Akamai Technologies (AKAM) Aktienübersicht
Akamai Technologies, Inc. bietet in den Vereinigten Staaten und international Sicherheits-, Bereitstellungs- und Cloud-Computing-Lösungen an. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 1/6 |
| Künftiges Wachstum | 1/6 |
| Vergangene Leistung | 1/6 |
| Finanzielle Gesundheit | 3/6 |
| Dividenden | 0/6 |
AKAM Community Fair Values
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Analyst Price Targets
Akamai Technologies, Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$137.81 |
| 52-Wochen-Hoch | US$165.45 |
| 52-Wochen-Tief | US$69.78 |
| Beta | 0.60 |
| 1 Monat Veränderung | -6.70% |
| 3 Monate Veränderung | 29.44% |
| 1 Jahr Veränderung | 76.07% |
| 3 Jahre Veränderung | 50.17% |
| 5 Jahre Veränderung | 16.61% |
| Veränderung seit IPO | -5.08% |
Aktuelle Nachrichten und Updates
Narrativ-Update • Jun 04
AKAM: AI Infrastructure Demand And Margin Strains Will Shape Balanced Future Outlook
Akamai's updated analyst price target has moved from $157.16 to $159.30. Analysts point to stronger assumed revenue growth tied to AI infrastructure demand, tempered by more conservative margin expectations and a slightly higher future P/E of 44.18x versus 40.94x previously.Narrativ-Update • May 21
AKAM: AI Infrastructure Deals And Heavy Investment Will Shape Balanced Future Outlook
Akamai Technologies' analyst fair value estimate has moved from $110.98 to $157.16 as analysts factor in higher revenue growth expectations tied to AI infrastructure demand and recent deals, while also acknowledging ongoing margin pressure from increased investment. Analyst Commentary Recent research updates show a wide range of reactions to Akamai Technologies, with many firms lifting price targets while debating how much near term margin pressure and elevated capital spending should affect valuation.Analyseartikel • May 16
Investors Can Find Comfort In Akamai Technologies' (NASDAQ:AKAM) Earnings Quality
Akamai Technologies, Inc.'s ( NASDAQ:AKAM ) recent soft profit numbers didn't appear to worry shareholders, as the...Recent updates
Narrativ-Update • Jun 04
AKAM: AI Infrastructure Demand And Margin Strains Will Shape Balanced Future Outlook
Akamai's updated analyst price target has moved from $157.16 to $159.30. Analysts point to stronger assumed revenue growth tied to AI infrastructure demand, tempered by more conservative margin expectations and a slightly higher future P/E of 44.18x versus 40.94x previously.Narrativ-Update • May 21
AKAM: AI Infrastructure Deals And Heavy Investment Will Shape Balanced Future Outlook
Akamai Technologies' analyst fair value estimate has moved from $110.98 to $157.16 as analysts factor in higher revenue growth expectations tied to AI infrastructure demand and recent deals, while also acknowledging ongoing margin pressure from increased investment. Analyst Commentary Recent research updates show a wide range of reactions to Akamai Technologies, with many firms lifting price targets while debating how much near term margin pressure and elevated capital spending should affect valuation.Analyseartikel • May 16
Investors Can Find Comfort In Akamai Technologies' (NASDAQ:AKAM) Earnings Quality
Akamai Technologies, Inc.'s ( NASDAQ:AKAM ) recent soft profit numbers didn't appear to worry shareholders, as the...Seeking Alpha • May 10
Akamai Technologies Cements Itself As An AI Beneficiary
Summary Akamai Technologies, Inc. reported Q1 results nearly in line with Wall Street expectations. Security and cloud infrastructure showed good momentum, but pressure in the delivery segment continued to weigh on AKAM's growth and margins. A new $1.8 billion AI cloud infrastructure deal is major news for AKAM, cementing the company as an AI beneficiary. I estimate AKAM stock to have a fair value of $148.30. Read the full article on Seeking Alpha
Narrativ-Update • Apr 29
AKAM: Heavy AI Capex And Margin Pressure Will Limit Future Share Upside
Analysts have nudged their average price target on Akamai Technologies higher by about $1, reflecting modestly stronger assumptions for revenue growth, profit margins, and the future P/E multiple after a series of updated research reports that highlight ongoing traction in compute and security, along with higher planned investment. Analyst Commentary Recent research on Akamai reflects a mixed tone, with many firms lifting price targets while also flagging higher spending needs and the trade off between growth initiatives and profitability.Narrativ-Update • Apr 15
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.Narrativ-Update • Apr 01
AKAM: Elevated AI Capex Will Constrain Margins Despite Strong Compute And Security
Analysts have lifted Akamai Technologies' blended price target into a higher $90 to $120 range, citing steadier delivery trends, growing contributions from compute and security, and a willingness to accept near term margin pressure to fund AI related infrastructure and CIS growth. Analyst Commentary Recent research coverage on Akamai points to a generally constructive view on the company’s role in compute, security, and AI infrastructure, but opinions are not uniform.Narrativ-Update • Mar 18
AKAM: Heavy AI And Compute Spending Will Pressure Margins And Share Returns
Akamai’s updated analyst price target framework edges higher as modestly adjusted assumptions on fair value, growth, margins and future P/E reflect analysts’ focus on stabilizing delivery trends, rising contributions from security and compute, and sector-wide AI optimism, despite mixed views on near term investment and profitability. Analyst Commentary Recent Street research on Akamai highlights a split view.Narrativ-Update • Mar 04
AKAM: Elevated Capex For AI And Compute Will Pressure Future Returns
Akamai Technologies' updated fair value estimate has moved from $69.00 to about $77.07 as analysts factor in higher long term P/E assumptions, a higher discount rate, and renewed confidence in the company’s compute, security, and AI related growth drivers, reflected in a series of recent price target increases across the Street. Analyst Commentary Street research on Akamai has turned more active, with a wide range of price targets and ratings clustered around the company’s push into compute, security, and AI infrastructure.Narrativ-Update • Feb 17
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.Narrativ-Update • Feb 03
AKAM: Heavy Security And Compute Investments Will Constrain Returns Despite AI Tailwinds
Analysts have kept their fair value estimate for Akamai Technologies steady at $69.00 while updating their assumptions to reflect lower discount rates, slightly higher revenue growth and profit margin expectations, and a modestly reduced future P/E multiple. These changes are supported by recent target hikes tied to AI infrastructure demand, growing security and compute exposure, and a perceived inflection in the shift from content delivery to a broader cloud and security platform.Narrativ-Update • Jan 20
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.Narrativ-Update • Jan 06
AKAM: Heavy Security And Compute Spending Will Pressure Margins And Share Performance
Akamai Technologies' analyst fair value estimate has been adjusted from US$66.00 to US$69.00 as analysts factor in updated expectations around revenue growth, profitability, and a lower future P/E, supported by recent Street research highlighting opportunities in security, compute infrastructure, and ongoing investment needs. Analyst Commentary Recent research on Akamai Technologies presents a mixed picture, with some firms highlighting growth opportunities in security and compute infrastructure while others focus on the investment and execution risks that come with this shift.Narrativ-Update • Dec 15
AKAM: Heavy AI And Security Spending Will Cap Near-Term Upside
Analysts have nudged their fair value estimate for Akamai Technologies to $66.00 per share, citing a slightly lower discount rate, stronger expected revenue growth in security and compute, improved profit margin assumptions, and a lower future P E multiple that reflects both ongoing investment needs and a more balanced view of valuation risk. Analyst Commentary Recent Street research paints a mixed picture for Akamai, with bullish views on the long term potential of its security and compute businesses offset by valuation concerns and execution risk around its transformation strategy.Analyseartikel • Nov 11
Akamai Technologies, Inc. Just Beat EPS By 27%: Here's What Analysts Think Will Happen Next
It's been a pretty great week for Akamai Technologies, Inc. ( NASDAQ:AKAM ) shareholders, with its shares surging 17...Narrativ-Update • Sep 04
Cloud, AI And Cybersecurity Will Unlock Future Opportunities
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.Analyseartikel • Jun 27
Here's Why Akamai Technologies (NASDAQ:AKAM) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyseartikel • Jun 12
Are Investors Undervaluing Akamai Technologies, Inc. (NASDAQ:AKAM) By 33%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Akamai Technologies fair value estimate is US$117 Akamai...Seeking Alpha • Mar 25
Akamai Technologies: Business Model Transition Continues
Summary Akamai Technologies, a leading content delivery, cloud computing, and security solutions provider, is down 25% from its 52-week highs amid business model tweaks and takeover rumors. The company is transitioning from its legacy Delivery business to focus on Security and Compute, aiming for 10% revenue growth and mid-40s EBITDA margins. Despite mixed analyst opinions and recent insider trading, Akamai's solid balance sheet and potential private equity interest offer some upside potential. An analysis around Akamai Technologies follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Mar 08
Akami Technologies: FY 2025 Outlook Overshadows AI-Driven Cloud Potential
Summary I reiterate a hold rating for Akamai Technologies due to a poor earnings growth outlook and lack of near-term catalysts for re-rating. Revenue growth is slowing, with FY25 guidance showing minimal growth and continuous declines in the delivery segment, impacting overall performance. Margin pressures persist due to necessary investments in AI and compute infrastructure, further dampening earnings growth potential. Despite appearing cheap, Akamai’s valuation is unlikely to improve without clear revenue and margin stabilization, making it a hold for now. Read the full article on Seeking AlphaSeeking Alpha • Jan 09
Akamai Technologies: Long-Term Narrative Doesn't Matter Until Delivery Improves (Rating Downgrade)
Summary I am downgrading Akamai Technologies stock from buy to hold due to persistent underperformance in the Delivery segment, which saw a 16% y/y revenue decline. Despite strong growth in Compute and Security, the market remains focused on Delivery's weakness, with traffic growth in key verticals like video streaming and gaming remaining weak. Management's restructuring measures, including a 2.5% workforce reduction and reinvestment in Compute and Security, are positive but insufficient to offset Delivery's negative impact. Until Delivery shows clear signs of stabilization or growth, I recommend monitoring AKAM and investing only when this segment's growth profile improves. Read the full article on Seeking AlphaSeeking Alpha • Nov 14
Akamai Technologies Q3: Interesting Enough To Put On My Watchlist
Summary Akamai Technologies' Q3 earnings showed mixed results, with revenue up 3.6% y/y but a significant GAAP operating margin drop due to restructuring charges. The company's outlook is weak with lowered full-year revenue and profit forecasts, leading to a 15% drop in share price. Despite short-term challenges, Akamai's security and compute segments show promise, with strong growth potential in cloud services and online security. I will monitor Akamai closely, noting its solid balance sheet but concerned about high stock-based compensation impacting GAAP performance. Read the full article on Seeking AlphaSeeking Alpha • Oct 22
Akamai: Delivery Headwinds And Compute Uncertainty
Summary Akamai's share price has rebounded in recent months due to optimism around its Security and Compute businesses. Akamai's Delivery business continues to face headwinds though, and the company has made little financial progress in recent years as a result. The valuation remains reasonable, particularly if the company can return its margins to the historical norm. Ongoing investments in Compute and Security could represent a risk to cash flows though. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
Akamai Technologies: Stronger Performing Segments May Be Overlooked By The Market
Summary I recommend a buy rating for Akamai Technologies stock, as I believe the market undervalues the strong performance in the Security and Compute segments. Despite the slowdown in the Delivery segment, Security and Compute are showing very strong growth. Migrating apps to Akamai Connected Cloud will significantly reduce operating costs, potentially boosting margins by 400bps. Read the full article on Seeking AlphaAktionärsrenditen
| AKAM | US IT | US Markt | |
|---|---|---|---|
| 7D | -14.0% | -11.4% | -3.3% |
| 1Y | 76.1% | -6.1% | 22.3% |
Rendite im Vergleich zur Industrie: AKAM übertraf die Branche US IT , die im vergangenen Jahr eine Rendite von -6.1 erzielte.
Rendite vs. Markt: AKAM übertraf den Markt US, der im vergangenen Jahr eine Rendite von 22.3 erzielte.
Preisvolatilität
| AKAM volatility | |
|---|---|
| AKAM Average Weekly Movement | 11.6% |
| IT Industry Average Movement | 11.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: Der Aktienkurs von AKAM war in den letzten 3 Monaten im Vergleich zum US -Markt volatil.
Volatilität im Zeitverlauf: AKAMDie wöchentliche Volatilität (12%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der US Aktien.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1998 | 11,000 | Tom Leighton | www.akamai.com |
Akamai Technologies, Inc. beschäftigt sich mit der Bereitstellung von Sicherheits-, Bereitstellungs- und Cloud-Computing-Lösungen in den Vereinigten Staaten und international. Das Unternehmen bietet Sicherheitslösungen an, darunter Lösungen zum Schutz von Webanwendungen und Programmierschnittstellen (API), die den Web-, API- und mobilen App-Verkehr vor Angriffen schützen, sowie das Bot & Abuse-Portfolio, das Lösungen zum Schutz der Kunden vor Bedrohungen bietet; das Portfolio Bot & Abuse, das Lösungen bietet, die Kunden dabei helfen, sich vor Bedrohungen zu schützen; Schutz für den gesamten Lebenszyklus von Konten, einschließlich der Fähigkeit, sich gegen die Übernahme von Konten und den Missbrauch von Eröffnungen zu verteidigen, Schutz vor gegnerischen Bots, Schutz vor Credential Stuffing, Inventar-Scalping und Horten; und Lösungen, die dafür entwickelt wurden, hartnäckige Scraper daran zu hindern, Inhalte zu stehlen; API-Sicherheit, die APIs entdeckt, prüft und überwacht; und Schutz für Microservices und Anwendungskomponenten, der den Anwendungsverkehr analysiert und schützt, der zwischen Anwendungskomponenten stattfindet. Das Unternehmen bietet auch Cloud Computing-Services an, die Rechen-, Speicher-, Cloud Native- und Networking-Services umfassen.
Akamai Technologies, Inc.'s Grundlagenzusammenfassung
| AKAM grundlegende Statistiken | |
|---|---|
| Marktanteil | US$20.63b |
| Gewinn(TTM) | US$435.18m |
| Umsatz(TTM) | US$4.27b |
46.0x
Kurs-Gewinn-Verhältnis 4.7x
Kurs-Umsatz-VerhältnisIst AKAM zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| AKAM Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$4.27b |
| Kosten der Einnahmen | US$1.78b |
| Bruttogewinn | US$2.49b |
| Sonstige Ausgaben | US$2.05b |
| Gewinn | US$435.18m |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 2.99 |
| Bruttomarge | 58.28% |
| Nettogewinnspanne | 10.20% |
| Schulden/Eigenkapital-Verhältnis | 83.7% |
Wie hat sich AKAM auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/09 08:22 |
| Aktienkurs zum Tagesende | 2026/06/09 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Akamai Technologies, Inc. wird von 49 Analysten beobachtet. 25 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| William Power | Baird |
| Madeline Brooks | BofA Global Research |
| Tal Liani | BofA Global Research |