Zacks Research Issues Pessimistic Outlook for AKAM Earnings

Akamai Technologies, Inc. (NASDAQ:AKAM) – Research analysts at Zacks Research dropped their Q2 2026 earnings per share (EPS) estimates for shares of Akamai Technologies in a report issued on Friday, April 17th. Zacks Research analyst Team now expects that the technology infrastructure company will earn $1.03 per share for the quarter, down from their previous forecast of $1.04. The consensus estimate for Akamai Technologies’ current full-year earnings is $4.18 per share. Zacks Research also issued estimates for Akamai Technologies’ Q3 2026 earnings at $1.06 EPS, Q4 2026 earnings at $1.11 EPS, FY2026 earnings at $4.21 EPS, Q1 2027 earnings at $1.23 EPS, Q4 2027 earnings at $1.07 EPS and FY2027 earnings at $4.66 EPS.

Akamai Technologies (NASDAQ:AKAM) last posted its quarterly earnings data on Thursday, February 19th. The technology infrastructure company reported $1.84 EPS for the quarter, topping the consensus estimate of $1.75 by $0.09. The firm had revenue of $1.09 billion during the quarter, compared to analyst estimates of $1.08 billion. Akamai Technologies had a return on equity of 13.86% and a net margin of 10.74%.Akamai Technologies’s revenue was up 7.4% on a year-over-year basis. During the same period in the prior year, the business posted $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.

A number of other equities research analysts have also issued reports on the company. Scotiabank increased their price target on Akamai Technologies from $105.00 to $120.00 and gave the stock a “sector outperform” rating in a research note on Friday, February 20th. Raymond James Financial set a $120.00 price target on Akamai Technologies in a research note on Thursday, March 12th. KeyCorp increased their price target on Akamai Technologies from $115.00 to $120.00 and gave the stock an “overweight” rating in a research note on Friday, February 20th. TD Cowen cut their price target on Akamai Technologies from $104.00 to $100.00 and set a “hold” rating for the company in a research note on Friday, February 20th. Finally, UBS Group increased their price target on Akamai Technologies from $90.00 to $110.00 and gave the stock a “neutral” rating in a research note on Friday, February 20th. Nine equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Akamai Technologies currently has a consensus rating of “Hold” and a consensus price target of $111.58.

Akamai Technologies Trading Up 0.5%

NASDAQ:AKAM opened at $98.08 on Tuesday. The company has a debt-to-equity ratio of 0.82, a current ratio of 2.36 and a quick ratio of 2.36. The firm has a market capitalization of $14.22 billion, a price-to-earnings ratio of 31.84, a price-to-earnings-growth ratio of 3.35 and a beta of 0.59. Akamai Technologies has a one year low of $69.78 and a one year high of $121.12. The business has a fifty day moving average price of $105.51 and a 200-day moving average price of $92.80.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in AKAM. Brighton Jones LLC lifted its holdings in shares of Akamai Technologies by 101.4% in the 4th quarter. Brighton Jones LLC now owns 4,016 shares of the technology infrastructure company’s stock valued at $384,000 after acquiring an additional 2,022 shares during the last quarter. Jones Financial Companies Lllp boosted its position in shares of Akamai Technologies by 35.2% during the first quarter. Jones Financial Companies Lllp now owns 1,087 shares of the technology infrastructure company’s stock valued at $88,000 after buying an additional 283 shares during the period. United Services Automobile Association purchased a new position in shares of Akamai Technologies during the first quarter valued at approximately $266,000. Empowered Funds LLC boosted its position in shares of Akamai Technologies by 73.0% during the first quarter. Empowered Funds LLC now owns 7,134 shares of the technology infrastructure company’s stock valued at $574,000 after buying an additional 3,010 shares during the period. Finally, EverSource Wealth Advisors LLC boosted its position in shares of Akamai Technologies by 152.8% during the second quarter. EverSource Wealth Advisors LLC now owns 1,163 shares of the technology infrastructure company’s stock valued at $93,000 after buying an additional 703 shares during the period. Institutional investors own 94.28% of the company’s stock.

Insider Activity

In related news, EVP Mani Sundaram sold 8,642 shares of the stock in a transaction dated Wednesday, March 4th. The shares were sold at an average price of $101.25, for a total value of $875,002.50. Following the completion of the transaction, the executive vice president owned 19,923 shares of the company’s stock, valued at approximately $2,017,203.75. This trade represents a 30.25% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Jon Miller sold 11,000 shares of the stock in a transaction dated Wednesday, March 4th. The shares were sold at an average price of $102.67, for a total transaction of $1,129,370.00. Following the completion of the transaction, the director directly owned 22,806 shares of the company’s stock, valued at approximately $2,341,492.02. The trade was a 32.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 60,954 shares of company stock valued at $6,228,871. 2.30% of the stock is owned by corporate insiders.

Key Akamai Technologies News

Here are the key news stories impacting Akamai Technologies this week:

• Neutral Sentiment: Zacks notes Akamai’s shares rose despite broader market weakness in the latest trading session — a reminder that short-term price moves can diverge from analyst estimate chatter. Akamai Zacks Price Article
• Negative Sentiment: Zacks Research issued a series of small downward revisions to Akamai’s EPS: trims to Q2–Q4 2026 and Q1–Q4 2027 quarter estimates and cuts to FY2026 (to $4.21 from $4.25) and FY2027 (to $4.66 from $4.67). These are modest single‑cent to few‑cent adjustments but reflect slightly softer near‑term profit expectations that can pressure the stock multiple if others follow suit. Zacks Pessimistic View (AmericanBankingNews)

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.