Evercore Boosts Akamai Technologies (NASDAQ:AKAM) Price Target to $115.00

Akamai Technologies (NASDAQ:AKAM) had its price objective hoisted by stock analysts at Evercore from $105.00 to $115.00 in a note issued to investors on Friday,MarketScreener reports. The brokerage presently has an “outperform” rating on the technology infrastructure company’s stock. Evercore’s target price indicates a potential upside of 22.12% from the company’s previous close.

A number of other research firms have also recently commented on AKAM. The Goldman Sachs Group upped their price objective on Akamai Technologies from $69.00 to $76.00 and gave the company a “sell” rating in a research report on Friday. Jefferies Financial Group lowered shares of Akamai Technologies to an “underperform” rating in a research report on Monday, December 15th. Citigroup raised their price objective on shares of Akamai Technologies from $88.00 to $103.00 and gave the stock a “neutral” rating in a report on Friday, January 16th. Oppenheimer boosted their target price on shares of Akamai Technologies from $100.00 to $115.00 and gave the company an “outperform” rating in a research report on Thursday, February 5th. Finally, Robert W. Baird increased their price target on shares of Akamai Technologies from $90.00 to $110.00 and gave the stock an “outperform” rating in a research report on Friday. Ten research 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. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $107.89.

Akamai Technologies Price Performance

AKAM opened at $94.17 on Friday. The company’s 50-day simple moving average is $93.66 and its two-hundred day simple moving average is $84.11. Akamai Technologies has a 52-week low of $67.51 and a 52-week high of $113.50. The stock has a market capitalization of $13.55 billion, a P/E ratio of 30.57, a P/E/G ratio of 2.90 and a beta of 0.70. 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 (NASDAQ:AKAM) last issued its quarterly earnings data 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 company had revenue of $1.09 billion for the quarter, compared to the consensus estimate of $1.08 billion. During the same quarter in the prior year, the firm earned $1.66 earnings per share. The firm’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. As a group, analysts predict that Akamai Technologies will post 4.6 EPS for the current year.

Insider Activity at Akamai Technologies

In other Akamai Technologies news, CTO Robert Blumofe sold 3,500 shares of Akamai Technologies stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $108.00, for a total transaction of $378,000.00. Following the transaction, the chief technology officer owned 14,574 shares of the company’s stock, valued at $1,573,992. The trade was a 19.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Edward J. Mcgowan sold 6,560 shares of the company’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $88.03, for a total transaction of $577,476.80. Following the completion of the transaction, the chief financial officer owned 16,442 shares of the company’s stock, valued at approximately $1,447,389.26. The trade was a 28.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 32,318 shares of company stock worth $2,967,254 in the last 90 days. Insiders own 2.00% of the company’s stock.

Institutional Investors Weigh In On Akamai Technologies

A number of institutional investors and hedge funds have recently bought and sold shares of AKAM. Rexford Capital Inc. lifted its position in shares of Akamai Technologies by 1.9% in the fourth quarter. Rexford Capital Inc. now owns 5,106 shares of the technology infrastructure company’s stock valued at $445,000 after acquiring an additional 93 shares in the last quarter. Assetmark Inc. lifted its holdings in Akamai Technologies by 31.8% in the 4th quarter. Assetmark Inc. now owns 444 shares of the technology infrastructure company’s stock worth $39,000 after purchasing an additional 107 shares in the last quarter. Root Financial Partners LLC boosted its stake in Akamai Technologies by 45.8% in the 4th quarter. Root Financial Partners LLC now owns 350 shares of the technology infrastructure company’s stock worth $31,000 after purchasing an additional 110 shares during the period. Perigon Wealth Management LLC grew its holdings in Akamai Technologies by 2.1% during the 4th quarter. Perigon Wealth Management LLC now owns 5,502 shares of the technology infrastructure company’s stock valued at $480,000 after buying an additional 115 shares in the last quarter. Finally, Allworth Financial LP raised its position in shares of Akamai Technologies by 6.3% during the fourth quarter. Allworth Financial LP now owns 2,196 shares of the technology infrastructure company’s stock valued at $192,000 after buying an additional 131 shares during the last quarter. 94.28% of the stock is owned by institutional investors.

More 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.