Akamai Technologies, Inc.

Informe acción NasdaqGS:AKAM

Capitalización de mercado: US$15.3b

Akamai Technologies Dirección

Dirección controles de criterios 4/4

El CEO de Akamai Technologies es Tom Leighton , nombrado en Jan 1998, tiene una permanencia de 28.33 años. compensación anual total es $15.95M, compuesta por 0% salario y 100% primas, incluidas acciones y opciones de la empresa. posee directamente un 1.79% de las acciones de la empresa, por valor de $272.96M. La antigüedad media del equipo directivo y de la junta directiva es de 5.2 años y 8.2 años, respectivamente.

Información clave

Tom Leighton

Chief Executive Officer (CEO)

US$16.0m

Compensación total

Porcentaje del salario del CEO0.00%
Permanencia del CEO28.3yrs
Participación del CEO1.8%
Permanencia media de la dirección5.2yrs
Promedio de permanencia en la Junta Directiva8.2yrs

Actualizaciones recientes de la dirección

Recent updates

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.

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.

Akamai: Growth Isn't The Problem - Profitability Is

Apr 06

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.

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.

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.

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.

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.

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.

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.

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.

Akamai Technologies, Inc. Just Beat EPS By 27%: Here's What Analysts Think Will Happen Next

Nov 11
Akamai Technologies, Inc. Just Beat EPS By 27%: Here's What Analysts Think Will Happen Next

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.

Here's Why Akamai Technologies (NASDAQ:AKAM) Can Manage Its Debt Responsibly

Jun 27
Here's Why Akamai Technologies (NASDAQ:AKAM) Can Manage Its Debt Responsibly

Are Investors Undervaluing Akamai Technologies, Inc. (NASDAQ:AKAM) By 33%?

Jun 12
Are Investors Undervaluing Akamai Technologies, Inc. (NASDAQ:AKAM) By 33%?

Akamai Technologies, Inc.'s (NASDAQ:AKAM) 25% Jump Shows Its Popularity With Investors

May 09
Akamai Technologies, Inc.'s (NASDAQ:AKAM) 25% Jump Shows Its Popularity With Investors

Akamai Technologies: Business Model Transition Continues

Mar 25

Akami Technologies: FY 2025 Outlook Overshadows AI-Driven Cloud Potential

Mar 08

Akamai Technologies: Long-Term Narrative Doesn't Matter Until Delivery Improves (Rating Downgrade)

Jan 09

Akamai Technologies Q3: Interesting Enough To Put On My Watchlist

Nov 14

Akamai: Delivery Headwinds And Compute Uncertainty

Oct 22

Akamai Technologies: Stronger Performing Segments May Be Overlooked By The Market

Sep 25
User avatar

Cloud Computing And Security Investments Propel Future Growth And Margins

Akamai's focus on expanding cloud computing capabilities and security services aims to drive revenue growth and improve net margins through high-margin offerings.

Akamai: Slowdown In Content Delivery Is Faster Than Expected (Downgrade)

Jul 11

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Tom Leighton en comparación con los beneficios de Akamai Technologies?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025US$16mUS$1

US$452m

Sep 30 2025n/an/a

US$507m

Jun 30 2025n/an/a

US$425m

Mar 31 2025n/an/a

US$453m

Dec 31 2024US$15mUS$1

US$505m

Sep 30 2024n/an/a

US$526m

Jun 30 2024n/an/a

US$629m

Mar 31 2024n/an/a

US$626m

Dec 31 2023US$13mUS$1

US$548m

Sep 30 2023n/an/a

US$515m

Jun 30 2023n/an/a

US$478m

Mar 31 2023n/an/a

US$487m

Dec 31 2022US$12mUS$1

US$524m

Sep 30 2022n/an/a

US$555m

Jun 30 2022n/an/a

US$611m

Mar 31 2022n/an/a

US$629m

Dec 31 2021US$12mUS$1

US$652m

Sep 30 2021n/an/a

US$604m

Jun 30 2021n/an/a

US$584m

Mar 31 2021n/an/a

US$590m

Dec 31 2020US$12mUS$1

US$557m

Sep 30 2020n/an/a

US$563m

Jun 30 2020n/an/a

US$542m

Mar 31 2020n/an/a

US$494m

Dec 31 2019US$11mUS$1

US$478m

Compensación vs. Mercado: La compensación total ($USD15.95M) de Tom está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.60M).

Compensación vs. Ingresos: La compensación de Tom ha sido consistente con los resultados de la empresa en el último año.


CEO

Tom Leighton (68 yo)

28.3yrs
Permanencia
US$15,954,172
Compensación

Dr. F. Thomson Leighton, also known as Tom, co-founded Akamai Technologies, Inc. in 1998 and has been its Chief Executive Officer since January 1, 2013 and serves as its President. Dr. Leighton is Akamai's...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
F. Leighton
Co-Founder28.3yrsUS$15.95m1.79%
$ 273.0m
Edward McGowan
Executive VP7.2yrsUS$6.20m0.0062%
$ 946.6k
Adam Karon
COO & GM of Cloud Technology Group5.2yrsUS$7.73m0.0049%
$ 755.4k
Paul Joseph
Executive Vice President of Global Sales & Services5.2yrsUS$5.33m0.024%
$ 3.6m
Mani Sundaram
Executive VP & GM of Security Technology Group4.4yrsUS$5.44m0.015%
$ 2.3m
Laura Howell
Senior VP & Chief Accounting Officer4.9yrssin datos0.011%
$ 1.7m
Robert Blumofe
Executive VP & CTO5.2yrsUS$3.75m0.021%
$ 3.2m
Kate Prouty
Senior VP & Chief Information Officer4.4yrssin datossin datos
Mark Stoutenberg
Head of Investor Relationsno datasin datossin datos
Aaron Ahola
Executive VP8.6yrsUS$3.01m0.016%
$ 2.5m
Charlie Rice
Senior Vice President of Corporate and Business Development7.3yrssin datossin datos
Kim Salem Jackson
Executive VP & Chief Marketing Officer5.2yrssin datos0.042%
$ 6.4m
5.2yrs
Permanencia media
53yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de AKAM es experimentado (5.2 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
F. Leighton
Co-Founder27.8yrsUS$15.95m1.79%
$ 273.0m
Bernardus Johannes Verwaayen
Independent Director12.5yrsUS$384.92k0.016%
$ 2.5m
Monte Ford
Independent Director12.9yrsUS$384.92k0.018%
$ 2.8m
Jonathan Miller
Independent Director10.8yrsUS$349.93k0.015%
$ 2.4m
Daniel Hesse
Independent Chairman9.8yrsUS$449.96k0.012%
$ 1.9m
Madhu Ranganathan
Independent Director6.9yrsUS$384.92k0.0062%
$ 951.2k
Marianne Brown
Independent Director6.2yrsUS$384.92k0.0042%
$ 645.3k
Bas Burger
Independent Directorless than a yearUS$234.40ksin datos
Sharon Bowen
Independent Director5.1yrsUS$349.93k0.0056%
$ 859.4k
Peter Killalea
Independent Director8.2yrsUS$349.93k0.0061%
$ 928.2k
Janaki Akella
Independent Directorless than a yearUS$234.40ksin datos
8.2yrs
Permanencia media
66yo
Promedio de edad

Junta con experiencia: La junta directiva de AKAM se considera experimentada (8.2 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/04 00:07
Precio de las acciones al final del día2026/05/04 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Akamai Technologies, Inc. está cubierta por 50 analistas. 25 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
William PowerBaird
Madeline BrooksBofA Global Research
Tal LianiBofA Global Research