Robert W. Baird Boosts Akamai Technologies (NASDAQ:AKAM) Price Target to $110.00

Akamai Technologies (NASDAQ:AKAM) had its target price boosted by analysts at Robert W. Baird from $90.00 to $110.00 in a research note issued on Friday, Marketbeat.com reports. The firm presently has an “outperform” rating on the technology infrastructure company’s stock. Robert W. Baird’s price objective suggests a potential upside of 16.81% from the stock’s previous close.

Several other research analysts have also weighed in on the company. Royal Bank Of Canada boosted their price target on Akamai Technologies from $90.00 to $100.00 and gave the stock a “sector perform” rating in a research report on Friday. Scotiabank boosted their target price on shares of Akamai Technologies from $94.00 to $105.00 and gave the stock a “sector outperform” rating in a report on Friday, January 9th. TD Cowen dropped their price target on shares of Akamai Technologies from $104.00 to $100.00 and set a “hold” rating on the stock in a research report on Friday. President Capital lifted their price objective 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. Finally, Jefferies Financial Group lowered shares of Akamai Technologies to an “underperform” rating in a research note on Monday, December 15th. Ten equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $107.89.

Akamai Technologies Stock Down 14.1%

Shares of AKAM stock opened at $94.17 on Friday. The firm’s fifty day moving average price is $93.66 and its two-hundred day moving average price is $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. Akamai Technologies has a 1 year low of $67.51 and a 1 year high of $113.50. The firm has a market capitalization of $13.55 billion, a P/E ratio of 30.57, a PEG ratio of 2.90 and a beta of 0.70.

Akamai Technologies (NASDAQ:AKAM) last announced its quarterly earnings data on Thursday, February 19th. The technology infrastructure company reported $1.84 earnings per share for the quarter, beating the consensus estimate of $1.75 by $0.09. The company had revenue of $1.09 billion during the quarter, compared to analysts’ expectations of $1.08 billion. Akamai Technologies had a return on equity of 14.15% and a net margin of 10.74%.Akamai Technologies’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same quarter last year, the company earned $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. On average, equities analysts predict that Akamai Technologies will post 4.6 EPS for the current fiscal year.

Insider Transactions at Akamai Technologies

In related news, EVP Paul C. Joseph sold 5,000 shares of the company’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $90.17, for a total value 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 represents a 22.21% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Mani Sundaram sold 10,438 shares of the stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $89.25, for a total transaction of $931,591.50. Following the completion of the transaction, the executive vice president directly owned 13,550 shares in the company, valued at approximately $1,209,337.50. This represents a 43.51% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 32,318 shares of company stock valued at $2,967,254. Corporate insiders own 2.00% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. DLD Asset Management LP lifted its holdings in shares of Akamai Technologies by 60.0% during the second quarter. DLD Asset Management LP now owns 20,000,000 shares of the technology infrastructure company’s stock worth $1,595,200,000 after buying an additional 7,500,000 shares in the last quarter. Norges Bank bought a new position in Akamai Technologies during the second quarter worth about $266,817,000. AQR Capital Management LLC increased its position in Akamai Technologies by 522.8% during the third quarter. AQR Capital Management LLC now owns 2,020,346 shares of the technology infrastructure company’s stock worth $153,061,000 after acquiring an additional 1,695,937 shares during the period. Alyeska Investment Group L.P. raised its stake in Akamai Technologies by 570.0% in the 3rd quarter. Alyeska Investment Group L.P. now owns 1,634,040 shares of the technology infrastructure company’s stock worth $123,795,000 after purchasing an additional 1,390,167 shares in the last quarter. Finally, Rubric Capital Management LP bought a new stake in Akamai Technologies in the 4th quarter valued at about $104,700,000. 94.28% of the stock is owned by institutional investors and hedge funds.

Akamai Technologies News Summary

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.