Akamai Technologies (NASDAQ:AKAM) Price Target Raised to $76.00

Akamai Technologies (NASDAQ:AKAM) had its price target increased by The Goldman Sachs Group from $69.00 to $76.00 in a report published on Friday,MarketScreener reports. The firm currently has a sell rating on the technology infrastructure company’s stock.

Other analysts have also recently issued research reports about the company. Weiss Ratings reiterated a “hold (c)” rating on shares of Akamai Technologies in a research report on Monday, December 29th. Morgan Stanley upgraded Akamai Technologies from an “underweight” rating to an “overweight” rating and raised their price target for the stock from $83.00 to $115.00 in a research note on Monday, January 12th. Wall Street Zen lowered Akamai Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, January 31st. President Capital increased their price objective on Akamai Technologies from $104.00 to $116.00 and gave the company a “buy” rating in a report on Friday, November 7th. Finally, Scotiabank raised their target price on shares of Akamai Technologies from $94.00 to $105.00 and gave the stock a “sector outperform” rating in a research report on Friday, January 9th. Ten 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. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $107.89.

Akamai Technologies Stock Down 14.1%

Shares of NASDAQ:AKAM opened at $94.17 on Friday. The company has a market capitalization of $13.55 billion, a PE ratio of 30.57, a P/E/G 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 has a twelve month low of $67.51 and a twelve month high of $113.50. The firm has a 50 day simple moving average of $93.66 and a 200-day simple moving average of $84.18.

Akamai Technologies (NASDAQ:AKAM) last posted 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. Akamai Technologies had a net margin of 10.74% and a return on equity of 13.86%. The firm had revenue of $1.09 billion for the quarter, compared to the consensus estimate of $1.08 billion. During the same period last year, the firm posted $1.66 EPS. The company’s 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 analysts predict that Akamai Technologies will post 4.6 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, COO Adam Karon sold 3,320 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $87.30, for a total transaction of $289,836.00. Following the completion of the sale, the chief operating officer owned 7,785 shares in the company, valued at $679,630.50. This represents a 29.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CTO Robert Blumofe sold 3,500 shares of the stock in a transaction on Friday, February 13th. The stock was sold at an average price of $108.00, for a total value of $378,000.00. Following the sale, the chief technology officer directly owned 14,574 shares of the company’s stock, valued at approximately $1,573,992. This represents a 19.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 32,318 shares of company stock valued at $2,967,254. 2.00% of the stock is owned by company insiders.

Institutional Trading of Akamai Technologies

Hedge funds have recently made changes to their positions in the company. Alberta Investment Management Corp acquired a new stake in Akamai Technologies in the second quarter valued at $822,000. Rakuten Investment Management Inc. acquired a new position in shares of Akamai Technologies during the 3rd quarter worth $5,323,000. Norges Bank purchased a new position in shares of Akamai Technologies in the 2nd quarter valued at about $266,817,000. National Pension Service lifted its stake in shares of Akamai Technologies by 48.5% in the third quarter. National Pension Service now owns 68,111 shares of the technology infrastructure company’s stock valued at $5,160,000 after purchasing an additional 22,242 shares during the period. Finally, Nordea Investment Management AB lifted its stake in shares of Akamai Technologies by 39.9% in the third quarter. Nordea Investment Management AB now owns 3,437,472 shares of the technology infrastructure company’s stock valued at $258,739,000 after purchasing an additional 980,966 shares during the period. Institutional investors and hedge funds own 94.28% of the company’s stock.

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.