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

Akamai Technologies (NASDAQ:AKAM) had its price target boosted by Susquehanna from $105.00 to $120.00 in a research note released on Friday,Benzinga reports. Susquehanna currently has a positive rating on the technology infrastructure company’s stock.

A number of other equities analysts also recently commented on AKAM. The Goldman Sachs Group boosted their target price on shares of Akamai Technologies from $67.00 to $69.00 and gave the stock a “sell” rating in a research note on Friday, November 7th. DA Davidson upped their price objective on Akamai Technologies from $115.00 to $125.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Scotiabank raised their target price on Akamai Technologies from $94.00 to $105.00 and gave the stock a “sector outperform” rating in a research report on Friday, January 9th. Citigroup upped their price target on Akamai Technologies from $88.00 to $103.00 and gave the company a “neutral” rating in a report on Friday, January 16th. Finally, Raymond James Financial increased their price target on shares of Akamai Technologies from $84.00 to $90.00 and gave the company an “outperform” rating in a research note on Monday, November 10th. Ten equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and an average target price of $107.89.

Akamai Technologies Stock Down 14.1%

AKAM stock opened at $94.17 on Friday. The company’s 50 day moving average price is $93.66 and its 200 day moving average price is $84.18. The company has a debt-to-equity ratio of 0.82, a quick ratio of 2.28 and a current ratio of 2.36. Akamai Technologies has a fifty-two week low of $67.51 and a fifty-two week high of $113.50. The firm 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.

Akamai Technologies (NASDAQ:AKAM) last issued its quarterly earnings results on Thursday, February 19th. The technology infrastructure company reported $1.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.75 by $0.09. Akamai Technologies had a net margin of 10.74% and a return on equity of 13.86%. The company had revenue of $1.09 billion during the quarter, compared to the consensus estimate of $1.08 billion. During the same quarter in the previous year, the firm earned $1.66 earnings per share. The firm’s quarterly revenue 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. On average, equities research analysts anticipate that Akamai Technologies will post 4.6 EPS for the current fiscal year.

Insider Activity

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

Institutional Trading of Akamai Technologies

Large investors have recently bought and sold shares of the business. Whittier Trust Co. of Nevada Inc. increased its stake in Akamai Technologies by 295.3% in the third 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 period. TD Waterhouse Canada Inc. increased its position 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 acquiring an additional 195 shares during the period. Smartleaf Asset Management LLC raised its stake 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 valued at $26,000 after acquiring an additional 289 shares during the last quarter. JFS Wealth Advisors LLC raised 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 during the last quarter. Finally, Wolff Wiese Magana LLC lifted its position 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 worth $30,000 after acquiring an additional 333 shares during the period. Institutional investors and hedge funds own 94.28% of the company’s stock.

Akamai Technologies News Roundup

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.