Akamai Technologies, Inc. (NASDAQ:AKAM) Given Consensus Recommendation of “Hold” by Brokerages

Akamai Technologies, Inc. (NASDAQ:AKAM) has been assigned a consensus rating of “Hold” from the twenty-two ratings firms that are presently covering the stock, MarketBeat Ratings reports. Three research analysts have rated the stock with a sell recommendation, seven have issued a hold recommendation and twelve have issued a buy recommendation on the company. The average 12 month price objective among brokers that have covered the stock in the last year is $145.2857.

AKAM has been the subject of several research analyst reports. TD Cowen reduced their price target on shares of Akamai Technologies from $104.00 to $100.00 and set a “hold” rating for the company in a report on Friday, February 20th. 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 report on Friday, February 20th. Evercore initiated coverage on shares of Akamai Technologies in a research report on Tuesday, April 14th. They set an “outperform” rating and a $130.00 price target on the stock. Guggenheim increased their price objective on shares of Akamai Technologies from $133.00 to $181.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Finally, Bank of America raised shares of Akamai Technologies from a “neutral” rating to a “buy” rating and increased their price objective for the company from $130.00 to $175.00 in a research report on Wednesday, May 13th.

Key Headlines Impacting Akamai Technologies

Here are the key news stories impacting Akamai Technologies this week:

• Positive Sentiment: Akamai announced a new partner program relationship with GM Sectec, expanding its security ecosystem and potentially boosting enterprise adoption of its platform. Akamai and GM Sectec Partner to Secure Autonomous Digital Workforce
• Positive Sentiment: Akamai and NVIDIA expanded their partnership to embed Zero Trust security into AI infrastructure, reinforcing Akamai’s relevance in the fast-growing AI security market. Akamai Brings Security Inside AI Factories with NVIDIA
• Neutral Sentiment: Zacks Research reiterated a Strong Sell stance while publishing mixed earnings estimate changes, including a small boost to Q4 2027 EPS but modest cuts to several near-term and long-term periods. Bear of the Day: Akamai Technologies (AKAM)
• Negative Sentiment: Several Zacks Research forecast cuts to Akamai’s 2026–2028 EPS estimates suggest analysts see slower profit growth ahead, which can weigh on valuation for a stock already trading near its 52-week high.

Akamai Technologies Stock Up 0.0%

Shares of NASDAQ AKAM opened at $160.36 on Thursday. The stock has a market cap of $23.31 billion, a P/E ratio of 53.99, a P/E/G ratio of 5.06 and a beta of 0.60. The firm has a 50 day moving average price of $122.88 and a 200 day moving average price of $104.52. The company has a debt-to-equity ratio of 0.84, a quick ratio of 2.06 and a current ratio of 2.06. Akamai Technologies has a 52-week low of $69.78 and a 52-week high of $165.45.

Akamai Technologies (NASDAQ:AKAM) last issued its quarterly earnings data on Thursday, May 7th. The technology infrastructure company reported $1.61 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $1.61. The firm had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $1.07 billion. Akamai Technologies had a net margin of 10.20% and a return on equity of 12.96%. The business’s revenue for the quarter was up 5.8% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.70 earnings per share. Akamai Technologies has set its FY 2026 guidance at 6.400-7.150 EPS and its Q2 2026 guidance at 1.450-1.650 EPS. Analysts expect that Akamai Technologies will post 3.89 EPS for the current year.

Insider Transactions at Akamai Technologies

In other Akamai Technologies news, EVP Mani Sundaram sold 1,722 shares of the stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $98.58, for a total transaction of $169,754.76. Following the sale, the executive vice president directly owned 21,647 shares in the company, valued at $2,133,961.26. This represents a 7.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Anthony P. Williams sold 15,000 shares of the stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $104.29, for a total transaction of $1,564,350.00. Following the sale, the executive vice president owned 22,064 shares in the company, valued at $2,301,054.56. The trade was a 40.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 2.30% of the company’s stock.

Institutional Investors Weigh In On Akamai Technologies

Several hedge funds have recently added to or reduced their stakes in the business. Fox Run Management L.L.C. grew its position in Akamai Technologies by 467.7% in the 3rd quarter. Fox Run Management L.L.C. now owns 19,144 shares of the technology infrastructure company’s stock valued at $1,450,000 after purchasing an additional 15,772 shares during the period. National Pension Service boosted its holdings in Akamai Technologies by 48.5% during the 3rd quarter. National Pension Service now owns 68,111 shares of the technology infrastructure company’s stock worth $5,160,000 after acquiring an additional 22,242 shares during the last quarter. Grantham Mayo Van Otterloo & Co. LLC boosted its holdings in Akamai Technologies by 42.4% during the 3rd quarter. Grantham Mayo Van Otterloo & Co. LLC now owns 251,322 shares of the technology infrastructure company’s stock worth $19,040,000 after acquiring an additional 74,791 shares during the last quarter. New York Life Investment Management LLC boosted its holdings in Akamai Technologies by 71.5% during the 3rd quarter. New York Life Investment Management LLC now owns 34,051 shares of the technology infrastructure company’s stock worth $2,580,000 after acquiring an additional 14,192 shares during the last quarter. Finally, HighTower Advisors LLC boosted its holdings in Akamai Technologies by 132.4% during the 4th quarter. HighTower Advisors LLC now owns 25,960 shares of the technology infrastructure company’s stock worth $2,265,000 after acquiring an additional 14,792 shares during the last quarter. 94.28% of the stock is currently owned by institutional investors and hedge funds.

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.