Shared on 04 Jun 26

Fair value Increased 1.36%

AKAM: AI Infrastructure Demand And Margin Strains Will Shape Balanced Future Outlook

Analysts start to view Akamai more as an AI infrastructure player, helped by a major new customer deal and expanding partnerships that bring its security tools deeper into AI data centers. The catch is that growing fast may squeeze profits, and some warn the stock already assumes a lot has to go right.

7 views

Shared on 21 May 26

Fair value Increased 42%

AKAM: AI Infrastructure Deals And Heavy Investment Will Shape Balanced Future Outlook

Akamai lands a major long-term AI cloud deal and is pushing more work to the network edge, but that growth comes with heavier spending that could keep profits under pressure for a while. See why analysts are split between a stronger long-term story in compute and security and concerns that the market already expects a lot of AI success.

20 views

Shared on 15 Apr 26

Fair value Increased 8.04%

AKAM: AI Compute And Security Investments Are Expected To Drive Upside

Analysts have lifted the base case price target for Akamai Technologies to $110.98 from $102.72, reflecting updated views on higher future P/E assumptions along with more conservative revenue growth and profit margin inputs. This is supported by recent research that highlights growing compute and security demand, increased AI related capex, and a mix of both positive target revisions and a downgrade in rating.

20 views

Shared on 17 Feb 26

Fair value Increased 1.55%

AKAM: Fair Outlook As AI Infrastructure And Compute Transition Tests Execution

The Akamai Technologies analyst price target has been raised by about $1.57 to align with Street research that points to improving revenue growth assumptions, a slightly lower discount rate and a higher future P/E. This is supported by analysts highlighting moderating delivery declines, steadier Security trends, accelerating compute growth and potential benefits from AI infrastructure demand.

33 views

Shared on 20 Jan 26

Fair value Increased 6.25%

AKAM: Fair Outlook As Security And Compute Transition Reaches Key Inflection Point

Analysts have lifted their price target for Akamai Technologies by about US$6 to roughly US$101, citing a stronger profit outlook, a slightly lower required return, and growing conviction in the company’s transition toward security, compute, and AI infrastructure offerings. Analyst Commentary Recent Street research on Akamai highlights a mix of enthusiasm around its shift toward security, compute, and AI infrastructure, alongside some caution about the investment needed to support that shift.

11 views

Shared on 04 Sep 25

Analysts remain divided on Akamai Technologies due to concerns over consistent growth, particularly in Security and Delivery segments, and while recent strong results and guidance upgrades have fueled some optimism, the consensus Analyst Price Target is unchanged at $95.20. Analyst Commentary Concerns about Akamai's ability to deliver consistent growth across all business segments, with particular emphasis on the need for stabilization in Security and Delivery segment revenues.

63 views

Shared on 07 May 25

Fair value Decreased 7.17%

2 views

Shared on 30 Apr 25

Fair value Decreased 0.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 16 Apr 25

Fair value Decreased 3.93%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 09 Apr 25

Fair value Decreased 0.87%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 02 Apr 25

Fair value Increased 3.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 26 Mar 25

Fair value Decreased 1.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

2 views

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

4 views

Shared on 10 Mar 25

Fair value Increased 5.35%

AnalystConsensusTarget has decreased revenue growth from 7.5% to 6.0% and decreased profit margin from 17.7% to 15.6%.

1 view

Cloud, AI And Cybersecurity Will Unlock Future Opportunities

AKAM: AI Infrastructure Demand And Margin Strains Will Shape Balanced Future Outlook

AKAM: AI Infrastructure Deals And Heavy Investment Will Shape Balanced Future Outlook

AKAM: AI Compute And Security Investments Are Expected To Drive Upside

AKAM: Fair Outlook As AI Infrastructure And Compute Transition Tests Execution

AKAM: Fair Outlook As Security And Compute Transition Reaches Key Inflection Point

Shared on 04 Sep 25

Shared on 07 May 25

Shared on 30 Apr 25

Shared on 23 Apr 25

Shared on 16 Apr 25

Shared on 09 Apr 25

Shared on 02 Apr 25

Shared on 26 Mar 25

Shared on 19 Mar 25

Shared on 10 Mar 25

Fair Value vs Share Price

Recent News & Updates

Recent updates

Stay ahead on Akamai Technologies

Company analysis

CEO & management