Robert W. Baird Reaffirms “Neutral” Rating for Akamai Technologies (NASDAQ:AKAM)

Akamai Technologies (NASDAQ:AKAM)‘s stock had its “neutral” rating reaffirmed by equities researchers at Robert W. Baird in a research report issued on Thursday, Marketbeat Ratings reports. They currently have a $110.00 price objective on the technology infrastructure company’s stock. Robert W. Baird’s target price indicates a potential downside of 6.78% from the stock’s current price.

A number of other equities analysts have also recently weighed in on AKAM. Susquehanna upped their price target on shares of Akamai Technologies from $105.00 to $120.00 and gave the stock a “positive” rating in a research note on Friday, February 20th. Piper Sandler raised their price objective on shares of Akamai Technologies from $89.00 to $97.00 and gave the company a “neutral” rating in a research note on Monday, February 23rd. DA Davidson boosted their price objective on shares of Akamai Technologies from $115.00 to $125.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. The Goldman Sachs Group upped their target price on shares of Akamai Technologies from $69.00 to $76.00 and gave the stock a “sell” rating in a research report on Friday, February 20th. Finally, Wall Street Zen cut shares of Akamai Technologies from a “buy” rating to a “hold” rating in a report on Saturday, January 31st. Nine investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $109.89.

Akamai Technologies Stock Performance

Shares of AKAM stock opened at $118.00 on Thursday. The company has a current ratio of 2.36, a quick ratio of 2.36 and a debt-to-equity ratio of 0.82. The stock has a 50 day simple moving average of $104.48 and a 200-day simple moving average of $90.54. The company has a market cap of $17.11 billion, a price-to-earnings ratio of 38.31, a price-to-earnings-growth ratio of 3.98 and a beta of 0.59. Akamai Technologies has a 12-month low of $67.51 and a 12-month high of $121.12.

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, beating analysts’ consensus estimates of $1.75 by $0.09. Akamai Technologies had a return on equity of 13.86% and a net margin of 10.74%.The firm had revenue of $1.09 billion for the quarter, compared to the consensus estimate of $1.08 billion. During the same period in the previous year, the business earned $1.66 earnings per share. The company’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. On average, equities analysts forecast that Akamai Technologies will post 4.6 EPS for the current year.

Insider Buying and Selling at Akamai Technologies

In other Akamai Technologies news, CAO Laura Howell sold 11,273 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $100.14, for a total transaction of $1,128,878.22. Following the completion of the transaction, the chief accounting officer directly owned 12,559 shares in the company, valued at approximately $1,257,658.26. This trade represents a 47.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Paul C. Joseph sold 5,000 shares of Akamai Technologies stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $90.17, for a total transaction of $450,850.00. Following the transaction, the executive vice president owned 17,513 shares of the company’s stock, valued at approximately $1,579,147.21. The trade was a 22.21% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 65,954 shares of company stock worth $6,679,721. Insiders own 2.00% of the company’s stock.

Institutional Trading of Akamai Technologies

Several large investors have recently modified their holdings of AKAM. First Trust Advisors LP lifted its stake in Akamai Technologies by 16.5% in the 4th quarter. First Trust Advisors LP now owns 6,752,000 shares of the technology infrastructure company’s stock valued at $589,112,000 after buying an additional 957,345 shares in 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. Invesco Ltd. raised its holdings in shares of Akamai Technologies by 5.8% in the third quarter. Invesco Ltd. now owns 3,239,099 shares of the technology infrastructure company’s stock worth $245,394,000 after acquiring an additional 177,756 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in shares of Akamai Technologies by 33.6% in the fourth quarter. Dimensional Fund Advisors LP now owns 3,115,342 shares of the technology infrastructure company’s stock worth $271,820,000 after acquiring an additional 784,009 shares during the last quarter. Finally, Norges Bank purchased a new stake in shares of Akamai Technologies in the fourth quarter valued at $192,959,000. 94.28% of the stock is currently owned by institutional investors and hedge funds.

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.