115.00

Akamai Technologies (NASDAQ:AKAM) had its price target increased by Evercore from $105.00 to $115.00 in a report released on Friday,MarketScreener reports. They currently have an outperform rating on the technology infrastructure company’s stock.

Other analysts have also issued research reports about the company. Oppenheimer upped their target price on Akamai Technologies from $100.00 to $115.00 and gave the company an “outperform” rating in a report on Thursday, February 5th. Morgan Stanley lifted their target price on shares of Akamai Technologies from $115.00 to $120.00 and gave the stock an “overweight” rating in a research note on Friday. Weiss Ratings restated a “hold (c)” rating on shares of Akamai Technologies in a report on Monday, December 29th. Craig Hallum upped their price objective on Akamai Technologies from $90.00 to $100.00 and gave the stock a “hold” rating in a report on Friday. Finally, Royal Bank Of Canada lifted their price objective on Akamai Technologies from $90.00 to $100.00 and gave the company a “sector perform” rating in a research note on Friday. Ten analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $107.89.

Akamai Technologies Stock Performance

NASDAQ AKAM opened at $94.17 on Friday. The business’s 50 day moving average is $93.66 and its two-hundred day moving average is $84.18. Akamai Technologies has a 12-month low of $67.51 and a 12-month high of $113.50. The stock 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 current ratio of 2.36, a quick ratio of 2.28 and a debt-to-equity ratio of 0.82.

Akamai Technologies (NASDAQ:AKAM) last released its earnings results on Thursday, February 19th. The technology infrastructure company reported $1.84 EPS 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 the consensus estimate of $1.08 billion. Akamai Technologies had a return on equity of 13.86% and a net margin of 10.74%.Akamai Technologies’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same quarter last year, the company 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. Research analysts expect that Akamai Technologies will post 4.6 EPS for the current year.

Insider Transactions at Akamai Technologies

In other Akamai Technologies news, EVP Paul C. Joseph sold 5,000 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $90.17, for a total transaction of $450,850.00. Following the sale, the executive vice president owned 17,513 shares in the company, valued at $1,579,147.21. This represents a 22.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Mani Sundaram sold 10,438 shares of the company’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 value of $931,591.50. Following the sale, the executive vice president directly owned 13,550 shares in the company, valued at approximately $1,209,337.50. This represents a 43.51% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 32,318 shares of company stock valued at $2,967,254 over the last 90 days. Corporate insiders own 2.00% of the company’s stock.

Institutional Investors Weigh In On Akamai Technologies

A number of hedge funds have recently added to or reduced their stakes in the stock. Whittier Trust Co. of Nevada Inc. lifted its position in Akamai Technologies by 295.3% in the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 336 shares of the technology infrastructure company’s stock valued at $26,000 after purchasing an additional 251 shares during the last quarter. TD Waterhouse Canada Inc. boosted its stake in Akamai Technologies by 130.0% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 345 shares of the technology infrastructure company’s stock valued at $26,000 after purchasing an additional 195 shares in the last quarter. Smartleaf Asset Management LLC grew its holdings in Akamai Technologies by 566.7% during the third quarter. Smartleaf Asset Management LLC now owns 340 shares of the technology infrastructure company’s stock worth $26,000 after acquiring an additional 289 shares during the period. JFS Wealth Advisors LLC grew its stake in shares of Akamai Technologies by 626.2% in the 4th quarter. JFS Wealth Advisors LLC now owns 305 shares of the technology infrastructure company’s stock worth $27,000 after purchasing an additional 263 shares during the last quarter. Finally, Wolff Wiese Magana LLC grew its position in Akamai Technologies by 497.0% in the third 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.

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.