Akamai Technologies (NASDAQ:AKAM) Stock Price Expected to Rise, Morgan Stanley Analyst Says

Akamai Technologies (NASDAQ:AKAM) had its target price boosted by analysts at Morgan Stanley from $115.00 to $120.00 in a research note issued on Friday,MarketScreener reports. The brokerage currently has an “overweight” rating on the technology infrastructure company’s stock. Morgan Stanley’s target price indicates a potential upside of 27.43% from the stock’s current price.

Several other research firms have also recently weighed in on AKAM. Piper Sandler boosted their price objective on Akamai Technologies from $86.00 to $89.00 and gave the stock a “neutral” rating in a research report on Monday, January 5th. Craig Hallum lifted their price target on Akamai Technologies from $90.00 to $100.00 and gave the stock a “hold” rating in a research report on Friday. Susquehanna upped their price target on Akamai Technologies from $105.00 to $120.00 and gave the stock a “positive” rating in a report on Friday. Raymond James Financial boosted their target price on shares of Akamai Technologies from $84.00 to $90.00 and gave the stock an “outperform” rating in a research report on Monday, November 10th. Finally, Scotiabank increased their price target on shares of Akamai Technologies from $94.00 to $105.00 and gave the company a “sector outperform” rating in a report on Friday, January 9th. Ten equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $107.89.

Akamai Technologies Price Performance

NASDAQ AKAM opened at $94.17 on Friday. Akamai Technologies has a 1 year low of $67.51 and a 1 year high of $113.50. The company has a fifty day simple moving average of $93.66 and a 200 day simple moving average of $84.11. The company has a current ratio of 2.28, a quick ratio of 2.28 and a debt-to-equity ratio of 0.87. The company has a market cap of $13.55 billion, a P/E ratio of 30.57, a P/E/G ratio of 2.90 and a beta of 0.70.

Akamai Technologies (NASDAQ:AKAM) last released its earnings results on Thursday, February 19th. The technology infrastructure company reported $1.84 earnings per share 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 14.15%. The firm had revenue of $1.09 billion during the quarter, compared to analyst estimates of $1.08 billion. During the same quarter in the previous year, the business earned $1.66 EPS. The business’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, sell-side analysts predict that Akamai Technologies will post 4.6 EPS for the current year.

Insider Activity

In other Akamai Technologies news, CFO Edward J. Mcgowan sold 6,560 shares of the business’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $88.03, for a total value of $577,476.80. Following the sale, the chief financial officer owned 16,442 shares of the company’s stock, valued at $1,447,389.26. The trade was a 28.52% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CTO Robert Blumofe sold 3,500 shares of the stock in a transaction on Friday, February 13th. The shares were sold at an average price of $108.00, for a total transaction of $378,000.00. Following the completion of the transaction, the chief technology officer owned 14,574 shares of the company’s stock, valued at approximately $1,573,992. This represents a 19.36% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 32,318 shares of company stock valued at $2,967,254. 2.00% of the stock is owned by insiders.

Hedge Funds Weigh In On Akamai Technologies

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Corient Private Wealth LLC boosted its stake in Akamai Technologies by 6.2% in the 4th quarter. Corient Private Wealth LLC now owns 27,630 shares of the technology infrastructure company’s stock valued at $2,406,000 after buying an additional 1,601 shares in the last quarter. Alberta Investment Management Corp lifted its holdings in shares of Akamai Technologies by 76.7% during the fourth quarter. Alberta Investment Management Corp now owns 18,200 shares of the technology infrastructure company’s stock valued at $1,588,000 after acquiring an additional 7,900 shares during the period. Mercer Global Advisors Inc. ADV boosted its stake in shares of Akamai Technologies by 15.9% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 33,222 shares of the technology infrastructure company’s stock valued at $2,899,000 after purchasing an additional 4,565 shares in the last quarter. Beacon Pointe Advisors LLC grew its holdings in shares of Akamai Technologies by 12.1% in the 4th quarter. Beacon Pointe Advisors LLC now owns 3,579 shares of the technology infrastructure company’s stock worth $312,000 after purchasing an additional 387 shares during the last quarter. Finally, State of Tennessee Department of Treasury grew its holdings in shares of Akamai Technologies by 64.7% in the 4th quarter. State of Tennessee Department of Treasury now owns 53,430 shares of the technology infrastructure company’s stock worth $4,662,000 after purchasing an additional 20,998 shares during the last quarter. Institutional investors own 94.28% of the company’s stock.

Trending Headlines about 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.