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

Akamai Technologies (NASDAQ:AKAM) had its price objective hoisted by equities research analysts at Susquehanna from $105.00 to $120.00 in a report released on Friday,Benzinga reports. The firm currently has a “positive” rating on the technology infrastructure company’s stock. Susquehanna’s target price points to a potential upside of 27.43% from the company’s previous close.

Several other brokerages also recently weighed in on AKAM. Morgan Stanley raised Akamai Technologies from an “underweight” rating to an “overweight” rating and raised their price target for the stock from $83.00 to $115.00 in a report on Monday, January 12th. Jefferies Financial Group cut shares of Akamai Technologies to an “underperform” rating in a research note on Monday, December 15th. President Capital boosted their target price on shares of Akamai Technologies from $104.00 to $116.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Akamai Technologies in a report on Monday, December 29th. Finally, TD Cowen boosted their price objective on shares of Akamai Technologies from $98.00 to $104.00 and gave the company a “hold” rating in a report on Thursday, November 13th. Ten equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $107.89.

Akamai Technologies Trading Down 14.1%

NASDAQ AKAM 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 50 day moving average price of $93.66 and a 200 day moving average price of $84.11. The company has a quick ratio of 2.28, a current ratio of 2.28 and a debt-to-equity ratio of 0.87. The firm has a market cap of $13.55 billion, a PE ratio of 30.57, a price-to-earnings-growth ratio of 2.90 and a beta of 0.70.

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

Insider Buying and Selling at Akamai Technologies

In related news, CTO Robert Blumofe sold 3,500 shares of the business’s stock in a transaction 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 completion of the transaction, the chief technology officer directly owned 14,574 shares in the company, valued at $1,573,992. The trade was a 19.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Paul C. Joseph sold 5,000 shares of the company’s stock in a transaction on 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 directly owned 17,513 shares in the company, valued at approximately $1,579,147.21. The trade was a 22.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 32,318 shares of company stock worth $2,967,254. Corporate insiders own 2.00% of the company’s stock.

Hedge Funds Weigh In On Akamai Technologies

Institutional investors and hedge funds have recently modified their holdings of the stock. JFS Wealth Advisors LLC grew its holdings in Akamai Technologies by 626.2% during the fourth quarter. JFS Wealth Advisors LLC now owns 305 shares of the technology infrastructure company’s stock worth $27,000 after acquiring an additional 263 shares during the period. Whittier Trust Co. of Nevada Inc. boosted its position in Akamai Technologies by 295.3% in the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 336 shares of the technology infrastructure company’s stock worth $26,000 after purchasing an additional 251 shares in the last quarter. Smartleaf Asset Management LLC grew its stake in shares of Akamai Technologies by 566.7% during the 3rd quarter. Smartleaf Asset Management LLC now owns 340 shares of the technology infrastructure company’s stock worth $26,000 after purchasing an additional 289 shares during the period. TD Waterhouse Canada Inc. increased its holdings in shares of Akamai Technologies by 130.0% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 345 shares of the technology infrastructure company’s stock valued at $26,000 after purchasing an additional 195 shares in the last quarter. Finally, Sarver Vrooman Wealth Advisors acquired a new position in shares of Akamai Technologies in the 4th quarter valued at $31,000. 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

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.