Scotiabank Forecasts Strong Price Appreciation for Akamai Technologies (NASDAQ:AKAM) Stock

Akamai Technologies (NASDAQ:AKAM) had its price target increased by analysts at Scotiabank from $105.00 to $120.00 in a research report issued to clients and investors on Friday, MarketBeat reports. The firm currently has a “sector outperform” rating on the technology infrastructure company’s stock. Scotiabank’s price objective points to a potential upside of 27.43% from the company’s previous close.

AKAM has been the topic of several other reports. Piper Sandler boosted their target price on Akamai Technologies from $86.00 to $89.00 and gave the company a “neutral” rating in a research note on Monday, January 5th. Royal Bank Of Canada lifted their price objective on Akamai Technologies from $90.00 to $100.00 and gave the stock a “sector perform” rating in a report on Friday. President Capital upped their price objective on shares of Akamai Technologies from $104.00 to $116.00 and gave the company a “buy” rating in a report on Friday, November 7th. HSBC boosted their price target on shares of Akamai Technologies from $130.00 to $134.00 in a research report on Monday, November 10th. Finally, Wall Street Zen downgraded shares of Akamai Technologies from a “buy” rating to a “hold” rating in a report on Saturday, January 31st. Ten investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Akamai Technologies currently has a consensus rating of “Hold” and an average target price of $107.89.

Akamai Technologies Price Performance

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

Akamai Technologies (NASDAQ:AKAM) last released its 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 net margin of 10.74% and a return on equity of 14.15%. The firm had revenue of $1.09 billion for the quarter, compared to analysts’ expectations of $1.08 billion. During the same period in the previous year, the company earned $1.66 earnings per share. The company’s quarterly revenue was up 7.4% on a year-over-year basis. 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, research analysts expect that Akamai Technologies will post 4.6 EPS for the current year.

Insider Buying and Selling at Akamai Technologies

In other news, COO Adam Karon sold 3,320 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $87.30, for a total transaction of $289,836.00. Following the completion of the transaction, the chief operating officer directly owned 7,785 shares in the company, valued at $679,630.50. The trade was a 29.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Mani Sundaram sold 10,438 shares of the stock in a transaction on Monday, December 1st. The stock was sold at an average price of $89.25, for a total value of $931,591.50. Following the completion of the sale, the executive vice president owned 13,550 shares in the company, valued at $1,209,337.50. This trade represents a 43.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 32,318 shares of company stock worth $2,967,254 in the last ninety days. Insiders own 2.00% of the company’s stock.

Institutional Trading of Akamai Technologies

Several institutional investors and hedge funds have recently modified their holdings of the business. 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 worth $1,595,200,000 after purchasing an additional 7,500,000 shares in the last quarter. First Trust Advisors LP lifted its position in Akamai Technologies by 16.5% during the fourth quarter. First Trust Advisors LP now owns 6,752,000 shares of the technology infrastructure company’s stock valued at $589,112,000 after purchasing an additional 957,345 shares during the last quarter. Nordea Investment Management AB grew its stake in Akamai Technologies by 39.9% in the 3rd 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 bought a new position in shares of Akamai Technologies in the 2nd quarter worth $266,817,000. Finally, Invesco Ltd. raised its position in shares of Akamai Technologies by 5.8% during the 3rd quarter. Invesco Ltd. now owns 3,239,099 shares of the technology infrastructure company’s stock valued at $245,394,000 after buying an additional 177,756 shares in the last quarter. Hedge funds and other institutional investors own 94.28% of the company’s stock.

Key Akamai Technologies News

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.