Royal Bank Of Canada Forecasts Strong Price Appreciation for Akamai Technologies (NASDAQ:AKAM) Stock

Akamai Technologies (NASDAQ:AKAM) had its price target boosted by investment analysts at Royal Bank Of Canada from $90.00 to $100.00 in a research note issued on Friday, MarketBeat reports. The firm presently has a “sector perform” rating on the technology infrastructure company’s stock. Royal Bank Of Canada’s price target suggests a potential upside of 6.19% from the stock’s current price.

AKAM has been the subject of several other reports. Raymond James Financial boosted their price objective on Akamai Technologies from $84.00 to $90.00 and gave the company an “outperform” rating in a report on Monday, November 10th. DA Davidson boosted their price target on Akamai Technologies from $115.00 to $125.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Craig Hallum raised their price objective on Akamai Technologies from $90.00 to $100.00 and gave the stock a “hold” rating in a research note on Friday. Morgan Stanley raised shares of Akamai Technologies from an “underweight” rating to an “overweight” rating and lifted their price objective for the stock from $83.00 to $115.00 in a report on Monday, January 12th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Akamai Technologies in a research note on Monday, December 29th. 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’s stock. According to data from MarketBeat, Akamai Technologies presently has a consensus rating of “Hold” and an average price target of $107.89.

Akamai Technologies Stock Performance

Akamai Technologies stock opened at $94.17 on Friday. Akamai Technologies has a 52 week low of $67.51 and a 52 week high of $113.50. The company has a current ratio of 2.28, a quick ratio of 2.28 and a debt-to-equity ratio of 0.87. The stock has a market cap of $13.55 billion, a P/E ratio of 30.57, a price-to-earnings-growth ratio of 2.90 and a beta of 0.70. The stock has a 50 day moving average of $93.66 and a 200-day moving average of $84.11.

Akamai Technologies (NASDAQ:AKAM) last posted its quarterly earnings results on Thursday, February 19th. The technology infrastructure company reported $1.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.75 by $0.09. The firm had revenue of $1.09 billion for the quarter, compared to analysts’ expectations of $1.08 billion. Akamai Technologies had a net margin of 10.74% and a return on equity of 14.15%. The firm’s quarterly revenue was up 7.4% on a year-over-year basis. During the same period in the prior year, the company 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. On average, analysts expect that Akamai Technologies will post 4.6 EPS for the current fiscal year.

Insider Buying and Selling

In related news, EVP Mani Sundaram sold 10,438 shares of the stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $89.25, for a total value of $931,591.50. Following the sale, the executive vice president owned 13,550 shares of the company’s stock, valued at $1,209,337.50. This trade represents a 43.51% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Paul C. Joseph sold 5,000 shares of Akamai Technologies stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $90.17, for a total transaction of $450,850.00. Following the completion of the sale, the executive vice president owned 17,513 shares in the company, valued at approximately $1,579,147.21. This represents a 22.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 32,318 shares of company stock valued at $2,967,254 in the last three months. 2.00% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Akamai Technologies

Several large investors have recently made changes to their positions in AKAM. DLD Asset Management LP boosted its position in shares of 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 buying an additional 7,500,000 shares during the period. Norges Bank acquired a new stake in Akamai Technologies in the 2nd quarter valued at approximately $266,817,000. AQR Capital Management LLC raised its stake in 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 valued at $153,061,000 after acquiring an additional 1,695,937 shares in the last quarter. Alyeska Investment Group L.P. raised its stake in Akamai Technologies by 570.0% during 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 acquiring an additional 1,390,167 shares in the last quarter. Finally, Rubric Capital Management LP acquired a new position in Akamai Technologies during the 4th quarter worth $104,700,000. Institutional investors and hedge funds own 94.28% of the company’s stock.

Key Stories Impacting Akamai Technologies

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

Akamai Technologies Company Profile

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.