The Goldman Sachs Group Forecasts Strong Price Appreciation for Akamai Technologies (NASDAQ:AKAM) Stock

Akamai Technologies (NASDAQ:AKAM) had its price target lifted by stock analysts at The Goldman Sachs Group from $69.00 to $76.00 in a research note issued to investors on Friday,MarketScreener reports. The firm currently has a “sell” rating on the technology infrastructure company’s stock. The Goldman Sachs Group’s price objective would suggest a potential downside of 19.29% from the company’s current price.

Several other equities research analysts also recently issued reports on AKAM. Susquehanna raised their price target on Akamai Technologies from $105.00 to $120.00 and gave the company a “positive” rating in a report on Friday. Jefferies Financial Group lowered shares of Akamai Technologies to an “underperform” rating in a research note on Monday, December 15th. Raymond James Financial increased their price target on shares of Akamai Technologies from $84.00 to $90.00 and gave the company an “outperform” rating in a report on Monday, November 10th. Royal Bank Of Canada boosted their price objective on Akamai Technologies from $80.00 to $90.00 and gave the stock a “sector perform” rating in a report on Monday, January 5th. Finally, Morgan Stanley upgraded Akamai Technologies from an “underweight” rating to an “overweight” rating and increased their target price for the stock from $83.00 to $115.00 in a research note on Monday, January 12th. Ten research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Akamai Technologies has an average rating of “Hold” and a consensus target price of $107.89.

Akamai Technologies Stock Down 14.1%

AKAM stock opened at $94.17 on Friday. The company has a market cap of $13.55 billion, a price-to-earnings ratio of 30.57, a P/E/G ratio of 2.90 and a beta of 0.70. Akamai Technologies has a twelve month low of $67.51 and a twelve month high of $113.50. The business has a 50 day moving average price of $93.66 and a two-hundred day moving average price of $84.11. 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 (NASDAQ:AKAM) last released its quarterly earnings data on Thursday, February 19th. The technology infrastructure company reported $1.84 EPS for the quarter, beating the consensus estimate of $1.75 by $0.09. Akamai Technologies had a return on equity of 14.15% and a net margin of 10.74%.The company had revenue of $1.09 billion during the quarter, compared to the consensus estimate of $1.08 billion. During the same quarter in the prior year, the firm posted $1.66 EPS. The firm’s revenue for the quarter was up 7.4% compared to the same quarter last year. 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. Analysts anticipate that Akamai Technologies will post 4.6 EPS for the current fiscal year.

Insider Activity

In other Akamai Technologies news, CFO Edward J. Mcgowan sold 6,560 shares of the business’s stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $88.03, for a total transaction of $577,476.80. Following the completion of the transaction, the chief financial officer directly owned 16,442 shares in the company, valued at $1,447,389.26. The trade was a 28.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Paul C. Joseph sold 5,000 shares of the company’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $90.17, for a total value of $450,850.00. Following the sale, the executive vice president owned 17,513 shares of the company’s stock, valued at approximately $1,579,147.21. This represents a 22.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 32,318 shares of company stock valued at $2,967,254. Company insiders own 2.00% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of AKAM. Alberta Investment Management Corp purchased a new stake in shares of Akamai Technologies during the 2nd quarter valued at $822,000. Rakuten Investment Management Inc. purchased a new position in Akamai Technologies in the third quarter worth $5,323,000. Norges Bank bought a new position in Akamai Technologies in the second quarter valued at $266,817,000. National Pension Service raised its position in Akamai Technologies by 48.5% during 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 in the last quarter. Finally, Nordea Investment Management AB lifted its stake in Akamai Technologies by 39.9% during the third quarter. Nordea Investment Management AB now owns 3,437,472 shares of the technology infrastructure company’s stock worth $258,739,000 after purchasing an additional 980,966 shares during the last quarter. Institutional investors and hedge funds 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.