Akamai Technologies, Inc. (NASDAQ:AKAM) Receives Average Recommendation of “Hold” from Analysts

Akamai Technologies, Inc. (NASDAQ:AKAM) has received a consensus recommendation of “Hold” from the twenty-one brokerages that are currently covering the firm, Marketbeat reports. Two analysts have rated the stock with a sell rating, nine have issued a hold rating and ten have assigned a buy rating to the company. The average 1 year price target among brokerages that have covered the stock in the last year is $108.8421.

AKAM has been the topic of a number of analyst reports. Wall Street Zen lowered Akamai Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, January 31st. Piper Sandler lifted their price objective on Akamai Technologies from $89.00 to $97.00 and gave the stock a “neutral” rating in a research note on Monday. Jefferies Financial Group downgraded shares of Akamai Technologies to an “underperform” rating in a research report on Monday, December 15th. Citigroup raised their price target on shares of Akamai Technologies from $103.00 to $110.00 and gave the stock a “neutral” rating in a report on Friday. Finally, Evercore upped their price objective on shares of Akamai Technologies from $105.00 to $115.00 and gave the company an “outperform” rating in a research note on Friday.

Key Akamai Technologies News

Here are the key news stories impacting Akamai Technologies this week:

• Positive Sentiment: New product push — Akamai announced an agentless Zero‑Trust segmentation solution powered by NVIDIA to protect critical infrastructure, which could expand enterprise security sales and position Akamai in AI‑accelerated network/security deals. Akamai Secures Critical Infrastructure with Agentless Zero Trust Segmentation Powered by NVIDIA
• Positive Sentiment: Strategic emphasis on AI and cloud/internet security (CIS) — the company’s recent earnings and earnings call highlight AI-driven product initiatives and CIS investments that support recurring revenue and justify higher forward multiples. (See earnings coverage.) Akamai Earnings Call: Betting Big on AI and CIS
• Positive Sentiment: Investor research view — Zacks published a positive note framing Akamai as a strong value stock, which may attract value and long‑term investors. Here’s Why Akamai Technologies (AKAM) is a Strong Value Stock
• Positive Sentiment: Bullish analyst action — Raymond James raised its price target to $100 and kept an “outperform” rating, signaling institutional support for upside. Raymond James Adjusts PT on Akamai to $100
• Neutral Sentiment: Mixed analyst notes — Piper Sandler raised its target to $97 but maintained a “neutral” rating, and several outlets posted a variety of target changes (some higher, some lower), creating offsetting signals for traders. Piper Sandler PT to $97
• Neutral Sentiment: Mixed/uncertain analyst detail — multiple price‑target updates were reported overnight (including items consolidated by AmericanBankingNews and a TD Cowen note); the net effect is mixed guidance from the analyst community rather than a uniform upgrade or downgrade. TD Cowen Cuts Akamai Price Target to $100 (coverage) Akamai Price Target Raised to $100
• Negative Sentiment: Some downside signals — a few outlets reported lower or conservative targets (one report cites a $76 target, and TD Cowen’s cut to $100 was framed as a reduction), which could cap near‑term upside if more analysts follow. Akamai Price Target Raised to $76 (coverage)

Insider Buying and Selling at Akamai Technologies

In other Akamai Technologies news, EVP Mani Sundaram sold 10,438 shares of the stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $89.25, for a total transaction of $931,591.50. Following the completion of the sale, the executive vice president directly owned 13,550 shares in the company, valued at approximately $1,209,337.50. This trade represents a 43.51% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Edward J. Mcgowan sold 6,560 shares of Akamai Technologies stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $88.03, for a total value of $577,476.80. Following the completion of the transaction, the chief financial officer directly owned 16,442 shares of the company’s stock, valued at approximately $1,447,389.26. This trade represents a 28.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 32,318 shares of company stock valued at $2,967,254. 2.00% of the stock is owned by corporate insiders.

Institutional Trading of Akamai Technologies

Several large investors have recently made changes to their positions in the company. DLD Asset Management LP raised its stake in Akamai Technologies by 60.0% during the 2nd 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 bought a new stake in shares of Akamai Technologies during the second quarter valued at approximately $266,817,000. AQR Capital Management LLC raised its position in shares of Akamai Technologies by 522.8% during the third quarter. AQR Capital Management LLC now owns 2,020,346 shares of the technology infrastructure company’s stock worth $153,061,000 after purchasing an additional 1,695,937 shares during the period. Alyeska Investment Group L.P. lifted 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 worth $123,795,000 after purchasing an additional 1,390,167 shares in the last quarter. Finally, Rubric Capital Management LP acquired a new stake in Akamai Technologies in the 4th quarter valued at $104,700,000. 94.28% of the stock is currently owned by institutional investors and hedge funds.

Akamai Technologies Stock Up 4.9%

NASDAQ:AKAM opened at $98.75 on Tuesday. Akamai Technologies has a one year low of $67.51 and a one year high of $113.50. The company has a debt-to-equity ratio of 0.82, a current ratio of 2.36 and a quick ratio of 2.28. The company has a market cap of $14.21 billion, a PE ratio of 32.06, a P/E/G ratio of 2.90 and a beta of 0.70. The firm’s 50 day simple moving average is $93.91 and its 200 day simple moving average is $84.35.

Akamai Technologies (NASDAQ:AKAM) last announced 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 during 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 13.86%. The company’s revenue was up 7.4% on a year-over-year basis. During the same period in the prior year, the company posted $1.66 EPS. 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 anticipate that Akamai Technologies will post 4.6 earnings per share for the current year.

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.