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

Akamai Technologies (NASDAQ:AKAM) had its price objective raised by Scotiabank from $105.00 to $120.00 in a report released on Friday morning, Marketbeat reports. They currently have a sector outperform rating on the technology infrastructure company’s stock.

Several other analysts have also commented on AKAM. President Capital raised their price target on shares of Akamai Technologies from $104.00 to $116.00 and gave the company a “buy” rating in a research report on Friday, November 7th. KeyCorp increased 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. Jefferies Financial Group cut Akamai Technologies to an “underperform” rating in a research report on Monday, December 15th. Wall Street Zen cut Akamai Technologies from a “buy” rating to a “hold” rating in a report on Saturday, January 31st. Finally, Robert W. Baird increased their price target on Akamai Technologies from $90.00 to $110.00 and gave the stock an “outperform” rating in a research report on Friday. Ten investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $107.89.

Akamai Technologies Stock Down 14.1%

Akamai Technologies stock opened at $94.17 on Friday. The business’s 50-day moving average price is $93.66 and its 200 day moving average price is $84.18. 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 price-to-earnings ratio of 30.57, a price-to-earnings-growth 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.

Akamai Technologies (NASDAQ:AKAM) last released its quarterly earnings data on Thursday, February 19th. The technology infrastructure company reported $1.84 EPS for the quarter, topping the consensus estimate of $1.75 by $0.09. The business had revenue of $1.09 billion for the quarter, compared to analyst estimates of $1.08 billion. Akamai Technologies had a return on equity of 13.86% and a net margin of 10.74%.The business’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same quarter 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, sell-side analysts anticipate that Akamai Technologies will post 4.6 earnings per share for the current year.

Insider Transactions at Akamai Technologies

In related news, COO Adam Karon sold 3,320 shares of Akamai Technologies stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $87.30, for a total value of $289,836.00. Following the sale, the chief operating officer directly owned 7,785 shares in the company, valued at approximately $679,630.50. The trade was a 29.90% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Mani Sundaram sold 10,438 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $89.25, for a total value of $931,591.50. Following the sale, the executive vice president owned 13,550 shares of the company’s stock, valued at approximately $1,209,337.50. This trade represents a 43.51% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 32,318 shares of company stock worth $2,967,254 in the last three months. 2.00% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the company. Whittier Trust Co. of Nevada Inc. lifted its holdings 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 in the last quarter. TD Waterhouse Canada Inc. lifted its stake in shares of Akamai Technologies by 130.0% in the third quarter. TD Waterhouse Canada Inc. now owns 345 shares of the technology infrastructure company’s stock worth $26,000 after buying an additional 195 shares in the last quarter. Smartleaf Asset Management LLC boosted its position 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 last quarter. JFS Wealth Advisors LLC grew its stake 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 valued at $27,000 after acquiring an additional 263 shares in the last quarter. Finally, Wolff Wiese Magana LLC grew its stake in Akamai Technologies by 497.0% during the 3rd quarter. Wolff Wiese Magana LLC now owns 400 shares of the technology infrastructure company’s stock valued at $30,000 after acquiring an additional 333 shares in the last quarter. 94.28% of the stock is owned by institutional investors and hedge funds.

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.