TD Cowen Lowers Akamai Technologies (NASDAQ:AKAM) Price Target to $100.00

Akamai Technologies (NASDAQ:AKAM) had its target price lowered by TD Cowen from $104.00 to $100.00 in a research note issued on Friday, Marketbeat Ratings reports. The brokerage currently has a “hold” rating on the technology infrastructure company’s stock. TD Cowen’s price objective suggests a potential upside of 6.19% from the stock’s previous close.

AKAM has been the topic of several other reports. President Capital increased their price target on shares of Akamai Technologies from $104.00 to $116.00 and gave the company a “buy” rating in a research note on Friday, November 7th. KeyCorp lifted their price target on shares of Akamai Technologies from $115.00 to $120.00 and gave the stock an “overweight” rating in a research note on Friday. Oppenheimer upped their price objective on shares of Akamai Technologies from $100.00 to $115.00 and gave the company an “outperform” rating in a research note on Thursday, February 5th. Wall Street Zen lowered Akamai Technologies from a “buy” rating to a “hold” rating in a report on Saturday, January 31st. Finally, Scotiabank boosted their target price on Akamai Technologies from $94.00 to $105.00 and gave the company a “sector outperform” rating in a report on Friday, January 9th. Ten investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, Akamai Technologies has a consensus rating of “Hold” and a consensus target price of $107.89.

Akamai Technologies Trading Down 14.1%

NASDAQ AKAM opened at $94.17 on Friday. The company has a quick ratio of 2.28, a current ratio of 2.28 and a debt-to-equity ratio of 0.87. Akamai Technologies has a 52 week low of $67.51 and a 52 week high of $113.50. The stock has a market capitalization of $13.55 billion, a PE ratio of 30.57, a price-to-earnings-growth ratio of 2.90 and a beta of 0.70. The firm has a 50 day moving average of $93.66 and a two-hundred day moving average of $84.11.

Akamai Technologies (NASDAQ:AKAM) last issued its earnings results on Thursday, February 19th. The technology infrastructure company reported $1.84 EPS for the quarter, topping analysts’ consensus estimates of $1.75 by $0.09. The firm had revenue of $1.09 billion during the quarter, compared to the consensus estimate of $1.08 billion. Akamai Technologies had a net margin of 10.74% and a return on equity of 14.15%. The company’s revenue was up 7.4% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.66 earnings per share. 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. As a group, research analysts expect that Akamai Technologies will post 4.6 EPS for the current fiscal year.

Insiders Place Their Bets

In other Akamai Technologies news, CTO Robert Blumofe sold 3,500 shares of the business’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $108.00, for a total value of $378,000.00. Following the transaction, the chief technology officer directly owned 14,574 shares of the company’s stock, valued at approximately $1,573,992. The trade was a 19.36% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, COO Adam Karon sold 3,320 shares of the company’s stock in a transaction 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 transaction, the chief operating officer owned 7,785 shares of the company’s stock, valued at approximately $679,630.50. The trade was a 29.90% decrease in their position. 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

Several hedge funds and other institutional investors have recently made changes to their positions in AKAM. DLD Asset Management LP raised its holdings in 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 purchasing an additional 7,500,000 shares in the last quarter. Norges Bank purchased a new position in shares of Akamai Technologies during the 2nd quarter worth approximately $266,817,000. AQR Capital Management LLC raised its stake in shares of Akamai Technologies by 522.8% during the 3rd quarter. AQR Capital Management LLC now owns 2,020,346 shares of the technology infrastructure company’s stock worth $153,061,000 after buying an additional 1,695,937 shares in the last quarter. Alyeska Investment Group L.P. lifted its holdings in shares of 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 valued at $123,795,000 after buying an additional 1,390,167 shares during the period. Finally, Rubric Capital Management LP purchased a new stake in shares of Akamai Technologies in the fourth quarter valued at approximately $104,700,000. Hedge funds and other institutional investors own 94.28% of the company’s stock.

Key Akamai Technologies News

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.