Akamai Technologies (NASDAQ:AKAM) Stock Price Expected to Rise, Craig Hallum Analyst Says

Akamai Technologies (NASDAQ:AKAM) had its price objective upped by equities researchers at Craig Hallum from $90.00 to $100.00 in a report released on Friday,MarketScreener reports. The brokerage currently has a “hold” rating on the technology infrastructure company’s stock. Craig Hallum’s target price indicates a potential upside of 6.19% from the company’s current price.

Several other equities research analysts have also commented on AKAM. Piper Sandler boosted their price target on shares of Akamai Technologies from $86.00 to $89.00 and gave the company a “neutral” rating in a report on Monday, January 5th. KeyCorp boosted their price objective on shares of Akamai Technologies from $115.00 to $120.00 and gave the stock an “overweight” rating in a research note on Friday. HSBC increased their target price on Akamai Technologies from $130.00 to $134.00 in a research report on Monday, November 10th. Citigroup upped their price objective on Akamai Technologies from $88.00 to $103.00 and gave the stock a “neutral” rating in a research note on Friday, January 16th. Finally, President Capital raised their price objective on Akamai Technologies from $104.00 to $116.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Ten equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Akamai Technologies presently has a consensus rating of “Hold” and an average target price of $107.89.

Akamai Technologies Price Performance

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

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

Insider Transactions at Akamai Technologies

In related news, EVP Paul C. Joseph sold 5,000 shares of the business’s stock in a transaction on 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 directly owned 17,513 shares in the company, valued at $1,579,147.21. The trade was a 22.21% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CTO Robert Blumofe sold 3,500 shares of the company’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $108.00, for a total value of $378,000.00. Following the transaction, the chief technology officer directly owned 14,574 shares in the company, valued at $1,573,992. This represents a 19.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 32,318 shares of company stock worth $2,967,254. 2.00% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of AKAM. DLD Asset Management LP grew its holdings 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 valued at $1,595,200,000 after buying an additional 7,500,000 shares during the last quarter. Norges Bank acquired a new stake in shares of Akamai Technologies during the second quarter worth about $266,817,000. AQR Capital Management LLC raised its position 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 worth $153,061,000 after buying an additional 1,695,937 shares during the last quarter. Alyeska Investment Group L.P. boosted its holdings in shares of Akamai Technologies by 570.0% in 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 during the last quarter. Finally, Rubric Capital Management LP acquired a new stake in shares of Akamai Technologies in the fourth quarter worth $104,700,000. Institutional investors and hedge funds own 94.28% of the company’s stock.

Akamai Technologies News Roundup

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.