Aberdeen Group plc Decreases Stake in Akamai Technologies, Inc. $AKAM

Aberdeen Group plc cut its holdings in Akamai Technologies, Inc. (NASDAQ:AKAM) by 93.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,714 shares of the technology infrastructure company’s stock after selling 141,686 shares during the period. Aberdeen Group plc’s holdings in Akamai Technologies were worth $736,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of the stock. DLD Asset Management LP lifted its stake in Akamai Technologies by 60.0% in the second quarter. DLD Asset Management LP now owns 20,000,000 shares of the technology infrastructure company’s stock valued at $1,595,200,000 after buying an additional 7,500,000 shares during the last quarter. First Trust Advisors LP raised its position in Akamai Technologies by 4.9% during the second quarter. First Trust Advisors LP now owns 6,061,962 shares of the technology infrastructure company’s stock worth $483,502,000 after acquiring an additional 281,526 shares during the last quarter. Nordea Investment Management AB increased its position 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 buying an additional 980,966 shares in the last quarter. Norges Bank acquired a new stake in shares of Akamai Technologies during the 2nd quarter worth about $266,817,000. Finally, Legal & General Group Plc raised its holdings in Akamai Technologies by 3.5% in the 2nd quarter. Legal & General Group Plc now owns 2,812,805 shares of the technology infrastructure company’s stock valued at $224,349,000 after acquiring an additional 94,012 shares during the last quarter. Institutional investors and hedge funds own 94.28% of the company’s stock.

Insider Buying and Selling at Akamai Technologies

In related news, COO Adam Karon sold 3,320 shares of the stock in a transaction that occurred 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 completion of the sale, the chief operating officer owned 7,785 shares in the company, valued at $679,630.50. This represents a 29.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Edward J. Mcgowan sold 6,560 shares of the company’s stock in a transaction 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 transaction, the chief financial officer owned 16,442 shares of the company’s stock, valued at approximately $1,447,389.26. The trade was a 28.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 32,318 shares of company stock worth $2,967,254 in the last 90 days. Company insiders own 2.00% of the company’s stock.

Akamai Technologies Trading Down 14.1%

NASDAQ:AKAM opened at $94.17 on Monday. The stock’s 50-day moving average is $93.66 and its two-hundred day moving average is $84.18. The company has a debt-to-equity ratio of 0.82, a current ratio of 2.36 and a quick ratio of 2.28. Akamai Technologies, Inc. has a fifty-two week low of $67.51 and a fifty-two week high of $113.50. The stock has a market cap 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.

Akamai Technologies (NASDAQ:AKAM) last posted its quarterly 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. The business had revenue of $1.09 billion for 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 13.86%. Akamai Technologies’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same period in the prior year, the business 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, equities research analysts forecast that Akamai Technologies, Inc. will post 4.6 earnings per share for the current fiscal year.

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

Wall Street Analysts Forecast Growth

AKAM has been the topic of a number of recent analyst reports. KeyCorp increased 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. Raymond James Financial upped their target price on Akamai Technologies from $84.00 to $90.00 and gave the company an “outperform” rating in a research report on Monday, November 10th. DA Davidson increased their target price on Akamai Technologies from $115.00 to $125.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Craig Hallum upped their target price on Akamai Technologies from $90.00 to $100.00 and gave the company a “hold” rating in a report on Friday. Finally, Robert W. Baird lifted their price target on Akamai Technologies from $90.00 to $110.00 and gave the company an “outperform” rating in a report on Friday. Ten research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $107.89.

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.