Akamai Technologies (NASDAQ:AKAM) Price Target Raised to $120.00

Akamai Technologies (NASDAQ:AKAM) had its target price upped by Morgan Stanley from $115.00 to $120.00 in a research report report published on Friday morning,MarketScreener reports. They currently have an overweight rating on the technology infrastructure company’s stock.

Several other research analysts also recently weighed in on the company. Craig Hallum increased their price target on Akamai Technologies from $90.00 to $100.00 and gave the stock a “hold” rating in a research note on Friday. TD Cowen cut their target price 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. Susquehanna lifted their target price on shares of Akamai Technologies from $105.00 to $120.00 and gave the stock a “positive” rating in a research note on Friday. The Goldman Sachs Group upped their price target on shares of Akamai Technologies from $69.00 to $76.00 and gave the company a “sell” rating in a research note on Friday. Finally, Piper Sandler raised their price objective on shares of Akamai Technologies from $86.00 to $89.00 and gave the stock a “neutral” rating in a report on Monday, January 5th. Ten research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $107.89.

Akamai Technologies Trading Down 14.1%

Shares of AKAM stock opened at $94.17 on Friday. The company has a quick ratio of 2.28, a current ratio of 2.36 and a debt-to-equity ratio of 0.82. The firm has a market cap of $13.55 billion, a P/E ratio of 30.57, a PEG ratio of 2.90 and a beta of 0.70. The company has a 50 day moving average of $93.66 and a 200-day moving average of $84.18. Akamai Technologies has a 12-month low of $67.51 and a 12-month high of $113.50.

Akamai Technologies (NASDAQ:AKAM) last posted its quarterly earnings data 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. Akamai Technologies had a return on equity of 13.86% and a net margin of 10.74%.The business had revenue of $1.09 billion for the quarter, compared to the consensus estimate of $1.08 billion. During the same quarter in the prior year, the business earned $1.66 earnings per share. Akamai Technologies’s revenue for the quarter was up 7.4% on a year-over-year basis. 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. Sell-side analysts anticipate that Akamai Technologies will post 4.6 earnings per share for the current year.

Insider Buying and Selling

In related news, EVP Paul C. Joseph sold 5,000 shares of the business’s stock in a transaction that occurred 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 owned 17,513 shares of the company’s stock, valued at approximately $1,579,147.21. The trade was a 22.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Edward J. Mcgowan sold 6,560 shares of the company’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $88.03, for a total transaction of $577,476.80. Following the sale, the chief financial officer directly owned 16,442 shares in the company, valued at $1,447,389.26. This trade represents a 28.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 32,318 shares of company stock valued at $2,967,254 in the last three months. Insiders own 2.00% of the company’s stock.

Institutional Investors Weigh In On Akamai Technologies

A number of institutional investors and hedge funds have recently made changes to their positions in AKAM. DLD Asset Management LP boosted its stake in Akamai Technologies by 60.0% during the second quarter. DLD Asset Management LP now owns 20,000,000 shares of the technology infrastructure company’s stock valued at $1,595,200,000 after buying an additional 7,500,000 shares during the period. Norges Bank bought a new position in Akamai Technologies in the 2nd quarter worth about $266,817,000. AQR Capital Management LLC raised 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 valued at $153,061,000 after acquiring an additional 1,695,937 shares in the last quarter. Alyeska Investment Group L.P. raised its holdings in shares of Akamai Technologies by 570.0% in 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 acquiring an additional 1,390,167 shares in the last quarter. Finally, Rubric Capital Management LP bought a new stake in shares of Akamai Technologies during the 4th quarter valued at about $104,700,000. Hedge funds and other institutional investors own 94.28% of the company’s stock.

Akamai Technologies News Summary

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.