Akamai Technologies (NASDAQ:AKAM – Free Report) had its target price increased by Piper Sandler from $97.00 to $114.00 in a report released on Tuesday,Benzinga reports. Piper Sandler currently has a neutral rating on the technology infrastructure company’s stock.
A number of other research analysts also recently commented on the company. Robert W. Baird reaffirmed a “neutral” rating and set a $110.00 target price on shares of Akamai Technologies in a report on Thursday, April 2nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Akamai Technologies in a report on Friday, March 27th. Wall Street Zen downgraded Akamai Technologies from a “buy” rating to a “hold” rating in a report on Saturday, January 31st. KeyCorp increased their target price on Akamai Technologies from $115.00 to $120.00 and gave the stock an “overweight” rating in a report on Friday, February 20th. Finally, DA Davidson increased their target price on Akamai Technologies from $115.00 to $125.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Nine research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Akamai Technologies presently has a consensus rating of “Hold” and a consensus price target of $110.79.
Read Our Latest Stock Analysis on AKAM
Akamai Technologies Price Performance
Akamai Technologies (NASDAQ:AKAM – Get Free Report) last released its earnings results on Thursday, February 19th. The technology infrastructure company reported $1.84 EPS for the quarter, topping analysts’ consensus estimates of $1.75 by $0.09. Akamai Technologies had a return on equity of 13.86% and a net margin of 10.74%.The company had revenue of $1.09 billion for the quarter, compared to the consensus estimate of $1.08 billion. During the same quarter last year, the business posted $1.66 EPS. Akamai Technologies’s quarterly revenue 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. Sell-side analysts expect that Akamai Technologies will post 4.6 earnings per share for the current fiscal year.
Insiders Place Their Bets
In related news, EVP Anthony P. Williams sold 15,000 shares of the firm’s stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $104.29, for a total value of $1,564,350.00. Following the sale, the executive vice president owned 22,064 shares of the company’s stock, valued at approximately $2,301,054.56. This trade represents a 40.47% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Madhu Ranganathan sold 3,131 shares of the firm’s stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $102.00, for a total value of $319,362.00. Following the completion of the sale, the director directly owned 9,160 shares in the company, valued at approximately $934,320. This trade represents a 25.47% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 65,954 shares of company stock worth $6,679,721. 2.00% of the stock is currently owned by insiders.
Institutional Trading of Akamai Technologies
Several hedge funds have recently made changes to their positions in the stock. World Investment Advisors bought a new stake in shares of Akamai Technologies in the 4th quarter worth approximately $251,000. Corient Private Wealth LLC lifted its holdings in shares of Akamai Technologies by 5.6% in the 4th quarter. Corient Private Wealth LLC now owns 27,486 shares of the technology infrastructure company’s stock worth $2,402,000 after purchasing an additional 1,457 shares during the last quarter. Rehmann Capital Advisory Group bought a new stake in shares of Akamai Technologies in the 4th quarter worth approximately $253,000. Employees Provident Fund Board acquired a new stake in Akamai Technologies in the 4th quarter valued at approximately $9,118,000. Finally, Reflection Asset Management acquired a new stake in Akamai Technologies in the 4th quarter valued at approximately $225,000. Institutional investors 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: Akamai formed a strategic distribution/technology alliance with Arrow Electronics to bring applications closer to users and strengthen security distribution — a deal that can help accelerate channel sales and enterprise reach. Akamai Teams with Arrow Electronics
- Positive Sentiment: Akamai promoted Fiona Zhang to lead APJ channel strategy — a regional leadership hire that signals focus on accelerating sales and partner execution across Asia‑Pacific and Japan. Akamai promotes Fiona Zhang
- Positive Sentiment: Industry recognition: Akamai was listed among the top cybersecurity performers for 2025, highlighting strong past returns and investor interest in its security business. That credibility can support multiple expansion if growth continues. 5 Best Performing Cybersecurity Stocks in 2025
- Neutral Sentiment: Akamai scheduled its Q1 2026 investor conference call for May 7 — an event where management may provide additional color on margins, capex plans and cloud/security investments that investors are watching closely. Investor Conference Call Announcement
- Neutral Sentiment: Piper Sandler raised its price target to $114 but kept a “neutral” rating — a modestly constructive move on valuation but not a clear buy endorsement, which can temper upside momentum. Piper Sandler price target update
- Neutral Sentiment: Coverage note: commentary that Akamai is “gaining momentum within the Nasdaq” reflects improving headline sentiment, but market reaction will depend on proof of sustained margin recovery. Is Akamai Gaining Momentum?
- Negative Sentiment: Analysis pieces warn profitability is the issue — investors remain focused on margin pressure from elevated capex and transition costs as Akamai shifts deeper into security and cloud infrastructure. That narrative is pressuring the stock despite revenue growth. Akamai: Growth Isn’t The Problem – Profitability Is
- Negative Sentiment: Short‑term selling pressure tied to renewed analyst caution and scrutiny of transition costs, plus notable insider sales reported in recent months, are contributing to downside—investors appear de‑risking after the stock’s run. Akamai slides as investors refocus on transition costs
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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