Akamai Technologies (NASDAQ:AKAM – Free Report) had its target price boosted by Raymond James Financial from $90.00 to $100.00 in a research note issued to investors on Monday morning,MarketScreener reports. Raymond James Financial currently has an outperform rating on the technology infrastructure company’s stock.
Several other equities research analysts have also recently weighed in on the company. DA Davidson increased their price target on Akamai Technologies from $115.00 to $125.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Scotiabank upped their target price on Akamai Technologies from $105.00 to $120.00 and gave the company a “sector outperform” rating in a report on Friday. Susquehanna raised their price target on shares of Akamai Technologies from $105.00 to $120.00 and gave the stock a “positive” rating in a report on Friday. Citigroup boosted their price target on shares of Akamai Technologies from $103.00 to $110.00 and gave the stock a “neutral” rating in a research 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. Ten research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $108.84.
Read Our Latest Stock Analysis on AKAM
Akamai Technologies Trading Up 4.9%
Akamai Technologies (NASDAQ:AKAM – Get Free Report) last issued its quarterly earnings data 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 company had revenue of $1.09 billion for 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%. Akamai Technologies’s revenue for the quarter was up 7.4% on a year-over-year basis. During the same quarter in the previous year, the firm 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. As a group, equities analysts forecast that Akamai Technologies will post 4.6 EPS for the current year.
Insider Buying and Selling at Akamai Technologies
In related news, EVP Mani Sundaram sold 10,438 shares of the stock in a transaction on Monday, December 1st. The shares were sold at an average price of $89.25, for a total transaction of $931,591.50. Following the transaction, the executive vice president directly owned 13,550 shares of the company’s stock, valued at $1,209,337.50. This represents a 43.51% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Paul C. Joseph sold 5,000 shares of Akamai Technologies 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 of the company’s stock, valued at approximately $1,579,147.21. This trade represents a 22.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 32,318 shares of company stock valued at $2,967,254 over the last 90 days. Insiders own 2.00% of the company’s stock.
Institutional Trading of Akamai Technologies
A number of hedge funds and other institutional investors have recently added to or reduced their stakes in AKAM. DLD Asset Management LP boosted 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 valued at $1,595,200,000 after purchasing an additional 7,500,000 shares during the last quarter. Norges Bank purchased a new stake in shares of Akamai Technologies in the second quarter worth approximately $266,817,000. AQR Capital Management LLC lifted its holdings in shares of Akamai Technologies by 522.8% in the third quarter. AQR Capital Management LLC now owns 2,020,346 shares of the technology infrastructure company’s stock valued at $153,061,000 after purchasing an additional 1,695,937 shares in the last quarter. Alyeska Investment Group L.P. lifted its holdings in shares of Akamai Technologies by 570.0% in the third 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 purchasing an additional 1,390,167 shares in the last quarter. Finally, Rubric Capital Management LP purchased a new position in shares of Akamai Technologies during the fourth quarter valued at approximately $104,700,000. 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: 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)
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.
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