Akamai Technologies, Inc.

NasdaqGS:AKAM Lagerbericht

Marktkapitalisierung: US$18.8b

Akamai Technologies Zukünftiges Wachstum

Future Kriterienprüfungen 1/6

Akamai Technologies wird ein jährliches Gewinn- und Umsatzwachstum von 16.6% bzw. 8.8% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 17.1% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 18.6% betragen.

Wichtige Informationen

16.6%

Wachstumsrate der Gewinne

17.13%

EPS-Wachstumsrate

IT Gewinnwachstum23.5%
Wachstumsrate der Einnahmen8.8%
Zukünftige Eigenkapitalrendite18.64%
Analystenabdeckung

Good

Zuletzt aktualisiert07 Jul 2026

Jüngste Aktualisierungen zum künftigen Wachstum

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...

Recent updates

Narrativ-Update • Jun 24

AKAM: AI Infrastructure Deals Will Strain Margins And Capex Heavy Future Returns

Akamai Technologies' updated fair value estimate has moved from $79.11 to $106.95, reflecting analysts' higher price targets tied to AI infrastructure demand and recent large language model partnerships, while also acknowledging ongoing questions around profit margins and a future P/E of 49.19 compared with 26.00 previously. Analyst Commentary Recent Street research on Akamai Technologies centers on how the stock is being revalued around AI infrastructure demand, with several firms lifting price targets following the Anthropic agreement and broader interest in edge-based AI inference.
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.
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Gewinn- und Umsatzwachstumsprognosen

NasdaqGS:AKAM - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20285,4486507582,08712
12/31/20274,9874995351,87925
12/31/20264,503445-2151,66025
3/31/20264,2674357651,580N/A
12/31/20254,2084526691,519N/A
9/30/20254,1335075601,496N/A
6/30/20254,0834255211,447N/A
3/31/20254,0194535481,418N/A
12/31/20243,9915057011,519N/A
9/30/20243,9665268191,565N/A
6/30/20243,9276297371,531N/A
3/31/20243,8836266641,467N/A
12/31/20233,8125484971,348N/A
9/30/20233,7455155571,301N/A
6/30/20233,6614787031,311N/A
3/31/20233,6294877371,286N/A
12/31/20223,6175248161,275N/A
9/30/20223,5945558631,320N/A
6/30/20223,5736118651,341N/A
3/31/20223,5226298651,377N/A
12/31/20213,4616528591,405N/A
9/30/20213,4026047061,309N/A
6/30/20213,3355846061,321N/A
3/31/20213,2775905601,242N/A
12/31/20203,1985574471,215N/A
9/30/20203,1245634721,206N/A
6/30/20203,0415424431,101N/A
3/31/20202,9514944491,121N/A
12/31/20192,894478N/A1,058N/A
9/30/20192,835453N/A1,062N/A
6/30/20192,795423N/A1,075N/A
3/31/20192,752352N/A977N/A
12/31/20182,714298N/A1,008N/A
9/30/20182,660232N/A920N/A
6/30/20182,614188N/A845N/A
3/31/20182,557202N/A850N/A
12/31/20172,489223N/A801N/A
9/30/20172,447287N/A788N/A
6/30/20172,406299N/A803N/A
3/31/20172,373316N/A823N/A
12/31/20162,348321N/A872N/A
9/30/20162,303313N/A905N/A
6/30/20162,270325N/A836N/A
3/31/20162,239319N/A856N/A
12/31/20152,197321N/A793N/A
9/30/20152,155330N/A742N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: AKAMDas prognostizierte Gewinnwachstum (16.6% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: AKAMDie Erträge des Unternehmens (16.6% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (18.3% pro Jahr).

Hohe Wachstumserträge: AKAMDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: AKAMDie Einnahmen des Unternehmens (8.8% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (13% pro Jahr).

Hohe Wachstumseinnahmen: AKAMDie Einnahmen des Unternehmens (8.8% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: AKAMDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (18.6%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/07/10 14:58
Aktienkurs zum Tagesende2026/07/10 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

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.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* 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

Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.

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.

AnalystEinrichtung
William PowerBaird
Madeline BrooksBofA Global Research
Tal LianiBofA Global Research